Transrail Lighting Limited Share Price & Analysis
Price Chart
Fundamentals
Strengths
- Excellent return on equity (ROE 20%)
- Efficient capital deployment (ROCE 33.6%)
- Attractively valued vs sector (P/E 13.8x vs industry 47.1x)
- Low debt relative to equity (D/E 0.3x)
- Near 52-week low — potential value zone (₹401)
Concerns
Peer Comparison
| Company | CMP | Mkt Cap | P/E | P/B | ROE % | ROCE % | D/E |
|---|---|---|---|---|---|---|---|
| HAL Hindustan Aeronautics Limited | ₹4,850 | ₹3.2L Cr | 33.9 | 7.9 | 24 | 32 | 0 |
| BEL Bharat Electronics Limited | ₹363 | ₹2.6L Cr | 43 | 11.08 | 27.4 | 36.4 | 0 |
| TMCV Tata Motors Limited | ₹— | ₹1.5L Cr | 20.4 | 10.71 | 34 | 35.9 | 0.44 |
| BHEL Bharat Heavy Electricals Limited | ₹405 | ₹1.3L Cr | 46.9 | 5.28 | 6.23 | 9.14 | 0.22 |
| ABB ABB India Limited | ₹6,490 | ₹1.3L Cr | 84.4 | 14.72 | 22.4 | 29.9 | 0.02 |
| ENRIN Siemens Energy India Limited | ₹2,840 | ₹1.3L Cr | 98.46 | 26.82 | — | — | 0.04 |
| CGPOWER CG Power and Industrial Solutions Limited | ₹832 | ₹1.3L Cr | 91.7 | 15 | 20.5 | 26.7 | 0.02 |
Showing 7 peers in the same sector · Sorted by market cap
Shareholding Pattern
TRANSRAILL · as of Sep 2026
| Category | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 |
|---|---|---|---|---|---|---|
| Promoters | 71.12% | 71.12% | 71.12% | 71.12% | 71.12% | 71.12% |
| FII | 1.43% | 1.16% | 1.14% | 2.17% | 2.49% | 1.85% |
| DII | 12.44% | 8.41% | 8.21% | 8.14% | 6.51% | 5.95% |
| Public | 15.01% | 19.31% | 19.53% | 18.58% | 19.87% | 21.06% |
Corporate Events
To consider and approve the unaudited financial results for the period ended Jun 30, 2026
Interim Dividend - Rs 3 Per Share
To consider and declare Interim dividend for FY 2026-27 and Fund Raising through QIP
Dividend - Re 0.80 Per Share
Record: 4 Sept 2025
Latest News
All newsTransrail Lighting plans ₹600 crore QIP fund raise
*Transrail Lighting plans ₹600 crore QIP fund raise.* The company announced a qualified institutional placement to raise up to **₹600 crore** through a board-approved proposal. This move aims to strengthen its capital structure and fund future growth initiatives. The shares may face near-term volatility due to potential dilution. 📊 *STOCKS:* TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #QIP
Transrail wins orders worth **₹125 crore**
*Transrail wins orders worth **₹125 crore***. The company announced new order wins in a press release dated October 20, 2026. These orders are expected to boost near-term revenue and capacity utilization. The development reflects strong demand in railway and transport infrastructure segments. 📊 *STOCKS:* $TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #OrderWin
Transrail wins orders worth **₹135 crore**
