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TARIL Bags International Export Order Worth Rs. 150 Crore for 5 Transformers
Transformers and Rectifiers (India) Limited (TARIL) has secured a significant international export order valued at approximately Rs. 150 Crore (USD 16.25 million). The contract, awarded by PDC AK LPIV, LLC, involves the manufacturing and supply of 5 transformers. Scheduled for completion by mid-2027, this order enhances the company's international presence and provides long-term revenue visibility. The transaction is conducted at arm's length with no promoter group involvement.
முக்கிய அம்சங்கள்
Secured export order worth USD 16,258,352, equivalent to approximately Rs. 150 CroreContract involves the manufacturing and related work for 5 transformersExecution and delivery are scheduled to be completed by mid-2027Awarded by international entity PDC AK LPIV, LLC, showcasing TARIL's global competitiveness
👀 கவனிக்க வேண்டியவை
This order win reinforces TARIL's growth trajectory in the high-margin export market; investors should maintain a positive outlook while monitoring execution efficiency.
TARIL FY26 Revenue Up 23% to ₹2,395 Cr; Order Book Hits ₹5,005 Cr
Transformers and Rectifiers (India) Limited (TARIL) reported a strong financial performance for FY26, with annual revenue growing 23% YoY to ₹2,395 crore and PAT increasing 20% to ₹225 crore. The company's unexecuted order book has reached a record ₹5,005 crore, providing high revenue visibility for the next two years. Q4 FY26 also showed steady growth with revenue of ₹752 crore and PAT of ₹77 crore. To support future demand, TARIL has announced a significant ₹600 crore capex plan to be executed over the next 15 months.
முக்கிய அம்சங்கள்
FY26 Revenue from operations grew 23% YoY to ₹2,395 croreFull-year PAT increased 20% YoY to ₹225 crore with EBITDA at ₹370 croreUnexecuted order book stands at ₹5,005 crore as of March 31, 2026Planned capex of ₹600 crore over the next 15 months for capacity expansionStrong inquiry pipeline exceeding ₹23,000 crore across domestic and international markets
👀 கவனிக்க வேண்டியவை
Investors should consider the massive order book and the ₹600 crore capex as strong indicators of future growth in the power transmission space. Monitor the company's ability to maintain margins while scaling up capacity over the next 15 months.
TARIL FY26 Net Profit Rises 20% to ₹225.4 Cr; Recommends ₹0.25 Final Dividend
Transformers And Rectifiers (India) Limited (TARIL) reported a strong financial performance for FY26, with annual revenue from operations growing 22.8% year-on-year to ₹2,395.49 crore. Net profit for the full year increased by 20.2% to ₹225.43 crore, up from ₹187.57 crore in FY25. On the back of these results, the board has recommended a final dividend of ₹0.25 per equity share. Additionally, the company has re-appointed Rajendra S. Shah as an Independent Director for a five-year term starting May 2026.
முக்கிய அம்சங்கள்
Annual Revenue from Operations increased to ₹2,395.49 crore in FY26 from ₹1,950.14 crore in FY25.Net Profit for the full year grew 20.2% YoY to reach ₹225.43 crore.Board recommended a final dividend of ₹0.25 per equity share (25% of face value).Full-year Basic and Diluted EPS improved to ₹7.51 from ₹6.31 in the previous fiscal.Q4 FY26 revenue stood at ₹752.33 crore, representing a 16.2% growth over the same quarter last year.
👀 கவனிக்க வேண்டியவை
The consistent growth in both top-line and bottom-line figures, coupled with a dividend payout, indicates healthy operational momentum. Investors should maintain a positive outlook on the stock, focusing on the company's ability to scale in the power infrastructure segment.
TARIL Appoints Mehul Shah as CFO; Outgoing CFO Chanchal Rajora to Continue as Director (Finance)
Transformers And Rectifiers (India) Limited (TARIL) has announced a leadership transition in its finance department effective March 05, 2026. Mr. Mehul Shah, a Chartered Accountant with over 26 years of experience across major firms like Adani and Reliance, has been appointed as the new Chief Financial Officer. The outgoing CFO, Mr. Chanchal S. S. Rajora, will continue to serve the company as Director (Finance) and Senior Management Personnel, ensuring continuity. This move appears to be a planned succession rather than an abrupt exit, as the outgoing CFO remains within the organization.
