Transrail Lighting Ltd.
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ABOUT
AI Sector View
AI GENERATEDCapital Goods
Capital goods is supported by strong public capex and still-expansionary industrial activity. Capital expenditure rose 66% YoY (2026-06), GST collections grew 8% YoY (2026-07), and the core industries Overall Index increased 5.4% YoY (2026-07). E-way bills slowed to 6% YoY (2026-07) and sector FPI flows show INR -9697 crore net outflow over 3 months to 2026-08-31, but the investment cycle and fiscal impulse remain favorable.
PROS
- Company has delivered good profit growth of 32.7% CAGR over last 5 years
- Company has a healthy return on capital (ROCE) of 34.8%
- Company has a good return on equity (ROE) track record: 3 Years ROE 21.9%
- Company has consistently been profitable over the last 5 years
- Company has delivered good sales growth of 25.8% CAGR over last 5 years
- Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.00x)
CONS
- Promoter holding has decreased over last 2 years: -21.7pp
- Recent results are weak - TTM profit is down 12.8% versus prior year
- Equity base is being diluted - shares outstanding up 17.8%
- Though reporting repeated profits, the company pays out little dividend (6.7%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ABB | 7330.00 | 51.99 | 155328.84 | 0.54 | 3623.00 | 930.02 | 35588.70 | 1110.31 | 30.18 | 12.56 |
| CGPOWER | 908.00 | 114.44 | 143050.87 | 0.14 | 308.28 | 15.52 | 3280.81 | 13.99 | 27.94 | 12.11 |
| SIEMENS | 3972.00 | 43.19 | 141451.06 | 0.45 | 214.31 | -49.38 | 4713.70 | 8.44 | 21.42 | 9.14 |
| POWERINDIA | 31065.00 | 120.36 | 138464.05 | 0.03 | 2941.50 | 2135.18 | 24936.90 | 1586.18 | 28.73 | 14.58 |
| GVT&D | 4500.00 | 617.01 | 115220.94 | 0.22 | 362.99 | 24.65 | 1836.14 | 38.04 | 75.51 | 25.10 |
| ENRIN | 3180.50 | 76.12 | 113264.13 | 0.13 | 440.90 | 67.83 | 2485.60 | 39.28 | 40.19 | 23.56 |
| WAAREEENER | 2545.00 | 19.18 | 73207.26 | 0.16 | 891.87 | 15.39 | 7931.79 | 79.22 | 37.92 | 18.15 |
| APARINDS | 17293.00 | 61.29 | 72409.83 | 0.35 | 4674.50 | 1677.98 | 65910.60 | 1191.31 | 31.84 | 11.50 |
| HAVELLS | 1116.00 | 42.88 | 70035.88 | 0.90 | 289.71 | -16.64 | 6518.19 | 19.48 | 25.74 | 7.15 |
| SUZLON | 44.44 | 19.43 | 61085.61 | 0.00 | 305.22 | -5.89 | 3829.09 | 22.83 | 35.79 | 15.55 |
| SCHNEIDER | 1195.30 | 155.53 | 28580.11 | 0.00 | 12.44 | -69.84 | 651.36 | 4.78 | 31.01 | 5.23 |
| TRANSRAILL | 419.05 | 13.89 | 5626.00 | 0.48 | 107.88 | 1.95 | 1736.03 | 6.05 | 33.16 | 11.67 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 957 | 823 | 1,373 | 897 | 1,068 | 1,340 | 1,907 | 1,637 | 1,534 | 1,777 | 1,831 | 1,736 | |
| 858 | 741 | 1,213 | 796 | 950 | 1,178 | 1,710 | 1,461 | 1,377 | 1,569 | 1,654 | 1,609 | |
| Operating Profit | 99 | 82 | 159 | 101 | 118 | 162 | 197 | 176 | 157 | 208 | 178 | 127 |
| OPM % | 10.32% | 9.95% | 11.61% | 11.24% | 11.07% | 12.10% | 10.31% | 10.76% | 10.24% | 11.73% | 9.71% | 7.32% |
| 6 | 15 | 24 | 14 | 8 | 9 | 15 | 11 | 14 | -5 | 11 | 17 | |
| Interest | 43 | 42 | 41 | 44 | 46 | 49 | 59 | 50 | 60 | 55 | 54 | 56 |
| Depreciation | 13 | 12 | 13 | 13 | 13 | 14 | 16 | 15 | 15 | 17 | 20 | 19 |
| Profit before Tax | 70 | 57 | 150 | 77 | 86 | 126 | 175 | 146 | 123 | 150 | 147 | 144 |
| Tax % | 31.14% | 21.06% | 26.53% | 33.42% | 36.52% | 26.24% | 28.26% | 28.07% | 27.74% | 27.62% | 32.02% | 25.09% |
| Net Profit | 0 | 0 | 0 | 0 | 55 | 93 | 127 | 106 | 91 | 110 | 96 | 108 |
| 4.05 | 4.26 | 8.38 | 4.17 | 4.44 | 7.48 | 10.02 | 7.88 | 6.78 | 8.17 | 7.19 | 8.04 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,283 | 1,850 | 1,934 | 1,881 | 2,186 | 2,350 | 3,152 | 4,077 | 5,308 | 6,880 | 6,879 | |
| 1,143 | 1,625 | 1,660 | 1,603 | 1,897 | 2,109 | 2,807 | 3,526 | 4,561 | 6,005 | 6,208 | |
| Operating Profit | 140 | 225 | 274 | 277 | 288 | 241 | 345 | 550 | 747 | 875 | 671 |
| OPM % | 10.92% | 12.14% | 14.17% | 14.75% | 13.19% | 10.26% | 10.94% | 13.50% | 14.07% | 12.72% | 9.75% |
