TARIL Q4 FY26 Guidance vs Delivery (TARIL Management Mirror)

Did TARIL's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Transformers and Rectifiers (India) Ltd (TARIL) Q4FY26 Management Mirror - Mar-2026 Qtr

Revenue & Growth Outlook

Management upgraded its near-term revenue target in the Mar'26 Qtr to ~INR 3,250 crores for FY27 (35%-40% YoY growth), compared to the prior Dec'25 Qtr and Sep'25 Qtr guidance of ~INR 2,600 crores (at least 25% YoY growth) for FY26. The long-term vision of reaching USD 1 billion (INR 8,000 crores) in revenue over the next few years (targeted by FY29 in earlier quarters) remains consistent. [Status: Upgraded]

4 more themes on the ELITE plan.