*Transrail wins orders worth **₹135 crore*** Transrail Lighting has secured new orders valued at **₹135 crore** from Indian Railways and other public sector units. The company announced the order wins in a press release dated October 14, 2026. This boosts its order book and near-term revenue visibility. 📊 *STOCKS:* $TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #OrderWin
Transrail wins orders worth ₹115 crore
*Transrail wins orders worth ₹115 crore* Transrail Lighting has secured fresh orders valued at **₹115 crore** from Indian Railways and metro projects. The company announced the order wins in a press release filed on October 06, 2026. These contracts are expected to boost revenue and utilization in the coming quarters. 📊 *STOCKS:* TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #OrderWin
Transrail wins orders worth ₹127 crore
*Transrail wins orders worth ₹127 crore*\nTransrail Lighting announced order wins totaling **₹127 crore** from Indian Railways and defence sectors. The orders were secured under its lighting and signaling divisions, boosting near-term revenue visibility. This enhances project pipeline confidence amid ongoing infrastructure push.\n\n📊 *STOCKS:* $TRANAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #OrderWin
Transrail Lighting issues shares under ESOP 2023
*Transrail Lighting issues shares under ESOP 2023.* The company has allotted **1,25,000 equity shares** at ₹10 each under its ESOP 2023 scheme. The move may lead to minor dilution for existing shareholders. The issue is part of employee retention efforts. 📊 *STOCKS:* $TRANAIL | 🏢 *SECTOR:* CapitalMarkets | #LOWIMPACT #ESOP
Transrail Lighting wins ₹412 crore order, shares rise 5%
*Transrail Lighting wins ₹412 crore order, shares rise 5%* — Transrail Lighting secured a **₹412 crore** order, boosting its order book beyond **₹2,000 crore**. The stock rose **5%** on the news, reflecting strong investor sentiment. This win strengthens its position in the railway lighting sector. 📊 *STOCKS:* $TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #OrderWin
Transrail Lighting completes phase 1 expansion
*Transrail Lighting completes phase 1 expansion.* The company has successfully expanded its conductor capacity, enhancing production capabilities. This move supports future growth and order fulfillment. The development reflects progress in its capex roadmap. 📊 *STOCKS:* $TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #MEDIUMIMPACT #expansion
Transrail Lighting shares vote on postal ballot results
*Transrail Lighting shares vote on postal ballot results* as the company filed scrutineers' report with the exchange. Voting outcomes from the postal ballot have been disclosed, though specifics weren't detailed. The update is procedural in nature with no immediate financial impact. 📊 *STOCKS:* $TRANSRAIL | 🏢 *SECTOR:* CapitalMarkets | #LOWIMPACT #CorporateAction
