Transformers & Rectifiers (India) Ltd (NSE:TARIL)

Q1 2026 Transformers and Rectifiers (India) Ltd Earnings Call Transcript

Aug 1, 2025 / 10:30 AM GMT

Release Date Price: ₹515.05 (+0.75%)

Transcript

Key Points

Positve

Transformers & Rectifiers (India) Ltd (BOM:532928) recorded a total order inflow of 665 crore, reflecting strong market position and customer confidence.
The company secured its largest export order valued at USD 16.65 million from Botswana, highlighting its growing international presence.
Revenue from operations stood at ₹510 crore, marking a 64% year-on-year growth.
EBITDA increased by 127% year-on-year to ₹97 crore, driven by scale benefits and improved cost efficiencies.
The company is on track to achieve its long-term goal of USD 1 billion in revenue over the next three financial years.

Negative

Trade receivables include non-current assets, such as retention money, which may take 12 to 15 months to collect.
The company faces competition from new players entering the high voltage transformer market.
Order inflow showed a 5% decline year-on-year, raising concerns about market share.
The company is still in the R&D stage for green hydrogen transformers, indicating potential delays in market entry.
Capacity utilization was at 65% last year, with a target to reach 85-90%, indicating underutilization of current capacity.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TRNF.NS - Transformers and Rectifiers (India) Ltd
Q1 2026 Transformers and Rectifiers (India) Ltd Earnings Call
Aug 01, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Transformers and Rectifiers India Limited Q1 and FI 26 earnings conference call hosted by Anti Stockbroking Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please take down an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Trendra Dewari from Anticstruck. Okay.

Thank you and over to you, so.

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