Timken India Q4 FY26: Revenue Crosses ₹1,000 Cr Milestone, Board Approves Merger
Timken India reported Q4 FY26 revenue of ₹1,089.8 crore, a 14.2% YoY increase, crossing the ₹1,000 crore milestone. The Board approved the merger of Timken GGB with Timken India to drive synergies. The company is actively passing on cost increases, with 10% achieved and more expected in the next two quarters. New Bharuch plant is operational, and Jamshedpur capex is on track.
The announcement includes a record quarterly revenue, a significant strategic merger approval, and progress on new plant ramp-ups and capex, all of which are material events for the company.
The company reported record revenue, a significant milestone, and positive growth across key segments. The approval of the merger and operationalization of the new plant are strategic positives. While cost pressures exist, the company is actively managing them.
Timken India Limited announced its Q4 FY26 results, marking a significant milestone by crossing ₹1,000 crore in quarterly revenue for the first time. The company reported a consolidated revenue from operations of ₹10,898 million (₹1,089.8 crore) for the quarter ended March 31, '26, a 14.2% growth year-on-year. Profit Before Tax (PBT) for the quarter stood at ₹2,074 million (₹207.4 crore), with a PBT margin of 19.3%.
For the full financial year ended March 31, '26, consolidated revenue was ₹34,780 million (₹3,478 crore) and consolidated PBT was ₹5,526 million (₹552.6 crore). The standalone revenue for the year reached an all-time high of ₹31,478 million (₹3,147.8 crore), an 8.6% growth over the previous year, with PBT at ₹5,304 million (₹530.4 crore) and a PBT margin of 15.5%.
A major strategic development announced is the Board's approval for the merger of Timken GGB with Timken India Limited, aimed at driving operational synergies, improving effectiveness, and reducing costs. The company also completed investments in renewable energy initiatives and saw all lines at its new Bharuch plant capitalized, with production and sales commencing.
Management addressed concerns about rising input costs, stating that the process of passing on price increases has begun, with approximately 10% achieved and the remainder expected to be realized over the next two quarters. The company highlighted strong demand in core industrial segments, resilient performance in Q4 FY26 despite macroeconomic uncertainties, and robust growth in the commercial vehicle (CV) segment. Exports also showed a significant quarter-over-quarter jump. The Jamshedpur rail expansion capex is on track for production by November 2026.
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