Texmaco Rail & Engineering Limited — Investor Meet, 22-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Texmaco Rail & Engineering posted FY25 consolidated revenue of Rs. 5,107 Cr, up 45.8% YoY, with EBITDA rising 57.6% to Rs. 525 Cr (10.3% margin) and PBT doubling to Rs. 345 Cr (6.7% margin). Freight car deliveries increased 51% to 10,612 units, with private wagons around 35%. Strategic tie-ups with Nevomo and Trinity Rail aim to boost global tech expansion, supported by a new engineering center in Faridabad. The Texmaco West Rail acquisition added capacity, easing wheelset supply issues. Rail Infra and Green Energy showed margin gains, while Bright Power’s order book doubled to ~Rs. 1,600-1,900 Cr with a 16% EBITDA margin. Management expects a 40% CAGR from Indian Railways and private sectors, driven by exports and innovation, confident in sustained growth, efficiency, and cash flow improvements.