Texmaco Rail & Engineering Ltd (BOM:533326) Q4 2025 Earnings Call Highlights: Robust ...
Release Date: May 17, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Texmaco Rail & Engineering Ltd (BOM:533326) reported a significant revenue growth of 48.5% year-on-year, reaching INR 5,107 crore.
The company's EBITDA increased by 57.6% year-on-year, with a margin of 10.3%.
Texmaco Rail & Engineering Ltd (BOM:533326) established strategic global partnerships with European and US-based firms, enhancing its international market presence.
The company delivered 10,612 freight cars in the year, marking a 51% increase from the previous year.
Care Ratings upgraded the company's long-term and short-term facilities, reflecting an enhanced credit profile and increased lender confidence.
There was a noted decline in wagon production in the fourth quarter, attributed to supply chain issues, particularly with wheel supply.
Margins in the fourth quarter were lower than expected, partly due to one-off expenses and provisions.
The infra business segment did not contribute significantly to profits, remaining similar to the previous year's performance.
The company's asset turnover ratio declined due to the acquisition of Texmaco West, impacting overall efficiency.
Cash flow from operations has been a concern, with significant discrepancies between EBITDA and cash generation over the past five years.
Warning! GuruFocus has detected 4 Warning Signs with BOM:533326.
Q: Why is there a decline in wagon production? Has there been any problem with wheel supply? A: Sudha Mukherji, Managing Director, explained that wagon production should not be evaluated on a quarter-to-quarter basis due to varying supply chains and lead times. The production numbers should be viewed in continuity, considering the increase in private and export market shares.
Q: Is there a possibility to exceed FY25 production numbers in FY26, especially with a higher share of private wagons? A: Sudha Mukherji confirmed that the company is focused on maintaining growth momentum and is optimistic about achieving significant growth across all business segments.
Q: What is the expected timeline for the commercialization of the strategic partnerships with Trinity Rail Group and Neromo? A: Sudha Mukherji stated that the Global Capability Center (GCC) will begin commercial transactions within the financial year. The partnership with Trinity Rail focuses on global sourcing, while Neromo's high-speed rail technology is being explored for potential applications in India.
Q: How do you see order inflow for FY26 given the lack of large tenders from Indian Railways? A: Sudha Mukherji expressed confidence in the government's execution of plans and expects significant wagon orders to be released. The private sector is also expected to remain bullish, contributing to order inflow.
Q: What is the outlook for exports, and how much revenue do you expect exports to contribute in the future? A: Sudha Mukherji aims for exports to constitute around 20-25% of revenue across all verticals, with a focus on achieving a 60/30 ratio in the rolling stock and casting division.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
New York Times
35 minutes ago
- New York Times
Boeing 787 Crash Brings Fresh Scrutiny to Plane Maker's Safety Record
The crash of a Boeing 787 Dreamliner passenger jet in western India on Thursday is renewing scrutiny of company's safety record after a yearslong quality crisis. An Air India passenger plane that was headed to London crashed in western India on Thursday, the airline said on social media. Air India said 242 passengers and crew were onboard the plane when it crashed. These include 169 Indians, 53 British, seven Portuguese and a Canadian. There was no immediate information about survivors. Boeing 787 Dreamliner planes have experienced operational problems in the past with passengers onboard, resulting in injuries. But there has not been a fatality recorded in previous incidents involving the Boeing 787 Dreamliner aircraft, according to the Aviation Safety Network database. 'We are aware of initial reports and are working to gather more information,' Boeing said in a statement. The crash comes as Boeing is still wending through a yearslong legal saga over two deadly crashes of its 737 Max plane in 2018 and 2019 that killed 346 people. The company reached a deal with the Justice Department last month, which would spare the company from taking criminal responsibility for the crashes. Boeing would still have to admit to obstructing federal oversight, pay a fine, contribute to a fund for the families of the victims and invest in safety and quality programs. The deal, which must still be approved by a judge, was opposed by many of the families of the crash victims. In April 2024, the Federal Aviation Administration said it was investigating claims made by a Boeing engineer who said that sections of the fuselage of the 787 Dreamliner, the model involved in the crash in India on Thursday, were improperly fastened together and could break apart mid-flight after thousands of trips. Boeing said at the time it had done extensive testing on the Dreamliner and 'determined that this is not an immediate safety of flight issue.' Kelly Ortberg, the company's chief executive, described 2025 as 'our turnaround year' in a message to employees in April, when the company released better-than-expected quarterly financial results. The company's shares slid as much as 8 percent in premarket trading on Thursday.
Entrepreneur
an hour ago
- Entrepreneur
Iom Bioworks Raises INR 4 Crore in Seed Round to Advance Microbiome-Based Healthcare
Iom Bioworks aims to personalize health by analyzing and modulating key gut bacteria to support digestion, immunity, metabolism, and overall well-being You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Iom Bioworks, a science-driven healthtech startup focused on microbiome-centered wellness, has raised INR 4 crore in Seed Round funding, led by Inflection Point Ventures (IPV). According to a press release by the company, the capital will be used to ramp up marketing efforts, secure intellectual property, build infrastructure, and expand both scientific and commercial teams. Founded in 2022, Iom Bioworks aims to personalize health by analyzing and modulating key gut bacteria to support digestion, immunity, metabolism, and overall well-being. The company's approach integrates artificial intelligence with microbiome science to offer precise and actionable health recommendations. It claims two granted patents and two more nearing completion, with scientific findings published in peer-reviewed journals. Within its first year, the company crossed 500 customers and established logistics infrastructure and digital access across India for its microbiome services. "Iom Bioworks envisions a world where a healthy mind and body are achievable through informed choices that nurture the microbiome," said Bipin Pradeep Kumar, co-founder and CEO. "By empowering our inner ecosystem through prebiotics and a food and lifestyle centred around the bacteria, we aim to energize daily life while preserving the joy of living." Kumar credited the role of their investment partner in supporting the company's growth. "Partnering with IPV has been transformative; their supportive and diligent approach has set us firmly on the path toward this vision," he added. The startup's scientific leadership includes co-founder and chief of science & technology Dr. Samik Ghosh, who leverages computational biology to develop targeted wellness solutions, and Dr. Hiroaki Kitano, co-founder and chief of research & collaboration, an internationally recognized systems biologist and AI researcher. Vinay Bansal, founder of IPV, pointed to the growing relevance of gut health in addressing chronic conditions. "Lifestyle diseases have been on the rise due to multiple reasons like poor diet, stress, lack of sleep and are intimately linked to poor gut health and microbial composition," he said. "Iom Bioworks is making this cutting-edge science accessible, personalised and importantly, actionable."
Yahoo
2 hours ago
- Yahoo
Boeing shares fall after plane crashes in India
(Reuters) -Shares of planemaker Boeing slid in premarket U.S. trading on Thursday after an Air India aircraft with more than 200 people crashed near the airport in India's western city of Ahmedabad. The aircraft involved was Boeing 787-8 Dreamliner, according to Flightradar data. Reuters could not independently verify the make of the aircraft. It was not immediately clear what caused the crash. Boeing did not immediately respond to a Reuters' request for comment. The plane was headed to Gatwick airport in the UK, Air India said, while police officers said it crashed in a civilian area near the airport. Boeing shares fell 7.8% to $197.3 in premarket trading. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
