Transformers & Rectifiers aims to boost profitability, setting a target of 15-17% margins by fiscal year 2027, emphasizing the importance of disciplined execution for better financial results.
Transformers And Rectifiers (India) Limited
TARILPrice History
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Transformers & Rectifiers Q4 EBITDA decreased by approximately 8% year-over-year, settling at ₹1.2 billion. The profit margin also saw a significant decline, dropping from 19.4% to 15.1% in the same period.
Transformers & Rectifiers shares dropped by 12% today due to disappointing Q4FY26 earnings. The company reported a 3.3% year-on-year decline in profits to ₹91.1 crore, despite a 15.7% increase in revenue to ₹782.7 crore. However, the EBITDA margin fell to 17.5%, and the order book came in lower than expected at ₹5,005 crore.
Transformers & Rectifiers Ltd announces plans to expand its Moraiya facility, aiming to increase its power capacity by 22,000 MVA. Upon completion, the company's total capacity will reach 75,000 MVA across three plants, highlighting a commitment to growing their operations.
Transformers & Rectifiers India aims to reach a revenue of INR 3,250 crores by FY27, with strategies including capacity expansion and strategic bidding for growth.
Transformers & Rectifiers India, despite the ongoing West Asia conflict, has reported minimal disruptions. The company has effectively managed increased copper costs and gas supply problems by transitioning to electricity as a primary energy source.
Transformers & Rectifiers India is aiming for a significant ₹5,000 crore order book to secure steady growth over the next 18 months. The company plans to achieve this by carefully choosing new projects, ensuring consistent revenue visibility throughout the period.
Transformers & Rectifiers India anticipates a strong margin of 15%-17%, thanks in part to a potential boost of 200-300 basis points, as a result of their backward integration strategy. This move seems aimed at enhancing the company's profit margins.
TARIL reported a Q4 FY26 revenue of INR 2,395 crores with a profit after tax (PAT) of INR 225 crores. The company aims to expand capacity to 75,000 MVA and targets reaching $1 billion in revenue within the next three years. This ambition comes alongside an investment plan of INR 600 crores in capital expenditure.
Heavy electrical equipment manufacturer Transformers & Rectifiers India saw a 6.1% surge on April 8, 2026, due to optimistic market sentiments towards the industry.