13-Oct-2026 16:15:38
TRANSFORMERS & RECTIFIERS Q2 FY27: MANAGEMENT REAFFIRMS FY27 GUIDANCE, FOCUSES ON CAPACITY EXPANSION & EXPORT GROWTH
• Management remains confident of achieving FY27 guidance, supported by strong order inflows, improving capacity utilisation and ongoing expansion initiatives. • Current order book provides comfortable revenue visibility, supporting the company's medium-term growth outlook. • Changodar manufacturing expansion expected to enhance production capacity and enable execution of a larger order pipeline. • Company strengthening international customer engagement through its UK subsidiary, particularly across the US and European markets. • Entry into the nuclear power sector through NPCIL's Kaiga Units 5 & 6 project opens opportunities in a high-value infrastructure segment. • Recent orders from Damodar Valley Corporation and Gujarat Energy Transmission Corporation Limited (GETCO) reinforce demand for its engineering and manufacturing capabilities. • Management continues to invest in technology, capacity enhancement and backward integration to improve competitiveness and support long-term growth. • Company expects India's power grid expansion, energy security initiatives and domestic manufacturing investments to create sustained business opportunities.
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