Transrail Lighting Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Transrail Lighting reported record FY26 revenue of INR6,880 Cr (+30% YoY) and PAT of INR421 Cr (+28% YoY). EBITDA margin was 11.92%, with ROCE at 25.79%. The board has approved a 100% dividend (INR2/share). Management anticipates 20-22% revenue growth for FY27, targeting ~11% EBITDA margins due to global uncertainties. A strong INR16,361 Cr order book provides over two years of revenue visibility. Capacity expansions and an additional INR203 Cr capex signal confidence in future growth despite noted supply chain challenges.