Transformer Stock Jumps 7% After Securing Order Worth Over ₹1,000 Cr from Power Grid

Synopsis: The share of this company surged after securing a large transformer order from a leading power utility, lifting its Rs 5,005 crore order book and strengthening future growth visibility.

The share of this company, which is one of India’s most prominent transformer manufacturers, providing innovative solutions for more than four decades, gained focus after a significant order.

With a market capitalization of Rs 10,551 crore, Transformers & Rectifiers India Ltd‘s share on Tuesday made a day high of Rs 356.30 per share, up by 7 percent from its previous day’s close price of Rs 332.90 per share. The share of the company gave a negative return of 29 percent in the last year.

Significant Order

Transformers & Rectifiers India Ltd has received a major order from Power Grid Corporation of India Limited (PGCIL), a domestic entity, for manufacturing transformers of various ratings along with associated work. The contract will be executed as per the Notice of Award (NOA) terms and conditions, covering complete supply and execution requirements.

The order is classified as an Ultra Mega Order, with a value of over Rs 1,000 crore. It is scheduled to be executed over the next 30 months, including phased delivery timelines. The deal is part of the normal course of business and is not a related party transaction, and the promoter group has no interest in the awarding entity.

This order will add to the company’s order book, which stood at Rs 5,005 crore as of 31st March, 2026. The company also reported order inflows of Rs 244 crore in Q4 FY26 and Rs 2,374 crore in FY26, while inquiries under negotiation remain strong at over Rs 23,000 crore, supporting a healthy pipeline ahead.

About the Company

Transformers & Rectifiers (India) Limited (TARIL) is one of the most prominent transformer manufacturers, providing innovative solutions for more than four decades. Based in Ahmedabad, TARIL was set up in 1981 and has become a reliable company among the industry’s top transformer manufacturing companies with 18,000+ installations worldwide.

Financial Highlights: The revenue from operations grew by 16 percent to Rs 783 crore in Q4 FY26 from Rs 676 crore in Q4 FY25, and EBIDT decreased by 10 percent to Rs 118 crore in Q4 FY26 from Rs 131 crore in Q4 FY25. This was accompanied by a net profit decrease of 3 percent to Rs 91.4 crore in Q4 FY26 from Rs 94.2 crore in Q4 FY25, resulting in an EPS decrease of 5 percent to Rs 2.97 per share in Q4 FY26 from Rs 3.14 per share in Q4 FY25.

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