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Earnings Call

Oriental Rail Infrastructure Earnings Call: Key Takeaways

Oriental Rail Infrastructure (ORIL) reported FY26 revenue of ₹573 Cr and PAT of ₹42 Cr. Strategy focuses on smart wagons, modular platforms, and entry into the wagon leasing segment.

Highlights
Revenue growthFY26 revenue declined 4.8% YoY to ₹573 Cr.
MarginsEBITDA margins expanded 325 bps in FY26 to 14.9%.
Order book₹1,740 Cr as of May 27, 2026 (~3.3x revenue).
Demand visibilityStrong multi-year procurement visibility under NRP 2030 targets.
Management confidenceHighly confident in future growth trajectory and sustainable profitability improvement.

Growth

Q4FY26 revenue grew 9.5% YoY; FY26 EBITDA and PAT margins expanded to 15% and 7% respectively despite a 4.8% annual revenue decline.

Outlook

Order book of ~₹1,740 Cr (3.3x FY26 revenue). Expansion into smart wagon technology with HUM International and 25T axle-load platforms.

Risks

Impacted by labor shortages, elevated gas prices, raw material supply chain disruptions, and wheel supply constraints in FY26.

Source

Earnings Call filed with BSE, NSE: ORVENPR. Summary written with AI assistance from the document.

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Oriental Rail Infrastructure Ltd: key numbers

Share price
₹122.05
Market cap
₹787.9 Cr
Revenue (annual)
₹573.4 Cr
Net profit (annual)
₹42.24 Cr
P/E (TTM)
16.7×Sector 53.6×
Promoter holding
57.69%+0.00% QoQ
FII holding
0.11%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Oriental Rail Infrastructure Ltd

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14:24 IST BSE
New Order Win

Oriental Rail Infrastructure Bags ₹3.64 Cr Order from Integral Coach Factory, Chennai, Indian Railways

Oriental Rail Infrastructure received a Rs.3.64 Crore order from ICF, Chennai (Indian Railways) for 40 coach-chair sets. Delivery due by November 2026.

Value
₹3.64 Cr
From
Integral Coach Factory (ICF), Chennai, Indian Railways
Execution
By November 08, 2026
12:09 IST BSE
New Order Win

Oriental Rail Infrastructure Bags ₹5.85 Cr Order from Modern Coach Factory, Raebareli, Indian Railways

Oriental Rail Infrastructure secured a Rs.5.85 Crore order from MCF Raebareli, Indian Railways for 54 sets of LHB Non-AC Chair Car seats. Delivery is due by January 10, 2027.

Value
₹5.85 Cr
From
Modern Coach Factory (MCF), Raebareli, Indian Railways
Execution
By January 10, 2027
17:07 IST BSE
Annual General Meeting

Oriental Rail Infrastructure Annual General Meeting

Oriental Rail Infrastructure Limited held its 35th Annual General Meeting on September 8, 2026, transacting business including director appointments and adoption of financial statements.

11:13 IST BSE
Partnership

Oriental Rail Infrastructure Partnership

Oriental Rail Infrastructure Ltd, via its subsidiary, signed a Technology Development Agreement with Russia's VNICTT. The collaboration focuses on designing 25-tonne axle-load bogies and solid-bottom gondola cars.

From
VNICTT (United Wagon Company)