Q2 FY27 Results: Massive PAT Growth, Should You Invest Now?
TARIL (Transformers & Rectifiers India Limited) ke Q2 FY27 results mein standalone revenue ~₹709 crore aur PAT ~₹75 crore raha. Is video mein hum sirf numbers nahi, balki order book, future growth visibility, cash flow risk aur valuation ko bhi samjhenge: kya current valuation is growth ko justify karti hai?
📌 IS VIDEO MEIN KYA SEEKHENGE
✅ Q2 FY27 standalone aur consolidated results
✅ Unexecuted order book (~₹7,237 crore) aur order inflow
✅ Enquiry pipeline aur 12.5% order-win ka illustrative calculation
✅ Changodar expansion, backward integration aur short-circuit testing
✅ FY27 revenue estimate aur H2 mein kya chahiye
✅ Valuation (trailing P/E ~34x) aur long-term scenario
✅ Cash flow aur working capital risk
✅ Aage kin cheezon ko track karna chahiye
📊 KEY FIGURES (video script ke anusaar, approx.)
Q2 FY27 standalone revenue: ~₹709 cr (~66% YoY)
EBITDA: ~₹114 cr, margin ~16.1%
Standalone PAT: ~₹75 cr
Order book: ~₹7,237 cr (~32% YoY)
Q2 order inflow: ~₹1,169 cr; H1 FY27: ~₹3,283 cr
Price ~₹348, market cap ~₹10,450 cr, trailing P/E ~34x
Forward calculations illustrative hain, guaranteed result nahi.
👩💼 Presenter: Neha Gupta, SEBI Registered Research Analyst
[SEBI Registration No.:INH000016542]
