TEXRAILNSETexmaco Rail & Engineering Limited· EngineeringMediumNeutral
Announced Wed, 13 May · 12:51 IST

Texmaco Rail & Engineering Limited has informed the Exchange about submission of Investor Presentation pertaining to audited financial results of the Company for the quarter and year ended 31st March, 2026

Order Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

TEXRAIL · price

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Price reaction · full curve 14 horizons · vs prior close
+18.0%1-day move
₹105.02
prior close
₹119.09
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.4-0.1-0.2+3.4+18.0+10.1+5.4+3.8+3.3+3.0+0.6+1.6+11.7
Up moveDown movePending
AI summary

Texmaco Rail reported FY26 revenue of Rs 4,377 Cr, down 14.3% YoY due to supply chain disruptions and lower wagon production. EBITDA stood at Rs 450 Cr (10.3% margin) and PAT at Rs 194 Cr (4.4% margin). Q4 showed improvement with PAT up 45.1% YoY to Rs 58 Cr. The company formalized a JV with Rail Vikas Nigam Limited for rolling stock and rail infrastructure opportunities. Net debt reduced to Rs 444 Cr with Net Debt/Equity improving from 0.22x to 0.18x. Order book stands at Rs 5,408 Cr with a major shift - now 79% from private sector vs 79% from Indian Railways previously. Vision 2030 targets 2x revenue with structurally higher EBITDA margins and reduced IR dependency below 40%.

Likely market impact

The revenue decline and margin pressure are concerning near-term, but the improving Q4 profitability, debt reduction, and strategic shift toward diversified high-margin businesses (signaling, defense, GCC) through Vision 2030 could support long-term value creation for shareholders.