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Insiderpedia by Afaque Ali Profile picture
Insiderpedia by Afaque Ali
@insiderpedia
We help investors invest with clarity and discipline. SEBI RA: INH000015011 Sharing education on X, not recommendations. https://t.co/CMSBjVSTDj
Feb 14 • 22 tweets • 4 min read
📌 Transrail Lighting Ltd: ₹18,216 Cr order book (incl L1) + Net debt down to ₹463 Cr + 27%+ revenue guidance.

T&D execution machine or Bangladesh exit risk? Breaking down Q3FY26 concall 👇

A detailed thread 🧵

CMP: ₹555 | Market Cap: ₹7,452 Cr | PE: 16x 📊 9M FY26 Performance:

- Revenue: ₹5,017 Cr (↑9% YoY for 9M)
- T&D focus: ~90% of revenue
- Other segments: Civil, railways, pole business

This is where it gets interesting. Strong execution despite monsoon headwinds.