Transformers And Rectifiers (India)532928Power equipment, transformers
Transformers and Rectifiers India stock surged on huge volumes after strong Q2 results showing sharp growth in order inflow, revenue, EBITDA and PAT, with management reiterating FY27 guidance
By ScoutQuest · · 1 min read
- Order inflow growth YoY
- 97 percent
- Order book growth YoY
- 32 percent
- Order book size
- 7,200 crore rupees
- Bid pipeline
- 21,000 crore rupees
- Win ratio
- 10 to 15 percent
Heard on business television between 14:38:48 - 14:41:48 IST.
- Stock saw its biggest single-day gain since February 2026 and highest volumes since December 2025, almost 8 times the 20-day average, after doubling in 72 sessions.
- Order inflow rose ~97% YoY, order book grew ~32% YoY to around 7,200 crore, with bid pipeline over 21,000 crore and historical win ratio of 10-15%; order timelines are 18-24 months.
- Company entered nuclear power orders which management called repetitive in nature, implying recurring revenue.
- Quarterly revenue grew 60%, EBITDA rose about 2.5x to 130 crore with margins up 620 bps, and PAT rose to 80 crore from 34 crore YoY.
- Management (CEO Satyendra J. Mamtora) reaffirmed FY27 guidance of 25%+ revenue growth, 9-10% PAT margins, said 55-60% of orders are for 400+ kilovoltage (higher margin), backward integration to add 300 bps margin by FY29, raw material cost pass-through via price clauses, working capital target of 110-120 days, and Changodar expansion to take capacity above 75,000 MVA; expects 30-37% order inflow growth in FY27.
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Source: Live TV News Channel · 14 Oct 2026
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