Rs 3,500 Crore Order Book: Multibagger Transformers & Rectifiers Stock Hit Back-To-Back Upper Circuits As Company Reports Turnaround Net Profit in H1FY25

Rs 3,500 Crore Order Book: Multibagger Transformers & Rectifiers Stock Hit Back-To-Back Upper Circuits As Company Reports Turnaround Net Profit in H1FY25

Kiran Shroff

The stock gave multibagger returns of 365 per cent in just 1 year, 2,445 per cent in 3 years and a whopping 9,580 per cent in 5 years.

On Friday, shares of Transformers & Rectifiers India Limited hit a 5 per cent upper circuit to Rs 778.05 per share from its previous closing of Rs 741. The stock gave multibagger returns of 365 per cent in just 1 year, 2,445 per cent in 3 years and a whopping 9,580 per cent in 5 years.

Transformers & Rectifiers India Limited manufactures a wide range of transformers. The company's products include power generation, transmission, and distribution transformers. The company has a market cap of over Rs 10,000 crore and has delivered good profit growth of 57.2 per cent CAGR over the last 5 years. In September 2024, Madhuri Madhusudan Kela, wife of Madhusudan Kela, sold a 2.09 per cent stake in the company. As of September 30, 2024, the company has an order book of Rs 3,500 crore, Order Inflow H1FY25 is Rs 1,729 crore and Inquires under Negotiation are worth Rs 18,500 crore.

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According to Quarterly Results, the net sales increased by 79.6 per cent to Rs 461.55 crore, operating profit increased by 290.4 per cent to Rs 80.97 crore and net profit increased by 2,329.1 per cent to Rs 45.91 crore in Q2FY25 compared to Q2FY24. In its half-yearly results, the net sales increased by 90 per cent to Rs 783.54 crore and operating profit increased by 373 per cent to Rs 127.19 crore in H1FY25 compared to H1FY24. The company reported a net profit of Rs 66.74 crore in H1FY25 compared to a net loss of Rs 10.32 crore in H1FY24, an increase of 747 per cent.

Additionally, Transformers and Rectifiers (India) Limited has successfully secured orders worth Rs 565 Crore and Rs 114 Crore from Power Grid Corporation of India Limited and RRVPNL, respectively. These domestic orders entail the manufacturing and delivery of transformers and reactors ranging from 80 MVAr to 500 MVA and 420kV to 765 kV class. The execution of these contracts is slated for the financial year 2025-2026. Notably, these orders are not classified as related party transactions and fall within the company's normal course of business.

Investors should keep an eye on this small-cap stock under their watchlist. 

Disclaimer: The article is for informational purposes only and not investment advice. 

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