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Earnings Call

Texmaco Rail & Engineering Earnings Call: Key Takeaways

Texmaco reported Q4 FY26 revenue of ₹1,167cr (down 13.3% YoY) and PAT of ₹58cr. Management unveiled 'Texmaco 2.0' focusing on 2x revenue growth and mid-teen EBITDA margins by 2030.

Why this was an Alfa AlertNot a filter event. Financials showed a YoY decline and no material beat against specific prior guidance was stated.
Highlights
Revenue growthFY26 revenue ₹4,377cr, down 14% YoY.
MarginsQ4 EBITDA margin at 10%; aiming for mid-teens by 2030.
Order book70% of current wagon order book is from private sector.
Demand visibilityStrong; Indian Railways requirement estimated at 1.5-2.0 lakh wagons.
Management confidenceHigh; focused on 'Texmaco 2.0' transformation and order book visibility.

Growth

FY26 revenue fell 14% to ₹4,377cr due to supply chain/wheel set issues; however, Bright Power division grew 66% to ₹610cr.

Outlook

Targeting 2x top-line growth and mid-teen EBITDA margins; ₹1,500cr-₹2,000cr total capex planned for defense/new segments through 2030.

Risks

Global supply chain disruptions, U.S. tariffs impacting exports, and cyclical nature of the wagon industry.

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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15:52 IST NSE
Annual General Meeting

Texmaco Rail & Engineering Annual General Meeting

Texmaco Rail & Engineering filed proceedings of its 28th AGM held September 18, 2026. Eight resolutions covering financials, dividend, and borrowing limits were transacted.

16:38 IST BSE
New Order Win

Texmaco Rail & Engineering Bags ₹27.82 Cr Order from Hindalco Industries Limited

Texmaco Rail & Engineering Ltd received a Rs. 27.82 Crore order from Hindalco Industries Limited to supply rail equipment. Execution is slated within eight months.

Value
₹27.82 Cr
From
Hindalco Industries Limited
Execution
8 months
22:18 IST BSE
New Order Win

Texmaco Rail & Engineering Bags ₹106.9 Cr Order from Touax Texmaco Railcar Leasing Private Limited

Texmaco Rail & Engineering Ltd secured a Rs. 106.88 Crore order from Touax Texmaco Railcar Leasing Private Limited to manufacture and supply wagon rakes.

Value
₹106.9 Cr
From
Touax Texmaco Railcar Leasing Private Limited
Execution
By 26th May, 2027
21:29 IST BSE
New Order Win

Texmaco Rail & Engineering Bags ₹131.4 Cr Order from Transport Corporation of India Limited and Touax Texmaco Railcar...

Texmaco Rail & Engineering Ltd has secured two orders totaling ₹131.36 Crore from Transport Corporation of India Limited and Touax Texmaco Railcar Leasing Private Limited.

Value
₹131.4 Cr
From
Transport Corporation of India Limited and Touax Texmaco Railcar Leasing Private Limited
18:10 IST BSE
Employee Stock Options

Texmaco Rail & Engineering Employee Stock Options

Texmaco Rail & Engineering Ltd granted 21,073 employee stock options under its 2026 Long Term Incentive Plan. These options are convertible into equity shares at face value.