Timken India Ltd.

•

timken.com/en-inBSE: 522113NSE: TIMKEN

Market Cap₹ 24,825 Cr.

Current Price

High / Low₹ 3,925 / 2,800

Stock P/E59.8

Book Value₹ 403

Price to Book8.35

Dividend Yield0.08 %

ROCE19.1 %

ROE14.3 %

Face Value₹ 10

Add ratio to table

ABOUT

AI Sector View

AI GENERATED

Capital Goods

Buy

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.

Confidence

72%

View full sector analysis →

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

Capital GoodsAutomobile & AncillariesBearings

Part ofNIFTY MNC NIFTY TOTAL MKT NIFTY 500 NIFTY SMLCAP 250

S.No.	Name
1.	SCHAEFFLER	3948.75	49.24	61720.41	0.89	325.78	13.47	2760.55	17.34	27.55	18.08
2.	TIMKEN	3300.35	59.84	24824.81	0.08	1196.59	528.77	9433.20	891.45	19.14	18.83
3.	SKFINDUS	2886.10	65.55	14268.29	0.35	61.92	-48.96	970.77	34.72	15.89	9.09
4.	SKFINDIA	1528.60	36.05	7557.09	2.62	61.92	-47.62	587.79	-54.19	22.09	14.99
5.	NRBBEARING	515.05	33.84	4992.00	1.54	377.60	1050.87	3695.30	1091.84	18.31	17.23
6.	ROLEXRINGS	171.55	29.59	4500.32	0.00	60.14	22.34	304.34	4.38	20.98	22.58
7.	BIMETAL	640.00	21.44	244.80	2.11	3.94	-7.06	79.53	10.98	7.01	6.32
8.	NIBL	33.61	0.00	81.44	0.00	-6.59	-29.57	18.90	1.90	-18.80	-7.86
9.	AUSTENG	133.25	10.90	46.34	0.00	0.94	-38.76	32.28	-10.68	8.16	4.86

Detailed Comparison with:

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

Shareholding Pattern

Numbers in percentages

	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
	51.05	51.05	51.05	51.05	51.05	51.05	51.05	51.05	51.05
	12.53	13.14	12.97	10.68	9.44	7.39	6.94	6.96	7.32
	25.57	24.80	24.78	26.80	27.68	29.72	30.15	30.63	30.26
Government	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
	10.83	11.02	11.20	11.46	11.82	11.84	11.85	11.35	11.35

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-08-19

Shareholders meeting

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

Shareholders meeting

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

Copy of Newspaper Publication

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

Analysts/Institutional Investor Meet/Con. Call Updates

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

Copy of Newspaper Publication

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

Analysts/Institutional Investor Meet/Con. Call Updates

2026-08-05 - Timken India Limited has informed the Exchange about Link of Audio Recording

2026-08-04

Change in Management

2026-08-04 - Timken India Limited has informed the Exchange about change in Management

2026-08-04

Outcome of Board Meeting

2026-08-04 - Timken India Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2026.

2026-07-30

Analysts/Institutional Investor Meet/Con. Call Updates

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

Recent coverage and analyst commentary for TIMKEN

Loading news…

🤖

AI Stock Analyst

Timken India Ltd.

🔒

Sign in to Chat with AI

✨ Sign In to Chat

Free 5nance Account

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

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%

Interest

Depreciation

Profit before Tax

103

206

136

212

156

Tax %

24.05%

7.72%

20.33%

30.28%

25.34%

23.42%

Net Profit

108

158

120

10.40

25.30

14.41

7.25

21.05

15.91

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%

Interest

Depreciation

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%

—

Mar 2025

Mar 2026

Equity Capital

2,823

2,839

Trade Payables

404

610

740

774

Total Liabilities

4,080

4,341

800

1,437

Capital Work in Progress

592

101

117

653

788

709

811

Cash & Bank

439

275

771

877

Total Assets

4,080

4,341

Mar 2025

Mar 2026

399

446

Cash from Investing

-337

-402

Cash from Financing

-28

-279

-236

Mar 2025

Mar 2026

Jun 2024

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Jun 2026

51.05

12.53

13.14

12.97

10.68

9.44

7.39

6.94

6.96

7.32

25.57

24.80

24.78

26.80

27.68

29.72

30.15

30.63

30.26

Government

0.00

10.83

11.02

11.20

11.46

11.82

11.84

11.85

11.35

Timken India Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI

Timken India Ltd.

AI Sector View

Peer comparison

Quarterly Results

Profit & Loss

Balance Sheet

Corporate actions

Cash Flows

Ratios

Shareholding Pattern

Documents

News

Sign in to Chat with AI