Transrail Lighting Limited has informed the Exchange about Investor Presentation
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Transrail Lighting reported its highest-ever annual performance with revenue of ₹ 6,880 Cr, up 30% YoY, exceeding its own guidance of 25%. EBITDA grew 21% to ₹ 820 Cr, though EBITDA margin contracted to 11.9% from 12.7% in FY25 due to project mix and one-time labor code provision of ₹ 17 Cr. PAT increased 28% to ₹ 421 Cr. The company secured ₹ 8,520 Cr in order inflows during FY26, with total unexecuted order book at ₹ 16,361 Cr (including L1), providing strong revenue visibility. Geographically, 61% of business is international and 39% domestic. Net debt reduced by ₹ 80 Cr (30% YoY) to ₹ 181 Cr, while operating cash flow more than doubled to ₹ 816.89 Cr. Tower manufacturing capacity was doubled to 172,400 MTPA, and a new factory commissioned at Butibori. Credit rating upgraded by CRISIL to AA-/Stable.
Strong execution and order book growth support continued momentum, but margin compression warrants monitoring. The robust ₹ 16,361 Cr order book provides ~2.4x revenue visibility for FY27. Debt reduction and cash generation strengthen the balance sheet.