Texmaco Rail & Engineering Ltd (NSE:TEXRAIL)

Q2 2026 Texmaco Rail & Engineering Ltd Earnings Call Transcript

Nov 11, 2025 / 05:30 AM GMT

Release Date Price: ₹133.99 (-0.59%)

Transcript

Key Points

Positve

Texmaco Rail & Engineering Ltd (BOM:533326) reported a revenue from operations of INR 1,258 crore with an EBITDA of INR 132 crore, reflecting a margin of 10.5%, and a profit after tax of INR 64 crore, showing improved financial performance.
The company delivered 2,334 freight wagons in Q2 FY26, marking a 28.6% increase compared to Q1, indicating strong operational performance.
The order book as of September 30, 2025, was valued at INR 6,367 crore, providing strong visibility for future execution.
Successful completion of the amalgamation of Texmaco West Rail Limited with Texmaco Rail & Engineering Ltd, enhancing operational efficiency and synergy.
Strategic partnerships, including a joint venture with Rail Vikas Nigam Limited (RVNL) and an MOU with Horman Vehicle Engineering, are expected to drive growth and expand market presence.

Negative

The performance in Q1 FY26 was impacted by a short supply of wagon wheel sets, causing delays in production.
The foundry division faced challenges due to US tariffs on exports, leading to a decline in export sales during the quarter.
Despite a strong order book, there is a noted reduction in the total order book from the previous quarter, indicating potential challenges in securing new orders.
The company faces competition in the 2x25 kV electrification segment, which is not a monopoly, potentially affecting market share.
There is uncertainty regarding the execution timeline for the current order book, with some projects extending into the next financial year.

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

TEXA.NS - Texmaco Rail & Engineering Ltd
Q2 2026 Texmaco Rail & Engineering Ltd Earnings Call
Nov 12, 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 Texaco Rail and Engineering Limited conference call hosted by ICSAI Securities. 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, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Amit Gupta from ICSII Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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