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Transformers And Rectifiers (India) Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Changodar plant expansion impacting Q1 capacity utilization; normalized by Q3 FY27
- Backward integration capex INR900-1000 Cr, phased commissioning by Q1 FY28
- Q1 FY27 standalone revenue grew 10% y-y to INR559 Cr; EBITDA margin 15.6%, PAT margin 8.9%
- FY27 guidance: 25% revenue growth, 16% EBITDA margin, 9-10% PAT margin
- EBITDA margin improvement of 200-300 bps expected from backward integration starting FY28
- Targeting $1 billion revenue by FY28-FY29 (~INR8,000 Cr adjusted for currency)
- Unexecuted order book INR6,630 Cr (+26% y-y), executable over 18-24 months
- Consolidated revenue INR572 Cr; EBITDA margin 19.2%, PAT INR64 Cr
- Export orders growing; USA market to contribute 10-15% of revenue
- Working capital days targeted to reduce to 120-130 days
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.