Texmaco Rail & Engineering Ltd (BOM:533326)
₹ 106.8 +1.9 (+1.81%) Market Cap: 43.45 Bil Enterprise Value: 48.30 Bil PE Ratio: 20.04 PB Ratio: 1.83 GF Score: 88/100

Q3 2026 Texmaco Rail & Engineering Ltd Earnings Call Transcript

Feb 9, 2026 / 12:00 PM GMT
Release Date Price: ₹121.8 (+2.22%)

Key Points

Positve
  • Texmaco Rail & Engineering Ltd (BOM:533326) reported a revenue from operations of INR 1,042 crore for Q3 FY26, despite facing supply side disruptions.
  • The company maintained cost discipline and operational efficiencies, resulting in stable fixed costs and EBITDA margins.
  • Texmaco's order book stands at INR 5,661 crore, providing strong execution visibility for upcoming quarters.
  • The company is focusing on strategic growth areas such as rail electrification, metro rail freight mobility, and urban transit infrastructure.
  • Texmaco is committed to sustainability, having commissioned a 10 MW solar power installation and converted a high tension line furnace to LPG, reducing carbon emissions.
Negative
  • Revenue for the quarter showed a moderation compared to the same period last year due to supply chain disruptions and external headwinds.
  • The company faced challenges in wagon production due to wheel set availability constraints, impacting revenue.
  • Export business suffered due to uncertain global scenarios, with a 30% reduction in export volumes compared to the previous year.
  • The foundry export business faced near-term pressures due to US tariff issues.
  • The company's operating cash flow has been low compared to EBITDA over the past six years, indicating cash flow management challenges.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TEXA.NS - Texmaco Rail & Engineering Ltd
Q3 2026 Texmaco Rail & Engineering Ltd Earnings Call
Feb 09, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Tex Maco Rail and Engineering Limited Q3F526 earnings conference call hosted by ICSA Securities Limited. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing and 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Hajreed from ICIS Securities Limited.

Thank you and over to you, sir.

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