Transformers And Rectifiers (India) Ltd.
NSE: TARILTransformers And Rectifiers (India) Ltd.: A 30-second snapshot
TARIL trades at ₹293.55, down 39.15% over 12 months and 49.26% below its 52-week high, sitting below both its 50-DMA (₹324.63) and 200-DMA (₹312.35). Q1FY27 results (reported late July 2026) showed consolidated profit declining 8.66% YoY even as revenue grew 8.1% and the order book rose 26% to a record ₹6,630 crore. Trailing PE of 34.36 is the second-lowest among 6 tracked infrastructure-sector peers, while a quality score of 26/100 ranks last in that same group.
P/E
34.4
Forward P/E
23.1
ROE
—
Debt / Equity
29.59
Profit Margin
+10.1%
Div. Yield
+0.1%
5Y ROE > 15%
2/5
5Y FCF > 0
2/5
Quality
37/100
News
8 headlines · 3 positive · 4 negative
TARIL Q1FY27 revenue rises 8.1%; order book surges 26% to ₹6,630 crore - scanx.trade
scanx.trade
Revenue Miss: Transformers and Rectifiers (India) Limited Fell 7.7% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models - simplywall.st
simplywall.st
Transformers & Rectifiers India Reports Q1 FY27 Revenue Growth; Order Book Hits Record High - Energetica India Magazine
Energetica India Magazine
Transformers And Rectifiers India Shares Fall Over 6% After Q1 Profit Declines - NDTV Profit
NDTV Profit
Transformers & Rectifiers India consolidated net profit declines 8.66% in the June 2026 quarter - Business Standard
Business Standard
Recent context
- ·Q1FY27 results (reported ~July 21-25, 2026) showed consolidated net profit down 8.66% YoY even as revenue rose 8.1% and order book grew 26% to ₹6,630 crore; NDTV Profit reported shares fell over 6% on results day.
- ·News sentiment across the 8 most recent articles is mixed-to-negative (4 negative, 3 positive, 1 neutral); simplywall.st reported the quarter fell 7.7% short of analyst revenue estimates, prompting model revisions.
- ·Mean analyst rating is 3.33 across 3 analysts (1-5 scale, lower = more constructive); the small sample size limits how much weight the consensus figure can carry.
Strengths
- +Order book surged 26% YoY to a record ₹6,630 crore per Q1FY27 disclosures, alongside 8.1% revenue growth for the quarter.
- +Trailing PE of 34.36 is the second-lowest among 6 tracked infrastructure-sector peers, whose PEs range from 32.69 to 109.15.
- +RSI of 35.75 sits in the lower half of its range, approaching the traditional 30-level oversold threshold.
- +Forward PE of 23.10 is well below the trailing PE of 34.36, indicating current-year earnings estimates exceed trailing reported earnings.
Weaknesses
- −Down 39.15% over 12 months and 49.26% below its 52-week high; trades below both the 50-DMA (₹324.63) and 200-DMA (₹312.35) at the current price of ₹293.55.
- −5-year earnings CAGR of -8.5% despite 8.1% revenue CAGR over the same period; ROE exceeded 15% in only 2 of the historical years tracked, and free cash flow was positive in only 2 of those years.
- −Quality score of 26/100 ranks last (6th of 6) among tracked sector peers; consistency score is 59/100, and debt-to-equity (approximately 0.30x) is on a rising trend.
- −4 of the 8 most recent news items carry negative sentiment, concentrated around the Q1FY27 profit decline of 8.66% YoY and a reported revenue miss versus analyst estimates.
Open questions
- ?Does the 26% order-book growth to ₹6,630 crore represent a leading indicator for future revenue, or is near-term profitability being pressured by execution costs on that book?
- ?What is driving the gap between 8.1% revenue growth and a negative 5-year earnings trend — margin compression, interest costs, or one-off items?
- ?With the stock below both its 50-DMA and 200-DMA and RSI near the oversold threshold, what would a sustained reclaim of the 200-DMA (₹312.35) or a further test of support near ₹287.5 suggest about the underlying trend?
- ?How does a quality score of 26/100 (last among 6 tracked peers) reconcile with a trailing PE that is the second-lowest in that same peer group?
Peer comparison: Infrastructure
Ranks 6 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| TARIL | Transformers And Rectifiers (India) Ltd.You're viewing | 34.4 | — | 26 |
| Industry avg | across 5 peers | 70.3 | +29.5% | 47 |
| CUMMINSIND | Cummins India Ltd. | 64.7 | +29.5% | 65 |
| BEL | Bharat Electronics Ltd. | 46.2 | — | 50 |
| ABB | ABB India Ltd. | 98.9 | — | 47 |
| CGPOWER | CG Power and Industrial Solutions Ltd. | 109.2 | — | 38 |
| LT | Larsen & Toubro Ltd. | 32.7 | — | 37 |
Technical state
Current price
₹293.55
SMA 50
₹324.63
SMA 200
₹312.35
RSI (14)
35.8 (neutral)
From 52w high
-49.3%
1Y return
-39.1%
3M return
-8.9%
50-DMA
Below
200-DMA
Below
Algorithmic support levels
Algorithmic resistance levels
Risk flags
- highStock is down 39.15% over the past 12 months and 49.26% below its 52-week high; at the current price of ₹293.55 it trades below both its 50-DMA (₹324.63) and 200-DMA (₹312.35).
- high5-year earnings CAGR of -8.5% contrasts with 8.1% revenue CAGR over the same period; ROE exceeded 15% in only 2 of the historical years tracked, and free cash flow was positive in only 2 of those years.
- mediumQuality score of 26/100 ranks last (6th of 6) among tracked sector peers (BEL 50, ABB 47, CUMMINSIND 65, CGPOWER 38, LT 37); consistency score is 59/100. Debt-to-equity is approximately 0.30x (29.595 Yahoo percentage-scale value divided by 100) and is on a rising trend per historical data.
- medium4 of the 8 most recent news items carry negative sentiment, concentrated around Q1FY27 results in which consolidated net profit declined 8.66% YoY; one headline (NDTV Profit) reported shares fell over 6% on results day, and another (simplywall.st) cited a 7.7% revenue miss versus analyst estimates.
- lowAnalyst coverage consists of only 3 analysts (mean rating 3.33 on a 1-5 scale, lower = more constructive), a small sample limiting the reliability of the consensus figure. priceChange1Y and ROE data are missing for most of the 5 listed sector peers, limiting relative comparison.
Cross-section contradictions
- 5-year revenue CAGR of 8.1% coexists with a 5-year earnings CAGR of -8.5%, indicating costs, margins, or financing charges have absorbed topline growth rather than converting it to profit.
- Order book grew 26% YoY to a record ₹6,630 crore per Q1FY27 disclosures even as the same quarter's consolidated net profit declined 8.66% YoY and shares fell over 6% on results day.
- Forward PE of 23.10 sits well below the trailing PE of 34.36, implying analyst estimates anticipate an earnings recovery, yet the 5-year earnings trend is negative and the most recent quarter showed a profit decline.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 11 Aug 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 31 Jul 2026 · rotates through NIFTY 500 every ~5 days