Railway Stock in Focus After Receiving ₹357 Cr Order from JSW Group for Wagon Supply

Synopsis: Railway stock is in focus for securing a Rs. 357 crore order from JSW Group to supply freight rakes and wagons, boosting its order book and strengthening revenue visibility over the next year.

The shares of this company are part of the Adventz Group and are involved in the business of manufacturing Rolling stock, hydro-mechanical equipment, steel castings & construction of Rail EPC, bridges, and other steel structures are in focus for 1st April as it received an order from the JSW group.  

With a market capitalisation of Rs. 3,206 cr, the shares of Texmaco Rail & Engineering Ltd closed at Rs. 78.80 per share, decreasing from its previous close of Rs. 83.60 per share.

About the order 

Texmaco Rail & Engineering Limited has announced that it has secured a fresh domestic order worth Rs. 357.11 crore from JSW Group. Under the contract, Texmaco will manufacture and supply multiple types of railway freight rakes and wagons. The order includes BLSS, BLCS and BFNV rakes along with BVCM wagons. 

These wagon categories are generally used for industrial cargo and bulk logistics, making the order strategically important for both companies as demand for rail-based transportation continues to rise.

The entire contract has been awarded by a domestic entity and will be executed over a period of 11 months from the effective date or the commencement of work, whichever is applicable. The relatively short execution timeline indicates that the order could contribute to Texmaco’s revenue visibility over the next financial year. 

The Rs. 357.11 crore contract is significant for Texmaco Rail & Engineering Limited because it adds meaningfully to the company’s order book at a time when railway infrastructure and freight mobility remain key investment themes in India.  As of 31st of December 2025, the company’s order book stood at Rs. 5,661 cr.

About the company 

Texmaco Rail & Engineering Ltd is one of India’s leading railway engineering companies and a part of the Adventz Group. The company manufactures railway wagons, coaches, EMUs, locomotive shells, steel castings, bridges, and other rail infrastructure products. It also undertakes rail EPC projects such as track laying, signalling, electrification, and metro rail work. 

Sales declined from Rs. 1,086 crore in Q3FY25 to Rs. 1,041 crore in Q3FY26, down 4%. EBITDA fell from Rs. 91.3 crore to Rs. 90.6 crore, a decline of 1%. Net profit decreased from Rs. 47.0 crore to Rs. 38.6 crore, down 18%, and EPS fell from Rs. 1.18 to Rs. 0.95, a decline of 19%.

The company has a significant manufacturing track record, having supplied over 50,000 freight cars over the last 20 years. It currently maintains the industry’s highest manufacturing capacity, capable of producing between 2,500 and 3,000 wagons per quarter across its five specialised sites.

The company is transitioning into a 2.0 phase aimed at doubling its scale over the next 3 to 5 years. This strategy focuses on diversifying beyond core wagon manufacturing into high-growth areas like passenger mobility, advanced signaling systems, and mines and minerals. 

By 2030, Texmaco aims for a balanced business model where 50% of revenue comes from its core wagon business and 50% from non-core, de-risking sectors to ensure more stable EBITDA margins.

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