Timken India Ltd.
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ABOUT
AI Sector View
AI GENERATEDCapital Goods
Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.
PROS
- Company is almost debt free
- Latest quarter profit grew 528.8% YoY, showing strong momentum
CONS
- Stock is trading at 8.4x its book value
- Rich enterprise valuation - EV/EBITDA of 36.3x
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| SCHAEFFLER | 3948.75 | 49.24 | 61720.41 | 0.89 | 325.78 | 13.47 | 2760.55 | 17.34 | 27.55 | 18.08 |
| TIMKEN | 3300.35 | 59.84 | 24824.81 | 0.08 | 1196.59 | 528.77 | 9433.20 | 891.45 | 19.14 | 18.83 |
| SKFINDUS | 2886.10 | 65.55 | 14268.29 | 0.35 | 61.92 | -48.96 | 970.77 | 34.72 | 15.89 | 9.09 |
| SKFINDIA | 1528.60 | 36.05 | 7557.09 | 2.62 | 61.92 | -47.62 | 587.79 | -54.19 | 22.09 | 14.99 |
| NRBBEARING | 515.05 | 33.84 | 4992.00 | 1.54 | 377.60 | 1050.87 | 3695.30 | 1091.84 | 18.31 | 17.23 |
| ROLEXRINGS | 171.55 | 29.59 | 4500.32 | 0.00 | 60.14 | 22.34 | 304.34 | 4.38 | 20.98 | 22.58 |
| BIMETAL | 640.00 | 21.44 | 244.80 | 2.11 | 3.94 | -7.06 | 79.53 | 10.98 | 7.01 | 6.32 |
| NIBL | 33.61 | 0.00 | 81.44 | 0.00 | -6.59 | -29.57 | 18.90 | 1.90 | -18.80 | -7.86 |
| AUSTENG | 133.25 | 10.90 | 46.34 | 0.00 | 0.94 | -38.76 | 32.28 | -10.68 | 8.16 | 4.86 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Dec 2024 | Mar 2025 | Jun 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|
| 683 | 951 | 822 | 780 | 1,090 | 943 | |
| 573 | 737 | 697 | 679 | 848 | 798 | |
| Operating Profit | 111 | 214 | 125 | 101 | 242 | 146 |
| OPM % | 16.21% | 22.51% | 15.19% | 12.92% | 22.19% | 15.43% |
| 14 | 14 | 11 | 7 | 1 | 11 | |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 21 | 21 | 21 | 29 | 30 | 31 |
| Profit before Tax | 103 | 206 | 136 | 78 | 212 | 156 |
| Tax % | 24.05% | 7.72% | 20.33% | 30.28% | 25.34% | 23.42% |
| Net Profit | 0 | 0 | 108 | 55 | 158 | 120 |
| 10.40 | 25.30 | 14.41 | 7.25 | 21.05 | 15.91 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|
| 3,197 | 3,478 | 3,635 | |
| 2,586 | 2,846 | 3,022 | |
| Operating Profit | 611 | 632 | 613 |
| OPM % | 19.12% | 18.18% | 16.86% |
| 51 | 30 | 30 | |
| Interest | 4 | 4 | 4 |
| Depreciation | 85 | 106 | 111 |
| Profit before Tax | 573 | 553 | 583 |
| Tax % | 19.29% | 24.93% | 24.32% |
| Net Profit | 462 | 415 | 441 |
| EPS | 61.45 | 55.16 | — |
| Dividend Payout % | 58.59% | 4.53% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- 20%
- 5 Years:
- 14%
- 3 Years:
- 2%
- 1 Year:
- 9%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- Last Year:
- 14%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2025 | Mar 2026 | |
|---|---|---|
| Equity Capital | 75 | 75 |
| 2,823 | 2,839 | |
| 38 | 42 | |
| Trade Payables | 404 | 610 |
| 740 | 774 | |
| Total Liabilities | 4,080 | 4,341 |
| 800 | 1,437 | |
| Capital Work in Progress | 592 | 101 |
| 117 | 51 | |
| 653 | 788 | |
| 709 | 811 | |
| Cash & Bank | 439 | 275 |
| 771 | 877 | |
| Total Assets | 4,080 | 4,341 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2025 | Mar 2026 | |
|---|---|---|
| 399 | 446 | |
| Cash from Investing | -337 | -402 |
| Cash from Financing | -28 | -279 |
| 34 | -236 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2025 | Mar 2026 | |
|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-19 - Pursuant to Regulation 44 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and other applicable provisions of law, we attach herewith consolidated Voting Results and Scrutinizer's Report on voting in connection with 39th Annual General Meeting of the Company held on Tuesday, 18 August, 2026 at 3.00 PM through Video Conferencing /Other Audio-Visual Means.
2026-08-18 - In terms of Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith proceedings of 39th Annual General Meeting held on Tuesday, 18 August, 2026 at 3.00 PM (IST) through Video Conferencing /Other Audio Visual Means.
2026-08-11 - We enclose herewith copies of newspaper publications relating to Notice of Petition in the matter of Amalgamation of Timken GGB Technology Private Limited (a wholly owned subsidiary) with the Company.Copies of the same are available on the website of the Company at https://www.timken.com/en-in/investors/statutory-compliances/.We request you to kindly take this on record.Thanking you.
2026-08-10 - Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we attach herewith transcript of Post Results Conference Call Q1 FY 2026-27 held on Wednesday, 5 August, 2026. A copy of the same is available on the website of the Company.
2026-08-06 - Pursuant to Regulation 47 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith newspaper publications relating to Unaudited Standalone and Consolidated Financial Results for the quarter ended 30 June, 2026.
2026-08-05 - Timken India Limited has informed the Exchange about Link of Audio Recording
2026-08-04 - Timken India Limited has informed the Exchange about change in Management
2026-08-04 - Timken India Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.
2026-07-30 - Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we write to inform you about schedule of conference call. Please see attachment for more details.
News
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Timken India Ltd.
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