ALFA Finder| 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
- ₹453.10
- Market cap
- ₹6,083 Cr
- Revenue (annual)
- ₹6,880 Cr
- Net profit (annual)
- ₹403.6 Cr
- P/E (TTM)
- 14.6×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