Power sector fans, take note — the Transformers India share price just lit up the charts! On February 18, 2026, Transformers and Rectifiers (India) Ltd (TRIL) jumped to an intraday high of ₹294, delivering an impressive 8.03% gain from open levels. The stock easily outran both its sector peers and the broader market, even as Sensex swung around.
This move comes after a sharp rebound from a 52-week low of ₹224.30 earlier this month. In the last week alone, the Transformers India share price has climbed over 9%, signaling fresh buyer interest.
Transformers India share price
- Intraday High: ₹294.00 (+8.03%)
- Previous Close: ₹271.05
- Sector Outperformance: Beat Heavy Electrical Equipment peers by ~6%
- Recent Trend: Strong recovery from February low
What’s Fueling the Jump?
The biggest cheer came from TRIL’s entry into HVDC repairs. The company bagged a key HVDC repair order from PowerGrid — making it the first Indian-origin player in a space long ruled by global giants. This breakthrough opens doors for future indigenous HVDC transformer manufacturing, a high-value area.
Q3 FY26 results (reported in January) keep impressing. Consolidated revenue rose 32% year-on-year to ₹737 crore. Net profit jumped 37% to ₹76 crore, while EBITDA margins widened to 17.5% thanks to better project mix and operating efficiency.
Capacity expansion adds more confidence. TRIL is adding 22,000 MVA in extra-high voltage capacity — commercial production starts this month. Technology tie-ups with Fuji Electric and ZTR Ukraine strengthen its 765 kV capabilities. The “Vision 2028” goal of $1 billion revenue looks increasingly realistic.
Transformers India Order Book Strength
- Unexecuted Orders: ~₹5,450 Crore
- Pipeline Inquiries: Over ₹22,000 Crore (domestic + international)
- Backward Integration: ₹5.5 billion investment on track for full integration by Q1 FY27 — this should shield margins from raw material swings
Transformers India Analyst Views & Targets
| Entity | Rating | Target Price |
|---|---|---|
| ICICI Direct | Hold | ₹308 |
| Alpha Spread (Avg) | Bullish | ₹375.70 |
| Technical Analyst (Ramachandran) | Bullish | ₹301 (near-term) |
With a fat order book, fresh HVDC credentials, and capacity ramp-up underway, today’s action in the Transformers India share price shows the market rewarding execution in a high-demand power equipment space. If volumes stay strong, more upside could follow.
Disclaimer: This content is for informational purposes only and should not be considered professional [financial/legal/medical] advice. Always seek the advice of a qualified professional before making any decisions based on this information.
Sources & References
- https://www.marketsmojo.com/news/stocks-in-action/transformers-rectifiers-india-ltd-hits-intraday-high-with-803-surge-3845304
- https://prysm.fi/news/taril-q3-fy26-results-standalone-profit-after-tax-at-7103-cr-consolidated-at-7597-cr
- https://scanx.trade/stock-news/transformers-rectifiers-
- https://groww.in/stocks/transformers-rectifiers-india-ltd
Yogesh Kolhe is a business and market news writer covering the share market, company earnings, and gold and silver price movements, with a strong focus on the automobile sector. A Mechanical Engineering graduate with 5 years of share market experience, he provides data-driven, reliable insights into market and industry trends.
