TD Power Systems Limited has informed the Exchange about Investor Presentation
November 09, 2022
TD Power Systems Limited (CIN -L31103KA1999PLC025071)
REGISTERED OFFICE & FACTORY: 27, 28 and 29, KIADB Industrial Area Dabaspet, Nelamangala Taluk Bengaluru Rural District Bengaluru – 562 111 India
Tel +91 80 229 95700 / 6633 7700 Fax +91 80 7734439 / 2299 5718 Mail tdps@tdps.co.in
www.tdps.co.in
The Corporate Service Department BSE Limited P J Towers, Dalal Street Mumbai – 400 001
The Listing Department The National Stock Exchange of India Ltd. Exchange Plaza, Bandra- Kurla Complex Bandra (East) Mumbai 400 051
Sirs,
Sub: Investor Presentation for the period ended September 30, 2022
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, a results presentation to analyst/investor for period ended September 30, 2022 is enclosed.
Kindly take the above on record.
Yours faithfully, For TD Power Systems Limited
N Srivatsa Company Secretary
Encl : A/a
is sharing is relations is power
is generating solutions
Manufacturers of AC Generators up to 250MVA
TD Power Systems Limited Investor Presentation – November 2022
Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by TD Power Systems Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.
Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world- wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections.
All Maps used in the presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness or completeness
2
TD Power at a Glance
State of art manufacturing facilities with automated process for quality, reliability & efficiency.
Diversified product portfolio customized for a wide range of turbines (steam, gas, hydro and wind) and engines (diesel and gas). Specially designed and tailor-made to suit the needs of the customers
Core Manufacturing company in power sector with substantial growth prospects and completely Debt Free
Since inception, manufactured 5,535 generators, including generators exported to 100 countries, with aggregate output capacity of 40,042 MW
Leading manufacturers of AC generator, delivering across a wide product spectrum - from 1 to 250MVA.
Sales through OEM’s, which are turbine and engine manufacturers; strong engineering consultant relationships allow deep involvement in project tendering
Technology ownership, long standing relationships and in-house design expertise suited for customer centric approach
We deliver Best in class Generators for the World
3
TD Power’s Evolution & Journey
Acquires technology from Toyo Denki Japan
Achieves Leadership position in India
Listing of TDPS on BSE & NSE
TDPS starts its operations in Europe & USA
Increases footprint in the European and Turkish Market
Achieved Highest Revenue since inception
1999
2002-09
2011
2016
2020
2022
2001
2009
2012
2017
2021
Establishes Manufacturing facility in Bangalore
Develops Vertical Hydro Generators with VOITH, Germany
Signs Long Term Supply Agreement with INNIO for Gas Engine Generators
Signs License Agreement with Siemens to produce 2 pole Generators up to 250MVA
Local production of Generators in Turkey
Signs Long Term Agreement with Alstom to supply Stators and Rotors for Traction Motors
Revival in the Domestic market with increased Brand Recognition Globally
Delivered it’s 5000th generator
4
Diversified Products for Multiple End User Industries
r o f s r o t a r e n e G
i
s e n b r u T
r o f s r o t a r e n e G
i
s e n g n E
r o f s r o t a r e n e G
s n o i t a c i l
p p A
l
a i c e p S
3
3
3
3
Steam - upto 250MVA
Gas - upto 250MVA
Hydro - upto 45MVA
Wind*
3
3
We deliver world class Generators for the World
Motors
Induction Motors
Diesel - upto 25MVA
Gas - upto 25MVA
Synchronous Motors
3
3
3
3
3
3
Motor/Engine/ Transformer Testing
Locomotive*
Marine/Naval*
Oil & Gas*
Geothermal*
Solar Thermal*
Traction Motors
*As per customer requirement
5
State of Art Manufacturing Facilities…
Manufacturing units with Advanced Machines help in delivering Competitively Priced products with the Highest Quality Standards
Unit I - 157,624 Sq Ft
Unit II – 219,756 Sq Ft
Large Generator Factory – 78,449 Sq Ft
TDPS Turkey
• Core building, Coil making, Winding &
• Core building, Coil making, Winding &
Machining
Machining
•
Impregnation and curing Balancing
•
Impregnation and curing Balancing
• Final assembly and testing
• Final assembly and testing
• Material Handling & General Facilities • Power House • R&D Centre
• Material Handling & General Facilities • Power House • R&D Centre
• Core building, Coil making, & Winding •
Impregnation and curing • Final assembly and testing
• Material Handling & General Facilities • Power House (Common with Unit 2) • R&D Centre (Common with Unit 2)
• Quality lab (Common with Unit 2) and
• Quality lab and instruments
