TD Power Systems MD Nikhil Kumar discussed AI-driven demand for power generation equipment, upgraded FY27 outlook and Siemens Energy partnership for new large generator plant

Wed 30 Sep 2026

AI electricity demand

110 to 120 GW

Next year order indication

3,200

Following year (FY29) order indication

4,000

Confidence level on hitting numbers

99 percent plus

Siemens generator range

175 to 350 megawatt

Heard on Live TV News Channel between 09:52:32 - 09:53:47 IST.

• MD said AI infrastructure demand (110-120 GW) has caused a major supply-demand imbalance in power generation, driven by gas engines and gas turbines
• Company gave rolling 24-month order indications, citing figures of around 3,200 for next year and 4,000 for the year after, with over 99% confidence of hitting them
• Said execution, service network buildup and quality maintenance across thousands of machines globally are the key challenges
• Announced Siemens Energy partnership for large generators (175-350 MW) targeted at utilities, not AI, involving a close to 50 million US dollar investment with Siemens also co-investing a double-digit multi-million dollar amount
• New capacity from the Siemens project expected online in early 2028

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