Q3 2025 Texmaco Rail & Engineering Ltd Earnings Call Transcript
Key Points
- Texmaco Rail & Engineering Ltd (BOM:533326) reported a stable performance with a revenue of INR1,326 crores and an EBITDA of INR139 crores, reflecting a 10.5% margin for Q3 FY25.
- The company delivered 2,714 freight cars in Q3 FY25, marking a 54.6% YoY growth, and a cumulative delivery of 8,015 freight cars for the first nine months, reflecting a 70% increase from the previous year.
- Texmaco Rail & Engineering Ltd (BOM:533326) received board approval for the merger of Texmaco West Rail Limited, enhancing operational efficiency and streamlining business structure.
- The company's long-term bank facilities have been upgraded to CARE A, indicating improved financial stability.
- Texmaco Rail & Engineering Ltd (BOM:533326) has a healthy order book and strategic initiatives in place, indicating confidence in future growth prospects.
- Q3 FY25 performance was slightly lower than Q2 FY25 due to non-availability of wheelsets from Indian Railways, impacting production.
- The recent budget did not increase the allocation for railway stock, raising concerns about future growth in the freight wagon segment.
- Interest costs have fluctuated, with a slight increase in Q3 FY25 due to the acquisition of Jindal Rail, impacting financial expenses.
- There is uncertainty regarding the geopolitical situation and its potential impact on global dynamics, posing a risk to business operations.
- The company faced technical difficulties during the earnings call, indicating potential communication challenges.
Ladies and gentlemen, good day, and welcome to Texmaco Rail & Engineering Limited Q3 and FY25 Earnings Conference Call hosted by ICICI Securities. (Operator Instructions) Please note, that this conference is being recorded.
I now hand the conference over to Mr. Abhijeet Singh from ICICI Securities. Thank you, and over to you, Mr. Singh.
Thank you. On behalf of ICICI Securities, I welcome you all to the Q3 FY25 Earnings Conference Call of Texmaco Rail & Engineering Limited. Today, we have with us from the management, Mr. Indrajit Mookerjee, ED and Vice Chairman; Mr. Sudipta Mukherjee, MD; and Mr. Hemant Bhuwania, the CFO.
I now hand over the call to the management for opening comments, post which we will host the Q&A session. Over to you, sir.
Good morning, everyone. This is Indrajit Mookerjee, the Executive Director and the Vice Chairman. I want to
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