Texmaco Rail & Engineering Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Texmaco Rail & Engineering reported Q1 FY26 revenue of INR 911 crore, EBITDA of INR 79 crore (8.7% margin), and PAT of INR 29 crore (3.2% margin). Revenue was impacted by temporary wagon wheel set supply issues, now normalizing. The order book stands strong at INR 7,053 crore as of June 30, offering clear execution visibility. Management anticipates continued strong order inflows domestically and internationally, including a 20-year African maintenance contract. They reaffirmed FY26 guidance, aiming for lower-teen EBITDA margins and significant growth. New double-decker wagon designs and foundry expansion into automotive/mining were highlighted. The company maintains a confident outlook on capitalizing on India's rail infrastructure growth and global opportunities.