Transformers And Rectifiers (India) Limited — PPTs, 09-11-2025: Investor Presentation

TARIL showed strong H1 FY26 consolidated performance with revenue up 26.3% YoY to ₹989.36 Cr and profit after tax (PAT) soaring 57% YoY to ₹105.00 Cr. EBITDA margin improved to 16.99%. However, Q2 FY26 saw revenue flat at ₹460.03 Cr and PAT declining 19% YoY to ₹37.45 Cr. Despite this, Q2 EPS rose to ₹3.37 from ₹2.22 last year, likely due to share capital changes.

Growth is driven by a focus on niche transformers and strategic backward integration. The company recently raised ₹500 Cr via QIP and secured its highest-ever order of ₹740 Cr from GETCO. Q2 alone saw new order inflows of ₹592 Cr.

Outlook remains strong with an unexecuted order book of ₹5,472 Cr and inquiries under negotiation exceeding ₹18,700 Cr, signaling robust future demand.