Transformers & Rectifiers (TARIL) Q4 FY25 and FY25
Revenue
YoY: 676cr vs 513cr (up by 31.94%)
QoQ: 676cr vs 559cr (up by 20.94%)
Annual Revenue: 2019cr (+55.98%)
Operating Profit
YoY: 131cr vs 72cr (up by 83.27%)
QoQ: 131cr vs 85cr (up by 54.77%)
Annual EBITDA: 330cr (+146.21%)
Operating Margins
YoY: 19% vs 14%
QoQ: 19% vs 15%
FY25 Margin: 16.34% (vs guidance of 15-16%)
Net Profit
YoY: 94cr vs 40cr (up by 135.84%)
QoQ: 94cr vs 55cr (up by 72%)
FY25 PAT: 214 Cr (+381.51%)
EPS
YoY: 3.17 vs 1.46 (growth of 117.12%)
QoQ: 3.17 vs 1.85 (growth of 71.35%)
FY25 EPS: 7.21 (+339.63%)
Management Delivered:
Revenue guidance of ?2000 Cr for FY25: Achieved
EBITDA Margin guidance of 15-16%: Achieved (16%)
1. The company's order book as on March 31, 2025 stands at Rs. 5132cr.
2. As on March 31, 2025, the company's unexecuted order book stands at Rs. 2144cr, with an order inflow of Rs. 4504cr.
3. The company has orders in the pipeline of Rs. 22,000+ crores.
4. Phase 1 of 15,000 MVA capacity to begin commercial production from May 2025.
5. FY24-25 marks Phase 1 of the journey to US$1 Billion revenue in 3 years.
6. EHV transformer capacity to increase by 22,000 MVA; production starts Feb 2026.
7. Total capacity to exceed 75,000 MVA post-expansion.
8. Rs. 550 Cr Capex planned over next 15 months.
9. 4 new backward integration units under implementation.
10. Aiming for 100% backward integration by Q1 FY26-27.
11. Secured landmark Rs. 740 crore order from GETCO, the company’s largest ever.
12. Received 420kV 3-phase reactor order with ester fluid from Power Grid.
13. Bagged 175MVA EAF transformer order from Arcelor Mittal Mexico.
Above views are of the author and not of the website kindly read disclaimer
