Transrail Lighting shares jump 2% as firm secures fresh orders of ₹575 crore; check details

Transrail Lighting shares surged 2.4% to touch an intraday high of ₹496.70 apiece on Tuesday, June 2, as the firm secured a fresh order.

The turnkey EPC player in Power Transmission & Distribution (T&D) with diversified operations across Civil, Railways, Poles & Lighting and Solar EPC has secured new orders worth ₹575 crore, primarily in the T&D segment along with orders in Civil & Pole businesses.

The company further holds an L1 position of around ₹400 crore and enjoys a strong bidding pipeline across both domestic and international markets. Transrail Lighting said a robust order book paired with a healthy bidding pipeline reinforces the company's long-term growth outlook.

Commenting on the development, Randeep Narang, MD & CEO, stated, “The ₹575 crore order wins, which include primarily the orders in the T&D segment, including construction of a 500 kV HVDC line for a marquee customer, supply of our products in international markets, specialised civil construction jobs and pole supplies, highlight our diversified capabilities and competencies.”

Narang further said that the company, backed by a strong unexecuted order book and a healthy bidding pipeline, is well positioned to sustain its growth momentum while maintaining execution discipline and delivering sustainable margins.

Transrail Lighting Q4 earnings

In its earnings release, the company said that its revenue from operations during the Q4 FY26 slipped 4% YoY to ₹1,863 crore, while EBITDA stood at ₹207 crore, down 13% YoY. Tax expenses during the quarter under review slipped 5% YoY to ₹47 crore, and operating profit after tax (PAT) declined 24% YoY to ₹97 crore.

The company said that PAT excludes a provision made of ₹17 crore in Q3 FY26 towards the new labour code. Operating profit after tax margin stood at 5.1% against 6.5% in the year-ago period.

In FY26, the company’s revenue surged 30% YoY to ₹6,880 crore, while EBITDA increased by 21% YoY to ₹820 crore. Its operating profit before tax came in at ₹584 crore, up 25% YoY, while operating profit after tax rose 28% YoY to ₹421 crore.

Transrail Lighting share price

At 11:22 AM, Transrail Lighting shares were trading at ₹489 apiece on the National Stock Exchange, gaining 0.81%.

Over a month’s time, the stock has tanked 19%, while it has lost 23% in the past six months. From the beginning of the year, Transrail Lighting shares have tumbled over 12%.

The company has a market capitalisation of ₹6,563.11 lakh crore.

Shares of the company had touched their one-year high of ₹855.80 apiece on August 13, 2025, while their 52-week low of ₹450.05 was hit on January 27, 2026.