| 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
- ₹482.40
- Market cap
- ₹6,477 Cr
- Revenue (annual)
- ₹6,880 Cr
- Net profit (annual)
- ₹403.6 Cr
- P/E (TTM)
- 16.0×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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