Transrail Lighting Limited share price

NSE: TRANSRAILL · ISIN INE454P01035

Key numbers

Market cap
₹ 6,300 Cr
Current price
₹ 469.25
52-week high / low
₹ 767 / 401
Stock P/E
15.6
Book value
₹ 170.0
Dividend yield
0.43%
ROCE
27.8%
ROE
19.4%
Debt to equity
0.30
Sales growth (3 yrs)
30.0%
Profit growth (3 yrs)
55.4%
1-year return
-38.4%

About Transrail Lighting Limited

Transrail Lighting Limited, an engineering, procurement, and construction (EPC) company, engages in the designing, manufacturing, testing, installation, and supply of galvanized steel structures and conductors for power transmission and distribution in India and internationally. The company also provides EPC for civil construction, such as bridges, tunnels, elevated roads, and cooling towers; solutions for solar renewable projects including Solar plant, BESS, Pooling substations, and Grid connectivity manufacturer, supply, installation, testing, and commissioning service for poles and lighting; and overhead electrification, signaling and telecommunication services, earthwork, track linking, and other composite work for railway. It serves public sector undertakings, governmental authorities, and private companies. The company was founded in 1984 and is headquartered in Mumbai, India. Transrail Lighting Limited operates as a subsidiary of Ajanma Holdings Private Limited.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales1,6371,5341,7771,8311,702
Operating profit199184227210202
Net profit1059111097108
EPS (₹)7.846.788.177.198.04

Concall summary (2026-08-12)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • This expected tender guidance pipeline gives us visibility to surpass the order intak e plan as given in our guidance.
  • So, as expected, as per the INR10,000 crore s expectation in the current financial year...

Growth & demand

  • During the quarter, our revenue from operations grew by 5% year -on-year to INR1,736 crores, while EBITDA stood at INR203 crores, resulting in a healthy EBITDA margin of 11.7%, which is more than the guidance of 11% given at the start of the year.
  • As of June 30th, 2026, our unexecuted order book was INR16,035 crores, including L1 orders of INR400 crores.

Margins & costs

  • Accordingly, we remain committed to deliver healthy and sustainable profitability and maintain our EBITDA guidance of around 11% plus.
  • EBITDA was INR203 crores, with an EBITDA margin of 11.7%.

Capex & expansion

  • Transrail Lighting Limited August 07, 2026 Together with our ongoing expansion across our tower and conductor plants, this significantly strengthens our manufacturing capabilities as well as to execute our robust order book and capitalize on future growth opportunities.
  • So, the company announced a INR203 crores capex plan in May.

Balance sheet & cash

  • In line with our commitment of delivering consistent value for our shareholders, the board has declared an interim dividend of INR3 per equity share for the year '27.
  • The Board of Directors has declared an interim dividend of 150% amount to INR3 per equity share for the financial year '26 -'27.

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