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Earnings Call

Titagarh Rail Systems Earnings Call: Key Takeaways

TRSL reported mixed FY26 results with consolidated revenue at ₹3,143.58cr, down from FY25. Focus remains on scaling Passenger Rail Systems and execution of a ₹27,540cr total order book.

Highlights
Revenue growthFY26 revenue down 16% YoY; Passenger segment up 111%.
MarginsPassenger EBIT margin improved significantly to 14.27% from 8.27%.
Order bookStandalone: ₹14,240cr; JV share: ₹13,300cr.
Demand visibilityStrong; Total order book at ₹27,540cr (including JVs).
Management confidenceStrong outlook for FY27 coach ramp-up and Vande Bharat.

Growth

FY26 Consolidated Revenue down ~16% YoY to ₹3,143cr; Passenger Rail segment revenue surged 111% YoY to ₹539cr.

Outlook

Targeting 200+ coaches in FY27; Vande Bharat deliveries start FY27. ₹600cr capex for Falta shipyard brownfield expansion.

Risks

Supply chain constraints in wheelsets and West Asia issues impacted Freight segment delivery and revenue.

Source

Earnings Call filed with BSE, NSE: TITAGARH. Summary written with AI assistance from the document.

Read the document ↗

Titagarh Rail Systems Ltd: key numbers

Share price
₹822.60
Market cap
₹11,078 Cr
Revenue (annual)
₹3,186 Cr
Net profit (annual)
₹122.8 Cr
P/E (TTM)
58.0×Sector 33.6×
Promoter holding
40.46%+0.00% QoQ
FII holding
10.87%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Titagarh Rail Systems Ltd

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16:25 IST BSE
Merger & Restructuring

Titagarh Rail Systems Merger & Restructuring Worth ₹0.5 Cr

Titagarh Rail Systems is forming a 50:50 Joint Venture with BHEL to maintain Vande Bharat trainsets. The JV has an initial paid-up capital of ₹0.50 Crore.

Value
₹0.50 Cr
16:16 IST BSE
Merger & Restructuring

Titagarh Rail Systems Merger & Restructuring

Titagarh Rail Systems and BHEL signed a Joint Venture Agreement to form a company for maintaining 80 Vande Bharat trainsets for Indian Railways.

Execution
35 years
19:34 IST NSE
Other Announcement

Titagarh Rail Systems Other Announcement

Titagarh Rail Systems informed the exchange that it has dispatched letters to shareholders providing the web-link to the Annual Report 2025-26 and requesting KYC updates.

13:47 IST BSE
Annual General Meeting

Titagarh Rail Systems Annual General Meeting

Titagarh Rail Systems convened its 29th AGM for September 30, 2026, to approve FY25-26 results and a Re. 1 dividend. Director re-appointments also feature.

13:39 IST BSE
Annual Report

Titagarh Rail Systems Annual Report

Titagarh Rail Systems filed its Annual Report for FY 2025-26 along with the 29th AGM notice. No new transaction is announced in this filing.

19:07 IST BSE
Board Meeting Outcome

Titagarh Rail Systems Board Meeting Outcome

Titagarh Rail Systems approved its Deputy MD's re-appointment, scheduled its 29th AGM, fixed a dividend record date, and decided to close a non-operational joint venture.