TD Power Systems shares rose 3.7% to ₹753.95 on Thursday, recovering from a previous close of ₹727.05 with the stock opening at ₹741.35 and touching a day high of ₹754.90. The stock traded between ₹730.25 and ₹754.90 during the session, with a turnover of ₹2.22 crore. This latest movement comes after the stock had previously risen up to 5 percent on Thursday, snapping a two-day decline following brokerage Monarch Networth Capital's retention of its 'Hold' rating but upgrade of target price to ₹1,512, implying an upside of 107 percent.
According to reports from Moneycontrol.com, TD Power reported Q1FY27 sales growth of 72.1 percent year-on-year to ₹6,401 million, driven by strong execution and sustained demand. EBITDA rose 76.7 percent year-on-year to ₹1,216 million, while the EBITDA margin expanded 50 basis points to 19 percent on higher operating leverage. PAT increased 72.3 percent year-on-year to ₹863 million, with the performance ahead of the brokerage's estimates and supporting confidence in the upgraded earnings trajectory.
As reported by Moneycontrol.com, Monarch Networth Capital said TD Power is well positioned to participate in the global AI and data-centre power cycle, with exports likely to remain the key growth engine over the medium term. The brokerage noted that ongoing debottlenecking and planned capacity expansion should enable the company to capitalise on its strong order pipeline, with potential entry into large generators also widening the addressable market and extending growth runway beyond FY28E.
According to the brokerage report, Q1FY27 order inflow surged 87.4 percent year-on-year to ₹7.3 billion, with exports and deemed exports accounting for 93.1 percent of inflows. The order backlog stood at ₹22.1 billion, with a book-to-bill ratio of 1.0x. The management expects quarterly order inflows of around ₹7 billion, reinforcing revenue visibility, as reported by Moneycontrol.com.
According to latest market data, TD Power Systems trades at a P/E ratio of 82.61x, which is above the benchmark median of 35.06x, representing a difference of +135.62%. The company's ROE of 24.75% compares favorably with the peer median of 17%, while ROCE stands at 34.01% versus the displayed peer median of 21.41%, providing strong capital efficiency metrics. The company has a market capitalisation of ₹22,793.73 crore and operates in the Capital Goods sector under the Electric Equipment industry classification.
