Synopsis: Transrail Lighting Limited won ₹2,350 crore domestic EPC orders, taking FY26 inflows past ₹7,980 crore. A strong pipeline and L1 orders support revenue visibility and sustained growth momentum.
This Transmission Stock, engaged in EPC services for power transmission, distribution, railway electrification, steel pole manufacturing, and civil infrastructure projects, jumped 4 percent after securing orders worth Rs. 2,350 crore in the power transmission and distribution segment.
With a market capitalization of Rs. 7,449.87 crores, the share of Transrail Lighting Limited has reached an intraday high of Rs. 565.20 per equity share, rising nearly 3.5 percent from its previous day’s close price of Rs. 546.20. Since then, the stock has retreated and is currently trading at Rs. 554.90 per equity share.
Reason Behind the Surge
Transrail Lighting Limited has secured new domestic EPC orders worth Rs. 2,350 crore, mainly in the power transmission and distribution segment. These include large 765 kV transmission line projects, along with a civil order and select wins in poles and lighting. The new contracts highlight strong demand in the domestic market and reflect the company’s competitive strength in executing large infrastructure projects.
With these additions, Transrail Lighting Limited’s total order inflows for FY26 have crossed Rs. 7,980 crore, showing sustained business momentum. The company also holds an L1 position of over Rs. 800 crore and has a healthy bidding pipeline in India and overseas. A strong order book and steady inflow of projects provide good revenue visibility and support the company’s growth outlook.
Order Book
Transrail Lighting Limited has a strong total unexecuted order book of about Rs. 18,216 crore as of 31 December 2025, including L1 orders worth Rs. 3,483 crore. Transrail Lighting Limited’s executable order book stands at around Rs. 14,733 crore, reflecting a healthy 28 percent year-on-year growth.
Transrail Lighting Limited’s order book is largely driven by the Power T&D segment, contributing about 92 percent, with civil, railways, and poles & lighting forming the balance. Transrail Lighting Limited also maintains a balanced geographic mix, with 57 percent domestic and 43 percent international orders, supporting stable long-term growth.
Transrail Lighting Limited was founded in 2008 and is headquartered in Mumbai. The company is an integrated engineering, procurement, and construction (EPC) company specializing in power transmission and distribution solutions. The company provides turnkey services for high-voltage transmission lines up to 1200kV, substations, solar EPC projects, railway electrification systems, and civil infrastructure like bridges, tunnels, and elevated roads.
The company manufactures galvanized steel poles for street lighting, high masts, monopoles, and transmission structures, along with conductors and lattice towers, supported by in-house design, testing, and fabrication facilities.
Recent Quarter Results
Coming into financial highlights, Transrail Lighting Limited’s revenue has increased from Rs. 1,358 crore in Q3 FY25 to Rs. 1,796 crore in Q3 FY26, which has grown by 32.25 percent. The net profit has also grown by 18.28 percent from Rs. 93 crore in Q3 FY25 to Rs. 110 crore in Q3 FY26. Transrail Lighting Limited’s revenue and net profit have grown at a CAGR of 23.06 percent and 26.24 percent, respectively, over the last five years.
In terms of return ratios, the company’s ROCE and ROE stand at 35.2 percent and 21.6 percent, respectively. Transrail Lighting Limited has an earnings per share (EPS) of Rs. 32.3, and its debt-to-equity ratio is 0.39x.
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