Timken India Limited share price

NSE: TIMKEN · ISIN INE325A01013

Key numbers

Market cap
₹ 24,116 Cr
Current price
₹ 3,206.10
52-week high / low
₹ 3,925 / 2,801
Stock P/E
56.7
Book value
₹ 387.5
Dividend yield
0.08%
ROCE
19.0%
ROE
14.3%
Debt to equity
0.00
Sales growth (3 yrs)
7.5%
Profit growth (3 yrs)
2.0%
1-year return
5.3%

About Timken India Limited

Timken India Limited manufactures, sells, and distributes tapered and other roller bearings, components, accessories, and mechanical power transmission products in India, the United States, and internationally. The company offers engineered bearing products, such as mounted, roller, energy efficient, ball, precision, plain, thrust bearings, engineered seals, bearing accessories, and lubricant solutions, as well as bearing repair; grease lubrication and filtration systems; and sealing solution, oil, rail, automotive, and industrial seals. It also provides brakes and clutches; chains and augers; lovejoy couplings; torsion contril couplings; industrial and precision gearing; linear motion; and aerospace, industrial, and rail bearing repair services. In addition, the company offers maintenance contract and refurbishment services. It sells its products under Timken, Rollon, Philadelphia Gear, GGB, Groeneveld, BEKA, Cone Drive, Nadella, LoveJoy, Diamond, Drives, SPINEA, PT Tech, Lagersmit, Torsion Control, Des-Case, and CGI Inc brand names. The company serves various markets, including aerospace and defense, automation, robotics, industrial machinery, construction, food and beverage,…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales9518227801,090943
Operating profit214147101242178
Net profit19010855158120
EPS (₹)25.3014.417.2521.0515.91

Concall summary (2026-08-10)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • For this quarter, FY27 first quarter, rail stood at INR200 crore, that is 22% of the total INR929.
  • That utilization level in the last quarter would have been anywhere close to 40%-45%, and we expect that to ramp it up to 70%, which Chairman told in the last meeting, in August, September timeframe.

Growth & demand

  • So, against that backdrop, our revenue has been INR929 crores, almost 15% growth for the same period last year.
  • So that gives us 15% top-line growth, 15% bottom-line growth, and the cost pressures we are at.

Margins & costs

  • Our PBT margin was at 16.2%, broadly in line with 16.1% in Q1 '26.
  • The EBITDA Timken India Limited August 05, 2026 margin for the quarter was at 19.6%.

Capex & expansion

  • It is worth noting that the same quarter last year did not carry depreciation of our new capacity investment, which has since been capitalized.
  • Our new Bharuch plant continues to ramp up progressively, and investment towards rail expansion at Jamshedpur and plain bearings continues to be on track.

Risks & challenges

  • So I believe the new normal, like the post-COVID, this is the new Timken India Limited August 05, 2026 normal that geopolitical challenges and war will be there in bits and pieces.
  • And by the time Indian rail also have their own tenders etcetera, out, which are delayed a little bit.

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