ALFA Finder| Revenue growth | 76.8% YoY growth in Infra-Electrical business segment. |
|---|---|
| Margins | EBITDA margin improved 161 bps YoY to 10.8%. |
| Order book | Rs. 9,923 Cr as of June 30, 2026. |
| Demand visibility | High 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)
Investor Presentation 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.