Loading...
Back to narrative

532928: Recent Board Developments And Major Order Win Will Support Future Upside

Robust Orders And Grid Expansion Will Sustain Future Demand

532928 logo
532928
AnalystConsensusTarget
Not Invested
Published 28 Jan 2025

Update shared on 26 Nov 2025

PreviousNext
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-50.0%
7D
18.8%

Narrative Update on Transformers and Rectifiers (India)

Analysts have maintained the fair value estimate for Transformers and Rectifiers (India) at ₹412.5 per share. They cite improvements in revenue growth and profit margins, which offset a slight reduction in the future price-to-earnings ratio.

What's in the News

  • The company has secured an order worth INR 1,034.5 million from Gujarat Energy Transmission Corporation Limited to manufacture and deliver 54 various types of transformers by the next financial year (Key Developments).
  • The Board of Directors held a meeting on November 8, 2025 to consider and approve the unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025 (Key Developments).
  • The company has appointed Mr. Ajay Shriram Patil as an Additional Independent Director for a five-year term, pending shareholder and other necessary approvals (Key Developments).
  • Mr. Chanchal S S Rajora, previously CFO and Advisor to the Board, has been elevated to the position of Director Finance with immediate effect (Key Developments).

Valuation Changes

  • Fair Value Estimate remains unchanged at ₹412.5 per share.
  • Discount Rate has decreased marginally from 16.41% to 16.22%.
  • Revenue Growth projection has risen from 28.94% to 30.72%.
  • Net Profit Margin forecast has improved slightly from 9.76% to 9.85%.
  • Future P/E Ratio expectation has declined from 43.14x to 40.34x.

Have other thoughts on Transformers and Rectifiers (India)?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.