Texmaco Rail & Engineering Ltd (NSE:TEXRAIL)
₹ 111.39 +1 (+0.91%) Market Cap: 45.35 Bil Enterprise Value: 50.19 Bil PE Ratio: 23.46 PB Ratio: 1.96 GF Score: 81/100

Q1 2026 Texmaco Rail & Engineering Ltd Earnings Call Transcript

Aug 14, 2025 / 05:30 AM GMT
Release Date Price: ₹133.21 (-5.50%)

Key Points

Positve
  • Texmaco Rail & Engineering Ltd (BOM:533326) reported a revenue from operations of 911 crores with an EBITDA of 79 crores, reflecting a margin of 8.7%.
  • The company has a strong order book standing at 7,530 crores, providing visibility for future execution.
  • Texmaco delivered 1,815 freight cars during the quarter, with strong order inflows from both domestic and international markets.
  • The company secured a major 20-year maintenance contract in Africa and traction-related orders in the Middle East, enhancing its international presence.
  • Care Ratings upgraded Texmaco's long-term bank facilities rating to 'Care A', reflecting confidence in its financial stability.
Negative
  • The decline in revenue was primarily due to the short supply of wagon wheel sets from Indian Railways, a sector-wide issue.
  • Texmaco West, an acquired company, experienced a temporary revenue dip due to inspection hold-ups by RDSO.
  • The company faces challenges in sourcing wheel sets, with reliance on imports due to limited domestic production capacity.
  • There is uncertainty regarding the timeline for new railway tenders, which could impact future order inflows.
  • Despite improvements, the company has not yet achieved its target EBITDA margins in the past two years.


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

TEXA.NS - Texmaco Rail & Engineering Ltd
Q1 2026 Texmaco Rail & Engineering Ltd Earnings Call
Aug 14, 2025 / 05:30AM 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 the Tex Marco Real and Engineering Limited Q1 F 526 earnings conference call hosted by ICICI Securities Limited. As a reminder, all participant clients will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your restaurant phone. Please note that this conference is now being recorded. I now hand the conference over to Mr. Mohit Kumar from ICICI Securities.

Thank you and over to you.

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