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Swing Capital

Transrail Lighting Ltd

NSE: TRANSRAILL BSE: 544317

Incorporated in 2008, Transrail Lighting Ltd is an integrated transmission & distribution, and pole manufacturing company[1]

₹504
52W: ₹450 — ₹856
PE 15.1 · Book ₹157 · +221% vs book
Market Cap₹6,767 Cr
Stock P/E15.1Price to Earnings
ROCE35.1%Return on Capital
ROE21.6%Return on Equity
Div. Yield0.16%Face Value ₹2

Strengths

  • +Company is expected to give good quarter
  • +Company has delivered good profit growth of 27.2% CAGR over last 5 years

Weaknesses

  • −Company's cost of borrowing seems high

Shareholding Pattern

Promoters71.12%
FIIs2.17%
DIIs8.14%
Public18.58%
CategoryDec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters71.12%71.12%71.12%71.12%71.12%71.12%
FIIs1%0.61%▼0.41.43%▲0.81.16%▼0.31.14%▼0.02.17%▲1.0
DIIs15.15%14.08%▼1.112.44%▼1.68.41%▼4.08.21%▼0.28.14%▼0.1
Public12.74%14.2%▲1.515.01%▲0.819.31%▲4.319.53%▲0.218.58%▼1.0

Financial Statements

MetricSep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales9778371,3929161,0881,3571,9461,6551,5651,795
Expenses8597391,2127939481,1741,7121,4531,3801,566
Operating Profit11898181123141183234202185229
OPM %12%12%13%13%13%14%12%12%12%13%
Net Profit474711254589812510990112
EPS ₹19.1518.8894.394.627.279.288.16.738.33

AI Insights

Revenue Trend

TTM revenue at ₹6,961Cr, up 31.1% YoY. OPM at 12%.

Debt Position

Borrowings at ₹810Cr. Debt-to-equity ratio: 0.39x. Healthy balance sheet.

Capex Cycle

CWIP at ₹47Cr (10% of fixed assets). Moderate ongoing capital expenditure.

Institutional Flow

DIIs: 8.14% (-7.01pp change). FIIs: 2.17% (+1.17pp change). Promoters hold 71.12%.

Margin & Efficiency

ROCE improving from 0% (Mar 2020) to 35% (Mar 2025). Working capital days: 48.

Valuation

PE 15.1x with 35.1% ROCE. Price is 221% above book value of ₹157. Dividend yield: 0.16%.

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