Q1-FY27 · Nikil Kumar
The forecast of demand at the moment are very strong and TDPS is taking the position to maximize the order inflow. On the capacity side, we are focusing on efficiency as well as debottlenecking to increase output for FY28.
TDPOWERSYS / language trends
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TD Power Systems · tone and specificity signals across the available quarters.
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Language signals
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Q1-FY27 · Nikil Kumar
The power plant informs a very very small percentage of overall project costs and things like that it's less than 5%. So the demanded elasticity is very high. They need electricity and there's no choice.
Q1-FY27 · Nikil Kumar
Our customers have taken significant amounts of binding from the advances from people who want to buy their equipment and that is the reason why we have confidence and they have confidence that the demand will be in the US.
Q3-FY26 · Nikil Kumar
We will cross 1,800 crores this financial year and we give an upward guidance for FY27 at 2,200 plus crores. This is the conservative guidance based on the ramp up of the order booking that we're seeing.
Q3-FY26 · Nikil Kumar
There's an increasing trend for all data centers to use only captive power and not be grid dependent. The forecast given to us by our prime mover customers shows up a huge increase year on year until 2030.
Q3-FY26 · Nikil Kumar
We have absolutely no problem in getting the price increases that we need. In the meanwhile whatever copper that we have in the pipeline will insulate us for some time and after that the costing the price increases will kick in.
Q4-FY26 · Nikil Kumar
We revised our guidance for FY27 at 2400 plus crores with an extremely high probability to increase our guidance further to match the rate of order and flow that we saw in Q4.
Q4-FY26 · Nikil Kumar
Our custom turbine customers engine customers are on an average planning to double capacity by 2030. Some little bit more, some little bit less, but you can say everyone's doubling capacity by 2030.
Q4-FY26 · Nikil Kumar
It's difficult for us to get better pricing than what we currently have. We have decent pricing. We have currency tailwinds. We have price variation clauses. So we're not going to make the same kind of money that the turbine guys make.