CMP ₹572.10 | Q4 Earnings In | 40% Dividend | ₹198 Cr Capex Bomb | Boardroom Reshuffle
⚡ At a Glance
Transrail Lighting — a power transmission EPC player — dropped a loaded outcome today:
- ✅ FY25 Audited Results Approved
- 🪙Final Dividend of ₹0.80/share(that’s 40% on ₹2 face value)
- 🏭 Massive ₹198 Cr Capex across towers & conductors
- 🪑 Appointment of power sector veteranIndu Shekhar Jhato the Board
- 📦 Company Secretary Gandhali resigned; Monica Gandhi appointed
- 📊 CMP: ₹572.10 (+1.63%)
Is this India’s next power infra giant? Or just another PSU-adjacent stock getting lost in the wiring?
🧾 Dividend Update
- 🧧Final Dividend: ₹0.80/share (40% on ₹2 FV)
- 📆 Record date to be
- announced
- 🧾 Taxable in shareholders’ hands (TDS applies)
- 💸 Yield? A modest0.14%on CMP — because Transrail prefers lighting up infra, not your wallet.
🧮 Edu Scoreboard — What’s Working
| Metric | Detail |
|---|---|
| 🧾 Auditors | M/s. Nayan Parikh & Co — ✅ Unmodified opinion |
| 🧠 Boardroom | New director with 43+ years power sector exp |
| 🧯 Capex Plan | ₹198 Cr approved (expansion + tools + infra) |
| 🧾 Dividend | ₹0.80/share final |
| 🏗️ Infra Focus | Tower & conductor demand strong |
💣 ₹198 Cr Capex Plan Breakdown
| Segment | Current Capacity | Utilization | Addition | Cost (₹ Cr) | Timeline |
|---|---|---|---|---|---|
| 🗼 Towers | 84,000 MT/yr | 97% | +23,000 MT | ₹22.45 | 12–15 months |
| 🔌 Conductors | 24,000 KM/yr | 100% | +8,700 KM | ₹25.89 | 12–15 months |
| 🔧 Tools/Plants | N/A | N/A | N/A | ₹133.78 | 12–15 months |
| 🔩 Others | N/A | N/A | N/A | ₹15.92 | 12–15 months |
| Total | — | — | — | ₹198.04 Cr | ✅ Approved |
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