Transrail Lighting Limited — PPTs, 07-08-2026: Investor Presentation

Transrail Lighting delivered resilient Q1 FY27 performance. Revenue from operations grew 5% year-on-year to ₹1,736 Cr. EBITDA increased 1% to ₹203 Cr (11.7% margin), and Profit After Tax rose 3% to ₹108 Cr (6.2% margin). Power T&D remains the core growth engine.

Strategic focus areas include capacity expansion, with tower and conductor manufacturing being doubled, including the new Eco-friendly Butibori plant. The company is expanding globally, recently entering Australia and securing T&D EPC orders in MENA, capitalizing on multi-decade T&D industry tailwinds.

Recent highlights include an upgraded credit rating to IND AA-/Stable by India Ratings and the acquisition of Gactel Turnkey Projects, bolstering cooling tower EPC capabilities. The total unexecuted order book stands strong at ₹16,035 Cr (including L1), ensuring good revenue visibility. Net Debt is ₹548 Cr, with a healthy Net Debt to EBITDA ratio of 0.67x. Management maintains a positive outlook, citing a healthy bidding pipeline and strong positioning for sustained long-term growth in infrastructure, energy transition, and digitalization.