Transrail Lighting to hold 19th AGM, details published
*Transrail Lighting to hold 19th AGM, details published.* The company has released the notice via newspaper publication as part of regulatory compliance. **Annual General Meeting** scheduled for shareholder discussions on financial performance and governance. No business-changing announcements disclosed. 📊 *STOCKS:* $TRANSMED | 🏢 *SECTOR:* CapitalMarkets | #LOWIMPACT #AGM
Financials
Quarterly Results
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | ₹1.9K Cr 3.7% | ₹1.8K Cr 15.1% | ₹1.6K Cr 6.0% | ₹1.7K Cr 14.7% | ₹1.9K Cr 43.3% | ₹1.4K Cr 24.8% | ₹1.1K Cr 18.8% | ₹916 Cr |
| Op. Profit | ₹207 Cr 8.8% | ₹227 Cr 23.4% | ₹184 Cr 7.5% | ₹199 Cr 15.7% | ₹236 Cr 31.8% | ₹179 Cr 29.7% | ₹138 Cr 15.0% | ₹120 Cr |
| OPM | 11.0% 15.4% | 13.0% 8.3% | 12.0% 0.0% | 12.0% 0.0% | 12.0% 7.7% | 13.0% 0.0% | 13.0% 0.0% | 13.0% |
| Net Profit | ₹96 Cr 12.7% | ₹110 Cr 20.9% | ₹91 Cr 14.2% | ₹106 Cr 16.5% | ₹127 Cr 36.6% | ₹93 Cr 69.1% | ₹55 Cr 5.8% | ₹52 Cr |
| EPS (₹) | 7.19 12.0% | 8.17 20.5% | 6.78 14.0% | 7.88 16.4% | 9.43 35.9% | 6.94 57.4% | 4.41 5.8% | 4.17 |
Values in ₹ Cr · Source: Screener.in
Annual Profit & Loss
| Metric | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | ₹6.9K Cr 29.6% | ₹5.3K Cr 30.2% | ₹4.1K Cr 29.3% | ₹3.2K Cr 34.8% | ₹2.3K Cr 7.6% | ₹2.2K Cr 15.5% | ₹1.9K Cr |
| Expenses | ₹6.1K Cr 33.7% | ₹4.5K Cr 28.8% | ₹3.5K Cr 26.2% | ₹2.8K Cr 33.3% | ₹2.1K Cr 10.8% | ₹1.9K Cr 17.8% | ₹1.6K Cr |
| Op. Profit | ₹820 Cr 5.7% | ₹776 Cr 38.8% | ₹559 Cr 53.6% | ₹364 Cr 47.4% | ₹247 Cr 13.0% | ₹284 Cr 2.2% | ₹278 Cr |
| OPM | 12.0% 20.0% | 15.0% 7.1% | 14.0% 16.7% | 12.0% 9.1% | 11.0% 15.4% | 13.0% 13.3% | 15.0% |
| Other Income | ₹32 Cr 33.3% | ₹48 Cr 14.3% | ₹56 Cr 194.7% | ₹19 Cr 5.0% | ₹20 Cr 5.3% | ₹19 Cr 13.6% | ₹22 Cr |
| Interest | ₹219 Cr 27.0% | ₹300 Cr 22.0% | ₹246 Cr 30.2% | ₹189 Cr 36.0% | ₹139 Cr 0.7% | ₹138 Cr 5.5% | ₹146 Cr |
| Depreciation | ₹66 Cr 17.9% | ₹56 Cr 12.0% | ₹50 Cr 8.7% | ₹46 Cr 24.3% | ₹37 Cr 8.8% | ₹34 Cr 6.3% | ₹32 Cr |
| PBT | ₹567 Cr 21.4% | ₹467 Cr 46.9% | ₹318 Cr 114.9% | ₹148 Cr 62.6% | ₹91 Cr 31.1% | ₹132 Cr 9.1% | ₹121 Cr |
| Tax % | 29.0% 3.3% | 30.0% 11.1% | 27.0% 0.0% | 27.0% 3.6% | 28.0% 12.0% | 25.0% 66.7% | 15.0% |
| Net Profit | ₹404 Cr 23.5% | ₹327 Cr 40.3% | ₹233 Cr 115.7% | ₹108 Cr 66.2% | ₹65 Cr 33.7% | ₹98 Cr 3.9% | ₹102 Cr |
| EPS (₹) | 30.06 23.6% | 24.33 29.3% | 18.81 60.1% | 47.18 65.6% | 28.49 78.0% | 129.7 46.6% | 242.83 |
| Div Payout | 7.0% 133.3% | 3.0% 62.5% | 8.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Values in ₹ Cr · Source: Screener.in
Balance Sheet
| Item | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|---|
