Transrail Lighting shares rally 5% after bagging ₹412 crore order in its core T&D business

Worth ₹412 crore, the EPC player said the order wins mainly include projects in the domestic market for transmission line reconductoring through HTLS conductors.

In a regulatory filing, Transrail said the additional reconductoring orders, apart from those announced a few days ago, will help the company cater to new types of projects that use high-performance carbon-core HTLS conductors manufactured in-house to increase the current-carrying capacity of transmission lines.

Post these new orders, the order intake for the year has grown to ₹2,021 crore. The company has further L1 orders totalling to ₹409 crore.

With the increased manufacturing capacities (Tower 184,400 MTPA and Conductor 40,800 KMPA) and the tailwinds associated with the T&D sector in both domestic and international markets, Transrail said it is well aligned for profitable growth.

“With this we further expand our domestic footprint in transmission line reconductoring projects using high-performance carbon-core HTLS conductors manufactured by us.  We are motivated to see the Government’s thrust for the sector by approving Phase-III of the Green Energy Corridor which will strengthen India’s power infrastructure to support the evacuation of 900 GW of non-fossil fuel-based generation,” said Randeep Narang, MD & CEO, Transrail Lighting.

In Q1 FY27, Transrail secured fresh orders worth ₹1,034 crore, along with additional L1 orders worth around ₹400 crore. This took its unexecuted order book to ₹16,035 crore as of June 30, 2026, providing long-term revenue visibility.

Transrail Lighting share price

At 11:40 AM, Transrail Lighting shares were trading at ₹477.8 apiece on the National Stock Exchange, gaining 3.25%.

Over a month’s time, the stock has jumped 14%, while it has lost 3.5% in the past six months. From the beginning of the year, Transrail Lighting shares have tumbled over 14%.

Shares of the company had touched their one-year high of ₹766.80 apiece on October 8, 2025, while their 52-week low of ₹400.65 was hit on September 16, 2026.

About Transrail Lighting

Transrail Lighting is an engineering, procurement, and construction (EPC) company focused mainly on the power transmission and distribution segment.

The company has over four decades of experience and operates across 63 countries spanning five continents. Its business portfolio includes transmission lines, substations, civil construction, railways, solar projects, and pole and lighting solutions.

It provides end-to-end services ranging from design and engineering to manufacturing, construction, and testing.

According to NSE data, as of October 6, 2026, Transrail Lighting has a total market capitalisation of ₹6,420.79 crore.