Transformers & Rectifiers (India) Ltd.
Fundamentals
- Market cap
- ₹10,039 cr
- P/E
- 37.97×
- ROE
- 17.12%
- Debt / equity
- 0.23
- Div yield
- 0.07%
- 52-week range
- 224.05 — 578.50
Analysis — the numbers vs the call
- TARIL's order book swells, but policy flip and margin stretch test credibility
A record ₹6,630 crore order book and 25% revenue guidance are undercut by a relaxed order policy and a widening gap between margin targets and current performance.
Transformers & Rectifiers (India) Ltd.
Latest quarter · Jun 2026
Strength & growth
The timeline — 6 notes on Transformers & Rectifiers (India) Ltd.
July 2026
- 25 Jul 26 · 1:49 PM IST Brief Brief · Earnings · Mid cap
TARIL's earnings call transcript: procedural filing, no new data
The transcript of the July 21 call filed today contains no incremental information. The record ₹6,630 cr order book, 25% revenue guidance, and ₹1,000 cr PGCIL order were all disclosed during the live event.
- 21 Jul 26 · 5:22 PM IST Brief Brief · Earnings · Mid cap
TARIL guides to 25% revenue growth, 16% EBITDA margin for FY27
After a record order quarter, management sets margin targets and reaffirms $1B FY29 ambition. Q1 profit slipped 17%.
- 20 Jul 26 · 7:29 PM IST Brief Brief · Earnings · Mid cap
Transformers & Rectifiers' order book hits record ₹6,630 cr on 218% inflow surge
Q1 revenue up 8% but profit slips. Management says Changodar expansion will lift capacity, with ₹900-1,000 cr planned for backward integration.
- 20 Jul 26 · 6:09 PM IST Brief Brief · Earnings · Mid cap
Transformers & Rectifiers revenue up 9.5% but profit slips 17% on costs
Q1 standalone PAT fell to ₹49.87 cr as material and finance costs ate into gains. The results are in line with FY27 revenue guidance of ₹3,250 cr, but margins remain under watch.