• Quality lab and instruments
instruments
• Core building, Coil making, & Winding •
Impregnation and curing • Final assembly and testing
• Material Handling & General Facilities
ISO 9001:2008 compliant manufacturing units in Bangalore
6
…with Automated & Integrated Processes
Manufacturing Facilities
Test Facilities
Varnishing Line State of the art Stator Stamping Varnishing Line
Robotic Core Stacking Automatic Stator core stacking using Robots
Coil Stretching Unit Guarantees speed, precision and quality
Tapping Machine Completely robotic with six axis and tapes also the overhang portion
CMM Co-ordinate Measuring Machine with least count of 0.1 Microns and volumetric accuracy of 7 Microns. Largest Test Facility in Asia
Photo
Hydraulic Process Hydraulic press
GVPI Plant (Stator) Global Vaccum Impregnation Plant
Machining Center Horizontal & Vertical Machining Center - CNC Lathe
Cylindrical Rotor Coil Cylindrical Coils under looping
Electrical Testing Chamber High voltage and partial discharge tests to ensure longevity
Quality Lab Electrical and Mechanical tests for raw materials
Rotor Pole Coil Automatic Induction Brazing Machine
Cylindrical Rotor Winding Coil insertion and winding
Rotor Assembly Pole Insertion
High Speed Balancing
Rotor Balancing
Horizontal Test Bed 12 completely automated Horizontal Test beds
Vertical Test Bed 22 completely automated Vertical Test beds
7
Certification of Excellence
ISO Certification
Product Certification
International Certification
ISO 9001: 2015 Quality Management System
DNV Wind Generators
CE/UKCA European Market
ISO 14001: 2015 Environment Management System
ISO 45001: 2018 Occupational Health and Safety
ATEX Hazardous Application Generators
GOST R/TRCU Russian Market
Lloyd’s Register/Class NK Marine Generators
AAR M - 1003 American Railway Generators
CSA Canadian Market
UL American Market
ISO 3834 - 2 Welding
IRS Indian Register of Shipping
TSE Turkish Market (Made in Turkey Generators)
8
Quality Assurance
Quality assurance policy aimed towards
Supplier performance improvement
Fastest Process in Industry
On-Time delivery
Production of world class generators
Quality Assurance
Reduction of wastage
Procedures for ensuring quality management processes at various stages Quality & Reliability of Products
9
Summary of Installations
5535 Generators installed
across 100 Countries
201
46
238
613
4316
121
10
Service Centers Across the Globe for On-Time Assistance
Centers across continents: Asia (11), Europe (15), South America (6), Australia (8), Africa (4), North America (8)
52 Centers World-Wide
Local Service Representative to overcome language barrier and to provide quick assistance
At site 24-48 Hours from the time of issue reported
11
Our CSR Initiatives
Integrated Water & Sanitation Management - FY 2015 to FY 2020.
• This project was supported for over 5 years starting from 2015 and was undertaken in Tyamagondlu
Village, Nelamangala Taluk, Bangalore rural district.
• Resulted in a significant change on the ground with respect to revival of water body, storm water management, solid waste management (SWM), and maintenance of public spaces, training & capacity building in SWM and citizen awareness.
In line with the CSR policy revised in 2021, TDPS supported initiatives focusing on Education and Education related Infrastructure and welfare projects. Two projects which is currently on going are as follows:
•
•
•
School Readiness Program In Community Schools from FY 2021
Educational Empowerment of Girl Children of Scavenging community
School Infrastructure and Welfare Project
15,000+
8,000+
Hours of Parent Support & Training
Books for Children's
1,524+
Children’s Supported
43+
1,524+
School Connect
Parental Connect
200+
Teachers
Board of Directors
Nikhil Kumar Managing Director
Engineering & General Management Program from Harvard
Mohib N. Khericha
Promoter and Non- Executive Chairman
B. Com, FCA
Mrs Prabhamani Non-Executive Director
Responsible for overall management of the Company’s operations, strategic planning, technology alliances and sales and marketing. With over 3 decades of work experience in the business of manufacturing electrical rotating machines, he spearheads universal best manufacturing practices in the Company. He was General Manger in Kirloskar Electric Company from 1990 to 2000 leading the operations of Bangalore factory
He was in practice for over 25 years, in the area of Capital structuring, Restructuring, Financial Management and Loan syndication etc. before venturing into Merchant Banking activities in the year 1994. Currently, he is Managing Director of Chartered Capital And Investment Limited, a listed company which is into Merchant Banking Services. He has an experience of over 28 years in the field of Merchant Banking.
