Transrail Lighting Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Transrail Lighting reported Q1 FY27 revenue of Rs 1,736 crore, up 5% year-on-year, with EBITDA margin of 11.7% and profit after tax of Rs 108 crore, up 3% year-on-year. Management maintained its full-year guidance of 20% revenue growth and around 11% plus EBITDA margin, citing supply chain disruptions and delays in certain markets as reasons for slower first-quarter growth. The company reported an unexecuted order book of Rs 16,035 crore, announced new international entries into Australia, and disclosed plans for a QIP fundraise of up to Rs 600 crore.
Transrail Lighting reported FY26 revenue of Rs 6,880 crore, up 30% year-on-year, exceeding its guidance of 25-27% growth, with EBITDA of Rs 820 crore and operational PAT of Rs 421 crore. Order inflows for the year stood at Rs 8,520 crore against a target of Rs 10,000 crore, taking the unexecuted order book including L1 to Rs 16,361 crore. Management guided for FY27 revenue growth of 20-22% with an EBITDA margin of around 11%, citing geopolitical disruptions and supply chain cost pressures as reasons for the lower margin guidance compared to FY26's 11.92%.