Transrail Lighting TRANSRAILL
Transmission EPC company that also makes its own towers, conductors and poles; listed in Dec 2024
Mapped in 1 theme: Power Transmission & Grid.
Where Transrail Lighting sits in the supply chain
Transrail Lighting appears in 2 supply-chain layers in one theme, Power Transmission & Grid.
Power Transmission & Grid › Conductors & line hardware
Direct supplierOther companies in this layer
Power Transmission & Grid › Towers & line EPC
Direct supplierOther companies in this layer
Revenue and profit
| ₹ Cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 2,338 | 3,152 | 4,077 | 5,308 | 6,880 |
| Net profit | 65 | 108 | 233 | 329 | 404 |
Latest-year revenue ₹6,880 Cr (FY26, company-wide).
Strengths
- FY26 order inflow above ₹8,500 Cr; power T&D is ~90% of the order book
- Backward-integrated: tower, conductor and pole plants plus EPC
- Tripling tower capacity to ~1.96 lakh tonnes a year (company plan)
Risks
- Smaller and newer to public markets than KEC and Kalpataru
- Africa and Middle East projects carry country and payment risk
- Working capital and bank-guarantee needs rise with the order book
Common questions
What does Transrail Lighting do?
Transmission EPC company that also makes its own towers, conductors and poles; listed in Dec 2024.
Where does Transrail Lighting sit in the supply chain?
Transrail Lighting (NSE: TRANSRAILL) is mapped in 2 supply-chain layers: Conductors & line hardware (Power Transmission & Grid) and Towers & line EPC (Power Transmission & Grid).
Who are Transrail Lighting's peers?
In the Towers & line EPC layer of Power Transmission & Grid: KEC International, Kalpataru Projects International, Larsen & Toubro, Skipper and Bajel Projects.
What is Transrail Lighting's market cap and valuation?
As of 6 Nov 2026: market cap ₹5,919 Cr, P/E 13.7x, ROCE 33.6%, ROE 20.0%, dividend yield 0.68%.