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Investor Presentation

TRF Investor Presentation: Key Takeaways

TRF Ltd is stabilizing after a decade of challenges, reporting FY26 Revenue of Rs. 100 Cr and PAT of Rs. 2 Cr. Focus is on OEM spares and Tata ecosystem synergy.

Highlights
MarginsOperating EBITDA remains positive (Rs. 24 Cr in FY26).
Demand visibilityStrong order pipeline mentioned via Tata Steel expansion needs.
Management confidenceHigh regarding Tata Steel ecosystem integration and core OEM capabilities.

Growth

FY26 Revenue dropped to Rs. 100 Cr from Rs. 135 Cr (FY25); PAT declined to Rs. 2 Cr from Rs. 28 Cr.

Outlook

Targeting FY27 growth through strategic integration with Tata Steel and proprietary OEM-led expansion into other companies.

Risks

Negative retained earnings (Rs. -514 Cr) constrain dividends; historical volatility in revenue and profitability.

Source

Investor Presentation filed with BSE, NSE: TRF. Summary written with AI assistance from the document.

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TRF Ltd: key numbers

Share price
₹215.65
Market cap
₹237.3 Cr
Revenue (annual)
₹85.03 Cr
Net profit (annual)
₹-4.47 Cr
P/E (TTM)
-38.9×Sector 53.6×
Promoter holding
34.12%+0.00% QoQ
FII holding
0.30%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from TRF Ltd

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17:02 IST BSE
Management Change

TRF Management Change

TRF Limited announced the resignation of Mr. Abhijeet Singh and the appointment of Ms. Shubhra Singh as the new Chief Human Resources Officer, effective September 15, 2026.

17:39 IST BSE
Capital Structure Change

TRF Capital Structure Change

Counter Cyclical Investments Private Limited acquired 3,982 shares of TRF Ltd, increasing its stake to 5.02% via open market purchase.

Promoter stake change
+0.03%