| 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
- ₹469.25
- Market cap
- ₹6,300 Cr
- Revenue (annual)
- ₹6,880 Cr
- Net profit (annual)
- ₹403.6 Cr
- P/E (TTM)
- 15.6×Sector 53.6×
- Promoter holding
- 71.12%+0.00% QoQ
- FII holding
- 2.49%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Transrail Lighting Ltd
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- tower manufacturing capacity
- 172400.0 MTPA
Transrail Lighting Earnings Call Transcript: Key Takeaways
Transrail Lighting reported resilient FY27 Q1 results with 5% revenue growth and healthy 11.7% margins, exceeding its 11% guidance despite global supply chain and logistical disruptions.
- Call
- Guides 20% growth
Transrail Lighting Investor Presentation: Key Takeaways
Transrail Lighting reported Q1FY27 Revenue of ₹1,736 Cr (up 5% YoY) and PAT of ₹108 Cr (up 3% YoY). Focus remains on global T&D expansion and integrated manufacturing.