532928 Share Price Performance
₹0
-488.65 (-100.00%)
Price ₹0
Fair Value₹343.00
Share Pricen/a
Narrative Update • Jul 03
Transformers and Rectifiers (India) Limited Stock Price
- 3 Narratives written by author
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- 27 Fair Values set on narratives written by author
532928 Community Narratives
AN
Fair Value
·Fair Value ₹343 2.6% undervalued intrinsic discount
Robust Orders And Grid Expansion Will Sustain Future Demand
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Fair Value
·Fair Value ₹291 14.8% overvalued intrinsic discount
Power Grid Expansion And Backward Integration Will Eventually Outweigh Execution And Margin Risks
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1users have followed this narrative
AN
Fair Value
·Fair Value ₹491 32.0% undervalued intrinsic discount
Multi Year Utility Order Book And Capacity Expansion Will Transform Long Term Prospects
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Power Grid Expansion And Backward Integration Will Eventually Outweigh Execution And Margin Risks
Transformers and Rectifiers (India) rides a wave of power grid build-outs, but near-term results can stay bumpy as weather, job-site readiness, and factory ramp-ups delay deliveries and squeeze costs. The bigger question is whether its push to make more key parts in-house can finally smooth supply shocks and lift profitability, or if execution and customer concentration keep progress uneven.Read more
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₹291
14.8% overvalued intrinsic discount
Fair Value
Revenue
21.94% p.a.
Profit Margin
9.33%
Future PE
29.4x
Price in 2029
₹456.11
Robust Orders And Grid Expansion Will Sustain Future Demand
Transformers and Rectifiers (India) is riding a wave of new work as India upgrades its power grid, giving it a clearer path to keep factories busy and push into more specialised products. But slow customer payments, heavy reliance on government-led projects, and rising competition could still squeeze cash flow and limit how much growth really shows up in profits.Read more
AN
₹343
2.6% undervalued intrinsic discount
Fair Value
Revenue
22% p.a.
Profit Margin
9.56%
Future PE
33.82x
Price in 2029
₹538.43
Multi Year Utility Order Book And Capacity Expansion Will Transform Long Term Prospects
Catalysts About Transformers and Rectifiers (India) Transformers and Rectifiers (India) manufactures power and special duty transformers for utilities, industrial customers and export markets. What are the underlying business or industry changes driving this perspective?Read more
AN
₹491
32.0% undervalued intrinsic discount
Fair Value
Revenue
34.25% p.a.
Profit Margin
10.06%
Future PE
43.53x
Price in 2029
₹786.75
Trending Discussion
Recently Updated Narratives
AN
532928: Order Book Strength Will Likely Not Justify Current Pricing
Fair Value: ₹291 14.8% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
532928: Export Order And Dividend Will Shape A Balanced Long Term View
Fair Value: ₹343 2.6% undervalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
Multi Year Utility Order Book And Capacity Expansion Will Transform Long Term Prospects
Fair Value: ₹491 32.0% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Transformers and Rectifiers (India) Limited Key Details
About 532928
- Founded
- 1981
- Employees
- 553
- CEO
- WebsiteView website
Transformers and Rectifiers (India) Limited, together with its subsidiaries, manufactures and sells transformers in India. The company provides power transformers, such as generator transformers, unit and station auxiliary transformers, small and medium power transformers, and trackside transformers for railways; and rectifier transformers, including 6 and 12/24 pulse transformers with IPT, as well as transformers for bridge construction. It offers distribution transformers, including energy efficient transformers, transformers with packaged substations, copper and aluminium wounds, hermitically sealed type transformers, and transformers with corrugated cooling fins. In addition, the company provides furnace transformers consisting of electric arc furnace and submerged arc furnace transformers, ladle refining furnace transformers, induction furnace transformers, and DC arc furnace transformers; specialty transformers, including testing and earthing transformers and transformers having multiple secondaries; and shunt and series reactors. It exports its products. The company was formerly known as Triveni Electric Company Limited and changed its name to Transformers and Rectifiers (India) Limited in March 1995. Transformers and Rectifiers (India) Limited was founded in 1981 and is based in Ahmedabad, India.
Recent 532928 News & Updates
Narrative Update • Jun 19
532928: Export Order And Dividend Will Shape A Balanced Long Term View
Analysts have kept their fair value estimate for Transformers and Rectifiers (India) steady at ₹343, while making small tweaks to inputs such as the discount rate and assumed future P/E that fine tune but do not meaningfully alter their overall valuation view. What's in the News for Transformers and Rectifiers (India) Secured an export order worth US$16,258,352 (approximately ₹1,500 million) from PDC AK LPIV, LLC for manufacturing and supplying 5 transformers, with deliveries scheduled by mid 2027.Narrative Update • Jun 04
