Stock Tumbles Amid Management Shift
Shares of Transformers and Rectifiers (India) Ltd saw a sharp decline of nearly 12% in Thursday's trading session. The fall occurred despite the company announcing strong financial results for the December quarter. As of 3:20 pm, the stock was trading at ₹284.25 on the National Stock Exchange (NSE).
Robust Financial Performance
The company reported a significant 34.5% year-on-year increase in net profit for Q3, reaching ₹74 crore from ₹35 crore in the prior year. Revenue also demonstrated healthy growth, climbing 32% year-on-year to ₹737 crore, up from ₹559 crore. This performance signals strong demand momentum and effective execution.
Margin Expansion and EBITDA Growth
Operating performance saw substantial improvement, with Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) rising 49% year-on-year to ₹125 crore. This marks a considerable jump from ₹84 crore recorded in the corresponding quarter last year. Notably, EBITDA margins expanded from 15% to 17%, indicating enhanced operating leverage.
Investor Concerns Over CEO Exit
Investor sentiment, however, appeared dampened by a significant change in top management. The company announced the resignation of Chief Executive Officer Mukul Srivastava, effective January 7. The board has since appointed Satyen J Mamtora to fill the roles of Managing Director and Chief Executive Officer.
Transformers and Rectifiers specializes in the manufacture of transformers and related electrical equipment, serving the critical power transmission and distribution sector.