Transrail Lighting Limited has informed the Exchange about Investor Presentation
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Transrail Lighting reported strong Q1 FY26 results with revenue of ₹1,660 Cr, up 81% year-on-year (down 15% sequentially), driven by robust order execution. Profit after tax jumped 105% YoY to ₹106 Cr, with EBITDA growing 66% YoY to ₹200 Cr and EBITDA margin expanding to 13% from 12% a year ago. The unexecuted order book stood at ₹14,654 Cr as of June 2025, up 44% YoY, with another ₹15,637 Cr including L1 positions, providing strong revenue visibility. Year-to-date order inflow of ₹1,748 Cr grew 72% YoY, with 93% of the pipeline in Power T&D. CRISIL upgraded the company's long-term credit rating to AA-/Stable on August 5, 2025. The company is also expanding manufacturing capacity through brownfield and greenfield projects for towers and conductors, targeting completion by FY27.
Strong YoY growth in revenue and profits, along with a healthy order book of ~₹15,637 Cr (including L1), signals solid revenue visibility for the next 2-3 years. The CRISIL rating upgrade to AA- and improvement in working capital days to 76 (from 91) reflect strengthening financial health, which is positive for shareholders.