Transrail Lighting Limited — PPTs, 02-02-2026: Investor Presentation

Transrail Lighting showcased robust 9MFY26 performance, with revenue jumping 49% YoY to ₹ 5,017 Cr. Profit after tax (PAT) surged 62% to ₹ 324 Cr, and EBITDA grew 40% to ₹ 614 Cr. The company operates a diversified portfolio across Power T&D, Civil Construction, Poles & Lighting, Solar EPC, and Railways, extending its footprint across 63 countries.

Growth is fueled by a strong unexecuted order book of ₹ 14,733 Cr (up 28% YoY) and strategic brownfield expansions of its tower, conductor, and pole manufacturing facilities, aiming to double capacity by Q2 FY27. This expansion aligns with rising demand driven by global energy transition and electrification.

Recent highlights include commissioning major 765 kV transmission lines for Powergrid (like Khetri–Narela), completing international projects, and expanding into new markets such as Abu Dhabi, Tunisia, and Djibouti. EPS for 9MFY26 stood at ₹ 22.83. Management anticipates sustained opportunities from grid modernization and the global shift towards renewable energy.