ALFA Finder| Revenue growth | ₹860 Cr, +15% QoQ, −31% YoY on lower Railway orders. |
|---|---|
| Margins | EBITDA 10.2% vs 10.8% QoQ; management claims ~70bps higher adjusted. |
| Order book | ₹8,000 Cr freight stock + ₹3,000–3,500 Cr other, executable FY27–FY28. |
| Demand visibility | Private/export ~85% of order book; Railway ~15%; H1 weak. |
| Management confidence | Over-optimistic: repeated 'tipping point', deflects on provision and capex. |
Growth
Revenue ₹860 Cr: +15% QoQ, −31% YoY; ₹76 Cr exceptional JV gain flatters PAT. Core profit is lower YoY, per the analyst's read.
Outlook
₹8,000 Cr freight rolling stock order book executable FY27–FY28; South African locomotive revenue only from FY28.
Risks
Indian Railway orders slumped; ₹700 Cr provision left unexplained; margin slipped to 10.2% from 10.8%.
Earnings Call Transcript filed with NSE, NSE: TEXRAIL. Summary written with AI assistance from the document.
Texmaco Rail & Engineering Ltd: key numbers
- Share price
- ₹114.79
- Market cap
- ₹4,670 Cr
- Revenue (annual)
- ₹4,377 Cr
- Net profit (annual)
- ₹195.2 Cr
- P/E (TTM)
- 17.8×Sector 33.4×
- 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 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.
Texmaco Rail & Engineering Order Update: ₹412.3 Cr
Ministry of Railways added 1,020 BOXNS wagons (₹412.32 Crore) to Texmaco Rail's existing contract via option clause. Amended total value: ₹1,786.74 Crore, delivery by June 2027.
- Value
- ₹412.3 Cr
- From
- Ministry of Railways
- Execution
- 162 days beyond re-fixed DP, i.e. up to 11.06.2027