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Timken India Ltd.

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timken.com/en-inBSE: 522113NSE: TIMKEN
Market Cap₹ 24,821 Cr.
Current Price
High / Low₹ 3,925 / 2,800
Stock P/E60.7
Book Value₹ 411
Price to Book8.19
Dividend Yield0.08 %
ROCE18.4 %
ROE13.7 %
Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2016 • Bearings & Components: 99.2% • Others: 0.8%

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 has delivered good profit growth of 22.7% CAGR over last 5 years
  • Company is almost debt free
  • Company has a healthy return on capital (ROCE) of 21.0%
  • Company has delivered good sales growth of 19.4% CAGR over last 5 years
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 0.94x)

CONS

  • Recent results are weak - TTM profit is down 30.1% versus prior year
  • Stock is trading at 8.2x its book value
  • Operating margins have contracted to 17.6% from 21.9%
  • Growth is decelerating - 3Y profit CAGR (0.6%) trails the 5Y trend (22.7%)
  • Though reporting repeated profits, the company pays out little dividend (4.7%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

Capital GoodsAutomobile & AncillariesBearings
Part ofNIFTY MNCNIFTY TOTAL MKTNIFTY 500NIFTY SMLCAP 250
S.No.Name
1.SCHAEFFLER3940.8549.1461596.930.89325.7813.472760.5517.3427.5518.08
2.TIMKEN3299.8059.8324820.680.081196.59528.779433.20891.4519.1418.83
3.SKFINDUS2932.8566.6114499.410.3461.92-48.96970.7734.7215.899.09
4.SKFINDIA1530.3036.097565.492.6161.92-47.62587.79-54.1922.0914.99
5.NRBBEARING515.7533.894998.781.54377.601050.873695.301091.8418.3117.23
6.ROLEXRINGS173.0029.844538.360.0060.1422.34304.344.3820.9822.58
7.BIMETAL659.8022.10252.372.053.94-7.0679.5310.987.016.32
8.NIBL31.440.0076.180.00-6.59-29.5718.901.90-18.80-7.86
9.AUSTENG127.0010.3944.170.000.94-38.7632.28-10.688.164.86
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
7186826128987847536719408097737641,073929
582546510699643620565730666635669838789
Operating Profit13613610219914113310721014213896235140
OPM %18.91%19.87%16.74%22.13%17.98%17.71%15.86%22.32%17.60%17.91%12.54%21.92%15.08%
91011111212131410106310
Interest1111111111111
Depreciation21212122222121212127293031
Profit before Tax123124911871301249820213012172207150
Tax %26.61%24.74%25.98%24.19%25.83%27.25%23.97%7.29%20.10%25.84%30.71%25.35%23.42%
Net Profit9093681419690741871048950155115
11.9812.378.9818.8012.8011.969.8824.8413.8611.896.6320.5815.31

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
1,0561,2331,6641,6171,4112,2032,8072,9103,1483,4193,540
8981,0701,3751,2541,1591,6932,2462,3372,5562,8082,930
Operating Profit158163289363252511560572592612610
OPM %14.96%13.24%17.35%22.42%17.85%23.18%19.97%19.67%18.79%17.89%17.22%
1021162320145341502828
Interest11231234443
Depreciation294379777584878585106116
Profit before Tax138140224306195438524524553530550
Tax %29.66%34.17%33.59%19.67%26.60%25.35%25.36%25.19%19.06%24.90%25.63%
Net Profit9792149246143327391392447398409
EPS14.3013.5319.9232.7219.0343.4951.9552.1359.4852.96—
Dividend Payout %6.99%7.39%5.06%152.80%7.88%3.45%2.89%4.80%60.53%4.72%—

COMPOUNDED SALES GROWTH

10 Years:
13%
5 Years:
19%
3 Years:
7%

COMPOUNDED PROFIT GROWTH

10 Years:
16%
5 Years:
23%
3 Years:
1%

STOCK PRICE CAGR

10 Years:
20%
5 Years:
14%
3 Years:
2%
1 Year:
9%

RETURN ON EQUITY

10 Years:
16%
5 Years:
18%
3 Years:
16%
Last Year:
14%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

2026

Jul 31

₹ 0.25

Rs.2.5000 per share(25%)Final Dividend

2025

Jul 25

₹ 3.60

Rs.36.0000 per share(360%)Final Dividend

2024

Jul 26

₹ 0.25

Rs.2.5000 per share(25%)Final Dividend

2023

Aug 4

₹ 0.15

Rs.1.5000 per share(15%)Final Dividend

2022

Aug 11

₹ 0.15

Rs.1.5000 per share(15%)Final Dividend

2021

Jul 29

₹ 0.15

Rs.1.5000 per share(15%)Final Dividend

2018

Aug 2

₹ 0.10

Rs.1.0000 per share(10%)Dividend

2017

Aug 1

₹ 0.10

Rs.1.0000 per share(10%)Dividend

2016

Aug 2

₹ 0.10

Rs.1.0000 per share(10%)Dividend

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital68687575757575757575
5506341,2661,5011,2681,5821,9622,3422,7702,898
27384347585045333842
Trade Payables157197233216335329344386397603
73449614416451570470611735774
Total Liabilities8741,3862,2322,2552,1882,6062,8963,4464,0154,393
2312517957488088508338437991,436
Capital Work in Progress585464157975053104592101
915517613099236161117180
188245317291369558569667645778
0000000652700798
Cash & Bank18272441717418162331397224
2887548576307391,0311,042688765875
Total Assets8741,3862,2322,2552,1882,6062,8963,4464,0154,393

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
20477324432234147495340387437
Cash from Investing-125-64-110-102-69-76-47-228-338-404
Cash from Financing-5-2-23-13-379-15-15-17-27-279
34-27116233-259-582799422-245

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
51.0551.0551.0551.0551.0551.0551.0551.0551.05
12.5313.1412.9710.689.447.396.946.967.32
25.5724.8024.7826.8027.6829.7230.1530.6330.26
Government0.000.000.000.000.000.000.000.000.00
10.8311.0211.2011.4611.8211.8411.8511.3511.35

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.

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