TD Power Systems

“No. Just for your information, it takes within 18 to 20 months to make a large generator like that,”

“At the moment, whatever guidance’s that I have provided to the market are guidance’s that we will be able to achieve.”

“We'll inform the market about these investments and plans in the next earnings call since we are still in the process of assessing which products and which capacities need to be enhanced.”

“Once the Indian railway contract is completed, the production spacing capacity that we have will be used for generator and motor products.”

“Partly new customers, partly new products, and partly existing products and existing customers.”

“We will most likely go in for another round of capacity addition for generators below 100 megawatt”

“Order book for the Manufacturing segment is INR22.08 billion, out of which INR19.29 billion is the generator and motor manufacturing business, INR2.11 billion is railway business, spares and aftermarket is INR0.22 billion and INR0.46 billion is the Turkey business.”

“Order inflow during the quarter is INR7.34 billion, an increase of 87% on a Q-on-Q basis.”

“Order inflow from direct and deemed exports is INR6.84 billion compared to INR2.57 billion, 93% of our quarterly order inflows”

“Export and deemed exports, excluding railway order for both domestic and exports is 57%.”

“we're getting large volume orders and forecast for the next year continue to show strong upward growth.”

“In railways, we are not taking any fresh orders in this segment and we will review the sustainability of this segment at the end of this year.”

“Hydro, we have a busy year ahead of us. This year will be one of the highest for TDPS in hydro.”

“This segment will result in some high-value orders for TDPS in this quarter.”

“We have won a few hydro refurbishment orders. It's already in the order book for in the last quarter, Q1, and there are a few more jobs in the pipeline for Q2 and Q3”

“The basic factors that are driving growth continue to play out, AI data centres, grid stabilization, basic power generation push towards renewables, which drives demand for geothermal, hydro, waste-to-energy, etcetera.”

“the ground reality is that there is a tremendous shortage of power generation equipment, specifically in gas turbines, gas engines, transformers and generators.”

“We don't see any disruption in our order inflow. From the market side also, we see no let up in the demand situation.”

“It will happen, but my opinion it's not going to happen immediately. It's going to take some time,”

“In India, the demand is fairly subdued. I mean, it's in the region of 10%, 12%, like what we have”

“EBITDA for the quarter is 19.34%, including other income, excluding exceptional and treasury income versus 18.7% over the same period in the previous year.”

“Look, I can't tell you we have guided in the last call that we will maintain our approximately plus/minus 1% here and there, we maintain the gross contribution margin for the company.”

“We have contracts with our customers where we have price variation clauses and wherever we have price variation clauses, those have been implemented, yes.”

“There are a number of factors that drive margins. One is pricing, one is cost reductions, one is exchange rates, raw material prices, and then there's also EBITDA margins,”

“So, I think there could be some more additions to the employees list because we are scaling up from 1,750 to 2,600.”

“We continue to maintain a strong cash position of INR2.4 billion.”

“Actually, working capital will continue to remain on the same line because we see a significant growth from last year to this year”

“on the current liabilities, yes, there are customer advances and also the provision for taxation because of the increased volume of business.”

“We get certain customers, we get advances.”

“We have payment terms fixed with our customers, and we're not going to be able to alter them dramatically to be able to do what you're saying we should do.”

“We have issued a notification to the exchange that we'll be having a Board meeting on Friday and I cannot discuss anything before the Board meeting takes place on Friday.”

“Regarding the opportunity in the large generator segment, we are close to signing agreements with the relevant parties and we will inform the market growth probably in the month of August about these unique opportunities.”

“Now they may not be commissioned immediately. It could be execution delays, but all customers are taking the product as ordered.”

“I don't have an answer for that right now since I'm not aware of this 100% duty. None of our customers have talked to me about it so far as recently as 2 days ago.”

“Standalone, our total income for Q1 on a stand-alone basis was INR6.3 billion versus INR3.63 billion over the same period in the previous year, an increase of 74%.”

“Profit after tax and comprehensive income for the quarter is INR853 million versus the profit of INR471 million for the same period in the previous year, an increase of 81%.”

“Consolidated, our total consol performance for Q1 is sales of INR6.43 billion versus INR3.76 billion, increase of 71%, and profit after tax and other comprehensive income for the quarter is INR860 million versus a profit of INR500 million, increase of 72%.”

“We don't have any major client additions at the moment. We have a couple of smaller client additions which in the pipeline, which we are hopeful to close in this quarter”

“And now since the sales, it still remains around 5%, 6% of our overall sales.”