Transformer stock jumps 5% after reporting 224% YoY increase in net profit in Q1

Synopsis:
TARIL reported Rs. 529.3 crore revenue in Q1 FY26, up 64 percent YoY. Net profit rose 224 percent YoY. EBITDA doubled, margins improved. Order book at Rs. 5,246 crore; FY26 revenue target remains on track.

During Friday’s trading session, shares of a prominent player in the manufacturing of transformers & reactors in India moved up by nearly 5 percent on BSE, after the company reported results for Q1 FY26 with a net profit growth of around 224 percent YoY.

At 02:59 p.m., the shares of Transformers and Rectifiers (India) Limited were trading in the green at Rs. 513.75 on BSE, up by around 0.6 percent, as against its previous closing price of Rs. 510.8, with a market cap of Rs. 15,368.5 crores. The stock has delivered positive returns of around 40 percent in the last one year, and has gained by over 8 percent in the last one month.

What’s the News

According to the latest regulatory filings on the stock exchanges, Transformers and Rectifiers (India) Limited announced the financial results for Q1 FY26 on Friday during market hours.

For Q1 FY26, TARIL reported a consolidated revenue from operations of Rs. 529.3 crores, marking around a 22 percent QoQ decline compared to Rs. 676.5 crores in Q4 FY25, but a year-on-year increase of about 64 percent from Rs. 322 crores recorded in Q1 FY25.

Net profit for the quarter stood at Rs. 67.5 crore, showing a 28 percent QoQ decline from Rs. 94.2 crore, but a robust 224 percent YoY growth compared to Rs. 20.8 crore in Q1 FY25. Meanwhile, the PAT Margin improved by 586 bps from 6.4 percent in Q1 FY25 to 12.26 percent in Q1 FY26,

At the operating level, EBITDA stood at Rs. 108.5 crores during Q1 FY26, improving by 135 percent YoY from Rs. 46.2 crores in Q1 FY25, while the EBITDA Margins improved by 556 bps to 19.74 percent from 14.18 percent, over the same period.

As of 30th June, the company’s order book stood at Rs. 5,246 crores, with new order inflows of Rs. 665 crores and inquiries under negotiation of more than Rs. 18,000 crores. Strong growth continues in the order pipeline, driven by demand from the utilities, infrastructure, and industrial sectors. Further, the revenue target for FY26 remains intact.

Transformers and Rectifiers (India) Limited (TARIL) is engaged in the business of manufacturing power, furnace and rectifier transformers. It offers a wide range of transformers, including power transformers, distribution transformers, furnace transformers, rectifier (duty) transformers, custom-designed transformers and shunt reactors, with applications in the power transmission and distribution sector and other industrial sectors.

Written by Shivani Singh

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