TARILNSETRANS & RECTI. LTDMediumNeutral
Announced Mon, 20 Jul · 19:32 IST

Q1FY27 Investor Presentation: Revenue up 10% YoY, Order Book at Rs 6,630 Cr

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

TARIL · price

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Price reaction · full curve 14 horizons · vs prior close
-7.7%1-day move
₹333.80
prior close
₹311.15
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.2+2.5+3.3+3.2-7.7-12.1-11.5-9.3
Up moveDown movePending
AI summary

TARIL posted Q1FY27 standalone revenue of Rs 559 Cr, up 10% YoY but down 26% QoQ due to lower plant utilization during Changodar expansion. EBITDA was Rs 87 Cr (margin 15.6%), PAT Rs 50 Cr. New orders surged 218% YoY to Rs 2,114 Cr; order book stands at Rs 6,630 Cr with bid pipeline of Rs 23,000 Cr. Management guides 25% FY27 revenue growth with EBITDA margin of 16%. Major wins include PGCIL order above Rs 1,000 Cr and GETCO order of Rs 228 Cr.

Likely market impact

Weak QoQ print on plant expansion drag, but strong 218% order inflow growth and confident FY27 guidance for 16% EBITDA margin signal positive outlook.