Transformers and Rectifiers
#TRIL
#TARIL

Record Q2FY25 👏

Highest ever Q2 in company's history in terms of revenue, EBITDA, PBT and PAT

Significant margin expansion QoQ and YoY 🔥

Rev at 461cr vs 257cr
Q1 at 322cr

EBITDA at 81cr vs 21cr
Q1 at 46cr

OPM at 17.1% vs 8%
Q1 at 14.18%

PBT at 64cr vs 3cr
Q1 at 27cr

PAT at 46cr vs 2cr
Q1 at 21cr

Guidance:
FY25
To do 2000cr revenue with 14-15% OPM conservat5

FY26:
Revenue guidance of 3500cr with 150bps margin expansion

Optimistic about 5000cr revenue by FY27 with 18-19% OPM

Tailwinds are strong for the sector

Unexecuted Orderbook at 3500cr
New order inflows during Q2 at 1031cr

18500cr worth of inquiries under negotiation

New capacity:
15,000 MBA will start from Jan 2025

Trial run for fully automated radiators manufacturing facility upto 765 kV started

1. 500GW Renewable Energy total capacity by 2030 and 600GW by 2032

2. Transmission plan interconnects multiple countries like Nepal, Bhutan, Myanmar, Bangladesh, Sri Lanka, Saudi Arabia, UAE etc.

3. Transmission plan highlight new technology options (In Power & Instrumentation Gujurat concall management constantly highlighted they have superior tech in the market)

4. And as highlighted earlier, massive investment of 9.15 lakh crore required by year 2032

#PIGL #Skipper #VivianaPower #GenusPower #HplElectric #TARIL #Shilchar #WaareeRenewable #WaareeTech #WaareeEnergies #OrianaPower

Transformers and Rectifiers
#TARIL

Blockbuster Q3FY25🔥

Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥

Solid QoQ uptick
Exponential YoY growth

Rev at 559cr vs 369cr
Q2 at 461cr

PBT at 74cr vs 21cr
Q2 at 64cr

PAT at 55cr vs 15cr
Q2 at 45cr

Other income at 9cr vs 12cr
Q2 at 12cr

1:1 bonus

QIP of 750cr