Is the founder member of TDPS with >37 years of experience. Worked as a COO in the company till August 2022 and joined the core leadership team of TDPS as head of Engineering in 2001. She is extensively involved and has in-depth understanding of products, processes, customers and specific application requirements of each segment.
Nitin Bagamane Independent Director
Graduate in Economics
Ravi K. Mantha Independent Director Chartered Financial Analyst & B.A in liberal arts from the University of Puget Sound in Washington State
Prathibha Sastry
Independent Director
Over 25 years of work experience in business and industry and has been associated with many projects in real estate development for the past twenty years. He is leading large residential, commercial real estate projects in around Bangalore & manages a Special Economic Zone for IT activity in Bangalore.
An angel investor, wellness author and sustainability advocate. After an 18 years successful career in investment management in Boston and London, including ten years at the helm of the $33 billion Fidelity Global Select Fund, he switched careers and became an author and wellness expert.
Over two and half decades of her career, she has been part of some of the very best start up organizations like Microsoft Accelerator and THub in India. Currently, she is a strategic advisor to Encubay , a diversity-focused accelerator, a fintech Start-up and Vruksh Ecosystem
13
Experienced Management Team
Nikhil Kumar - Managing Director Leads operations, strategic planning, technology alliances, sales and marketing. With an in-depth understanding of products, processes, customers, specific application requirements of each segment from over 3 decades of work experience in the business of manufacturing electrical rotating machines, he drives investments in technology, alliances, people & processes enabling the company to deliver complete value chain in Generator manufacturing across the spectrum of verticals. He leads the team in absorbing technology from global partners to take manufacturing facility & practices to a world-class level enabling the Company to consistently deliver on core expectations of quality& delivery that has paved way to extend our product reach to over 98 countries. With a hands on & collaborative approach he navigates the team in weathering challenges thrown up by markets, customers, business & economic cycles
Ramakrishna Varna - COO A founder member, with 30 years of experience. A Mechanical Engineer and an MBA, joined TDPS leadership team as a Senior Engineer in 2001. A key member of a small core team that set up our green field manufacturing plant &is credited with establishing Standard Operating Procedures (SOPs), vigorously training technicians and successfully manufacturing the first few Generators that laid the foundation. Has extensive exposure and knowledge of the complete value chain in Generator manufacturing, facility-creation, automation and an expert solution-provider on operational issues. Set up our larger & modern second manufacturing unit in 2011 & since 2017, has transformed our manufacturing facility by replacing conventional machinery with precision Robotics &need-based automation of selected processes.
Varalakshmi MN - CFO. Part of founder-member team since inception of the company. Comes with a professional qualification in Cost & Works accounting (ICWA) & overall 28 years of rich experience in Finance function of Engineering-manufacturing company, 20 of which at TDPS. Seasoned by learnings from managing finances of the company and funding its growth story for over 20 years through its highs, lows, struggles and triumphs ,a grueling IPO exercise to fund the expansion, driving drastic cost-cutting measures across the organization & ERP expansion and improvements she leads the finance function.
Vishwanath Hangari – Head, Engineering With a Master’s degree in Engineering & 33 years of experience, 8 of which in TDPS, heads the Engineering function. Has a rich, varied, hands-on and leadership experience in Design, Analytics, Quality & Manufacturing aspects of LV, HV Motors & Generators across entire range of ratings, speeds, constructions and applications due to foundational stint as Design, Quality & Testing engineer of Rotating Machines, followed by 5-years of managing R&D – supporting product launches from concept to prototype testing to implementation, 13 years at world renowned OEMS ’Design / Technology center in lead/consulting position
Vinay Hegde – Head, Sales & Marketing A founder member of TDPS, with 28 years of rich experience in Sales & Marketing. Joined the small core team of TDPS in 2001 as Engineer, Sales - An Electrical Engineer with 7 years of foundation experience with CG Newage. Has successfully acquired major OEMs in India and overseas one after the other, consistently retention & delivering on core expectations of Quality, Delivery, customer relationship for long term. Developed Marketing team capability to successfully widen the Customer base for sustained growth.
N Srivatsa - Company Secretary Over 3 decades of work & practice experience in corporate legal & compliance, Finance & Banking areas. Prior to joining our company in 2010 , he was working with a UB group entity as associate vice president and company secretary.
