ALFA Finder| Revenue growth | 30% YoY growth in FY26, exceeding 25% guidance. |
|---|---|
| Margins | EBITDA margin at 11.91%; focus on margin-led qualitative orders. |
| Order book | ₹16,361 Cr including L1; 92% from Power T&D. |
| Demand visibility | Strong; backed by ₹9.15 lakh crore national investment plan. |
| Management confidence | High; exceeded upwardly revised guidance across the year. |
Growth
FY26 Revenue grew 30% YoY to ₹6,880 Cr; PAT surged 28% to ₹421 Cr (excluding exceptional items).
Outlook
Guided for brownfield expansions by Q2 FY27; Board approved additional ₹203 Cr capex for construction equipment.
Risks
Exposure to international regulatory shifts and potential labor code provision impacts mentioned.
Earnings Call filed with NSE, NSE: TRANSRAILL. Summary written with AI assistance from the document.
Transrail Lighting Ltd: key numbers
- Share price
- ₹449.55
- Market cap
- ₹6,035 Cr
- Revenue (annual)
- ₹6,880 Cr
- Net profit (annual)
- ₹403.6 Cr
- P/E (TTM)
- 14.4×Sector 51.9×
- Promoter holding
- 71.12%+0.00% QoQ
- FII holding
- 1.85%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Transrail Lighting Ltd
All →Transrail Lighting Other Announcement
Transrail Lighting filed CARE Ratings' monitoring report for the quarter ended September 2026. It shows nil deviation from IPO objects, with proceeds fully utilised.
Transrail Lighting Earnings Call Transcript: Key Takeaways
Transrail Lighting delivered record Q2 revenue and EBITDA despite supply chain disruptions, supported by aggressive backward integration and a robust T&D order book.
- Call
- Guides 20% growth
Transrail Lighting Management Change
Transrail Lighting appointed three senior management personnel and recorded two departures, effective 3 November 2026. Changes cover civil, poles and lighting, and supply chain roles.
Transrail Lighting Investor Presentation: Key Takeaways
Q2 FY27 revenue Rs.2,056 Cr (+32% YoY, record), EBITDA Rs.238 Cr (11.6% margin), PAT Rs.104 Cr (+12%). Entering 990 MW renewable generation via 49% SPV stake.
Transrail Lighting Results Update
Transrail Lighting posted Q2 FY27 revenue of Rs. 2,056 crore, up 32% year-on-year. H1 FY27 operating cash flow reached Rs. 435 crore.
Transrail Lighting Q2 FY27 Results: Net Profit ₹103.9 Cr, Up 12.4% YoY
Transrail Lighting Ltd reported revenue from operations of ₹2,056 Cr (+31.7% YoY) and net profit of ₹103.9 Cr (+12.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹103.9 Cr · +12.4% YoY