Obermatt

Timken India

NSI:TIMKEN · INE325A01013
MachineryMedium

360

35
Medium confidence — indicative
Profit price14
Owner Earnings Yield25
Dividend Yield1
Price/Sales9
EV / Gross Profit8
Price/Book5
Return on Capital90
Cash Return on Capital53
Return on Equity78
EBIT Margin82
Gross Profitability87
Cash Conversion20
Owner Earnings Margin49
Sales growth82
Profit Growth22
Long-Term EPS Growth60
Reinvestment63
Price momentum40
Debt load93
Refinancing27
Debt Payback100
Liquidity100
Analyst ratings62
Opinion Changes92
Price Target Upside51
Market mood85
Value Creation13/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Timken India clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryUSA
IndustryMachinery
SizeMedium
TypePublic Company
ExchangeBSE
Founded1987
Employees269
ISININE325A01013
Last UpdateApr 2, 2026
Index & Theme
Industrial AutomationOnshore and Offshore WindManufacturing

Description

Timken India Limited operates in the domain of manufacturing and providing high-performance bearings and mechanical power transmission products. The company specializes in the engineering and manufacturing of high-precision bearings used in diverse…

Analysis

Hope premium

Timken India Limited carries what we call a hope premium: an average business trading at an ambitious price. One caution: reported profits have recently run ahead of actual cash, which we track closely.

The price is expensive. You pay 108.6× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 29% yearly growth; analysts expect 12%. The market is pricing in far more than analysts expect: heroic expectations.

The trajectory is tepid and the balance sheet is sturdy. The company scores 13/20 on our value-creation score: creating some value.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
61
2023202420252026

All-time high

66

Jan 2025

All-time low

34

Mar 2026

Average rank

50

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
9
20
5
7
Price/Earnings
5
20
13
13
Price/Book
5
22
10
11
Dividend Yield
1
12
8
10
Value (overall)
1
9
5
5

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →