Timken India Limited Q2 Profit Rises 29% as Revenue Hits ₹986 Crore

Timken India Limited reported consolidated net profit of ₹120.90 crore for the quarter ended September 30, 2026, up 29.1% year-on-year, while revenue from operations rose 25.4% to ₹986.04 crore. The Q2 FY27 results point to higher sales across the company's bearings and allied goods and services business.

What did Timken India report for Q2 FY27?

Timken India reported higher consolidated revenue, profit and operating earnings for the second quarter of FY27. Consolidated revenue from operations rose to ₹986.04 crore from ₹786.35 crore in Q2 FY26. Consolidated profit after tax increased to ₹120.90 crore from ₹93.60 crore a year earlier.

The company's total consolidated income was ₹994.60 crore, including other income of ₹8.58 crore. Consolidated profit before tax stood at ₹162.87 crore, compared with ₹126.27 crore in the corresponding quarter of the previous financial year. Total tax expense was ₹41.98 crore, comprising current tax of ₹38.64 crore and deferred tax of ₹2.34 crore.

The Board of Directors approved the unaudited standalone and consolidated financial results on October 29, 2026. Deloitte Haskins & Sells LLP reviewed the results and issued an unmodified opinion, according to the company update.

How did Timken India's revenue and profit change year-on-year?

Timken India's consolidated revenue increased by ₹199.69 crore year-on-year, reflecting 25.4% growth over Q2 FY26. The company attributed the top-line expansion to demand across its primary bearings and allied goods and services segment.

Consolidated net profit attributable to owners of the parent rose by ₹27.30 crore, or 29.1%, to ₹120.90 crore. This meant profit growth was ahead of revenue growth during the quarter. Consolidated total expenses increased 24.0% to ₹831.73 crore from ₹670.97 crore, broadly tracking the expansion in business activity.

On a standalone basis, revenue from operations grew 25.4% to ₹969.30 crore from ₹772.99 crore. Standalone net profit rose 29.7% to ₹116.06 crore from ₹89.47 crore. Basic and diluted earnings per share on the standalone basis were ₹15.43, against ₹11.89 in Q2 FY26.

What do Timken India's Q2 FY27 financial figures show?

Timken India's reported quarterly figures show growth across revenue, operating profit and net profit compared with the year-ago quarter. Consolidated operating profit was reported at ₹184.20 crore, up from ₹142.80 crore, while operating profit margin improved to 18.7% from 18.2%.

Other income declined to ₹8.60 crore from ₹11.00 crore in Q2 FY26. Despite the lower other income, the company reported a higher profit before tax and net profit, supported by the increase in operating revenue and operating profit.

How did the first half and sequential performance compare?

Timken India's consolidated revenue from operations for the first half of FY27 rose 19.95% to ₹1,929.36 crore from ₹1,608.53 crore in H1 FY26. The half-year figure includes revenue of ₹943 crore reported for the June 2026 quarter and ₹986 crore for the September 2026 quarter.

On a sequential basis, consolidated revenue was up about 4.5% from the June quarter. Consolidated net profit was ₹120.90 crore in Q2 FY27, compared with about ₹120 crore in the preceding quarter. Operating profit rose sequentially to ₹184 crore from ₹178 crore, while operating margin was marginally lower than the 18.8% reported for the June quarter.

The figures provide context for the company's quarterly performance after revenue of ₹929 crore in Q1 FY27 on a standalone basis. Timken India had reported a 15% year-on-year rise in Q1 revenue and a 15% increase in profit before tax for that period.

What corporate updates did Timken India provide?

Timken India said it paid a final dividend of ₹2.50 per equity share during the quarter, with the payout totalling ₹18.81 crore. The Board had recommended the dividend on May 18, 2026, and shareholders approved it at the company's 39th Annual General Meeting.

The company also updated investors on the proposed amalgamation of its wholly owned subsidiary, Timken GGB Technology Private Limited. The Board approved a draft Scheme of Amalgamation on May 18, 2026. A petition seeking approval from the National Company Law Tribunal, Bengaluru Bench, was filed in July 2026 and remained pending at the time of the results.

Timken India had announced on October 9 that its Board would meet on October 29 to consider the quarter and half-year results. It also scheduled a post-results conference call with investors and analysts for October 30, 2026, at 4:00 PM IST.

Conclusion

Timken India's Q2 FY27 performance showed a 25.4% increase in consolidated revenue to ₹986.04 crore and a 29.1% rise in consolidated net profit to ₹120.90 crore. Operating profit growth and the improvement in operating margin accompanied the higher revenue, while standalone results followed a similar pattern.

Investors will watch management's comments during the scheduled October 30 conference call, particularly on demand in the bearings and allied businesses. The pending National Company Law Tribunal approval for the proposed amalgamation of Timken GGB Technology Private Limited is another disclosed corporate matter to monitor.