Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Transrail Lighting Earnings Call: Key Takeaways

Transrail achieved record performance in FY26, surpassing its own growth guidance. The company is scaling its T&D manufacturing and international footprint with a robust order book.

Why this was an Alfa AlertRevenue beat: Guided 25% growth, delivered 30%. FY27 guidance implies continued momentum. Significant capex expansion ahead.
Highlights
Revenue growth30% YoY growth in FY26, exceeding 25% guidance.
MarginsEBITDA margin at 11.91%; focus on margin-led qualitative orders.
Order book₹16,361 Cr including L1; 92% from Power T&D.
Demand visibilityStrong; backed by ₹9.15 lakh crore national investment plan.
Management confidenceHigh; exceeded upwardly revised guidance across the year.

Growth

FY26 Revenue grew 30% YoY to ₹6,880 Cr; PAT surged 28% to ₹421 Cr (excluding exceptional items).

Outlook

Guided for brownfield expansions by Q2 FY27; Board approved additional ₹203 Cr capex for construction equipment.

Risks

Exposure to international regulatory shifts and potential labor code provision impacts mentioned.

Source

Earnings Call filed with NSE, NSE: TRANSRAILL. Summary written with AI assistance from the document.

Read the document ↗

Transrail Lighting Ltd: key numbers

Share price
₹477.80
Market cap
₹6,415 Cr
Revenue (annual)
₹6,880 Cr
Net profit (annual)
₹403.6 Cr
P/E (TTM)
15.8×Sector 53.9×
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 →
18:14 IST BSE
Capacity Expansion

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
15:17 IST BSE
Annual General Meeting

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.

17:45 IST BSE
Annual General Meeting

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.

14:29 IST BSE
Annual Report

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
12:51 IST BSE
Annual General Meeting

Transrail Lighting Annual General Meeting

Transrail Lighting Limited has scheduled its 19th AGM for September 28, 2026. The company fixed September 11, 2026, as the record date for final dividend eligibility.

15:54 IST NSE
Management Change

Transrail Lighting Management Change

Transrail Lighting Limited has appointed Ms. Ranjana Maitra as an Independent Additional Director for a three-year term. This board appointment aims to strengthen the company's governance.