# semiconductor guidance — X 热门讨论 (2026-09-17 16:07 UTC)

## @Guidance_TN (Guidance Tamil Nadu) · 09-17 11:50 · ♥87 ↻9 💬0 Guidance Tamil Nadu at SEMICON India 2026 (@SemiconIndia )

Guidance Tamil Nadu is participating in SEMICON India 2026, connecting with global semiconductor companies, technology leaders, investors and industry stakeholders.

Through the Guidance Tamil Nadu Pavilion, the team is highlighting the State’s strengths in electronics and semiconductor manufacturing, supported by a strong talent pool, robust industrial infrastructure and an expanding ecosystem across the value chain.

Visit our pavilion and engage with the Guidance Tamil Nadu team to discover opportunities for investment, partnerships and growth in Tamil Nadu.

#InvestInTN #MakeInTN #ThriveInTN #TNSemiconductorMission2030

@CMOTamilnadu @TNIndMinOffice @Keerthana4VNR @deepakj2012 @Pallavi2607 https://x.com/Guidance_TN/status/2100552925861060848

## @StockSutraIN (StockSutra) · 09-17 08:13 · ♥31 ↻9 💬0 𝗧𝗘𝗠𝗦𝗘𝗡𝗦 — Q1 FY27 CONCALL TAKEAWAYS 🚨

The Q1 call gave a much clearer picture of where TEMSENS is heading — beyond its traditional temperature-sensing business.

𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧 𝗧𝗢𝗡𝗘: Highly confident on the growth runway, new capacity, OEM opportunities and execution plans.

𝗞𝗘𝗬 𝗧𝗔𝗞𝗘𝗔𝗪𝗔𝗬𝗦 👇

🔹 𝗡𝗘𝗪 𝗖𝗔𝗣𝗔𝗖𝗜𝗧𝗬: ~₹500 Cr potential

4 projects are expected to commission between Q4 FY27–Q3 FY28, with aggregate peak revenue potential of ~₹500 Cr.

This is on top of FY26 revenue of ₹445 Cr.

⚠️ Management clarified this is peak capacity potential, NOT revenue guidance. Ramp-up will take time.

🔹 𝗠𝗘𝗗𝗜𝗨𝗠-𝗩𝗢𝗟𝗧𝗔𝗚𝗘 / 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 𝗛𝗘𝗔𝗧𝗜𝗡𝗚

~₹200 Cr peak revenue potential from Unit 6.

Applications: • Green Hydrogen • Battery Storage • Carbon Capture • Fuel Cells • Industrial Electrification

Management sees this as a relatively less crowded market with only a handful of players.

Certification targeted by Q4 FY27.

🔹 𝗦𝗣𝗘𝗖𝗜𝗔𝗟𝗜𝗦𝗘𝗗 𝗖𝗔𝗕𝗟𝗘𝗦

New Unit 8 is under construction.

Expected completion: Q2 FY28 Peak revenue potential: ~₹60 Cr

The company is also entering specialised cable harnesses for extreme-temperature and hazardous environments.

UL certification has already been obtained for OEM customers.

🔹 𝗩𝗜𝗖𝗧𝗨𝗥𝗔 𝗝𝗩

TEMSENS is acquiring an 80,000 sq ft facility with an existing shed.

Production expected to begin around Q4 FY27.

Peak revenue potential: ~₹120 Cr.

The JV is focused on opportunities including battery manufacturing.

🔹 𝗢𝗘𝗠 = MAJOR FUTURE GROWTH ENGINE

Management is targeting OEM opportunities across:

• New Energy • Automotive • Plastics • Semiconductor Equipment • Data Centres • Fuel Cells

Management expects OEM + new-product businesses to contribute >25% of revenue from FY28.

🔹 𝗠𝗜𝗖𝗥𝗢-𝗘𝗣𝗦𝗜𝗟𝗢𝗡

New product opportunity has an estimated market size of ~₹3,000 Cr.

Management indicated TEMSENS currently addresses only ~1% of this market.

Product launch expected during the current year through Micro-Epsilon + TEMSENS channels.

🔹 𝗡𝗘𝗪-𝗔𝗚𝗘 𝗥𝗘𝗩𝗘𝗡𝗨𝗘

Management expects newer products/industries to potentially reach double-digit contribution, moving toward the high-20s/30s over the next 2–3 years.

Focus areas include: Energy storage | Semiconductors | Fuel cells | Decarbonisation | Battery manufacturing | Data centres

🔹 𝗚𝗟𝗢𝗕𝗔𝗟 𝗘𝗫𝗣𝗔𝗡𝗦𝗜𝗢𝗡

New markets entered: 🇲🇽 Mexico 🇵🇱 Poland 🇰🇷 South Korea

Also expanding across: Middle East | Southeast Asia | Europe

Target industries include steel, oil & gas and cement.

🔹 𝗖𝗨𝗦𝗧𝗢𝗠𝗘𝗥 𝗔𝗣𝗣𝗥𝗢𝗩𝗔𝗟𝗦 = BARRIER TO ENTRY

Management estimates ~75–90% of revenue comes from critical applications.

These products are small-ticket but mission-critical, meaning customers are highly selective about suppliers.

Vendor approvals can take years because of certifications, processes, machinery and audits.

Once approved, getting additional products approved becomes easier.

🔹 𝗥𝗘𝗣𝗟𝗔𝗖𝗘𝗠𝗘𝗡𝗧 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦

~30% of business comes from replacement demand.

Typical heavy-industry order visibility: ~4–4.5 months.

OEM visibility can extend to ~9–15 months, while some contracts provide significantly longer visibility.

🔹 𝗤𝟭 𝗖𝗢𝗠𝗠𝗘𝗡𝗧𝗔𝗥𝗬

Management attributed Q1 softness primarily to export-order timing.

Exports grew close to ~80% and heating revenue more than doubled.

Profit grew ~16%.

Management expects profit growth to become more aligned with revenue growth as the year progresses.

𝗧𝗛𝗘 𝗕𝗜𝗚 𝗣𝗜𝗖𝗧𝗨𝗥𝗘:

TEMSENS is attempting to evolve from a temperature-sensing company into a broader engineered-products platform:

𝗦𝗲𝗻𝘀𝗼𝗿𝘀 → 𝗛𝗲𝗮𝘁𝗶𝗻𝗴 → 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝗲𝗱 𝗖𝗮𝗯𝗹𝗲𝘀 → 𝗢𝗘𝗠𝘀 → 𝗡𝗲𝘄-𝗔𝗴𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗲𝘀

The next 12–24 months will be important for tracking whether the new capacity, OEM wins, certifications and international expansion actually translate into revenue.

#TEMSENS #Stocks #IndiaStocks #Concall https://x.com/StockSutraIN/status/2100498438513475615