TD Power Systems Ltd has announced the receipt of a prestigious export order valued at approximately ₹480 million (₹48 crore), marking a significant milestone in its international business expansion. The contract, awarded by a leading multinational corporation, is for the supply of high-precision components used in traction motors. Deliveries under this order are scheduled to span from January 2026 to December 2027, reinforcing the company’s long-term visibility and technical credibility in the global electric mobility and industrial motor segments.
This development comes at a time when TD Power Systems is actively scaling its export footprint and diversifying its product applications across transportation, energy, and industrial automation.
Key Highlights
TD Power Systems has bagged an export order worth ₹480 million from a global client.
The order pertains to traction motor components, a high-value segment in electric mobility and rail infrastructure.
Deliveries are scheduled over a two-year period, from January 2026 to December 2027.
The order is not a related party transaction and has been awarded independently by an international entity.
Strategic Significance
Export Expansion
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This order strengthens TD Power Systems’ positioning in the global traction motor supply chain, especially in electric rail and mobility applications.
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It reflects the company’s growing reputation for delivering precision-engineered components that meet stringent international standards.
Technology Validation
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The traction motor components require advanced manufacturing capabilities, including tight tolerances, thermal resilience, and vibration resistance.
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The award of this contract validates TDPS’s technical expertise and its ability to meet complex engineering specifications.
Revenue Visibility
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With deliveries spread over 24 months, the order provides stable revenue inflow and production planning flexibility.
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It contributes to the company’s order book for FY26 and FY27, supporting long-term growth projections.
Operational Readiness
TD Power Systems has already initiated capacity alignment and supply chain coordination to meet the delivery timelines.
The company’s Bengaluru facility, equipped with CNC machining and automated testing systems, will be the primary production hub for this order.
Quality assurance protocols are being upgraded to meet export compliance and client-specific benchmarks.
Market Reaction
Shares of TD Power Systems traded marginally lower post-announcement, closing at ₹512.70 on the BSE, down 2.41 percent.
Analysts attribute the muted stock movement to broader market volatility and profit booking, despite the strategic importance of the order.
Industry Context
The traction motor segment is witnessing accelerated demand globally, driven by electrification of railways, metro systems, and industrial automation. India’s engineering exports in this domain are gaining traction due to cost competitiveness and technical capabilities.
TD Power Systems, with its legacy in rotating electrical machines and turnkey solutions, is well-positioned to capitalize on this trend. The company’s focus on export diversification and high-value components aligns with the government’s Make in India and export-led growth initiatives.
Outlook
The ₹480 million order marks a strategic win for TD Power Systems, reinforcing its export credentials and technical depth. As the company continues to expand its global footprint, such contracts will play a pivotal role in driving revenue growth, margin stability, and brand equity.
With a healthy order book, strong execution capabilities, and a clear focus on high-growth segments like traction motors and industrial automation, TD Power Systems is poised for sustained performance in the coming quarters.
Source: Business Standard, August 14, 2025
