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Transformers and Rectifiers (India) Limited Stock Price

BSE:532928 Community·₹89.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 30 Fair Values set on narratives written by author

532928 Share Price Performance

₹298.30
-200.50 (-40.20%)
₹443.00
Fair Value
₹298.30
-200.50 (-40.20%)
32.7% undervalued intrinsic discount
₹443.00
Fair Value
Price ₹298.30
AnalystHighTarget ₹443.00
AnalystConsensusTarget ₹343.00
AnalystLowTarget ₹291.00

532928 Community Narratives

·
Fair Value ₹443 32.7% undervalued intrinsic discount

Multi Year Utility Order Book And Capacity Expansion Will Transform Long Term Prospects

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·
Fair Value ₹343 13.0% undervalued intrinsic discount

Robust Orders And Grid Expansion Will Sustain Future Demand

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·
Fair Value ₹291 2.5% overvalued intrinsic discount

Power Grid Expansion And Backward Integration Will Eventually Outweigh Execution And Margin Risks

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Trending Discussion

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Updated Narratives

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532928: Ultra Mega Orders Will Support Earnings Visibility Despite Revised Assumptions

Fair Value: ₹443 32.7% undervalued intrinsic discount
1 users have set this as their fair value
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532928: Order Book Strength Will Likely Not Justify Current Pricing

Fair Value: ₹291 2.5% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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532928: Export Order And Dividend Will Shape A Balanced Long Term View

Fair Value: ₹343 13.0% undervalued intrinsic discount
15 users have set this as their fair value
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Snowflake Analysis

High growth potential with excellent balance sheet.

0 Risks
1 Reward

Transformers and Rectifiers (India) Limited Key Details

₹25.5b

Revenue

₹17.4b

Cost of Revenue

₹8.1b

Gross Profit

₹5.5b

Other Expenses

₹2.6b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
8.61
31.88%
10.13%
29.6%
View Full Analysis

About 532928

Founded
1981
Employees
553
CEO
Satyen Mamtora
WebsiteView website
www.transformerindia.com

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 Jul 17

532928: Ultra Mega Orders Will Support Earnings Visibility Despite Revised Assumptions

Analysts have trimmed their fair value estimate for Transformers and Rectifiers (India) to ₹443 from ₹491, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. What's in the News Transformers and Rectifiers (India) has received Notifications of Awards from Power Grid Corporation of India Limited for manufacturing transformers of various ratings and associated work, categorized as an ultra mega order valued at ₹1,000 Cr or above, with delivery scheduled over the next 30 months.

Recent updates

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