Transrail Lighting Limited — PPTs, 03-07-2026: Investor Presentation

Transrail Lighting (TRL) delivered a stellar FY26 with record-high revenue of ₹6,880 Cr, up 30% YoY. EBITDA grew 21% to ₹820 Cr, and PAT jumped 28% to ₹421 Cr. Power T&D remains the core driver, supported by a strong domestic & international presence across 63 countries.

Future growth is fueled by India's energy transition push and global grid expansion. TRL is expanding its global footprint and diversifying into railways, civil infra, and solar EPC. Capacity expansion is key, with tower manufacturing doubling to 172,400 MTPA.

The company secured a robust order book of over ₹16,361 Cr and entered new markets like Abu Dhabi & Botswana. Key projects commissioned include the 765 kV Khetri–Narela transmission line, boosting green energy evacuation.

Financially strong: Net Debt significantly reduced by 30% YoY to ₹274 Cr, with Operating Cash Flow more than doubling to ₹816 Cr. A 100% dividend (₹2/share) was declared. Management highlights sustained growth driven by a healthy order pipeline and focus on margin-led projects, eyeing strong long-term visibility from India's planned ₹9.15 lakh Cr transmission investments.