Key takeaway: During the earnings conference call held on May 13, 2026, management of Texmaco Rail & Engineering Limited discussed the company's financial performance for Q4 FY '26 and the full fiscal year. They reported a revenue from operations of INR 1,167 crores for Q4, a decline of 13.3% year-on-year, attributed to challenging market conditions. EBITDA for the quarter was INR 116 crores, with a profit after tax of INR 58 crores, reflecting a margin increase of 206 basis points. For the full year, revenue was INR 4,377 crores, down 14% from the previous year. Management highlighted a significant growth in their electrification business, which saw a 66% revenue increase. They also announced a contingency provision of INR 700 crores to mitigate risks from geopolitical tensions and supply chain issues. The management emphasized their commitment to long-term growth and outlined their strategic plan, Texmaco 2.0, aimed at diversifying and strengthening their core business.

Key takeaway: On February 9, 2026, Texmaco Rail & Engineering Limited held its Q3 FY26 earnings conference call, where management discussed the company's performance amidst macroeconomic challenges. Executive Director Indrajit Mookerjee highlighted a promising GDP growth and a supportive railway budget, indicating growth opportunities in manufacturing. Managing Director Sudipta Mukherjee reported a revenue of Rs. 1,042 crores for the quarter, impacted by supply chain disruptions and export challenges, but noted a stable EBITDA margin of 9.7%. The company delivered 2,027 wagons during the quarter and maintained cost discipline. Management outlined plans for Texmaco 2.0, focusing on expanding core businesses and entering new segments like propulsion systems and urban mobility. The order book stood at Rs. 5,661 crores, providing visibility for future growth. The management emphasized commitment to sustainability and operational excellence, aiming for a 2x increase in revenue over the next few years.