The shares of leading transformer manufacturer hit a 5 percent upper circuit after the company’s net profit and revenue soared by 129 percent and 32 percent, respectively, in Q4FY25.
Price Movement
With a market capitalization of Rs 14,820.69 crore, the shares of Transformers and Rectifiers (India) Ltd closed at Rs 493.75 per share, increased around 5 percent as compared to the previous closing price of Rs 470.25 apiece.
Reason for Rise
The shares of the company have seen positive movement after Transformers and Rectifiers (India) Ltd reported positive results in Q4FY25, revenue increased by 21 percent on a quarter-on-quarter basis from Rs. 559 crore in Q3FY25 to Rs. 676 crore in Q4FY25. Further, revenue zoomed by 32 percent year on year, from Rs 512 crore in Q4FY24 to Rs 676 crore in Q4FY25.
The company’s net profit increased by 70 percent on a quarter-on-quarter basis, from Rs. 55 crore in Q3FY25 to Rs. 94 crore in Q4FY25. Further, net profit magnified significantly by 129 percent year on year from Rs 41 crore in Q4FY24 to Rs 94 crore in Q4FY25.
The company posted a strong FY24-25 performance, with revenue surging 56 percent from Rs 1,294 crore to Rs 2,019 crore. Net profit jumped 359 percent, rising from Rs 47 crore to Rs 216 crore, reflecting robust growth and improved profitability over the previous financial year.
Order Book
As of 31st March, the company reported an order book of Rs 5,132 crores, Q4 order inflow of Rs 2,144 crores, and FY25 order inflow of Rs 4,504 crores. Additionally, inquiries under negotiation exceed Rs 22,000 crores, indicating a strong pipeline and robust business momentum going forward.
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New Development
The company will begin Phase 1 of its 15,000 MVA capacity addition in May 2025, targeting $1 billion in revenue in three years. With a further 22,000 MVA EHV transformer expansion by Feb 2026, total capacity will exceed 75,000 MVA. A capex of Rs. 550 crore and full backward integration are planned by Q1 FY27.
Customer Base
Transformers & Rectifiers (India) Ltd. is driving growth through strong relationships with a diverse domestic customer base. Key clients include Power Grid, NTPC, Adani, JSW, Tata Power, Siemens Energy, ReNew Power, SAIL, and Hindustan Zinc, reflecting the company’s trusted presence across power, steel, infrastructure, and renewable energy sectors in India.
Market Position and Outlook
The management is optimistic about growth in the Indian energy sector, driven by infrastructure development opportunities. The company will adopt a selective approach to order inflow, focusing on high-yield and quick payment projects to boost profitability while strategically positioning itself in a growing market.
Company Profile
Transformers and Rectifiers (India) Limited is an India-based company that manufactures power, furnace, and rectifier transformers. The Company is a manufacturer of a range of transformers, which provides to both the domestic and the international market.
Written by Abhishek Singh
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