Timken India Ltd.
•₹ 3,134.1-1.33%
2026-08-21
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
EDIT COLUMNS| S.No. | Name | CMP Rs. | P/E | Mar Cap Rs.Cr. | Div Yld % | NP Qtr Rs.Cr. | Qtr Profit Var % | Sales Qtr Rs.Cr. | Qtr Sales Var % | ROCE % | OPM % |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1. | SCHAEFFLER | 4106.20 | 51.20 | 64181.41 | 0.85 | 325.78 | 13.47 | 2760.55 | 17.34 | 27.55 | 18.08 |
| 2. | TIMKEN | 3232.35 | 58.60 | 24313.33 | 0.08 | 1196.59 | 528.77 | 9433.20 | 891.45 | 19.14 | 18.83 |
| 3. | SKFINDUS | 2800.05 | 0.00 | 13842.88 | 0.36 | 61.92 | -48.96 | 970.77 | 34.72 | 15.89 | 9.09 |
| 4. | SKFINDIA | 1630.95 | 38.46 | 8063.08 | 2.45 | 61.92 | -47.62 | 587.79 | -54.19 | 22.09 | 14.99 |
| 5. | NRBBEARING | 484.40 | 31.83 | 4694.93 | 1.64 | 377.60 | 1050.87 | 3695.30 | 1091.84 | 18.31 | 17.23 |
| 6. | ROLEXRINGS | 174.80 | 0.00 | 4585.58 | 0.00 | 60.14 | 22.34 | 304.34 | 4.38 | 20.98 | 22.58 |
| 7. | BIMETAL | 618.00 | 20.70 | 236.38 | 2.18 | 3.94 | -7.06 | 79.53 | 10.98 | 7.01 | 6.32 |
| 8. | NIBL | 31.13 | 0.00 | 75.43 | 0.00 | -6.59 | -29.57 | 18.90 | 1.90 | -18.80 | -7.86 |
| 9. | AUSTENG | 121.80 | 9.97 | 42.36 | 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 | — | — | — | — | — | — |
| OPM % | — | — | — | — | — | — |
| Other Income | 14 | 14 | 11 | 7 | 1 | 11 |
| Interest | 1 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 21 | 21 | 21 | 29 | 30 | 31 |
| 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 | 25 | 1 | 7 | 21 | 2 | |
| Equity Capital | 75 | 75 | 75 | 75 | 75 | 75 |
| Reserves | 0 | 0 | 0 | 0 | 0 | 0 |
| Promoter Pledge % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
| Equity Capital | 75 | 75 | 75 | 75 | 75 | 75 |
| Reserves | 0 | 0 | 0 | 0 | 0 | 0 |
| Promoter Pledge % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Dec 2024
- 683
- 573
- Operating Profit
- —
- OPM %
- —
- Other Income
- 14
- Interest
- 1
- Depreciation
- 21
- 103
- Tax %
- 24.05%
- Net Profit
- 0
- 10
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
Mar 2025
- 951
- 737
- Operating Profit
- —
- OPM %
- —
- Other Income
- 14
- Interest
- 1
- Depreciation
- 21
- 206
- Tax %
- 7.72%
- Net Profit
- 0
- 25
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
Jun 2025
- 822
- 697
- Operating Profit
- —
- OPM %
- —
- Other Income
- 11
- Interest
- 1
- Depreciation
- 21
- 136
- Tax %
- 20.33%
- Net Profit
- 108
- 1
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
Dec 2025
- 780
- 679
- Operating Profit
- —
- OPM %
- —
- Other Income
- 7
- Interest
- 1
- Depreciation
- 29
- 78
- Tax %
- 30.28%
- Net Profit
- 55
- 7
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
Mar 2026
- 1,090
- 848
- Operating Profit
- —
- OPM %
- —
- Other Income
- 1
- Interest
- 1
- Depreciation
- 30
- 212
- Tax %
- 25.34%
- Net Profit
- 158
- 21
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
Jun 2026
- 943
- 798
- Operating Profit
- —
- OPM %
- —
- Other Income
- 11
- Interest
- 1
- Depreciation
- 31
- 156
- Tax %
- 23.42%
- Net Profit
- 120
- 2
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
