Transformers and Rectifiers share price jumps 14% after Q2 profit surges 135% | What should investors do next?
Transformers and Rectifiers set out an expansion in a quarterly results development for Q2FY27.
· LiveMint Markets
Transformers and Rectifiers shares rose 14% after the company reported a 135% year-on-year increase in Q2FY27 net profit to ₹79.8 crore, including an exceptional gain. Revenue climbed 60.7% to ₹739.4 crore, while EBITDA margin expanded to 17.4%. Its order book grew 32% to ₹7,237 crore.
Key facts
- Period
- Q2FY27
The analysis
Transformers and Rectifiers reported ₹79.8 crore, ₹739.4 crore and ₹7,237 crore for Q2FY27, with movement of 14%, 32% and 135% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -5.5% on the day at ₹298.30, and has returned +1.6% over three months. It sits 34% below its 52-week high, which means a good deal of bad news was already in the price. The power sector has moved -13.2% over the same period, so Transformers and Rectifiers is running 14.8 points ahead of its peers.
This is an Order book / contract win event. Order inflow is the only forward-looking number most capital-goods and infrastructure companies disclose. What matters is execution pace and margin on the book, not the headline value. On the day the stock is -5.5%, so the tape moved decisively on this.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- In focus: Transformers and Rectifiers (TARIL), in Power.
- Over three months: Transformers and Rectifiers +1.6% against Power -13.2% (14.8 points ahead).
- At least 25% below the 52-week high: Transformers and Rectifiers (34%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Transformers and RectifiersTARIL · Power | ₹298.30 | -5.5% | +10.4% | +1.6% | -34.1% | 0.3× | — |
Power
1M -6.9% · 3M -13.2%
Transformers and Rectifiers
Prices as of 30 Oct 2026, 16:11 IST. Sector moves are the average of the stocks we track in each sector.
In this story
Related coverage
NTPC Q2 results 2026 brings good news of 1st interim dividend for investors! Check amount, record date, profit details
NTPC Green Energy Q2 Results: Profit Jumps 57% To Rs 137 Crore, Revenue Up 53%
Fresh low for Suzlon Energy post Q2 results, stock tumbles 9%
JSW Energy Q2 Results: Net Profit Jumps By Nearly 50% Even As Margin Contracts
Q2 results impact: 2 Vedanta stocks rally up to 14% after Sept quarter earnings. How have they performed since demerger?