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TEXRAIL
is transitioning from a traditional freight-wagon manufacturer into a broader rail and engineering platform spanning rolling stock, electrical infrastructure, signalling, leasing, renewables and defence. Its Q1FY27 performance showed strong profit growth, while a ₹9,923 crore order book provides multi-year execution visibility.
Texmaco's consolidated order book stood at ₹9,923 crore as of June 2026, compared with ₹5,408 crore at the end of FY26. During Q1FY27, the company secured more than ₹5,200 crore of orders across freight rolling stock, railway signalling, electrification and transmission infrastructure.
The order book is becoming more diversified. Freight cars accounted for around 62.3%, Infra–Electrical 18.2%, Infra–Rail & Green Energy 9.9%, with subsidiaries and JVs contributing the balance. This gives Texmaco exposure to multiple infrastructure spending themes rather than relying solely on wagon demand.#FundamentalViews#WatchOutFor#MacroViews#EquityResearch#StockInNews
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