₹15,117 Cr Order Book: Power stock jumps 5% after securing ₹527 Cr order from MENA and Africa

Synopsis: Transrail Lighting jumped sharply after securing new orders worth Rs 527 crore across the MENA and Africa region, taking its total order inflow for FY26 to Rs 5,637 crore.

The shares of this leading integrated transmission & distribution, and pole manufacturing company are in focus after the company secured a significant order valued at Rs 527 crore. In this article, we will dive more into the details of it.

With a market capitalisation of Rs 6,715 crore, the shares of Transrail Lighting Ltd made a day high of Rs 512.95 per share, up 5.4 percent from its previous day’s closing price of Rs 486.40 per share. In the last one year, the stock has corrected by over 17 percent, as compared to the NIFTY 50’s positive return of 11 percent.

About the order

Transrail Lighting, through a stock exchange filing, announced that it has secured new orders worth Rs 527 crore, expanding its presence in the MENA (Middle East and North Africa region) and Africa, and implementing HTLS re-conductoring projects in India. These deals are from their T&D and Poles & Lighting segments.

With these new orders, Transrail’s order inflows for FY26 have reached Rs 5,637 crore so far. That marks steady growth, both domestically and internationally. The company is showing that it’s not limiting itself to one market or area of expertise. It’s diversifying, and that strategy is delivering results.

Looking forward, Transrail remains optimistic and quoted that their L1 pipeline stands above Rs 2,800 crore, supporting continued growth. Management’s view is that a consistent inflow of new orders and enhanced technical capabilities are positioning the company for further success in the future.

Financial and Other Highlights

Transrail Lighting reported a revenue from operations of Rs 1,561 crore in Q2 FY26, a growth of 43 percent as compared to Rs 1,088 crore in Q2 FY25. However, on a quarter-on-quarter basis, it declined slightly by 6 percent from Rs 1,660 crore.

Regarding its profitability, it reported a net profit of Rs 91 crore in Q2 FY26, a growth of 65 percent as compared to Rs 55 crore in Q2 FY25. However, on a quarter-on-quarter basis, it declined by 14 percent from Rs 106 crore. 

As of Q2 FY26, the company had a robust unexecuted order book of Rs 15,117 crore (46 percent growth YoY) of which 61 percent is sourced from domestic clients and the remaining 39 percent from international clients. Also, coming down to its segmental highlights, it derived 93 percent of its orders from Power T&D, followed by 4 percent from Civil and 1 percent each from Railways and Pole & Lighting.

Transrail Lighting Limited started in 2008 as a public company in Mumbai, India. The company works as an EPC provider in power transmission and distribution. It handles design, testing, manufacturing, supply, erection, and commissioning of projects. This covers lattice towers, conductors, monopoles, substations, and civil works.

Transrail Lighting Limited’s products include galvanised steel towers, aluminium conductors, high mast lighting poles, street poles, stadium masts, telecom towers, and signage structures. Services cover full turnkey solutions for transmission lines, railway electrification, and lighting setups.​

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