Texmaco Rail & Engineering Limited — Investor Meet, 15-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Texmaco Rail posted Q2 FY26 revenue of INR1,258 Cr (EBITDA 10.5%, PAT 5%) and H1 revenue of INR2,169 Cr. Wheelset supply constraints are resolved, and US tariff impacts on foundry exports are being addressed. The order book is a robust INR6,367 Cr. Strategic actions include a successful merger and a key JV with RVNL for rolling stock and infrastructure. Management is focused on multiplying top and bottom lines, targeting higher teens EBITDA margins by enhancing efficiency and exploring global markets. The outlook is confident, driven by strong railway sector growth and significant Indian Railways capital expenditure.