ALFA Finder| Revenue growth | Q3 Revenue ₹1,042 cr; 9M Revenue ₹3,210 cr. |
|---|---|
| Margins | 9M EBITDA margin ~9.7%; focusing on richer product mix. |
| Order book | ₹5,661 cr total; includes ~4,900 wagons, ₹1,800 cr electrification. |
| Demand visibility | Strong visibility via ₹5,661 cr order book and record railway budget. |
| Management confidence | High confidence in 'Texmaco 2.0' to double size in 3-5 years. |
Growth
Revenue moderated YoY due to wheel set supply constraints; 9M FY26 revenue at ₹3,210 cr, PAT ₹136 cr.
Outlook
Order book at ₹5,661 cr. Projected FY26 capex ₹75-80 cr. Targeting entry into metro/EMU coach manufacturing.
Risks
Challenges include US tariff pressures on foundry exports and persistent wheel set availability constraints impacting wagon production.
Earnings Call filed with BSE, NSE: TEXRAIL. Summary written with AI assistance from the document.
Texmaco Rail & Engineering Ltd: key numbers
- Share price
- ₹114.35
- Market cap
- ₹4,652 Cr
- Revenue (annual)
- ₹4,377 Cr
- Net profit (annual)
- ₹195.2 Cr
- P/E (TTM)
- 17.8×Sector 33.5×
- Promoter holding
- 48.34%+0.00% QoQ
- FII holding
- 6.02%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Texmaco Rail & Engineering Ltd
All →Texmaco Rail & Engineering Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹860 Cr, up 15% QoQ but down ~31% YoY on weak Indian Railway orders. EBITDA margin 10.2% (vs 10.8%). A ₹76 Cr exceptional JV gain props up profit, and answers on the ₹700 Cr provision were evasive.
Texmaco Rail & Engineering Bags ₹428.6 Cr Order from Ultratech Cement Ltd; Jujhar Logistics & Travels Ltd; APL...
Texmaco Rail won Rs.428.55 Crore of rake and wagon orders from Ultratech Cement, Jujhar Logistics and APL Logistics Vascor. Deliveries run through 2027, boosting the order book.
- Value
- ₹428.6 Cr
- From
- Ultratech Cement Ltd; Jujhar Logistics & Travels Ltd; APL Logistics Vascor Automotive Pvt Ltd
- Execution
- Order 1 (Ultratech): first rake within 5 months, all by 28 Feb 2027; Order 2 (Jujhar): on or before 31 Dec 2027; Order 3 (APL): phased delivery
Texmaco Rail & Engineering Management Change
Texmaco Rail & Engineering has re-appointed Mr. Udyavar Vittal Kamath as an Executive Director (WTD) with effect from 1 February 2027 for a 12-month term. The filing is a Regulation 30 management change disclosure.
- Execution
- 12 months from 1 February 2027
Texmaco Rail & Engineering Q2 FY27 Results: Net Profit ₹111 Cr, Up 73.7% YoY
Texmaco Rail & Engineering Ltd reported revenue from operations of ₹867.7 Cr (-31.0% YoY) and net profit of ₹111 Cr (+73.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹111 Cr · +73.7% YoY
Texmaco Rail & Engineering Credit Rating
Crisil Ratings assigned Texmaco Rail & Engineering a long-term bank facilities rating of Crisil A+/Stable. The rating is disclosed under Regulation 30.
Texmaco Rail & Engineering Board Meeting Date
Texmaco Rail & Engineering will hold a board meeting on November 5, 2026 to consider unaudited standalone and consolidated results for Q2 and H1 FY27. No financial figures are disclosed in this intimation.