04).#TDPOWERSYSTEM

#TDPowerSystem -Updated chart 📈 -800 to 1300

📌Famous quote by Jesse Livermore 📌"It never was my thinking that made the big money for me. It always was my sitting. It was my sitting tight!" ✅It emphasizes that patience, holding profitable positions, and waiting for the right opportunity to act brings wealth, rather than constant, frantic trading ✅Big Money is always made by holding on to your winners & not by jumping from one trade to another. #TDPOWERSYSTEM This trade I took on 10th April 2026 , Sold some on 24th April with 5R Gains Rest Quantity Holding for 46 Days, Currently with 50% Gains Entry Tweet Mentioned below👇 x.com/pheonix_trader/status/…

#TDPOWERSYSTEM 1311 #alltimehigh

TD Power Systems Ltd Concall Summary for Q4FY26 🔹 MANAGEMENT COMMENTARY • FY26 marked transformational growth phase • Export business contribution increased significantly • AC generator leadership strengthened globally • Technology moat highlighted strongly • Focus remained on service expansion • North America presence expanding steadily 🔹 FUTURE OUTLOOK • FY27 revenue growth guided at 15–18% • EBITDA margin guidance at 16.5–17.5% • Service mix expected boosting margins • Order visibility remained robust • Order book stood near ₹1,200 crore 🔹 INDUSTRY TRENDS • Decentralized power demand rising globally • Gas-based power demand increasing • Biomass energy demand remained healthy • Data-center generator demand accelerating • Freight costs remained monitorable • Supply-chain lead times normalized 🔹 COMPETITIVE POSITIONING • Positioned against global generator majors • Custom-engineered solutions driving competitiveness • Agility remained key differentiator • Export pricing power stayed strong • Reliability-focused positioning strengthened globally 🔹 RISKS & CONCERNS • Geopolitical shipping risks remained monitorable • Trade barriers remained potential concern • INR appreciation could impact profitability • Copper price volatility remained key risk • Domestic fixed-price contracts exposed 🔹 GROWTH DRIVERS • Service and spares business scaling aggressively • Aftermarket opportunity gaining traction • Larger generator portfolio expanding • Specialized industrial motors under development • FY27 capex planned at ₹50–60 crore • Testing capacity expansion underway 🔹 PRODUCT & BUSINESS TRENDS • Export revenue contribution reached 45% • Gas-engine generators growing fastest • Steam generators remained core business • Domestic hydro segment witnessing revival • Product-mix optimization improving profitability 🔹 FINANCIAL HIGHLIGHTS • FY26 revenue reported double-digit growth • PAT increased strongly YoY • Export orders supported profitability • Fixed-cost absorption improved materially • Company remained net cash positive • Working-capital cycle stayed healthy 🔹 SENTIMENT ANALYSIS • Overall tone remained very positive • Confidence level stayed high • Global expansion confidence strengthened • Margin sustainability remained key highlight • Shift toward profitability optimization visible 🔹 KEY TAKEAWAYS • Export business becoming major growth driver • Service segment improving margin profile • Data-center opportunity emerging strongly • Global energy transition supporting demand • Product diversification expanding steadily #TDPowerSystem #TDPower #Q4FY26 #stockmarket

#TDPowerSystem: 4% Up - from 925 to 1046 (13%), so far - 3R captured

Positions Update!! #Avantifeed: 1258 → 1488 #AtherEenergy: 800 → 948 #Kirloskareng: 1420 → 1506 #TDPowersystem: 925 → 954 Partial Locked: Avantifeed & BuildPro Full Hold: Rest No buy/sell recommendation, DYOR.

🔴The market is expected to give an opportunity in the upcoming weeks. Be ready with your watchlist of strong stocks. 📊10 Breakout/Breakout soon/Reversal stocks📈 worth keeping on Radar 📡 Keep them in your Watchlist📢 🧵 Mega Thread🔽 ------------------- (Bookmark It🔖Retweet♻️Share⤵️) 1. #Tdpowersystem #investing #trading #Nifty50 #stockmarketsindia #sharemarket #sensex #StockMarketNews #StocksToWatch

CDSL TDPOWERSYSTEM CUMMINSINDIA

#tdpowersystem,#cgpower,#siemensenergy

From building industrial generators to powering the world’s AI revolution ⚡ TD Power Systems shows how quiet engineering can drive global impact. Our latest deep dive 👇 🔗 ethicainvest.substack.com/p/… #Investing #IndianStocks #PowerSector #AIDatacenter #TDPowerSystem #EthicaInvest

#TDPOWERSYSTEM 641 in #alltimehigh

"With Patience, Market will reward Investors" Quality stocks always bounce back stronger. 2 Targets Hit this week – Equity Premium members enjoying good profit booking🔥 1️⃣ Skipper – Technical-Based Trade. Shared on 19th May at Rs. 500 Trade closed with 16% Profit 💥💰🚀 2️⃣ TD Power – Fundamental-Based Trade. Accumulated across batches since Dec 2024 1st Target Rs. 575 — Booked 26% Profit 💥🤑🚀 Staying the course is important !! #skipper #tdpower #TDPS #TDPowerSystem

