Texmaco Rail & Engineering（533326）株式概要Texmaco Rail & Engineering Limited は、インド国内外で鉄道および鉄道関連製品の製造、販売、サービスを提供している。 詳細533326 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性5/6配当金4/6報酬株価収益率（ 23.5 x）は、 Machinery業界平均（ 28.4 x）を下回っています。収益は年間23.51%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見る533326 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW488,086 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA488,086 investors already sharing narrativesYour Fair Value₹Current Price₹112.5531.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-648m72b2016201920222025202620282031Revenue ₹72.1bEarnings ₹3.2bAdvancedSet Fair ValueView all narrativesTexmaco Rail & Engineering Limited 競合他社SML MahindraSymbol: BSE:505192Market cap: ₹56.5bAjax EngineeringSymbol: NSEI:AJAXENGGMarket cap: ₹64.9bBalu Forge IndustriesSymbol: BSE:531112Market cap: ₹53.5bJamna Auto IndustriesSymbol: BSE:520051Market cap: ₹54.0b価格と性能株価の高値、安値、推移の概要Texmaco Rail & Engineering過去の株価現在の株価₹112.5552週高値₹153.8552週安値₹78.15ベータ0.661ヶ月の変化2.23%3ヶ月変化6.21%1年変化-24.29%3年間の変化5.57%5年間の変化193.86%IPOからの変化66.25%最新ニュースお知らせ • 12hTexmaco Rail & Engineering Limited to Report Q1, 2027 Results on Aug 03, 2026Texmaco Rail & Engineering Limited announced that they will report Q1, 2027 results on Aug 03, 2026お知らせ • Jul 17Texmaco Rail & Engineering Limited Announces Resignation of Kishor Kumar Rajgaria as Chief Financial OfficerTexmaco Rail & Engineering Limited had announced that Shri Kishor Kumar Rajgaria, Chief Financial Officer of the Company, tendered his resignation from the services of the Company due to personal reasons with a request to relieve him at the earliest. He shall be relieved of his duties in due course, in accordance with the Company's HR policy. The effective date of cessation, along with further requisite details, shall be intimated to the Exchange separately upon finalization.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹4.84 (down from ₹6.24 in FY 2025). Revenue: ₹44.1b (down 14% from FY 2025). Net income: ₹1.95b (down 22% from FY 2025). Profit margin: 4.4% (down from 4.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • May 07Texmaco Rail & Engineering Limited to Report Q4, 2026 Results on May 12, 2026Texmaco Rail & Engineering Limited announced that they will report Q4, 2026 results on May 12, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹90.67, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Machinery industry in India. Total returns to shareholders of 100% over the past three years.最新情報をもっと見るRecent updatesお知らせ • 12hTexmaco Rail & Engineering Limited to Report Q1, 2027 Results on Aug 03, 2026Texmaco Rail & Engineering Limited announced that they will report Q1, 2027 results on Aug 03, 2026お知らせ • Jul 17Texmaco Rail & Engineering Limited Announces Resignation of Kishor Kumar Rajgaria as Chief Financial OfficerTexmaco Rail & Engineering Limited had announced that Shri Kishor Kumar Rajgaria, Chief Financial Officer of the Company, tendered his resignation from the services of the Company due to personal reasons with a request to relieve him at the earliest. He shall be relieved of his duties in due course, in accordance with the Company's HR policy. The effective date of cessation, along with further requisite details, shall be intimated to the Exchange separately upon finalization.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹4.84 (down from ₹6.24 in FY 2025). Revenue: ₹44.1b (down 14% from FY 2025). Net income: ₹1.95b (down 22% from FY 2025). Profit margin: 4.4% (down from 4.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • May 07Texmaco Rail & Engineering Limited to Report Q4, 2026 Results on May 12, 2026Texmaco Rail & Engineering Limited announced that they will report Q4, 2026 results on May 12, 2026Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹90.67, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Machinery industry in India. Total returns to shareholders of 100% over the past three years.Price Target Changed • Feb 13Price target decreased by 12% to ₹164Down from ₹186, the current price target is an average from 2 analysts. New target price is 44% above last closing price of ₹114. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₹4.20 for next year compared to ₹6.24 last year.Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: ₹1.07 (vs ₹1.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.07 (down from ₹1.92 in 3Q 2025). Revenue: ₹10.5b (down 21% from 3Q 2025). Net income: ₹428.4m (down 44% from 3Q 2025). Profit margin: 4.1% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 04Texmaco Rail & Engineering Limited to Report Q3, 2026 Results on Feb 09, 2026Texmaco Rail & Engineering Limited announced that they will report Q3, 2026 results on Feb 09, 2026Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: ₹1.62 (vs ₹1.82 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.62 (down from ₹1.82 in 2Q 2025). Revenue: ₹12.6b (down 6.5% from 2Q 2025). Net income: ₹646.3m (down 11% from 2Q 2025). Profit margin: 5.1% (down from 5.4% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Price Target Changed • Nov 14Price target decreased by 11% to ₹192Down from ₹214, the current price target is an average from 2 analysts. New target price is 47% above last closing price of ₹131. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.90 for next year compared to ₹6.24 last year.お知らせ • Nov 04Texmaco Rail & Engineering Limited to Report Q2, 2026 Results on Nov 11, 2025Texmaco Rail & Engineering Limited announced that they will report Q2, 2026 results on Nov 11, 2025Upcoming Dividend • Sep 08Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 22 October 2025. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).Declared Dividend • Aug 23Dividend increased to ₹0.75Dividend of ₹0.75 is 50% higher than last year. Ex-date: 15th September 2025 Payment date: 22nd October 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 22+ 1 more updateTexmaco Rail & Engineering Limited, Annual General Meeting, Sep 22, 2025Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 22, 2025, at 14:30 Indian Standard Time.Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹0.75 (vs ₹0.91 in 1Q 2025)First quarter 2026 results: EPS: ₹0.75 (down from ₹0.91 in 1Q 2025). Revenue: ₹9.11b (up 2.1% from 1Q 2025). Net income: ₹299.9m (down 18% from 1Q 2025). Profit margin: 3.3% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17Full year 2025 earnings released: EPS: ₹6.24 (vs ₹3.29 in FY 2024)Full year 2025 results: EPS: ₹6.24 (up from ₹3.29 in FY 2024). Revenue: ₹51.6b (up 47% from FY 2024). Net income: ₹2.49b (up 120% from FY 2024). Profit margin: 4.8% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹155, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 33x in the Machinery industry in India. Total returns to shareholders of 253% over the past three years.お知らせ • May 13Texmaco Rail & Engineering Limited to Report Q4, 2025 Results on May 16, 2025Texmaco Rail & Engineering Limited announced that they will report Q4, 2025 results on May 16, 2025Buy Or Sell Opportunity • May 12Now 27% overvaluedOver the last 90 days, the stock has fallen 2.9% to ₹144. The fair value is estimated to be ₹113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.Buy Or Sell Opportunity • Apr 21Now 20% overvaluedOver the last 90 days, the stock has fallen 25% to ₹143. The fair value is estimated to be ₹119, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.Buy Or Sell Opportunity • Mar 27Now 21% overvaluedOver the last 90 days, the stock has fallen 31% to ₹139. The fair value is estimated to be ₹114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.お知らせ • Mar 25+ 1 more updateTexmaco Rail & Engineering Limited Announces Re-Designation of Kishor Kumar Rajgaria as the Chief Financial Officer with Effect from 1 April, 2025Texmaco Rail & Engineering Limited Board of Directors at its Meeting held has inter-alia, approved the following: Re-designation of Mr. Kishor Kumar Rajgaria, Company Secretary & Compliance Officer, as the Chief Financial Officer of the Company with effect from 1 April, 2025. Mr. Kishor Kumar Rajgaria, 56 years of age, is a Qualified Chartered Accountant, Company Secretary & Cost Accountant. He has an overall work experience of over two decades in the field of Business Planning, Taxation, Costing, Internal Audit and in Legal & Secretarial. He is currently designated as Joint Chief Financial Officer, Company Secretary & Compliance Officer of the Company. He was earlier associated with Texmaco Infrastructure & Holdings Limited as CFO since 2015 and Institute of Management Technologies as Deputy Group CFO.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 236% over the past three years.お知らせ • Mar 21An undisclosed buyer acquired an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) for INR 0.22 million.An undisclosed buyer acquired an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) for INR 0.22 million on March 20, 2025. A cash consideration of INR 0.22 million will be paid by the buyer. As part of consideration, INR 0.22 million is paid towards common equity of Texmaco Defence Systems Pvt. Ltd. Texmaco Rail & Engineering out of its holding in 41,000 Equity Shares of Associate Company Texmaco Defence, has sold 22,000 Equity Shares for a total consideration of INR0.22 million. As a result of this transaction Texmaco Defence has ceased to be an associate of the Company w.e.f. March 20, 2025. An undisclosed buyer completed the acquisition of an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) on March 20, 2025.New Risk • Mar 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹6.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (₹6.3m sold).Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹160, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 271% over the past three years.お知らせ • Feb 06Texmaco Rail & Engineering Limited Announces Resignation of Shri Hemant Bhuwania as Chief Financial Officer, Effective from 31 March, 2025Texmaco Rail & Engineering Limited inform that Shri Hemant Bhuwania, Chief Financial Officer of the Company has tendered his resignation from the services of the Company for pursuing new greener pastures. He will be relieved from his duties w.e.f. close of business on 31 March, 2025.Price Target Changed • Feb 04Price target decreased by 16% to ₹270Down from ₹323, the current price target is an average from 2 analysts. New target price is 62% above last closing price of ₹166. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹4.60 for next year compared to ₹3.29 last year.New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹1.92 (vs ₹0.92 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.92 (up from ₹0.92 in 3Q 2024). Revenue: ₹13.3b (up 49% from 3Q 2024). Net income: ₹767.2m (up 152% from 3Q 2024). Profit margin: 5.8% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Texmaco Rail & Engineering Limited to Report Q3, 2025 Results on Jan 31, 2025Texmaco Rail & Engineering Limited announced that they will report Q3, 2025 results on Jan 31, 2025Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹201, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 36x in the Machinery industry in India. Total returns to shareholders of 434% over the past three years.Recent Insider Transactions • Jan 04Executive Director recently sold ₹2.0m worth of stockOn the 27th of December, Ashok Vijay sold around 10k shares on-market at roughly ₹199 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹2.2m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.Recent Insider Transactions • Jan 01Executive Director recently sold ₹2.2m worth of stockOn the 23rd of December, Ashok Vijay sold around 10k shares on-market at roughly ₹222 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.3m more than they bought in the last 12 months.Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: ