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
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T&R India reported strong execution and order inflows, leveraging infrastructure and energy transition demand.
TARIL delivered stellar Q2FY27 performance with 61% consolidated revenue growth and 119% EBITDA growth, driven by improved capacity utilization and operating leverage at its Gujarat plants.
TARIL reported Q1FY27 consolidated revenue of INR572Cr with 19.2% EBITDA margin. Management is focusing on massive backward integration and high-voltage transformer segments to drive future growth.
Management is aggressively expanding capacity and backward integration to hit a $1B target by FY29, despite temporary Q1 revenue moderation due to modernization at the Changodar plant.
TARIL reported Q1FY27 standalone revenue of ₹559 Cr (up 10% YoY) and consolidated PAT of ₹64.34 Cr. Strategy focuses on high-voltage products and backward integration.
TARIL achieved record FY26 consolidated revenue of ₹2,509cr and PAT of ₹272cr. Management is focused on backward integration and HVDC entry to drive margin expansion and reach a $1 billion revenue target within few years.
TARIL reported FY26 revenue of ₹2,395 Cr (+23% YoY) with 9.19% PAT margin. Company focusing on high-voltage transformers and backward integration.