Liabilities | |||||||
| Equity Capital | ₹27 Cr 0.0% | ₹27 Cr 8.0% | ₹25 Cr 8.7% | ₹23 Cr 0.0% | ₹23 Cr 187.5% | ₹8 Cr 100.0% | ₹4 Cr |
| Reserves | ₹2.3K Cr 21.6% | ₹1.9K Cr 66.4% | ₹1.1K Cr 48.7% | ₹749 Cr 17.0% | ₹640 Cr 14.3% | ₹560 Cr 28.7% | ₹435 Cr |
| Borrowings | ₹678 Cr 2.6% | ₹661 Cr 0.9% | ₹667 Cr 7.4% | ₹621 Cr 32.4% | ₹469 Cr 9.3% | ₹429 Cr 24.0% | ₹346 Cr |
| Other Liabilities | ₹4.4K Cr 19.1% | ₹3.7K Cr 31.2% | ₹2.8K Cr 37.1% | ₹2.1K Cr 20.1% | ₹1.7K Cr 44.3% | ₹1.2K Cr 5.4% | ₹1.3K Cr |
| Total Liabilities | ₹7.4K Cr 18.0% | ₹6.2K Cr 34.9% | ₹4.6K Cr 34.1% | ₹3.4K Cr 21.2% | ₹2.8K Cr 30.2% | ₹2.2K Cr 7.1% | ₹2.0K Cr |
Assets | |||||||
| Fixed Assets | ₹600 Cr 41.2% | ₹425 Cr 13.6% | ₹374 Cr 1.3% | ₹379 Cr 13.5% | ₹334 Cr 5.4% | ₹317 Cr 1.2% | ₹321 Cr |
| CWIP | ₹65 Cr 441.7% | ₹12 Cr 100.0% | ₹6 Cr 50.0% | ₹4 Cr 76.5% | ₹17 Cr 325.0% | ₹4 Cr 63.6% | ₹11 Cr |
| Investments | ₹1 Cr | ₹0 Cr 100.0% | ₹5 Cr 66.7% | ₹3 Cr 0.0% | ₹3 Cr 0.0% | ₹3 Cr | ₹0 Cr |
| Other Assets | ₹6.7K Cr 15.4% | ₹5.8K Cr 36.8% | ₹4.2K Cr 38.5% | ₹3.1K Cr 23.0% | ₹2.5K Cr 33.9% | ₹1.9K Cr 9.0% | ₹1.7K Cr |
| Total Assets | ₹7.4K Cr 18.0% | ₹6.2K Cr 34.9% | ₹4.6K Cr 34.1% | ₹3.4K Cr 21.2% | ₹2.8K Cr 30.2% | ₹2.2K Cr 7.1% | ₹2.0K Cr |
Values in ₹ Cr · Source: Screener.in
Cash Flow Statement
| Item | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|---|
| Operating CF | ₹643 Cr 124.0% | ₹287 Cr 720.0% | ₹35 Cr 75.5% | ₹143 Cr 210.9% | ₹46 Cr 29.2% | ₹65 Cr 65.4% | ₹188 Cr |
| Investing CF | ₹-209 Cr 58.0% | ₹-498 Cr 538.5% | ₹-78 Cr 25.7% | ₹-105 Cr 29.6% | ₹-81 Cr 2600.0% | ₹-3 Cr 94.0% | ₹-50 Cr |
| Financing CF | ₹-190 Cr 178.5% | ₹242 Cr 764.3% | ₹28 Cr 3.4% | ₹29 Cr 866.7% | ₹3 Cr 40.0% | ₹5 Cr 103.4% | ₹-146 Cr |
| Net Cash Flow | ₹244 Cr 662.5% | ₹32 Cr 313.3% | ₹-15 Cr 122.4% | ₹67 Cr 309.4% | ₹-32 Cr 148.5% | ₹66 Cr 1042.9% | ₹-7 Cr |
| Free Cash Flow | ₹532 Cr 254.7% | ₹150 Cr 1775.0% | ₹8 Cr 91.2% | ₹91 Cr 413.8% | ₹-29 Cr 172.5% | ₹40 Cr 77.3% | ₹176 Cr |
Values in ₹ Cr · Source: Screener.in
Key Ratios History
| Metric | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|---|
| Debtor Days | 92d 1.1% | 91d 1.1% | 92d 22.7% | 75d 25.0% | 100d 22.0% | 82d 11.8% | 93d |
| Inventory Days | 91d 18.2% | 77d 24.2% | 62d 1.6% | 63d 26.7% | 86d 7.5% | 80d 25.2% | 107d |
| Days Payable | 330d 0.6% | 332d 21.2% | 274d 4.2% | 263d 20.1% | 329d 12.7% | 292d 7.6% | 316d |
| Cash Conv. Cycle | -147d 10.9% | -165d 37.5% | -120d 4.8% | -126d 12.5% | -144d 11.6% | -129d 11.2% | -116d |
| Working Capital Days | 41d 14.6% | 48d 7.7% | 52d 73.3% | 30d 33.3% | 45d 36.4% | 33d 17.9% | 28d |
| ROCE | 29.0% 17.1% | 35.0% 0.0% | 35.0% 29.6% | 27.0% 22.7% | 22.0% 26.7% | 30.0% | — |
Source: Screener.in · Lower days = better efficiency