Timken India Ltd (BOM:522113)

Q4 2025 Timken India Ltd Earnings Call Transcript

May 27, 2025 / 11:30 AM GMT

Release Date Price: ₹3126.4 (+0.40%)

Transcript

Key Points

Positve

Timken India Ltd (BOM:522113) reported a 4.7% increase in sales for Q4 compared to the same period last year, indicating a recovery from the previous sluggish quarter.
Profit before tax grew by 8% year-over-year and nearly doubled compared to the last quarter, showcasing strong financial performance.
The company is investing in new technology, such as the first line for plane bearings in composite material, which could cater to both global and local markets.
Rail segment showed a significant growth of 17% year-over-year, highlighting strong performance in this sector.
The company is expanding its capacity with state-of-the-art European machines to enhance its rail production capabilities for both Indian Railways and exports.

Negative

The export market remains sluggish, with large markets like Europe and North America not showing much promise, which could impact future growth.
The company's profit margins have decreased from 21% to 19%, raising concerns about profitability.
There is uncertainty in the export market due to geopolitical activities and trade wars, which could affect future revenue.
The company faces competition from both international and domestic players, which could impact its market share.
Utilization levels at the Baruch plant are expected to reach only 45% by the end of the financial year, indicating underutilization of capacity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TIMK.NS - Timken India Ltd
Q4 2025 Timken India Ltd Earnings Call
May 27, 2025 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Timkin India Q4 F 525 post results conference call hosted by Avender Park. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the consent over to Mukesh Sara.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.