Intraday Large Deals #Block #blockdeal #intraday #bigblock #LargeDeal #VodafoneIdea #Vodafone #Idea #TDPowerSystem #OlaElectric #TataElxsi #BSE #Ola #HDFCBank #SMLIsuzu #TVSMotor

TD power systems : 513 On 18.08.2025 Aditya Birla MF SOLD 2.0368% stake (31,80,287 shares) through the open market sale. ABSL MF stake decreased ⬇️to 2.9704% from 5.0072% earlier. Keep on Radar. #tdpowersystem #abslmf #adityabirlamf

TD Power Systems – From Execution to Expansion: The 20% CAGR Playbook - A rare mix of export dominance, cost edge, capacity readiness, and product diversification setting the stage for sustained 20% CAGR. 1 | Export-Led Growth Flywheel ▪️AI & Data Center supercycle in US & Europe is driving large gas engine/turbine orders. ▪️Grid stabilisation renewable integration in Europe adds a steady, high-value base. ▪️Global power equipment shortage = strong pricing power. 🗣️“The demand forecast from the US and Europe are extremely high… AI and data center capex are key demand drivers in the West… There is an overall shortage of power equipment in the world.” 2 | Tariff Headwinds → Strategic Advantage ▪️75% of US exports via EU OEMs (15% duty). ▪️25% direct US exports (4–5% of sales) shifting to Turkey to avoid 50% duty. ▪️Maintains ~20-point cost advantage vs EU/Japan even post tariff. 🗣️ “We will have to move part of our production to Turkey… This will attract 15% duty vs 50% from India… We still maintain an arbitrage of around 20.” 3 | Hydro – The Margin Booster ▪️FY27 set to be one of the strongest in company history for hydro. ▪️Large refurbishment orders – high-margin, lumpy inflows. ▪️Domestic upside if 1-2 big jobs land. 🗣️ “Next year will be one of the highest in the history of the company in hydro… Large refurbishment jobs have attractive margins and can significantly boost domestic order inflow.” 4 | Motor & Railway Scale-Up ▪️Motor business: ₹150 Cr (FY26) → ₹200 Cr (FY27). ▪️Export-led synchronous motor orders building fast. ▪️Railway supplies spanning US, EU, Russia, and India from FY27. 🗣️ “Motor business will be ₹1.5 billion this year and ₹2 billion next year… Railways will supply to all four markets – US, Europe, Russia, and India – in FY27.” 5 | Capacity Ready for the Next Leg ▪️3rd plant operational by Q3 → ₹2,000 Cr capacity (expandable to ₹2,400 Cr). ▪️No major capex for 2 years → pure operating leverage opportunity. 🗣️ “The third plant will be commissioned in Q2 and Q3… Capacity will go to ₹2,000 crore, with optimization potential to ₹2,300-2,400 crore… No large capex for the next two years.” 6 | Strategic Future Platforms ▪️UK Design Centre → 50–150 MW generators (launch FY28). ▪️CO₂ Battery Storage pilot in Italy → long-term green tech optionality. ▪️Nuclear motors → upside if Indian private participation is approved. 🗣️ “We are developing our own range of large generators for FY28 onwards… CO₂ battery storage is a very exciting and environmentally friendly technology… Private sector in nuclear could mean a lot of increase in motor business.” 7 | Clear Trigger Map ▪️Strong Q2 order booking could force guidance upgrade. ▪️Tariff clarity by Aug-end → smoother US shipments. ▪️Hydro refurbishment execution → margin uplift. ▪️Large AI/data center project wins in US/EU → volume kicker. ▪️Higher export share → currency gains. 🗣️ “We expect to exceed the guidance made for this year and next year… By next quarter, tariff questions will be clearer and guidance will be upgraded.” 8 | Official Guidance & Visibility ▪️FY26: ₹1,500 Cr (management expects to exceed). ▪️FY27: ₹1,800 Cr (likely upgrade next quarter). ▪️Margins stable (±0.5%). ▪️90% FY26 revenue covered by order book. ▪️Product & geography mix supporting 20% long-term CAGR. 🗣️“We have a very broad-based line of products which overall delivers a much higher growth… in the region of 20% plus.” No Buy/Sell Recommendation #StocksToWatch #StocksInFocus #TDPS #TDPower #tdpowersystem

TDpowersystem ..took a position in this counter ..🤞

Hidden Gem Alert: TD Power Systems Ltd 🧵 A fundamentally strong multibagger in the making? Strong earnings growth, bullish chart setup & rising FII interest — let’s decode this opportunity step-by-step 🔍👇 #StockMarket #Investing #TDPowerSystem