14
Financial Section
Consolidated Segment wise Revenue Analysis
Manufacturing* (Rs. in Mn)
Projects (Rs. in Mn)
Total* (Rs. in Mn)
+12.1%
4,179
4,685
2,264
-6.4%
2,002
13%
2,219
-7%
1,211
1,059
58%
1,674
2,370
1,305
509 556
41%
-48%
Q2FY22
718 290 Q2FY23
1,118
-33%
747
H1FY22
H1FY23
-9.4%
100
93
91
84
-11.2%
115
108
102
94
7 Q2FY22
7 Q2FY23
7 H1FY22
8 H1FY23
+11.5%
4,787
2,358
4,294
2,110
12%
1,066
58%
1,682
1,118
-33%
747
H1FY22
H1FY23
-6.5%
2,470
2,309
1,398
-7%
1,295
516 556
40%
-48%
Q2FY22
724 290 Q2FY23
EBIDTA* (Rs. Mn)
EBIDTA* Margin (%)
263.60
303.26
441.80
654.78
3.40
13.45
-0.79
3.48
11%
13.7%
10.6%
14.0%
3.4%
14.8%
-0.7%
3.4%
Domestic Exports (incl. Deemed Exports) Subsidiaries
*without inter-company & inter-segmental eliminations
16
Key Operational & Financial Highlights
Total Order inflow during the quarter (Rs. in Mn)
Diversified Order Book (Rs. in Mn)
19%
3,889 58
3,831
3,280 136
3,144
Sep-21
Sep-22
Projects
Manufacturing
202
409
2,705
As on 30th Sept 2022
1,721
9,040
Railways Domestic Exports (incl. Deemed Exports) Turkey Projects
Highlights
❖ Total Order inflow for H1FY23 was Rs. 3,889 Mn as compared to Rs. 3,280 Mn in H1FY22, a growth of 19%
❖ Outstanding Order book of as on 30th September 2022 stands at Rs. 14,078 Mn
❖ Since Inception, 5,535 generators supplied as of 30th Sept 2022 with an aggregate output capacity of over 40,042 MW in over 100 Countries
17
Q2 & H1FY23 Consolidated Financial Highlights
Total Income* (Rs. in Mn)
EBIDTA* (Rs. in Mn)
PAT (Rs. in Mn)
+9%
3,955
4,301
-5%
2,301
2,190
+49%
664
+57%
414
+20%
445
268
321
+24%
264
161
199
Q2FY22
Q2FY23
H1FY22
H1FY23
Q2FY22
Q2FY23
H1FY22
H1FY23
Q2FY22
Q2FY23
H1FY22
H1FY23
Gross Profit Margins* (%)
EBIDTA Margins* (%)
PAT Margins (%)
+553 bps
+488 bps
+300 bps
+418 bps
+211 bps
+294 bps
31.8%
28.3%
33.2%
26.3%
14.7%
15.4%
9.1%
9.6%
11.7%
11.3%
7.0%
6.7%
Q2FY22
Q2FY23
H1FY22
H1FY23
Q2FY22
Q2FY23
H1FY22
H1FY23
Q2FY22
Q2FY23
H1FY22
H1FY23
*including other income
18
Q2 & H1FY23 Consolidated Profit & Loss Account
Particulars (Rs. in Mn)
Revenue from Operations
Other Operational income
Other Income
Total Income
Cost of Goods Sold
Gross Profit
Gross Profit Margin (%)
Employee Cost
Other Expenses
EBITDA
EBITDA Margin (%)
Depreciation
EBIT
Finance Cost
Exceptional Item Gain / (Loss)
Profit before Tax
Tax
Profit After Tax (PAT)
PAT Margin (%)
Other Comprehensive Income
Total Comprehensive Income
Q2FY23
2,126.3
42.0
21.8
2,190.1
1,493.2
696.9
31.8%
226.2
149.5
321.1
14.7%
52.0
269.1
1.9
0.0
267.3
68.3
199.0
9.1% -17.9
181.1
Q2FY22
2,273.3
8.0
19.4
2,300.7
1,695.9
604.8
26.3%
194.6
142.0
268.3
11.7%
55.6
212.6
0.2
212.4
51.8
160.6
7.0% -15.2
145.4
YoY
-4.8%
15.2%
553 bps
19.7%
300 bps
26.6%
25.8%
23.9%
211 bps
23.9%
H1FY23
4,171.7
86.7
42.4
4,300.8
2,873.1
1,427.7
33.2%
460.9
303.2
663.6
15.4%
104.8
558.7
10.5
0.0
548.2
134.3
413.9
9.6% -28.7
385.3
H1FY22
3,904.5
8.0
42.3
3,954.8
2,835.0
1,119.8
28.3%
391.7
283.1
444.9
11.3%
109.2
335.8
11.1
19.7
344.4
79.9
264.5
6.7% -22.4
242.1
YoY
8.7%
27.5%
488 bps
49.1%
418 bps
66.4%
59.2%
56.5%
294 bps
59.1%
19
H1FY23 Consolidated Balance Sheet
Assets (Rs. in Mn)
Non - Current Assets
Property Plant & Equipment's
Capital Work-in-Progress
Intangible assets
Financial Assets
