ALFA Finder| Revenue growth | FY26 revenue ₹4,377cr, down 14% YoY. |
|---|---|
| Margins | Q4 EBITDA margin at 10%; aiming for mid-teens by 2030. |
| Order book | 70% of current wagon order book is from private sector. |
| Demand visibility | Strong; Indian Railways requirement estimated at 1.5-2.0 lakh wagons. |
| Management confidence | High; 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.
Earnings Call filed with BSE, NSE: TEXRAIL. Summary written with AI assistance from the document.
Texmaco Rail & Engineering Ltd: key numbers
- Share price
- ₹114.84
- Market cap
- ₹4,672 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.