ALFA Finder| EBITDA Margin: guided vs achieved | 11.70% achieved Guided 11.00%, 6.4% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 20.0% FY27 |
| Revenue growth | Revenue grew 5% YoY to ₹1,736 Cr despite supply disruptions. |
|---|---|
| Margins | Margins beat 11% guidance, reaching 11.7% due to cost discipline. |
| Order book | Robust ₹16,035 Cr order book with visibility across six continents. |
| Demand visibility | Strong global T&D demand driven by renewables and data centers. |
| Management confidence | Confident; maintaining 20% growth guidance despite slow Q1 execution. |
Growth
Revenue rose 5% YoY to ₹1,736 Cr; EBITDA hit ₹203 Cr with margins beating guidance at 11.7%.
Outlook
Order book stands at ₹16,035 Cr; management maintains 20%+ revenue growth guidance for FY27.
Risks
Substantial contract assets (receivables/retention), ₹80 Cr related-party loan, and pending ₹600 Cr QIP suggest liquidity pressure.
Earnings Call Transcript 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