Timken India Limited — Cyborg Score 7/10

Solid
Industrial Equipment - Bearings & Anti-friction Bearings

Strategic Profile

The company positions India as a strategic manufacturing and export hub, reinforcing its commitment to the 'Make in India' campaign. As a leading manufacturer of tapered roller bearings for automotive and railway sectors, it offers specialized maintenance and refurbishment services, including round-the-clock management of customers' roll shop and bearing maintenance.

Cyborg Score Rationale

Q3 FY26 EBITDA declined to ₹958M from ₹1.06B YoY, with EBITDA margin dropping to 12.5% from 15.9% YoY. However, the company maintains strong fundamentals with nearly debt-free status and consistent dividend payouts, though recent margin compression warrants monitoring.

Top Insights

  • Company signed agreement to acquire Timken GGB Technology shares in November 2025 from Timken Europe B.V. and The Timken Company for strategic growth
  • New manufacturing facility for spherical and cylindrical roller bearings was set up in Bharuch, Gujarat in April 2025
  • Company is almost debt-free and maintains healthy dividend payout of 22.7%
  • Company plans to acquire 26.1% stake in Sunstream Green Energy C&I Three by March 2026 for renewable energy diversification

Named Competitors

  • Roller Bearings — Automotive and industrial roller bearing manufacturer
  • Anti-friction Bearings — Global bearing manufacturer with India operations
  • Bearing Solutions — Industrial bearing and solutions provider

Recent Developments

  • (February 2026) Q3 FY26 results: standalone PAT ₹2.44 bn, revenue ₹23.46 bn; EBITDA margin declined YoY
  • (November 2025) Agreement signed to acquire Timken GGB Technology shares for strategic expansion
  • (April 2025) New manufacturing facility for spherical and cylindrical roller bearings commissioned in Bharuch, Gujarat

Open the full interactive Timken India Limited report

Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.

Open report →