Bar plant >50% utilization by fiscal year-end
Management targets ramping SRB/CRB plant from current ~30% to over 50% capacity utilization by Q4 FY26, with further acceleration expected in Q1 FY27 targeting >50%.
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Keep management guidance in view.
Timken India · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
expansion
Jamnagar rail expansion to go live Q3 FY27
New rail bearing capacity at Jamnagar expected to commence commercial production by Q3 FY27 (November 2026), targeting ~30% utilization at exit, following similar asset turn profile as existing operations.
Margin normalization to 17-18% on Bar plant ramp-up
Management indicates 17-18% margins are achievable once Bar plant reaches meaningful utilization, leveraging high fixed-cost operating leverage typical of bearing manufacturing. Timing depends on PAPs execution speed and trade deal implementation.
FRC line investment on track for Q1-Q2 FY27
Flat Race bearing line (investment ~Rs. 35 crore) at GGB facility remains on schedule for equipment installation by end Q1 / early Q2 FY27, targeting payback per original assumptions.