முக்கிய அம்சங்கள்
Appointment of Mr. Mehul Shah as CFO effective March 05, 2026, following a board meeting held on the same day.New CFO Mehul Shah brings over 26 years of experience from reputed organizations including Adani Enterprises and Nirma Limited.Outgoing CFO Mr. Chanchal S. S. Rajora transitions to the role of Director (Finance) and remains a Senior Management Personnel.The company confirmed there are no material reasons for the resignation of the outgoing CFO from his specific KMP post.The board meeting concluded within 80 minutes, approving the transition as per the Nomination and Remuneration Committee's advice.
👀 கவனிக்க வேண்டியவை
Investors should view this as a stable leadership transition since the outgoing CFO is staying with the company in a senior capacity. No immediate action is required, but monitor if the new CFO introduces any changes to financial strategy or reporting.
TARIL to Meet Top Institutional Investors at Nuvama India Conference
Transformers And Rectifiers (India) Limited (TARIL) has scheduled a series of high-profile investor meetings on February 11, 2026, at the Nuvama India Conference in Mumbai. The company will engage in one-on-one sessions with major global firms including Goldman Sachs Asset Management, Fidelity Management and Research, and William Blair. Additionally, two large group meetings are scheduled with over 40 institutional participants such as ICICI Prudential, Nippon Life, and Tata Asset Management. While the company stated no new price-sensitive information will be shared, the extensive list of participants indicates strong institutional interest in the stock.
முக்கிய அம்சங்கள்
Scheduled 1-on-1 meetings with 4 major global entities: William Blair, Goldman Sachs, Miras Investments, and Fidelity.Participation in two large-scale group meetings involving over 40 domestic and international institutional investors.Key domestic participants include ICICI Prudential AMC, Nippon Life Insurance, Invesco Mutual Fund, and Motilal Oswal AMC.The conference is organized by Nuvama Institutional Equities and held at Grand Hyatt, Mumbai on February 11, 2026.Company confirms that no unpublished price sensitive information (UPSI) or formal presentations will be shared.
👀 கவனிக்க வேண்டியவை
Investors should monitor for any subsequent analyst reports or rating changes that often follow such large-scale institutional interactions. The high level of interest from top-tier global and domestic funds suggests strong market confidence in TARIL's growth trajectory.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
TARIL Q3 FY26: Revenue hits ₹737 Cr, EBITDA margin at 16.2% with ₹8,000 Cr order book target
Transformers And Rectifiers (India) Limited reported a strong Q3 FY26 with consolidated revenue reaching ₹737 crores and a robust EBITDA margin of 16.19%. The company maintained its full-year FY26 guidance of ₹2,600 crores in revenue with margins between 16-17%, supported by a current order book of ₹5,500 crores. A significant strategic milestone was achieved as TARIL became the first Indian origin company to receive an HVDC repair order from PowerGrid, enhancing its technological profile.
முக்கிய அம்சங்கள்
Consolidated revenue for Q3 FY26 stood at ₹737 crores with a PAT of ₹76 crores.EBITDA margins expanded to 16.19% due to better operating leverage and execution of high-margin projects.Order book currently stands at ₹5,500 crores, with management targeting ₹8,000 crores by the end of the fiscal year.Six backward integration facilities are under development, with the CTC plant and Press Board facility slated for FY27 commissioning.The company is targeting a long-term revenue goal of $1 billion (₹8,000 crores) by FY28-29.
👀 கவனிக்க வேண்டியவை
Investors should view the margin expansion and the entry into the high-tech HVDC segment as strong positive indicators of long-term value creation. Monitor the timely commissioning of backward integration plants in FY27 as they are critical for maintaining the 16%+ EBITDA margin trajectory.
TARIL CEO Mukul Srivastava Resigns Effective January 7, 2026
Transformers And Rectifiers (India) Limited (TARIL) has announced the resignation of Mr. Mukul Srivastava from the position of Chief Executive Officer (CEO). The resignation, cited due to personal circumstances, became effective at the close of business hours on January 7, 2026. Mr. Srivastava had submitted his resignation letter earlier on November 18, 2025, allowing for a transition period. Investors should now look for the company's announcement regarding a successor to lead the executive team.
