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Investor Presentation

Texmaco Rail & Engineering Investor Presentation: Key Takeaways

Texmaco reported Q1 FY27 Revenue of Rs. 753 Cr with significant PAT growth of 85.9% YoY. The company is pivoting towards higher-margin segments like specialized wagons and rail infrastructure.

Highlights
Revenue growth76.8% YoY growth in Infra-Electrical business segment.
MarginsEBITDA margin improved 161 bps YoY to 10.8%.
Order bookRs. 9,923 Cr as of June 30, 2026.
Demand visibilityHigh visibility with order book of Rs. 9,923 Cr.

Growth

Revenue grew 76.8% YoY in Infra-Electrical. PAT increased to Rs. 52 Cr from Rs. 28 Cr YoY.

Outlook

Order book stands at Rs. 9,923 Cr. Expansion into Renewable Energy and Defence sectors planned for diversification.

Risks

Potential execution delays in large order book; reliance on Indian Railways' capital expenditure cycles.

Last quarter's promises, checked

Delivered

  • Guided EBITDA margin improvement → delivered 10.8% (+161 bps YoY) (= BEAT)
  • Guided Foundry sales volume growth → delivered 8,667 MT supporting production (= BEAT)
  • Guided upward PAT movement → delivered Rs. 52 Cr (+85.9% YoY) (= BEAT)

Partly delivered

  • Guided order book growth → delivered Rs. 9,923 Cr vs Rs. 7,053 Cr (= BEAT)
  • Guided revenue growth → delivered Rs. 753 Cr (down from Rs. 911 Cr prev qtr) (= MISS)

Missed

  • Guided 1,815 freight car delivery run-rate → delivered 1,054 cars (= MISS)
Source

Investor Presentation filed with BSE, NSE: TEXRAIL. Summary written with AI assistance from the document.

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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.