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Earnings Call

Texmaco Rail & Engineering Earnings Call: Key Takeaways

Texmaco reported FY26 revenue of ₹4,377 Cr and PAT of ₹194 Cr, pivoting from cyclical wagons to high-margin engineering under Vision 2030.

Highlights
Revenue growthFY26 revenue ₹4,377 Cr, down 14.3% YoY.
MarginsFY26 EBITDA margin 10.3%; Q4 FY26 PAT margin 5.0%.
Order bookRs. 5,408 Cr as of March 2025.
Demand visibilityStrong order book visibility for wagons and infrastructure.
Management confidenceConfident in Vision 2030 and long-term sector opportunities.

Growth

FY26 revenue declined 14.3% YoY. Q4 FY26 PAT grew 45.1% YoY to ₹57.7 Cr.

Outlook

Targeting 2x scale by 2030 with structurally higher EBITDA margins; current order book at ₹5,408 Cr.

Risks

Global supply chain disruptions, US tariff impositions, and high dependency on cyclical railway tenders.

Source

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

Read the document ↗

Texmaco Rail & Engineering Ltd: key numbers

Share price
₹125.67
Market cap
₹5,113 Cr
Revenue (annual)
₹4,377 Cr
Net profit (annual)
₹195.2 Cr
P/E (TTM)
23.8×Sector 33.0×
Promoter holding
48.34%+0.00% QoQ
FII holding
5.01%Current quarter

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

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Value
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Value
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