TARILNSETRANS & RECTI. LTDMediumNeutral
Announced Sat, 25 Jul · 13:46 IST

Q1 FY27 earnings call: 25% revenue growth, 16% EBITDA margin guided

Order Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

TARIL · price

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Price reaction · full curve 14 horizons · vs prior close
1-day move
₹295.55
prior close
₹299.80
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.4-1.6-1.0-0.6
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AI summary

Q1 FY27 standalone revenue grew 10% YoY to INR 559 crores; EBITDA margin 15.6%, PAT INR 50 crores. Order book at INR 6,630 crores (26% YoY); Q1 inflows INR 2,114 crores (218% YoY) including a INR 1,000+ crores PGCIL order. FY27 guidance: 25% revenue growth, 16% EBITDA margin. Targeting about INR 8,000 crores (roughly $1 billion) by FY29. Backward integration to add 200-300 bps margin from FY28.

Likely market impact

Strong order book and FY27 guidance signal revenue visibility; backward integration projects expected to lift margins from FY28. Capital allocation remains disciplined.