Governance Positive

2026-08-24 12:53

- 19th Annual General Meeting (AGM) scheduled for Monday, September 28, 2026, at 3:30 p.m. - Record Date for determining eligibility for Final Dividend for FY 2025-26 is Friday, September 11, 2026. - E-voting cut-off date is Monday, September 21, 2026. - E-voting will be available from September 24, 2026 (09:00 a.m.) to September 27, 2026 (05:00 p.m.).

Governance Positive

2026-08-14 16:04

- Ms. Ranjana Maitra appointed as an Additional Director (Independent) of Transrail Lighting Limited. - The appointment is effective from August 13, 2026, for a period of 3 consecutive years, subject to the approval of the Company's members.

Business Update Positive

2026-08-12 16:15

- Q1 FY27 saw 5% YoY revenue growth and 3% YoY PAT increase, marking the best first quarter in company history despite supply chain disruptions. - EBITDA margin for Q1 FY27 was 11.7%, exceeding the 11% guidance. - Management maintains full-year FY27 guidance of 20% YoY revenue growth and 11%+ EBITDA margin. - Unexecuted order book stands at ₹16,035Cr (June 30, 2026), with an FY27 order intake target of ₹10,000Cr+. - Declared an interim dividend of ₹3 per equity share for FY27. - Long-term credit facility upgraded to AA- Stable from India Ratings. - Exploring strategic opportunities in new areas like drones, BESS, and EPC for data centers. - Board approved raising up to ₹600Cr via QIP for long-term working capital and strategic opportunities. - Net debt increased this quarter due to delayed collections and working capital deployment but is expected to normalize in Q2 and by March. - Committed to a ₹203Cr capex plan, with ~70% expected in FY27 for tools and plants. - An INR80Cr related-party loan to Burberry, largely outstanding for 3 years, is expected to be fully repaid by September 30, 2026.

Business Update Positive

2026-08-10 16:37

- Notice of Postal Ballot for shareholder approval to raise up to ₹600 Cr via Qualified Institutions Placement (QIP). - Also, to approve adding new main objects clauses for businesses including drones/UAVs, solar/BESS, EV charging, and data centers. - Remote e-voting period: August 12, 2026 - September 10, 2026.

Business Update Neutral

2026-08-07 09:23

- Transrail Lighting Limited submitted a revised investor presentation for the Earnings Call concerning unaudited Q1 FY27 financial results. - The Earnings Call is scheduled for Friday, August 7, 2026.

Financials Positive

2026-08-06 20:51

- Presentation for Q1 FY27 Unaudited Financial Results for quarter ended June 30, 2026. The full Q1 results table is not provided in these slides. - Historical FY22-FY26 annual performance shows strong growth: Revenue CAGR 31%, EBITDA CAGR 41%, PAT CAGR 59%. - Unexecuted order book currently stands at ₹16,035 Cr.

Financials Positive

2026-08-06 20:29

- Consolidated Revenue ₹1,736 Cr vs ₹1,660 Cr (▲5% YoY) - EBITDA ₹203 Cr vs ₹200 Cr (▲1% YoY) - PAT ₹108 Cr vs ₹105 Cr (▲3% YoY) - EBITDA Margin 11.7% vs 12.0% (▼30 bps) - Secured fresh orders of ₹1,034 Cr and an Un Executed Order book of ₹16,035 Cr as on June 30, 2026. - Credit rating upgraded to IND AA-/Stable by India Ratings. - Commissioned Butibori Tower manufacturing facility and acquired Gactel Turnkey Projects. - Expanded global footprint by entering Australia.

Financials Neutral

2026-08-06 19:58

CRITICAL RED FLAG DETECTED

- Standalone Revenue ₹1,700.47 Cr vs ₹1,632.56 Cr (▲4.16% YoY) - EBITDA ₹204.37 Cr vs ₹201.91 Cr (▲1.22% YoY) - PAT ₹110.55 Cr vs ₹108.12 Cr (▲2.25% YoY) - EBITDA Margin 12.02% vs 12.37% (▼35bps) - Reappointment of Mr. Digambar Chunnilal Bagde as Executive Chairman for one year from Oct 1, 2026. - Appointment of M/s. G. M. Kapadia & Co. as Joint Statutory Auditors for five years. - Major General Dr. Dilawar Singh (Retd.) ceased to be an Independent Director upon completion of his term on September 13, 2026. - Income Tax Department conducted a search and seizure operation, with management stating no material adverse impact. - Acquired 100% equity stake in Gactel Turnkey Projects Limited for ₹10 Cr. - Approved voluntary winding up of Transrail Lighting Malaysia SDN. BHD. (no material financial impact). - Approved further investments of AED 27.8 Mn (approx. ₹72.6 Cr) in UAE subsidiary Transrail Trading LLC. - Approved grant of 1,89,000 stock options under ESOP 2023. - Declared interim dividend of ₹3 per equity share for FY27. - Approved proposal to raise funds up to ₹600 Cr via Qualified Institutions Placement (QIP).

Financials Negative

2026-08-06 19:40

CRITICAL RED FLAG DETECTED

- Standalone Revenue ₹1,700.47 Cr vs ₹1,632.56 Cr (▲4.16% YoY) - EBITDA ₹204.37 Cr vs ₹201.91 Cr (▲1.22% YoY) - PAT ₹110.55 Cr vs ₹108.12 Cr (▲2.25% YoY) - EBITDA Margin 12.02% vs 12.37% (▼35bps) - Board re-appointed Mr. Digambar Chunnilal Bagde as Executive Chairman for one year. - M/s. G. M. Kapadia & Co. appointed as Statutory Auditors (jointly for FY27, then sole till FY31). - Major General Dr. Dilawar Singh (Retd.) ceases as Independent Director on Sep 13, 2026, upon term completion. - Acquired 100% equity in Gactel Turnkey Projects for ₹10 crore. - Approved further investments of AED 27.8 million (approx. ₹72.6 Cr) in UAE subsidiary. - Declared interim dividend of ₹3 per equity share. - Approved raising funds up to ₹600 crore via Qualified Institutions Placement (QIP). - An Income Tax search in the previous quarter was noted, with management asserting no material adverse impact.

Governance Positive

2026-08-04 18:24

- Voting results for Postal Ballot submitted on August 4, 2026. - Shareholders approved the re-appointment of three directors: Mr. Ranjit Jatar, Mr. Ashish Gupta (Independent), and Mr. Sanjay Kumar Verma. - Approval was also granted for commission payments to Non-Executive Directors for FY 2025-26. - All resolutions were passed.

Business Update Positive

2026-08-04 17:49

- Transrail Lighting Limited's long-term bank loan facilities rating upgraded by India Ratings & Research to 'IND AA-' from 'IND A+' with a Stable Outlook. - Short-term rating affirmed at 'IND A1+' for bank loan facilities of INR 4,700 million. - The upgrade reflects improved business and financial risk profile, robust cash flow generation, and comfortable liquidity. - The Board also approved raising capital of up to INR6,000 million through a Qualified Institutional Placement (QIP), subject to shareholders' approval.

Business Update Neutral

2026-08-03 17:31

- Concall Schedule - Concall Date: Friday, August 7, 2026 - Concall Time: 04:00 P.M. IST

Business Update Positive

2026-07-31 21:17

- Transrail Lighting Limited has made a further investment of AED 15,300,000 (approximately INR 39.80 crore) in the equity share capital of its wholly-owned UAE subsidiary, Transrail Trading LLC. - The investment is intended to support the subsidiary's Middle East operations, including procurement of materials, project execution, and meeting working-capital requirements. - Transrail Trading LLC operates in the Engineering, Procurement and Construction (EPC) sector, trading electrical and construction materials, and is currently in its operational development stage. - Post-investment, Transrail Trading LLC's share capital will increase from AED 13,000,000 to AED 28,300,000, and it will continue to be a wholly-owned subsidiary.

Governance Neutral

2026-07-31 21:04

- Board Meeting to be held on August 6, 2026, to consider and approve the Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. - The trading window for designated persons and their immediate relatives is closed from July 1, 2026, to August 8, 2026.

Financials Positive

2026-07-28 17:20

- Interim Dividend of ₹3/- per Equity share (150% on face value of ₹2/-) declared for FY 2026-27. - Record Date for dividend payment is August 3, 2026, with payment on or before August 26, 2026. - Tax will be deducted at source (TDS) on the interim dividend as per the Income-tax Act, 2025. - Shareholders must submit required documents by August 5, 2026, to ensure appropriate TDS rates.

Governance Positive

2026-07-28 12:11

- Declared an Interim Dividend of ₹3 per equity share for FY 2026-27, with August 3, 2026, as the Record Date. - Approved alteration to the Main Object Clause of MOA to include business activities related to drones, UAVs, solar & battery energy storage systems, and EV charging infrastructure. - Approved raising funds up to ₹600 Crore via Qualified Institutions Placement (QIP). - Approved further investment of AED 15.3 million (approx. ₹40.25 crore) in its UAE subsidiary, Transrail Trading LLC, to support Middle East operations.

Business Update Positive

2026-07-28 12:04

- Board declared Interim Dividend of ₹3 per share (150%) for FY27 (record date Aug 3, 2026). - Approved MOA alteration for new business areas like drones, BESS, and EV charging. - Approved raising up to ₹600 Cr via QIP and further investment of ~₹40.25 Cr in its UAE subsidiary.

Governance Positive

2026-07-28 11:58

- Board approved an Interim Dividend of ₹3 per equity share (150%) for FY 2026-27, with Record Date: August 3, 2026. - Approved raising funds up to ₹600 Crore via Qualified Institutions Placement (QIP). - Approved alteration of MOA to expand into new business areas like drones, solar, EV charging, and data centers. - Approved further investment of AED 15.3 million (~₹40.25 Cr) in its UAE subsidiary, Transrail Trading LLC.

Governance Positive

2026-07-28 10:40

- On July 28, 2026, the Nomination and Remuneration Committee approved granting 1,89,000 Stock Options under the ESOP 2023. Each option converts into 5 equity shares, potentially issuing 9,45,000 shares, vesting over 36-60 months.

Governance Positive

2026-07-23 19:06

- Board meeting scheduled for July 28, 2026, to consider fund-raising via Qualified Institutions Placement (QIP). - To consider and declare an interim dividend for FY 2026-27. - The trading window closed on July 1, 2026, and will reopen 48 hours after financial results for June 30, 2026, are made public.

Business Update Neutral

2026-07-07 17:50

- Transrail Lighting Limited announced a plant visit for Analysts & Investors. - The visit is scheduled for Friday, July 10, 2026, at the Nagpur Deoli facility. - No unpublished price sensitive information (UPSI) will be discussed during the meeting.

Governance Neutral

2026-07-03 17:05

- Notice of Postal Ballot for shareholder approval on: - Re-appointment of two Independent Directors and one Non-Independent Director. - Approval for commission payment to Non-Executive Directors (up to 1% of net profits for FY2025-26). - Specific commission for Mr. Sanjay Kumar Verma (₹2 Cr) for FY2025-26. - E-voting from July 5, 2026, to August 3, 2026.

Business Update Positive

2026-07-02 15:53

- Transrail Lighting Limited invested AED 12.5 million (approx. INR 32.35 Cr) in its wholly-owned UAE subsidiary, Transrail Trading LLC. - Funds will support EPC projects, procurement, and working capital for operations in Africa and the Middle East.

Business Update Neutral

2026-06-30 17:55

- Concall Schedule - Concall Date: Friday, July 03, 2026

Governance Negative

2026-06-29 18:00

CRITICAL RED FLAG DETECTED

- Board approved re-appointment of Mr. Ashish Gupta and Mr. Ranjit Jatar as Independent Directors for a second term of five years. - Mr. Sanjay Kumar Verma was re-appointed as Non-Executive Director and Vice Chairman. - Independent Director Mr. Vinod Dasari will cease to be a director after August 9, 2026, as he decided not to seek re-appointment due to personal reasons.

Routine Neutral

2026-06-29 17:42

- Transrail Lighting Limited has announced the closure of the trading window for insiders/designated persons and their immediate relatives. - The closure is effective from July 1, 2026, until 48 hours after the declaration of the Unaudited Financial Results for the quarter ended June 30, 2026.

Business Update Positive

2026-06-26 13:24

- Order Win: Transrail Lighting Limited secured new international orders. - Order Value: Approximately ₹459 Crore. - Details: The orders are primarily for EPC projects for construction of Transmission Lines in the MENA region. This strengthens the company's unexecuted order book and reinforces its global footprint. Total order inflow for the year has reached ₹1,034 Cr, with an additional L1 position of around ₹400 Cr.

Governance Negative

2026-06-22 19:31

CRITICAL RED FLAG DETECTED

- The Board approved the 100% equity stake acquisition of Gactel Turnkey Projects Ltd (FY26 turnover ₹12.24 Cr) for up to ₹10 Cr to enhance EPC capabilities. - Mr. Raman Rajagopalan, Deputy Managing Director, resigned effective July 31, 2026, citing personal commitments.

Governance Negative

2026-06-22 19:22

CRITICAL RED FLAG DETECTED

- Board Meeting held on June 22, 2026, approved the acquisition of 100% equity stake in Gactel Turnkey Projects Limited for a cash consideration not exceeding ₹10 Crore. The acquisition is strategic, aimed at strengthening cooling tower engineering and execution capabilities. Gactel's turnover for FY 2025-26 was ₹12.23 Crore. - Noted the resignation of Mr. Raman Rajagopalan, Deputy Managing Director, effective July 31, 2026, due to personal commitments.

Governance Negative

2026-06-22 19:20

CRITICAL RED FLAG DETECTED

- Board approved 100% equity acquisition of Gactel Turnkey Projects Ltd (< ₹10 Cr cash consideration) to enhance EPC capabilities. - Deputy Managing Director, Mr. Raman Rajagopalan, resigned effective July 31, 2026, due to personal commitments.

Business Update Neutral

2026-06-10 12:20

- Investor Meeting Schedule - June 15, 2026: Antique's Singapore Investors' Conference & 1x1/Group meetings (Location: Singapore, Mode: Physical) - June 16, 2026: Systematix Promoters & Founders Forum 2026 (Location: Mumbai, Mode: Physical) - No unpublished price sensitive information (UPSI) will be discussed.

Business Update Positive

2026-06-02 17:08

- Transrail Lighting Limited reported record FY26 revenue of ₹6,880 Cr (▲30% YoY), EBITDA of ₹820 Cr (▲21% YoY), and PAT of ₹421 Cr (▲28% YoY). - Declared a 100% dividend (₹2 per equity share) for FY26. Net debt reduced by 30% YoY to ₹274.16 Cr; operating cash flow more than doubled to ₹817 Cr. ROCE stood at 25.79%. - Unexecuted order book of ₹16,361 Cr provides 2+ years of revenue visibility, with a new order intake plan of ₹10,000-11,000 Cr for FY27. - Guided for 20-22% revenue growth and approximately 11% EBITDA margin for FY27, noting a prudent outlook due to geopolitical and supply chain challenges, while aiming for 20-25% growth over the next three years. - Approved additional capex of ₹203 Cr for construction equipment; existing capacity expansion (towers to 196,000 MT, conductors doubled) expected to complete by Q2/Q3 FY27.

Business Update Positive

2026-06-02 09:03

- Order Win: Transrail Lighting Limited secured fresh orders and holds L1 position for additional projects. - Order Value: New orders worth ₹575 Crore. - L1 Position Value: Approximately ₹400 Crore. - Details: Orders are primarily in the T&D segment, including a 500 kV HVDC line, and also include Civil & Pole businesses.

Business Update Neutral

2026-05-27 17:58

Transrail Lighting Limited has submitted the audio recording of its Earnings Call for the Audited Financial Results for the quarter and year ended March 31, 2026. The call was held on Wednesday, May 27, 2026, at 03:00 p.m. by company officials. The link to the audio recording is provided in the filing.

Financials Positive

2026-05-26 22:08

Consolidated Revenue ₹6,880Cr vs ₹5,308Cr (▲30% YoY), EBITDA ₹820Cr vs ₹676Cr (▲21% YoY), PAT ₹421Cr vs ₹329Cr (▲28% YoY). EBITDA Margin 11.9% vs 12.7% (▼80bps). The Un-executed Order Book increased by 12% YoY to ₹16,361 crore. The Board recommended a dividend of 100% (₹2 per equity share) and approved a capex plan of ₹203 crore.

Financials Positive

2026-05-26 21:29

Consolidated Revenue ₹1,863 Cr vs ₹1,946 Cr (▼4% YoY), EBITDA ₹207 Cr vs ₹237 Cr (▼13% YoY), PAT ₹97 Cr vs ₹127 Cr (▼24% YoY). EBITDA Margin 11.11% vs 12.18% (▼107bps) for the quarter ended March 31, 2026. For the full year FY26, the company reported stellar performance with 30% revenue growth and 28% PAT growth. Un-executed Order Book increased by 12% YoY to ₹16,361 Cr and a dividend of 100% (₹2 per equity share) was recommended for FY26.

Financials Positive

2026-05-26 21:24

CRITICAL RED FLAG DETECTED

Transrail Lighting Limited's Board approved the Audited Standalone and Consolidated Financial Results for the quarter and financial year ended March 31, 2026. A final dividend of Rs. 2 per equity share was recommended. The Board also approved the issuance of Commercial Papers and Non-Convertible Debentures, each up to Rs. 100 Crore, a capex plan of Rs. 203 Crore, and investments of AED 31.3 million in UAE subsidiaries. The company disclosed an Income Tax search during Q4 FY26, stating no material adverse impact.

Financials Negative

2026-05-26 20:53

CRITICAL RED FLAG DETECTED

Standalone Revenue ₹1,863.32Cr vs ₹1,945.99Cr (▼4.25% YoY), EBITDA ₹210.28Cr vs ₹233.91Cr (▼10.09% YoY), PAT ₹100.02Cr vs ₹125.24Cr (▼20.13% YoY). EBITDA Margin 11.29% vs 12.02% (▼73bps).

544317

Transrail Lighting Ltd

Price Chart

Filing History

Unlock Full History