முக்கிய அம்சங்கள்
Mr. Mukul Srivastava resigned as CEO effective from the close of business hours on January 7, 2026.The resignation letter was originally dated November 18, 2025, indicating a planned exit.The reason provided for the departure is personal circumstances.The company officially notified the stock exchanges on January 8, 2026, following the effective date.
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's upcoming announcements for the appointment of a new CEO to ensure leadership continuity. Evaluate if the change in top management impacts the company's ongoing expansion plans or operational efficiency.
TARIL Q3 FY26 Results: PAT Up 37% YoY to ₹76 Cr; Order Book Reaches ₹5,450 Cr
Transformers And Rectifiers (India) Limited (TARIL) reported a strong Q3 FY26 performance with consolidated revenue growing 32% YoY to ₹736.76 crore. Profit After Tax (PAT) increased by 37% to ₹76 crore, driven by improved operational efficiencies and a higher EBITDA margin of 17.54%. The company's unexecuted order book remains robust at ₹5,450 crore, supported by a massive inquiry pipeline exceeding ₹16,500 crore. Management has reiterated a confident revenue target of ₹2,600 crore for the full financial year 2025-26.
முக்கிய அம்சங்கள்
Consolidated Revenue increased 32% YoY to ₹736.76 Cr, while PAT rose 37% YoY to ₹76 Cr.EBITDA margins expanded to 17.54% from 16.76% in the previous year's quarter.Unexecuted Order Book stands at ₹5,450 Cr with new order inflows of ₹665 Cr during Q3.Massive inquiry pipeline of ₹16,500+ Cr indicates strong future demand in power and industrial sectors.Successfully entered the HVDC transformer landscape and exported a record-breaking 220/253 MVA EAF transformer.
👀 கவனிக்க வேண்டியவை
Investors should take note of the significant margin expansion and the massive inquiry pipeline which provides high revenue visibility. The company's successful entry into high-value HVDC and export markets suggests a transition toward higher-margin specialized products.
TARIL Q3 Net Profit Jumps 40% YoY to ₹71 Cr; MD Satyen Mamtora Appointed as CEO
Transformers And Rectifiers (India) Ltd (TARIL) reported a strong financial performance for the quarter ended December 31, 2025, with standalone revenue rising 29% YoY to ₹704.21 crore. Net profit surged 40.6% YoY to ₹71.03 crore, while sequential growth was even more impressive, with profits rising over 300% from ₹16.80 crore in Q2 FY26. The company also announced that Managing Director Satyen J. Mamtora will take on the additional role of CEO following the resignation of Mukul Srivastava. Despite higher employee costs due to ESOPs and new labor code adjustments, the company maintained robust profitability.
முக்கிய அம்சங்கள்
Standalone Revenue from Operations grew 29% YoY to ₹704.21 crore in Q3 FY26.Net Profit increased by 40.6% YoY to ₹71.03 crore from ₹50.51 crore in Q3 FY25.Sequential Net Profit saw a massive jump of 322% compared to ₹16.80 crore in Q2 FY26.CEO Mukul Srivastava resigned effective Jan 7, 2026; MD Satyen J. Mamtora appointed as MD & CEO.Recognized ₹2.79 crore as ESOP expense and accounted for gratuity liability under New Labour Codes.
👀 கவனிக்க வேண்டியவை
The strong sequential and year-on-year growth reflects high execution momentum in the power equipment sector. Investors should view the leadership transition as stable since the MD is taking over, but should monitor the impact of rising raw material costs and labor code changes on future margins.
TARIL secures order of ₹53.33 Cr from Power Grid Corporation
Transformers and Rectifiers (India) Limited (TARIL) has secured an order worth ₹53.33 Cr from Power Grid Corporation of India Limited. The order involves repair, erection, testing, and commissioning of a 397 MVA HVDC Converter Transformer. This order positions TARIL as the first Indian origin private sector company to receive such an order, entering a unique club of HVDC transformer manufacturers. The delivery of the transformers is expected by the next financial year.
முக்கிய அம்சங்கள்
Order value: ₹53.33 CrOrder from: Power Grid Corporation of India LimitedInvolves: 397 MVA HVDC Converter TransformerDelivery by: Next financial year
👀 கவனிக்க வேண்டியவை
This order signifies TARIL's entry into the HVDC transformer market, a rapidly growing segment in India. Investors should monitor the company's execution of this order and its ability to secure further HVDC contracts.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
