| Revenue growth | 30% YoY growth, exceeding the revised 27% guidance significantly. |
|---|---|
| Margins | EBITDA margins moderated to 11.9% from 12.7% due to cost inflation. |
| Order book | Record ₹16,361cr book providing over two years of revenue visibility. |
| Demand visibility | Strong multi-year cycle driven by renewable energy and grid modernization. |
| Management confidence | Balanced; optimistic on demand but cautious on near-term global supply disruptions. |
Growth
Achieved 30% revenue growth, beating the revised 27% guidance, driven by healthy order inflows and strong project execution.
Outlook
Guidance for FY27 set at 20-22% revenue growth with 11% EBITDA margins and ₹10,000-11,000cr new orders.
Risks
Geopolitical instability in the Gulf and global supply chain disruptions are delaying project revenue and increasing costs.
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
All →Transrail Lighting Capacity Expansion
Transrail Lighting completed phase 1 of its brownfield conductor manufacturing expansion in Silvassa. This project increases the company's total installed manufacturing capacity to 40,800 Km/annum.
- conductor manufacturing capacity
- 40800.0 Km/annum
Transrail Lighting Annual General Meeting
Transrail Lighting shareholders approved a QIP of up to ₹600 Crore and an MOA amendment via postal ballot. Both special resolutions passed with near-unanimous support.
Transrail Lighting Annual General Meeting
Transrail Lighting Limited has issued a notice for its 19th Annual General Meeting to be held on September 28, 2026. The agenda includes dividend declaration and director re-appointments.
Transrail Lighting Annual Report
Transrail Lighting Limited submitted its 19th Annual Report for FY 2025-26. The company reported its highest-ever annual revenue of ₹6,880 Crore, representing 30% year-on-year growth.
- 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.