Submission of transcript of Investor Call held on 13th May, 2026

Management guided margin improvementOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

TEXRAIL · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-0.5%Reaction day

₹109.00

prior close

₹106.95

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+0.6%-1.1% vs market

Industrial Manufacturing peers, median of 136sector · industry level+0.0%-0.5% vs sector

On the reaction day the stock moved 1.1 pts less than Nifty Microcap 250 and 0.5 pts less than its Industrial Manufacturing peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.1

10m

+1.2

15m

+1.1

30m

+1.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.5+0.6-1.1+0.0-0.5

Next day

-0.7+1.7-2.4+1.1-1.8

-0.8+1.8-2.6+0.4-1.1

+4.0+3.4+0.6+2.0+2.0

-0.0+4.1-4.2+2.3-2.3

+0.4+4.1-3.7+2.4-2.0

-5.3+2.3-7.6+1.0-6.3

15d

-7.3+1.8-9.1-0.3-7.0

+4.0+10.8-6.7+6.1-2.1

+5.7+10.3-4.6+6.2-0.5

-3.0+14.9-17.9+4.6-7.5

UpDownMarket · Nifty Microcap 250Sector · Industrial Manufacturing peers, median of 136Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Texmaco Rail reported Q4 FY '26 revenue of INR 1,167 crores (down 13.3% YoY) with EBITDA margin improving to 10% and PAT margin at 5% (up 206 bps). Full year FY '26 revenue was INR 4,377 crores with EBITDA margin of 10.2%. The company created a non-cash contingency provision of INR 700 crores against free reserves due to geopolitical uncertainties. Key positive developments include winning a major South Africa order (2,200 wagons + 30 locomotives + 15-year maintenance) worth over INR 4,000 crores, Bright Power division growing 66% to INR 610 crores, and net debt reducing to INR 444 crores with debt-to-equity at 0.18. Management unveiled Vision 2030 (Texmaco 2.0) targeting 2x revenue growth and mid-teen EBITDA margins through diversification into defense, wheels, real estate, and AI/GCC services.

Likely market impact

The company is navigating cyclical wagon market weakness while building new growth engines. Major South Africa order and Vision 2030 strategy could drive significant growth in FY '27-28, but near-term revenue may remain under pressure as large Indian rail orders are yet to materialize.