- Equity Capital
- 75
- Reserves
- 0
- Promoter Pledge %
- 0.00%
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 | 662 | 662 | — |
| OPM % | 21 | 19 | — |
| Other Income | 51 | 30 | 30 |
| Interest | 4 | 4 | 4 |
| Depreciation | 85 | 106 | 111 |
| 573 | 553 | 583 | |
| Tax % | 19 | 25 | 24 |
| Net Profit | 462 | 415 | 441 |
| EPS | 61 | 55 | — |
| Dividend Payout % | 59 | 5 | — |
| Minority Interest | 0 | 0 | 0 |
| Share of Associates | 0 | 0 | 0 |
| Adjusted EPS | 61 | 55 | — |
| Minority Interest | 0 | 0 | 0 |
| Share of Associates | 0 | 0 | 0 |
| Adjusted EPS | 61 | 55 | — |
Mar 2025
- 3,197
- 2,586
- Operating Profit
- 662
- OPM %
- 21
- Other Income
- 51
- Interest
- 4
- Depreciation
- 85
- 573
- Tax %
- 19
- Net Profit
- 462
- EPS
- 61
- Dividend Payout %
- 59
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- 61
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- 61
Mar 2026
- 3,478
- 2,846
- Operating Profit
- 662
- OPM %
- 19
- Other Income
- 30
- Interest
- 4
- Depreciation
- 106
- 553
- Tax %
- 25
- Net Profit
- 415
- EPS
- 55
- Dividend Payout %
- 5
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- 55
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- 55
TTM
- 3,635
- 3,022
- Operating Profit
- —
- OPM %
- —
- Other Income
- 30
- Interest
- 4
- Depreciation
- 111
- 583
- Tax %
- 24
- Net Profit
- 441
- EPS
- —
- Dividend Payout %
- —
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- —
- Minority Interest
- 0
- Share of Associates
- 0
- Adjusted EPS
- —
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
STOCK PRICE CAGR
- 10 Years:
- 19%
- 5 Years:
- 16%
- 3 Years:
- 0%
- 1 Year:
- 7%
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 | |
|---|---|---|
| LIABILITIES | - | - |
| Equity Capital | 75 | 75 |
| 2,823 | 2,839 | |
| Trade Payables | 404 | 610 |
| 779 | 816 | |
| Total Liabilities | 4,080 | 4,341 |
| ASSETS | - | - |
| 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 |
| Total Debt | 0 | 0 |
| Net Working Capital | 1,492 | 1,370 |
| Contingent Liabilities | 172 | 182 |
| Book Value per Share | 385.30 | 387.48 |
| Face Value | 10.00 | 10.00 |
| Total Debt | 0 | 0 |
| Net Working Capital | 1,492 | 1,370 |
| Contingent Liabilities | 172 | 182 |
| Book Value per Share | 385.30 | 387.48 |
| Face Value | 10.00 | 10.00 |
Mar 2025
- Equity Capital
- 75
- 2,823
- Trade Payables
- 404
- 779
- Total Liabilities
- 4,080
- 800
- Capital Work in Progress
- 592
- 117
- 653
- 709
- Cash & Bank
- 439
- 771
- Total Assets
- 4,080
- Total Debt
- 0
- Net Working Capital
- 1,492
- Contingent Liabilities
- 172
- Book Value per Share
- 385.30
- Face Value
- 10.00
- Total Debt
- 0
- Net Working Capital
- 1,492
- Contingent Liabilities
- 172
- Book Value per Share
- 385.30
- Face Value
- 10.00
Mar 2026
- Equity Capital
- 75
- 2,839
- Trade Payables
- 610
- 816
- Total Liabilities
- 4,341
- 1,437
- Capital Work in Progress
- 101
- 51
- 788
- 811
- Cash & Bank
- 275
- 877
- Total Assets
- 4,341
- Total Debt
- 0
- Net Working Capital
- 1,370
- Contingent Liabilities
- 182
