Rs 15,637 crore order book: Power T&D company shows remarkable YoY growth in revenue by 81% & PAT by 105% in Q1FY26; Stock jumps with heavy volume!

Transrail Lighting Limited, a leading Indian EPC company, reported robust financial performance for Q1 FY26. The company achieved a Profit After Tax (PAT) of Rs 106 crore, which is a remarkable 105 per cent year-on-year growth. Revenue growth was primarily driven by strong execution in its core Transmission & Distribution (T&D) segment. Transrail also secured new orders worth Rs 1,748 crore in Q1 FY26, a 72 per cent year-on-year increase, predominantly from domestic T&D projects. As of June 30, 2025, its un-executed order book stood at a robust Rs 14,654 crore, reflecting a 44 per cent year-on-year growth, with the total including L1 standing at Rs 15,637 crore. The company's credit rating was also upgraded by CRISIL to AA-/Stable for long-term and A1+ for short-term.

Commenting on the results, Mr. Randeep Narang, MD & CEO, said: “We have started the financial year on a strong note, delivering robust growth in revenue, profitability and order intake. Our consistent order inflow led by the core T&D segment has further strengthened our Orderbook, which, coupled with our sharp focus on execution, reinforces our confidence in sustaining this momentum in the quarters ahead.”

Transrail is a leading turnkey engineering, procurement, and construction (EPC) company primarily focused on power transmission and distribution, with four decades of experience in construction and manufacturing. With its headquarters in India, it is a global enterprise with a footprint in 59 countries across five continents. It provides turnkey solutions, including design, engineering, supply, manufacturing, construction, and testing services, across all its business verticals, which encompass Transmission Lines, Substations, Renewables, Railways, Civil Construction, and Pole & Lighting. It has more than 2,200 employees. As part of its Power T&D business, Transrail has large-scale manufacturing facilities in India for galvanised lattice towers, overhead conductors, and galvanised monopoles, in addition to a well-accredited tower testing facility.

On Wednesday, shares of Transrail Lighting Ltd jumped 12.81 per cent to Rs 796.95 per share from its previous closing of Rs 406.45 per share. The stock’s 52-week high is Rs 807 per share and its 52-week low is Rs 375.05 per share. The shares of the company saw a spurt in volume by more than 8 times on the BSE. The company has a market cap of over Rs 10,000 crore and an un-executed order book + L1 order book stands at Rs 15,637 crores as of June 30, 2024. The stock has given multibagger returns of over 100 per cent from its 52-week low of Rs 375 per share.

Disclaimer: The article is for informational purposes only and not investment advice.