ALFA Finder| Revenue growth | 30% YoY in FY26; 20-22% guided for FY27. |
|---|---|
| Margins | FY26 EBITDA at 11.92%; FY27 guided prudently at ~11% due to inflation. |
| Order book | ₹16,361 crores (including L1), providing over 2 years revenue visibility. |
| Demand visibility | Strong; entering multi-year transmission investment cycle driven by renewables. |
| Management confidence | High; citing best-ever listed performance and strong execution momentum. |
Growth
FY26 Revenue reached ₹6,880 cr (30% YoY); EBITDA ₹820 cr (21% YoY); PAT ₹421 cr (28% YoY).
Outlook
FY27 revenue guidance of 20-22% growth with ~11% EBITDA margins; Phase 1 capex doubling capacity by Q2FY27.
Risks
Geopolitical tensions, supply chain disruptions, commodity price inflation, and potential labor shortages in India's infrastructure boom.
Earnings Call filed with NSE, NSE: TRANSRAILL. Summary written with AI assistance from the document.
Transrail Lighting Limited: 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 Limited
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