| 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
- ₹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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