Investments
Other Financial Assets
Other Non-Current Assets (Net)
Current Assets
Inventories
Financial Assets
(i)Trade receivables
(ii)Cash and cash equivalents
(iii)Bank balances other than (ii)
Other Financial Assets
Other Current Assets
Total Assets
Sep-22
March-22
Equity & Liabilities (Rs. in Mn)
2,073.2
1,554.7
20.6
81.6
199.4
13.1
203.8
6,483.0
1,962.6
2,066.9
1,604.8
6.4
58.7
199.4
12.3
185.3
7,000.0
2,091.5
1,703.9
2,410.9
715.3
553.9
1,257.0
1,059.5
319.1
525.1
299.6
584.7
Total Equity
Share Capital
Reserves & Surplus
Non-Current Liabilities
Financial Liabilities
Provisions
Deferred Tax Liabilities
Current Liabilities
Financial Liabilities
(i)Borrowings
(ii)Trade Payables
(iii)Other Financial Liabilities
Other Current Liabilities
Current tax liabilities (net)
Provisions
Sep-22
March-22
5,560.4
5,271.6
312.1
311.0
5,248.3
4,960.6
149.6
129.2
59.7
89.8
49.9
79.2
2,846.3
3,666.1
0.0
709.7
1,293.1
1,513.2
984.3
445.4
81.3
42.1
835.6
474.7
86.6
46.3
8,556.2
9,066.9
Total Equity & Liabilities
8,556.2
9,066.9
20
Historical Financial Highlights
Total Income* (Rs. in Mn)
EBIDTA* (Rs. in Mn)
PAT (Rs. in Mn)
+20%
8,141.4
4,681.8
5,280.8
6,029.1
4,300.1
1,085.9
+44%
752.7
663.6
463.9
363.2
FY19
FY20
FY21
FY22
H1FY23
FY19
FY20
FY21
FY22
H1FY23
+181%
452.0
299.4
706.5
413.9
32.0
FY19
FY20
FY21
FY22
H1FY23
EBIDTA Margins* (%)
PAT Margins (%)
+558 bps
15.4%
12.5%
13.3%
7.8%
8.8%
+799 bps
7.5%
5.7%
9.7%
8.7%
FY19
FY20
FY21
FY22
H1FY23
FY19
FY20
FY21
FY22
H1FY23
0.7%
*including other income
21
Historical Consolidated Profit & Loss Account
Particulars (Rs. in Mn)
Revenue from Operations
Other Operational Income & Other Income
Total Income
Cost of Goods Sold
Employee Cost
Other Expenses
EBITDA
EBITDA Margin (%)
Depreciation
EBIT
Finance Cost
Exceptional Item Gain / (Loss)
Profit before Tax
Tax
Profit After Tax (PAT)
PAT Margin (%)
Other Comprehensive Income
Total Comprehensive Income
FY22
7,974.2
167.1
8,141.4
5,698.8
805.7
550.9
1,085.9
13.3%
220.4
865.5
20.6
75.8
920.7
214.3
706.5
8.7%
(92.2)
614.3
FY21
5,935.8
93.2
6,029.1
3,958.9
794.0
523.4
752.7
12.5%
215.0
537.7
44.7
71.8
564.8
112.8
452.0
7.5%
(15.4)
436.6
FY20
5,148.9
131.9
5,280.8
3,593.7
725.5
497.7
463.9
8.8%
222.3
241.7
54.5
140.5
327.7
28.3
299.4
5.7%
(10.9)
288.5
FY19
4,590.2
91.6
4,681.8
3,195.9
660.8
461.9
363.2
7.8%
259.9
103.3
28.4
0.0
74.9
42.9
32.0
0.7%
(3.0)
29.0
CAGR
20.3%
44.1%
558 bps
180.6%
799 bps
176.6%
22
Historical Consolidated Balance Sheet
Assets (Rs. in Mn)
Non - Current Assets
Property Plant & Equipments
Capital Work-in-Progress
Intangible assets
Intangible assets under development
Financial Assets
Investments
Other Financial Assets
Other Non - Current Assets (Net)
Current Assets
Inventories
Financial Assets
(i)Trade receivables
(ii)Cash and cash equivalents
(iii)Bank balances other than (ii) above
Other Financial Assets
Other Current Assets
Total Assets
Mar-22
2,066.9
1,604.8
6.4
58.7
0.0
199.4
12.3
185.3
7,000.0
2,091.5
Mar-21
2,131.8
1,699.5
2.5
39.9
3.2
199.4
12.3
175.0
5,717.0
1,887.8
Equity & Liabilities (Rs. in Mn)
Total Equity
Share Capital
Reserves & Surplus
Non-Current Liabilities
Financial Liabilities
Provisions
Deferred Tax Liabilities
Current Liabilities
Financial Liabilities
(i)Borrowings
