Transformers & Rectifiers (India) Ltd. Share Price

TARIL reported strong Q2 FY27 results with net profit

Transformers and Rectifiers (India) Ltd (TARIL) reported strong Q2 FY27 results with net profit surging 117% YoY to ₹81.4 crore, supported by robust revenue growth of 60.6% to ₹739 crore. The stock is trading around ₹332–₹360 today, showing volatility but backed by a record order book of ₹6,630 crore. 📊 TARIL Q2 FY27 Results Highlights Revenue from Operations: ₹739 crore (up 60.6% YoY from ₹460 crore) Net Profit: ₹81.4 crore (up 117.6% YoY from ₹37.4 crore) Operating Margin: 14.8% (vs. 9.6% last year) EPS: ₹2.66 (up from ₹1.13 last year) Order Book: Record ₹6,630 crore as of June 30, 2026 Market Cap: ~₹9,019 crore 📈 Stock Performance (14 Oct 2026) NSE/BSE Price Range Today: ₹332.95 – ₹360.95 52-Week Range: ₹224.05 – ₹495.95 1-Day Change: +17.29% Market Cap: ₹8,848.89 crore P/E Ratio (TTM): 41.12x Debt/Equity: 0.29 (low leverage, financially stable)

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Transformers & Rectifiers Q2 Update: Revenue Rises 61%

Transformers & Rectifiers (India) (

) reported strong Q2 FY27 operating performance, supported by higher revenue, improved margins and robust order inflows. The results highlight continued demand for power infrastructure equipment as electricity networks and generation capacity require significant investment. Key Q2 FY27 Highlights * Revenue from operations increased 61% year-on-year to ₹739.4 crore. * Consolidated net profit rose 135% to approximately ₹79.8 crore. * EBITDA more than doubled to ₹128.8 crore, while the EBITDA margin expanded to 17.4% from 12.8% a year earlier. * Quarterly order inflows increased 97% to ₹1,169 crore. * The unexecuted order book stood at ₹7,237 crore as of September 30, up 32% year-on-year. Why Does It Matter? The combination of stronger execution, margin expansion and fresh orders suggests improving operating momentum. The existing order book also provides revenue visibility, with execution expected over the next 18–24 months. My View Transformers & Rectifiers is positioned to benefit from investment in power transmission and related infrastructure. However, a growing order book creates value only when the company executes projects on schedule and converts them into profitable revenue. Investors should monitor capacity expansion, working-capital requirements, cash-flow conversion and whether the improved margins can be sustained. The reported profit growth is encouraging, but the quality and repeatability of earnings remain important.

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TARIL GOOD RESULTS Q2 FY27 Results: 61% Revenue Growth

MINDBLOWING RESULTS TARIL Q2 FY27 Results: 61% Revenue Growth, PAT Nearly Doubles, Stock Jumps 17.7% Transformers & Rectifiers India Ltd (TARIL, Ahmedabad-based transformer maker) reported a standout Q2 FY27: consolidated revenue of ₹739 Cr, up 60.7% YoY, and PAT of ₹81 Cr, up 117.9% YoY, with EBITDA margin expanding to 17.4%. The stock reacted with a +17.7% move on results day. Management attributed the quarter to better execution, improved capacity utilization (especially the Moraiya plant ramp-up) and operating leverage, and reaffirmed FY27 guidance of ~25% revenue growth with 9–10% PAT margin. Note on figures: the consolidated numbers above are from reported financials. The company's press release presents standalone figures (revenue ₹709 Cr, +66% YoY; PAT ₹75 Cr, +338% YoY; EBITDA margin 16.1%) [3]. Both tell the same story; the standalone base quarter (Q2 FY26) was unusually weak, which flatters the standalone YoY growth rates.

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Transformers and Rectifiers (India) Ltd.

Q2 FY27 Financial Highlights Revenue from Operations: Surged 60.7% YoY to ₹739.4 crore, significantly surpassing consensus estimates of ₹605.5 crore, driven by improved asset utilization at the Changodar and Moraiya manufacturing plants. Operating Profitability: EBITDA more than doubled YoY to ₹128.8 crore (vs. ₹58.9 crore), comfortably beating projections of ₹99.7 crore. Consequently, EBITDA margins expanded sharply by 460 basis points to 17.4%. Net Profit: Consolidated PAT grew 135% YoY to ₹79.8 crore, exceeding the ₹66.9 crore estimate. The reported profit also factored in a notable exceptional gain of ₹131.5 crore during the quarter. Order Book & Business Pipeline Inflows & Backlog: H1 FY27 order inflows surged 161% YoY to ₹3,283 crore. This aggressive acquisition expanded the unexecuted order book by 32% YoY to ₹7,237 crore as of September 30, 2026. Strategic Contract Wins: The company secured a breakthrough maiden order in the strictly regulated nuclear power sector for NPCIL's Kaiga Units 5 and 6. Additional momentum was driven by key contracts from Megha Engineering, APTRANSCO, DVC, and GETCO. Revenue Visibility: The active inquiry pipeline currently under negotiation stands at an expansive ₹21,000 crore, providing significant runway for medium-term revenue realization. Capacity Expansion & Forward Guidance Manufacturing Scale-Up: Transformer manufacturing expansion is nearing physical completion, with commercial production slated around Diwali. This will enable a higher localized output for H2 FY27. Furthermore, backward integration facilities remain on track for a Q1 FY28 commissioning. FY27 Outlook: Management confidently reiterated its full-year guidance, projecting 25% revenue growth, a 16% EBITDA margin, and a 9% to 10% PAT margin.

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Taril Quarter2 profit rises to ₹789 million.

Transformers and Rectifiers (India) Limited

reported consolidated Q2 net profit of ₹789 million, up from ₹339.1 million year-on-year. Revenue stood at ₹7.39 billion versus ₹4.6 billion a year ago. EBITDA rose to ₹1.28 billion from ₹515 million. EBITDA margin improved to 17.42 percent from 11.2 percent. The results show strong growth in revenue and profit for the quarter. The key numbers are Q2 profit of ₹789 million, revenue of ₹7.39 billion and EBITDA margin of 17.42 percent. This reflects higher sales for the transformer maker. Peers such as CG Power, Siemens and ABB India may face comparison on growth rates. Near-term prices could react to the results. Risks include slower order execution or higher input costs. Competitors listed: CG Power, Siemens, ABB India. We have no financial interest in this news.

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