Transrail Lighting Share Price Hits 4-Month High After ₹534 Crore Order Win

Market Performance

Transrail Lighting's share price witnessed a strong rally on June 3, jumping 6% during early trade. The stock surged to a 4-month high of ₹674, driven by a significant order announcement.

This highlights a notable rebound for the stock, which had faced a downturn in the months following its initial public offering in December 2024. Notably, Transrail Lighting's share price had been under pressure for five straight months, including its debut month.

However, the sentiment shifted in May 2025, with the stock registering a 32% gain over the month. At current levels, it trades 15.3% higher than its listing price of ₹585.15 on the BSE and ₹590 on the NSE.

Main News

The latest rally in Transrail Lighting's share price follows the company's securing of fresh orders worth ₹534 Crore across domestic and international markets, including its largest substation project in Africa.

This order win, disclosed in a regulatory filing on Monday, signals strong momentum in the company's core Transmission & Distribution (T&D) segment, which continues to drive business growth.

The company has already crossed ₹1,600 Crore in order intake for FY26, reflecting a strong start to the new financial year.

Company Details

Transrail Lighting is a prominent EPC player in the power infrastructure space, specializing in:

• Transmission & Distribution
• Railways
• Civil infrastructure
• Poles & lighting solutions

It operates across 58 countries and has completed over 200 projects in the transmission and distribution (T&D) space.

The company handles complete project execution, from workforce deployment to supplying self-manufactured materials, reinforcing its robust execution capabilities.

Financial Highlights

Revenue

• Q4 FY25: ₹1,946.02 Crore (up 40% YoY)
• FY25 Total: ₹5,307.75 Crore (up 30% from ₹4,076.52 Crore in FY24)

Net Profit

• Q4 FY25: ₹126.57 crore (up 27% from ₹99.72 crore in Q4 FY24)
• FY25 Total: ₹327 crore (up over 40% from ₹233 crore in FY24)

Order Intake and Backlog

• Q4 FY25 Orders: ₹4,965 Crore
• FY25 Total Orders: ₹9,680 Crore
• Unexecuted Order Book (as of March 31, 2025): ₹14,551 Crore (up 44% YoY)

Summary

Robust order inflows and strong financial performance fuel the recent spike in Transrail Lighting's share price. With a ₹534 Crore order win, a growing international presence, and rising operational revenues, the company has reignited investor interest.

The stock's recent upward trajectory, supported by a healthy order book and consistent earnings growth, is a testament to its strategic focus on the transmission and distribution segment.