Transrail Lighting Limited — PPTs, 06-08-2026: Investor Presentation

Transrail Lighting delivered a resilient Q1 FY27. Revenue grew 5% YoY to ₹1,736 Cr, with PAT up 3% YoY to ₹108 Cr, and EBITDA increasing 1% to ₹203 Cr. Power T&D continues as the primary growth driver, benefiting from a balanced domestic and international project mix.

The company is actively pursuing expansion and diversification. It commissioned a new eco-friendly tower plant in Butibori, significantly boosting manufacturing capacity. Transrail also expanded its global footprint, entering Australia with its first Monopole project, and strengthened cooling tower EPC capabilities through the acquisition of Gactel Turnkey Projects.

Key metrics include a robust unexecuted order book of ₹16,035 Cr as of June 2026, providing strong revenue visibility. Basic EPS for the quarter stood at ₹8.04. India Ratings upgraded the company's credit rating to IND AA-/Stable.

Management highlighted a healthy bidding pipeline both domestically and internationally. Transrail is well-positioned to capitalize on the multi-decade T&D growth story, driven by energy transition and substantial grid expansion, including ₹915,000 Cr transmission investments planned in India by 2032.