#mystockpitch
$TD Power Systems Ltd
MCap – 1,254 Cr
TDPS manufactures AC generators serving customers in Hydro, Gas, Steam, Wind, Geo thermal & Special Applications.
Why TDPS?
• Revival in domestic demand from from cement, steel, sugar, co-generation, distilleries, waste heat recovery & garbage burning plants + Strong traction in export market thereby increasing capacity utilization.
• Huge operating leverage with largely fixed manpower costs.
• New applications & customers being added. Received trial orders for Synchronous Motor, repairs/refurbishment, orders directly from Indian railways
• Sufficient liquidity (Rs. 195 Cr C&CE) to meet increased WC requirements.
The company is operating in an industry having tailwinds for the next few years & has done well to open up new growth areas at the same time maintaining a strong balance sheet & sufficient liquidity to tide through challenges. A sustained capex cycle shall cause significant earnings growth.
$TD Power Systems Ltd
MCap – 1,254 Cr
TDPS manufactures AC generators serving customers in Hydro, Gas, Steam, Wind, Geo thermal & Special Applications.
Why TDPS?
• Revival in domestic demand from from cement, steel, sugar, co-generation, distilleries, waste heat recovery & garbage burning plants + Strong traction in export market thereby increasing capacity utilization.
• Huge operating leverage with largely fixed manpower costs.
• New applications & customers being added. Received trial orders for Synchronous Motor, repairs/refurbishment, orders directly from Indian railways
• Sufficient liquidity (Rs. 195 Cr C&CE) to meet increased WC requirements.
The company is operating in an industry having tailwinds for the next few years & has done well to open up new growth areas at the same time maintaining a strong balance sheet & sufficient liquidity to tide through challenges. A sustained capex cycle shall cause significant earnings growth.