Transrail Lighting Limited — Q2FY27 earnings call summary

• Order book INR 14,218 Cr as of Sept 30; post-quarter orders INR 1,747 Cr; annual order intake guidance INR 10,000+ Cr
• Strategic diversification: 49% stake acquisition in 990 MW solar project; INR 3,900 Cr capex, mostly debt funded
• Tower capacity expanded to 184,400 MT/yr; conductor capacity 40,800 km/yr; capex ongoing
• Q2 FY27 revenue grew 32% y-y to INR 2,056 Cr; EBITDA up 28% y-y at INR 238 Cr with 11.6% margin
• H1 FY27 revenue INR 3,792 Cr; EBITDA INR 441 Cr; PAT INR 212 Cr; operating cash flow INR 435 Cr
• 20% revenue growth guidance for next 3 years; EBITDA margin targeted above 11%
• BESS and data center segments under evaluation; initial bids underway; revenue expected from FY28 onward
• New product breakthrough: HTLS conductor with French partner Epsilon; early mover advantage; margin accretive

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