TRANSRAILL

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Transrail Lighting Limited

Capital GoodsHeavy Electrical EquipmentSmall capSlim edge

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The storyOrder book & capacity

Record order book and doubled capacity anchor the story; momentum just cooled as the latest print softened from prior quarters.

Overall read

6.8/10

Cheap, quality forming

Riding themesTransmission & grid capex

The three reads · this quarter

The standing reads · change less often

Moat

Slim edge

Scale and integration advantages in a competitive EPC market, but low ROIC and limited pricing power constrain moat.

Key variables

4 tracked

lead: Order Book Scaling

Pattern indicates a directional shift in business quality, not just numeric movement.

Walk the talk

Not enough data

as of Q1 FY27

TRANSRAILL

Track this name

Transrail Lighting Limited

Capital GoodsHeavy Electrical EquipmentSmall cap

Track this name

The storyOrder book & capacity

Record order book and doubled capacity anchor the story; momentum just cooled as the latest print softened from prior quarters.

Overall read

6.8/10

Cheap, quality forming

The three reads · this quarter

TRANSRAILL

Track this name

Transrail Lighting Limited

Capital GoodsHeavy Electrical EquipmentSmall capSlim edge

Track this name

The storyOrder book & capacity

Record order book and doubled capacity anchor the story; momentum just cooled as the latest print softened from prior quarters.

Overall read

6.8/10

Cheap, quality forming

Where it sits

#32/146TOP 22%

Where it sits

The three reads · this quarter

Moat

Slim edge

Scale and integration advantages in a competitive EPC market, but low ROIC and limited pricing power constrain moat.

Key variables

4 tracked

lead: Order Book Scaling

Pattern indicates a directional shift in business quality, not just numeric movement.

Walk the talk

Not enough data

as of Q1 FY27

Growth readModeratebase 20-22% · Rank 63/100

Strong order book of INR 16,035 crore provides 2+ years revenue visibility.

bear <15%base 20-22%bull >25%

7.9CHEAP

Valuation readUndervaluedpriced 2 days ago

In line with its own history, and the price assumes less growth than even our downside case.

P/E vs own history · in-lineEV/EBITDA vs own history · in-line