Transrail Lighting Limited — PPTs, 11-11-2025: Investor Presentation

Transrail Lighting delivered a strong H1FY26. Revenue surged 61% YoY to ₹3,221 Cr, while Profit After Tax soared 84% YoY to ₹197 Cr, with basic EPS at ₹14.66. The un-executed order book reached ₹15,117 Cr, up 46% YoY, with H1FY26 order intake rising 66% to ₹3,740 Cr, primarily driven by Power T&D projects (92%).

Key growth drivers include a diversified portfolio, backward integrated manufacturing, and a strong balance of international and domestic orders. The company is strategically expanding its manufacturing capacity for towers and conductors through brownfield projects, expected to complete in phases by FY26-FY27.

Recent developments include commissioning several international projects in Bangladesh and Nicaragua, alongside domestic projects like 765 kV transmission lines. Transrail was recognized as the "Most Admired Emerging company in Power Sector" by ET Now.

Management sees significant industry tailwinds from India's renewable energy goals, rising power demand, and grid modernization plans, forecasting substantial growth in the Indian and global T&D EPC market. The company also emphasizes its commitment to ESG standards and CSR initiatives.