Synopsis:
Transrail Lighting secures ₹837 crore in new T&D orders, pushing FY26 order inflows to over ₹3,157 crore. This marks a 57% YoY growth, driven by both domestic and international contracts.
The shares of a Small-Cap company, specializing in engineering, procurement, and construction (EPC) solutions for the power transmission and distribution sector, jumped upto 1.4 percent upon securing a work order worth Rs. 837 Cr from Domestic and International clients.
With a market capitalization of Rs. 10,727.06 crores on Thursday, the shares of Transrail Lighting Ltd jumped upto 1.4 percent, making a high of Rs. 800.85 per share compared to its previous closing price of Rs. 789.75 per share.
Transrail Lighting Limited, a leading turnkey EPC player in the Power Transmission & Distribution (T&D) sector with diversified operations across Civil, Railways, and Poles & Lighting, has announced the receipt of new orders worth ₹837 crore.
These include a major domestic Transmission Line EPC contract and an international product supply order. With these latest wins, the company’s total order inflows for FY26 have crossed ₹3,157 crore, reflecting a strong 57% year-on-year growth. This achievement highlights Transrail’s continued momentum and robust order pipeline across multiple sectors.
Mr. Randeep Narang, MD & CEO, said: “We are pleased with the strong order momentum this year, with FY26 inflows now exceeding ₹3,157 crore — a 57% increase over last year. The ₹837 crore in new orders includes a domestic T&D contract from a large, prestigious conglomerate, reinforcing our execution strength in handling large-scale projects. Additionally, we secured an international order for our engineered products, reflecting our robust manufacturing capabilities. These wins expand our customer base and will significantly contribute to future growth.”
Financials & Others
The company’s revenue rose by 79.7 percent from Rs. 929.71 crores to Rs. 1,671.24 crores in Q1FY25-26. Meanwhile, Net profit rose from Rs. 51.74 crores to Rs. 105.82 crores in the same period.
The company has a Price-to-Earnings (P/E) ratio of 27.81, which is lower than the industry average of 32.54, indicating it may be relatively undervalued. It maintains a low debt-to-equity ratio of 0.35, showing strong financial stability, and has delivered a solid average Return on Capital Employed (ROCE) of 19.81% over the last three years.
Along with it, Promoters hold over 65% of the company, which reflects strong confidence in its future. The company has also shown impressive growth, with average revenue increasing by 21.28% and net profit rising by 52.81% over the past three years.
Transrail is one of the leading engineering, procurement, and construction companies with a primary focus on the power transmission and distribution business, with 4 decades of experience. With its headquarters in India, it is a global enterprise with a footprint in 59 countries across 5 continents.
The company operates across multiple verticals, including Transmission & Distribution (T&D), Civil Construction, Railways, Poles & Lighting, and Solar EPC. Its manufacturing strength is evident with over 35,200 CKM of transmission lines constructed, 1.38 million MT of towers, 195,000+ KM of conductors, and 475,000+ poles supplied.
The company’s order book has shown strong growth, rising from Rs. 5,908 Cr in FY22 to Rs. 14,654 Cr in Q1 FY26, reflecting healthy order inflow across its diverse business segments and backed by a strong unexecuted and L1 order pipeline of Rs. 14,654 Cr.
As of June 2025, the company’s unexecuted order book stands at Rs. 14,654 crore, with Power T&D (including substations) contributing 93%, followed by Civil at 4%, Railways at 2%, and Poles & Lighting at 1%.
Written by Sridhar J
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