Texmaco Rail & Engineering

Indian Rail Investments And Global Contracts Will Stimulate Freight Demand

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

14 Dec 25

Views

97

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-39.5%

7D

2.6%

Loading

1Y

-39.5%

7D

2.6%

You can edit this narrative until Dec 15 11:15 PM. Then, changes will post as Updates.

Author's Valuation

₹185.530.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 14 Dec 25

TEXRAIL: New Rail And Metro Contracts Will Drive Strong Upside Potential

Analysts have slightly refined their valuation framework for Texmaco Rail & Engineering while maintaining a target of ₹185.50. They cite stable expectations for revenue growth, profit margins, and future earnings multiples that continue to support the existing price target.

Shared on 28 Nov 25

Fair value Decreased 3.13%

TEXRAIL: Recent Major Rail Contracts Will Drive Next Phase of Expansion

Analysts have revised their fair value estimate for Texmaco Rail & Engineering down from ₹191.5 to ₹185.5. This change reflects slightly lower projections for revenue growth and profit margins. What's in the News Secured INR 1,290.9 million contract from Rail Vikas Nigam Limited for design, supply, testing, and commissioning of 2*25 KV traction over-head equipment and associated activities at Yavatmal-Digras section.

Shared on 13 Nov 25

Fair value Decreased 9.24%

TEXRAIL: Joint Venture And New Railway Orders Will Drive Future Performance

Analysts have revised their price target for Texmaco Rail & Engineering downward from ₹211 to ₹191.5 because of updated valuation assumptions and a marginal increase in the applied discount rate. What's in the News Board meeting scheduled for November 11, 2025, to review unaudited standalone and consolidated financial results and consider monitoring agency reports (Board Meeting) Secured an INR 338.9 million order from Central Railway for an electrification project related to the Ahmadnagar-Beed-Parli line, to be completed within 12 months (Client Announcement) Awarded an INR 446.1 million contract by Maha-Metro for 25kV flexible overhead catenary systems for Pune Metro's PCMC-Nigdi Elevated Extension, to be executed within 110 weeks (Client Announcement) Received a Letter of Acceptance from Rail Vikas Nigam Limited for an INR 1,290.9 million order for traction overhead equipment at the Yavatmal-Digras section, contract to be completed in 18 months (Client Announcement) Texmaco Rail & Engineering and Rail Vikas Nigam Limited to form a joint venture for manufacturing, EPC projects, and international competitive bidding in the rail sector (Strategic Alliance) Valuation Changes Consensus Analyst Price Target has decreased from ₹211 to ₹191.5, reflecting a downward revision in fair value estimates.

Shared on 01 May 25

Fair value Decreased 5.52%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 17%

AnalystConsensusTarget has decreased revenue growth from 2.1% to 1.9% and decreased future PE multiple from 54.8x to 45.3x.

Shared on 26 Mar 25

Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 4.28%

Shared on 13 Mar 25

Fair value Decreased 25%

AnalystConsensusTarget has increased revenue growth from 2.1% to 5.1%, decreased profit margin from 5.7% to 5.0%, decreased future PE multiple from 54.6x to 42.2x and decreased shares outstanding growth rate from 0.0% to -0.0%.

AnalystConsensusTarget Fair Value

₹185.5

30.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.84%

Machinery revenue growth rate

0.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

15.52%

Calculation

₹3.10b

Earnings '28

x

36.64x

PE Ratio '28

=

₹113.65b

Market Cap '28

₹113.65b

Market Cap '28

/

397.04m

No. shares '28

=

₹286.25

Share Price '28

₹286.25 Share Price '28

Discounted to 2025 @ 15.56% p.a.

=

₹185.48

Fair Value '25