| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | 61% YoY consolidated |
|---|---|
| Margins | Consolidated EBITDA margin improved to 17.4% |
| Order book | ₹7,237 Cr; 83% from power transformers |
| Demand visibility | Strong; unexecuted order book at ₹7,237 Cr |
| Management confidence | High; reinforcing FY27 guidance |
Growth
Q2FY27 consolidated revenue reached ₹739 Cr (+61% YoY). PAT grew 117% YoY to ₹81 Cr.
Outlook
FY27 guidance: 25% revenue growth, 16% EBITDA margin. Capex for backward integration targeted by Q1FY28.
Risks
Management monitors critical raw material availability and unforeseen geo-political disruptions affecting supply chains.
Last quarter's promises, checked
Delivered
- Guided 25% revenue growth for FY27 → delivered 61% YoY in Q2 (= BEAT)
- Guided 16% EBITDA margin target → delivered 17.4% in Q2 (= BEAT)
- Targeted 30% growth in order inflow → delivered 161% H1 power transformer inflow (= BEAT)
Partly delivered
- Targeted commissioning of CTC facility by Q2FY27 → facility in progress with overall capex set for Q1FY28 (= PARTIAL)
Investor Presentation filed with NSE, NSE: TARIL. Summary written with AI assistance from the document.
Transformers & Rectifiers (India) Ltd: key numbers
- Share price
- ₹314.00
- Market cap
- ₹9,425 Cr
- Revenue (annual)
- ₹2,509 Cr
- Net profit (annual)
- ₹264.4 Cr
- P/E (TTM)
- 31.0×Sector 52.0×
- Promoter holding
- 64.36%+0.00% QoQ
- FII holding
- 6.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Transformers & Rectifiers (India) Ltd
All →Transformers & Rectifiers (India) Capacity Expansion: ₹1,250 Cr Investment
TARIL announced a Rs. 1,250 Crore investment in three greenfield transformer-component plants at Chiyada, Gujarat. Commercial operations are expected to begin in Q1 FY2027-28.
- Value
- ₹1,250 Cr
- greenfield manufacturing plants
- 3 plants
Transformers & Rectifiers (India) Earnings Call Transcript: Key Takeaways
T&R India reported strong execution and order inflows, leveraging infrastructure and energy transition demand.
- Call
- Guides 25% growth
Transformers & Rectifiers (India) Results Update
Transformers and Rectifiers (India) Limited reported Q2FY27 revenue of ₹709 crore, up 66% YoY. The company also reported an unexecuted order book of ₹7,237 crore.
Transformers & Rectifiers (India) Q2 FY27 Results: Net Profit ₹81.4 Cr, Up 117.6% YoY
Transformers & Rectifiers (India) Ltd reported revenue from operations of ₹739.4 Cr (+60.7% YoY) and net profit of ₹81.4 Cr (+117.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹81.4 Cr · +117.6% YoY
Transformers & Rectifiers (India) Other Announcement
The company submitted its quarterly shareholding pattern report for the quarter ended September 30, 2026, as required by SEBI regulations.
Transformers & Rectifiers (India) Board Meeting Date
TARIL has scheduled its Board meeting for 13 October 2026 to approve unaudited Q1 and H1 FY27 financial results. The trading window reopens from 16 October 2026.