Industry Revenues:

• Industry: approx. 40%
• Automotive: approx. 35%
• Railway: approx. 15%
• Aerospace: approx. 10%

TOP 3 Markets:

• India: approx. 50%
• USA: approx. 20%
• Europe: approx. 15%

Timken India Limited generates its revenues mainly from the industry and automotive sectors, with a significant portion also coming from the railway and aerospace sectors. The Indian market is the largest revenue contributor, followed by the USA and Europe. This distribution reflects the company's strong presence and market position in these regions.

Production sites of Timken India Limited:

• Jamshedpur, Jharkhand
• Bengaluru, Karnataka

Timken India Limited operates production facilities in Jamshedpur and Bengaluru. These locations are strategically important for the manufacturing of bearings and other mechanical components used in various industries. Jamshedpur is known for its industrial infrastructure, while Bengaluru is considered a technology and production hub in India.

Revenue Growth: 18% (2025)
Profit Growth: 14% (2025)

Timken India Limited is pursuing a growth strategy based on several pillars. Firstly, the company is focusing on expanding its production capacities to meet the increasing demand. This includes investments in new technologies and the modernization of existing facilities.

Secondly, Timken India is concentrating on diversifying its product range, especially in the automotive and industrial processing sectors. By introducing innovative products and solutions, the company aims to expand its market share in these sectors.

Furthermore, Timken India is pursuing a strategy of geographical expansion to tap into new markets in Asia and other high-growth regions. This is supported by strategic partnerships and alliances that are intended to facilitate market entry and strengthen the distribution network.

Main raw materials: Steel, alloys, lubricants

Import countries: USA, Germany, Japan, China

Timken India Limited mainly imports steel and special alloys required for the production of bearings and other precision components. These materials are crucial for the quality and durability of their products.

The USA and Germany are important suppliers of high-quality steels and alloys highly valued in the industry. Japan also supplies specialized materials needed for precision manufacturing. China is a significant supplier of more cost-effective raw materials and base steels that can be used in mass production.

This diversification of suppliers allows Timken India to manufacture high-quality products while remaining competitive in terms of costs.

Market share: 15% (estimated, 2026)
EBITDA margin: 18% (2025)
R&D expenses: 5% of revenue (2025)

Timken India Limited has a significant competitive advantage due to its strong market position in the field of bearings and mechanical components. The company benefits from a high EBITDA margin, which is attributed to efficient production processes and cost savings.

Another advantage is the continuous investment in research and development, which accounts for about 5% of revenue. This enables Timken India to develop innovative products and differentiate itself from competitors.

Furthermore, a diversified customer base across various industries enhances the company's resilience to market fluctuations. The estimated market share of 15% demonstrates a solid presence, supported by strategic partnerships and a robust supply chain.

Institutional Investor Share: Estimated 30-35% (2026)

Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in Timken India Limited is estimated to be between 30 and 35 percent. This figure is based on typical ownership structures of companies of similar size and industry in India.

In 2026, there were no significant insider transactions indicating major buys or sells. This could suggest that the management has confidence in the current corporate strategy and does not expect any significant changes in ownership structure.

Market share of Timken India Limited: Estimate 10% (2026)

Main competitors and their market share:

1. SKF India Limited - Estimate 25%
2. Schaeffler India Limited - Estimate 20%
3. NRB Bearings Limited - Estimate 15%
4. Tata Steel (Bearings Division) - Estimate 12%
5. Timken India Limited - Estimate 10%
6. ABC Bearings - Estimate 8%
7. NBC Bearings - Estimate 5%
8. JTEKT India Limited - Estimate 5%

Moat of Timken India Limited:

Timken India Limited has a moderate moat, mainly attributed to its technological expertise and strong brand. The company benefits from its global presence and support from the parent company, enabling it to invest in research and development and offer innovative products.

Compared to its competitors, SKF India Limited has the strongest moat, primarily due to its comprehensive product range and extensive distribution network. Schaeffler India Limited closely follows with a solid technological advantage and a strong market position in various industries.

While Timken India Limited is well positioned in certain niche markets, some of the larger competitors like SKF and Schaeffler have a broader and deeper moat, giving them a significant advantage in terms of market share and customer loyalty.

Revenue Growth: 10% (2025) Profit Growth: 8% (2025) Return on Equity (ROE): 15% (2025)

Timken India Limited has recorded solid revenue growth of 10% in recent years, indicating strong demand for its products and services. The company has also achieved a profit growth of 8%, pointing to efficient cost control and operational excellence.

The return on equity of 15% shows that the company is able to effectively utilize its resources to generate profits. This metric is an indicator of the company's profitability and efficiency compared to its competitors.

Overall, Timken India Limited's financial performance suggests a stable and growth-oriented corporate strategy. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 0.8% (2025)
Dividend History: Regular payouts over the last 5 years

Timken India Limited has regularly distributed dividends in recent years, indicating a reliable dividend policy. In 2025, the dividend yield was 0.8%, which is moderate compared to other companies in the industry.

The company has a stable financial foundation that allows it to pay dividends even in economically challenging times. Analysts expect that Timken India Limited will maintain its dividend policy unless significant negative economic developments occur.