Railtel Corporation Of India Limited has informed the Exchange about Transcript
RAILTEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
RailTel shared updates on its key business verticals with analysts. The data center business earned ₹127 crore in FY25 from existing Gurgaon and Secunderabad facilities (2 MW combined), and a new 10 MW data center is planned at Noida through a partner model where RailTel will invest ~₹50 crore for cloud setup while the partner funds the bulk of the ₹500-600 crore infrastructure. Management targets minimum 30% annual growth in this segment over the next 3-4 years with double-digit margins. On Kavach (train collision avoidance system), RailTel has an exclusive partnership with Quadrant Future for station-area Kavach, has already won a ₹288 crore tender with more in advanced stages, and sees a total market opportunity of ~₹20,000 crore over 4-5 years, targeting 10-15% market share. The company is debt-free, with profits growing over 20%, and is also planning 100 edge data centers across railway land, rolling out 3-4 this fiscal year.
Positive for investors as the transcript reveals strong growth visibility from data center expansion (30% YoY target) and a massive Kavach opportunity pipeline. However, management acknowledged that rising project mix will pressure overall margins in the near term, though absolute profits and EPS should continue to grow at 20%+ rates. Stock may see positive momentum given the ₹288 crore Kavach win and clear roadmap for the Noida data center.