| 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
- ₹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.
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