💙Key Summary of Order Book on the basis of Concall💙

#Tril - 2582 Cr.
#TejasNetwork - 2800 Cr.
#Rajoo Engineers - 140 Cr.
#Elecon Engineering - 796 Cr.
#SWSOLAR - inflows of 25000 Cr. in FY25

Transformers and Rectifiers

Company has been awarded total orders of Rs. 148 Crores

#TRIL

Transformers & Rectifiers
Strong commentary by management 🔥

Expecting Rs 3,000 Cr of order inflows in FY25

Guidance of 2,000 Cr of revenue in FY25
FY24 rev - 1291 Cr

EBITDA margin would be 14% 🔥
FY24 Margin - 10%

Expansion is underway in distributor, solar, and green hydrogen transformers

300 Cr to be spent on capex this year

Targeting 25% exports in FY25
Exports were 12%–13% of the rev in FY24

#TRIL #StockMarket #stockmarketsindia

Transformers and Rectifiers

Company has secured orders for manufacturing of Transformers and Reactors and its related work from Power Grid Corporation

Total order Value - ₹565 Crore

#TRIL #StockMarket

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