| 41 | 6 | 11 | 22 | 15 | 26 | 37 | 62 | 74 | 97 | 37 | |
| Interest | 99 | 99 | 123 | 146 | 138 | 139 | 189 | 246 | 300 | 339 | 225 |
| Depreciation | 27 | 30 | 31 | 32 | 34 | 38 | 46 | 50 | 56 | 66 | 71 |
| Profit before Tax | 56 | 101 | 131 | 121 | 131 | 90 | 148 | 318 | 467 | 567 | 564 |
| Tax % | 8.65% | 24.91% | 33.24% | 15.04% | 25.07% | 28.24% | 27.46% | 26.69% | 29.64% | 28.77% | 28.14% |
| Net Profit | 51 | 76 | 88 | 103 | 98 | 65 | 108 | 233 | 329 | 404 | 405 |
| EPS | 240.65 | 229.35 | 208.33 | 242.84 | 157.16 | 58.10 | 9.45 | 18.81 | 24.48 | 30.06 | — |
| Dividend Payout % | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 7.97% | 3.27% | 6.65% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 26%
- 3 Years:
- 30%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- 32%
- 3 Years:
- 55%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- 1 Year:
- -48%
RETURN ON EQUITY
- 10 Years:
- 24%
- 5 Years:
- 18%
- 3 Years:
- 22%
- Last Year:
- 19%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 0 | 4 | 4 | 4 | 8 | 23 | 23 | 25 | 27 | 27 |
| 141 | 238 | 332 | 434 | 559 | 639 | 749 | 1,113 | 1,851 | 2,250 | |
| 556 | 447 | 472 | 425 | 484 | 526 | 670 | 670 | 677 | 687 | |
| Trade Payables | 399 | 538 | 582 | 797 | 843 | 1,071 | 1,308 | 1,669 | 2,340 | 2,782 |
| 516 | 388 | 378 | 377 | 289 | 583 | 697 | 1,144 | 1,338 | 1,609 | |
| Total Liabilities | 1,613 | 1,617 | 1,768 | 2,038 | 2,182 | 2,842 | 3,445 | 4,621 | 6,233 | 7,354 |
| 318 | 319 | 309 | 321 | 317 | 334 | 379 | 374 | 425 | 600 | |
| Capital Work in Progress | 0 | 1 | 4 | 11 | 4 | 17 | 4 | 6 | 12 | 65 |
| 0 | 0 | 0 | 0 | 3 | 3 | 3 | 5 | 0 | 1 | |
| 256 | 255 | 220 | 269 | 232 | 278 | 311 | 378 | 539 | 763 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1,026 | 1,317 | 1,738 | |
| Cash & Bank | 47 | 36 | 46 | 81 | 136 | 111 | 198 | 224 | 621 | 763 |
| 991 | 1,005 | 1,190 | 1,355 | 1,490 | 2,098 | 2,550 | 2,608 | 3,318 | 3,424 | |
| Total Assets | 1,613 | 1,617 | 1,768 | 2,038 | 2,182 | 2,842 | 3,445 | 4,621 | 6,233 | 7,354 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 94 | 214 | 118 | 221 | 134 | 86 | 156 | 35 | 287 | 643 | |
| Cash from Investing | -14 | -40 | -29 | -50 | -20 | -81 | -105 | -78 | -498 | -209 |
| Cash from Financing | -44 | -175 | -45 | -146 | 3 | -0 | 29 | 28 | 242 | -190 |
| 18 | -9 | -3 | -7 | 67 | -32 | 67 | -15 | 32 | 244 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-11 - Transrail Lighting Limited has submitted the Exchange a copy Srutinizers report of Postal Ballot. Further, the company has informed the Exchange regarding voting results.
2026-09-03 - Transrail Lighting Limited has informed the Exchange about Copy of Newspaper Publication regarding e voting instructions for 19th Annual General Meeting
2026-09-02 - Transrail Lighting Limited has informed the Exchange regarding 'Communication to Shareholders - Intimation of Tax Deduction on Dividend.'.
2026-08-25 - Transrail Lighting Limited has informed the Exchange about Copy of Newspaper Publication for Intimation of 19th AGM and record date for Final Dividend for FY 2025-26
2026-08-24 - Transrail Lighting Limited has informed the Exchange that Record date for the purpose of final Dividend for 2025-26 is 11-Sep-2026.
2026-08-14 - Transrail Lighting Limited has informed the Exchange regarding Appointment of Ms. Ranjana Maitra as an additional Non- Executive Independent Director of the company w.e.f. August 13, 2026.
2026-08-12 - Transrail Lighting Limited has informed the Exchange about Transcript
2026-08-12 - Submission of Monitoring Agency Report for the quarter ended June 30, 2026
2026-08-11 - Transrail Lighting Limited has informed the Exchange about Copy of Newspaper Publication of Notice of Postal Ballot 02/2026-27
News
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Transrail Lighting Ltd.
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