Synopsis: A high-growth industrial energy firm is quietly powering the world’s information centres, using the surge in world demand. With a sturdy worldwide presence and a diversified product lineup, it continues to seize investor consideration with out revealing the complete scale of its operations, making it a compelling story for these monitoring the information centre increase.
The commercial energy sector is witnessing renewed investor curiosity as firms supplying essential infrastructure for information centres report robust progress and strong order pipelines. One such inventory has rewarded long-term shareholders with distinctive returns, reflecting each operational excellence and strategic positioning in high-demand segments. Rising demand from world information centre initiatives, mixed with increasing exports, has been a key progress driver, reinforcing investor confidence within the firm’s prospects.
In regards to the Firm
TD Energy Programs manufactures AC mills and electrical motors for a variety of purposes, custom-designed and tailor-made to satisfy the particular necessities and specs of its prospects.
TDPS maintains a big worldwide footprint, having equipped mills and motors to over 110 international locations worldwide. The corporate’s present market capitalization stands at Rs. 12,268.12 crore, with its shares buying and selling at Rs. 785.45, reflecting a exceptional five-year return of three,349.80 %.
Merchandise Supplied
TDPS’s core choices embody high-performance mills and motors. The corporate has established itself as a pacesetter in AC generator manufacturing, delivering machines starting from 1 to 250 MVA appropriate for all prime movers, together with steam, fuel, hydro, and wind generators, in addition to fuel and diesel engines.
As well as, TDPS manufactures synchronous and induction motors for industrial and irrigation purposes, providing excessive reliability and effectivity. Its traction motors energy refined propulsion methods for freight locomotives and passenger transit automobiles, demonstrating the corporate’s engineering breadth.
Using the Information Centre Increase
TDPS has put in over 7,600 mills throughout 111 international locations, with important market presence in North America, Europe, Asia, and Africa. The rising information centre sector has emerged as a key progress engine for the corporate.
Within the Gasoline Engine Generator phase, TDPS efficiently accomplished System Integration Testing for a 5 MW, 13.8 kV, 1800 rpm FPQ Excessive Inertia generator at a European OEM’s facility, a notable technical milestone. Following this, a big follow-up order is anticipated in Q3 and This autumn from the identical European shopper for a significant U.S. information centre challenge. TDPS additionally acquired a repeat order for 44 models of 4.5 MW, 11 kV mills from a German fuel engine OEM, underscoring robust repeat-business momentum.
Within the Gasoline Turbine Generator phase, the corporate secured a number of orders from a number one U.S.-based OEM for information centre energy initiatives. Each fuel engine and fuel turbine companies are experiencing strong demand, with a wholesome order pipeline anticipated for the latter half of FY26. These developments reinforce TDPS’s strategic positioning within the world information centre energy phase, a core driver of its progress technique.
Order Guide Particulars
As of September 30, 2025, TDPS’s order ebook stood at Rs. 1,587 crore, predominantly export-driven, with 84 % of orders coming from worldwide markets. Order inflows for the quarter reached Rs. 524.1 crore, up 45 % from Rs. 360.8 crore in Q2FY25.
TDPS’s order ebook displays a diversified portfolio throughout geographies and sectors. Notable wins embody hydroelectric initiatives in India, Vietnam, and Nepal; waste-to-energy initiatives in Japan and Italy; and steam turbine generator initiatives throughout Europe and Africa. The fuel turbine and fuel engine segments, which cater to information centres and oil & fuel purposes, proceed to see strong demand and increasing pipelines, reinforcing the corporate’s world progress momentum.
Outlook
The corporate has revised its top-line steering for FY26 to Rs. 1800 crore. Export-driven order inflows proceed to be the first progress driver, supported by a diversified product portfolio that caters to world markets, together with steam generators, fuel generators, fuel engines, geothermal options, motors, and different specialised purposes. The corporate serves round 45 world OEMs throughout all enterprise segments.
Development is anticipated to be largely fueled by exports, pushed by the worldwide vitality transition in the direction of renewables and gas-based energy crops, in addition to alternatives in oil and fuel, grid stabilization models, hydro initiatives, massive information facilities, Ukraine-related initiatives, waste warmth restoration crops, and railway orders from Germany and the US.
For FY26, the marketing strategy assumes solely marginal progress within the home market. Nevertheless, there are a number of massive tenders within the hydro refurbishment phase, and profitable bids might considerably increase home order bookings given the scale of those initiatives.
With the third plant partially commissioned and anticipated to be absolutely operational by early This autumn FY26, the corporate is well-positioned to satisfy any improve in orders throughout all sectors wherein it operates.
Monetary Snapshot – Q2FY26
On a quarter-on-quarter foundation, TDPS reported gross sales of Rs. 452 crore, up from Rs. 372 crore in Q1, representing a 21.5 % improve. Working revenue rose from Rs. 69 crore to Rs. 83 crore, a 20.3 % bounce, whereas working margin barely declined from 19 % to 18 %. PBT grew from Rs. 67 crore to Rs. 82 crore, marking a progress of twenty-two.4 %, and internet revenue elevated from Rs. 50 crore to Rs. 60 crore, translating to a rise of 20 %. Earnings per share rose from Rs. 3.21 to Rs. 3.85, a 19.9 % improve.
On a year-on-year foundation, gross sales elevated from Rs. 306 crore to Rs. 452 crore, a progress of 47.7 %. Working revenue jumped from Rs. 56 crore to Rs. 83 crore, a rise of 48.2 %, whereas working margins held regular at 18 %. Revenue earlier than tax improved from Rs. 56 crore to Rs. 82 crore, up 46.4 %, and internet revenue rose from Rs. 41 crore to Rs. 60 crore, a 46.3 % improve. Earnings per share superior from Rs. 2.64 to Rs. 3.85, reflecting a forty five.8 % year-on-year progress.
-Manan Gangwar
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