- Book Value per Share
- 387.48
- Face Value
- 10.00
- Total Debt
- 0
- Net Working Capital
- 1,370
- Contingent Liabilities
- 182
- Book Value per Share
- 387.48
- Face Value
- 10.00
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 | |
| Free Cash Flow | 399 | 198 |
| OCF / Net Profit | 0.86 | 1.07 |
| Cumulative 5-Year FCF | 0 | 0 |
| OCF / Net Profit | 0.86 | 1.07 |
| Cumulative 5-Year FCF | 0 | 0 |
Mar 2025
- 399
- Cash from Investing
- -337
- Cash from Financing
- -28
- 34
- Free Cash Flow
- 399
- OCF / Net Profit
- 0.86
- Cumulative 5-Year FCF
- 0
- OCF / Net Profit
- 0.86
- Cumulative 5-Year FCF
- 0
Mar 2026
- 446
- Cash from Investing
- -402
- Cash from Financing
- -279
- -236
- Free Cash Flow
- 198
- OCF / Net Profit
- 1.07
- Cumulative 5-Year FCF
- 0
- OCF / Net Profit
- 1.07
- Cumulative 5-Year FCF
- 0
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2025 | Mar 2026 | |
|---|---|---|
| PER SHARE | - | - |
| EPS (₹) | 61.45 | 55.16 |
| Book Value (₹) | 385.30 | 387.48 |
| Dividend per Share (₹) | 36.00 | 2.50 |
| Cash EPS (₹) | 72.76 | 69.26 |
| PROFITABILITY | - | - |
| Operating Margin % | 18.73% | 17.86% |
| Net Margin % | 14.16% | 11.72% |
| ROE % | 15.95% | 14.28% |
| ROCE % | 19.91% | 19.14% |
| 11.33% | 9.85% | |
| EFFICIENCY | - | - |
| Debtor Days | 79 | 78 |
| Inventory Days | 73 | 74 |
| Payable Days | 77 | 87 |
| 76 | 66 | |
| FINANCIAL HEALTH | - | - |
| Debt to Equity (x) | 0.00x | 0.00x |
| Interest Coverage (x) | 131.90x | 148.92x |
| 2.34x | 2.02x | |
| GROWTH | - | - |
| Revenue Growth % | 0.00% | 8.78% |
| Operating Profit Growth % | 0.00% | 0.04% |
| Net Profit Growth % | 0.00% | -10.24% |
| 0.00% | -10.24% | |
| VALUATION | - | - |
| P/E (x) | 44.77x | 58.67x |
| P/B (x) | 7.14x | 8.35x |
| Dividend Yield % | 1.31% | 0.08% |
| 30.59x | 36.33x |
Mar 2025
- EPS (₹)
- 61.45
- Book Value (₹)
- 385.30
- Dividend per Share (₹)
- 36.00
- Cash EPS (₹)
- 72.76
- Operating Margin %
- 18.73%
- Net Margin %
- 14.16%
- ROE %
- 15.95%
- ROCE %
- 19.91%
- 11.33%
- Debtor Days
- 79
- Inventory Days
- 73
- Payable Days
- 77
- 76
- Debt to Equity (x)
- 0.00x
- Interest Coverage (x)
- 131.90x
- 2.34x
- Revenue Growth %
- 0.00%
- Operating Profit Growth %
- 0.00%
- Net Profit Growth %
- 0.00%
- 0.00%
- P/E (x)
- 44.77x
- P/B (x)
- 7.14x
- Dividend Yield %
- 1.31%
- 30.59x
Mar 2026
- EPS (₹)
- 55.16
- Book Value (₹)
- 387.48
- Dividend per Share (₹)
- 2.50
- Cash EPS (₹)
- 69.26
- Operating Margin %
- 17.86%
- Net Margin %
- 11.72%
- ROE %
- 14.28%
- ROCE %
- 19.14%
- 9.85%
- Debtor Days
- 78
- Inventory Days
- 74
- Payable Days
- 87
- 66
- Debt to Equity (x)
- 0.00x
- Interest Coverage (x)
- 148.92x
- 2.02x
- Revenue Growth %
- 8.78%
- Operating Profit Growth %
- 0.04%
- Net Profit Growth %
- -10.24%
- -10.24%
- P/E (x)
- 58.67x
- P/B (x)
- 8.35x
- Dividend Yield %
- 0.08%
- 36.33x
Documents
Announcements
- 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.
- 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.
Annual Reports
Credit Ratings
Nothing filed yet.
Concalls
Aug 2026
May 2026
Feb 2026