(ii)Trade Payables
2,410.9
1,618.9
553.9
474.5
1,059.5
1,168.6
299.6
584.7
269.5
297.7
(iii)Other Financial Liabilities
Other Current Liabilities
Current tax liabilities (net)
Provisions
Mar-22
5,271.6
311.0
Mar-21
4,706.8
309.3
4,960.6
4,397.4
129.2
108.0
49.9
79.2
45.3
62.7
3,666.1
3,034.0
709.7
520.0
1,513.2
1,083.8
835.6
474.7
86.6
46.3
832.1
499.0
61.5
37.8
9,066.9
7,848.8
Total Equity & Liabilities
9,066.9
7,848.8
23
Key Takeaways
Automated & Integrated State of the art manufacturing facilities for better Efficiency & operating leverage play
Investment in Automation to augment existing capacities and improve efficiency
Revival in the Domestic market with increased Brand Recognition globally for TDPS products
Continuous replacement demand for Generators installed over the years in existing plants
Operating Leverage Play
Investment in Capacity augmentation
Revival in the Domestic market
Continuous Replacement Demand
Pass Through Contracts
Global Service Network
Approved Suppliers
Re-oriented the current order book to ensure high pass through of RM price variations to customers
One of the very few players to have Global Service Network for timely on-site assistance
TDPS is an approved supplier for all major OEM’s & EPC Contractors across the globe
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Our Prestigious Projects
ANNEXURES:
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GAS ENGINE GENERATORS
❖ TDPS has supplied more than 500 Gas Engine Generators to a Major Engine Manufacturer for their J612 (2.5MVA), J616 (2.5MVA), J620 (4.5MVA), J624 (6.36MVA) and J920 (15MVA) series
❖ Gas engine generators need stringent design requirements which has to accommodate high vibrations arising from the engines
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Geo Thermal
❖ The picture on the left from a Geo Thermal
Power Plant of capacity 29.7MVA installed in Turkey
❖ Geo Thermal Generators are specially designed for outdoor installation and to withstand H2S content at site
❖ TDPS has supplied several Geo Thermal
Generators to a major Geo-Thermal OEM in the world
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Diesel Engine Generators
❖ TDPS has supplied Nine Generators of 8.586MVA in UAE
❖ The generators are coupled with Engines manufactured by a Major Engine manufacturer
❖ These generators are installed in a barge and are used for desalination purposes in order to provide drinking water
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Steam & Gas Turbine Generators
BIOCEL PASKOV
MAXAU
Mobile Powe Units
❖ 22MVA Generator, installed in Czech
Republic
❖ This 67.5MVA Generator, installed in Maxau, Germany, is the largest 4 pole Generator manufactured by TDPS.
❖ 5.25MVA Generator coupled to Turbine manufactured by a major turbine manufacturer installed in Mobile Power Units.
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Contact Us
TD Power Systems Limited
CIN: L31103KA1999PLC025071 Ms. M N Varalakshmi – Chief Financial Officer Varalakshmi@tdps.co.in www.tdps.co.in
Strategic Growth Advisors Private Limited
CIN: U74140MH2010PTC204285 Mr. Sagar Shroff/Ms. Saloni Soni sagar.shroff@sgapl.net / saloni.soni@sgapl.net +91 98205 19303 / +91 95832 74018
www.sgapl.net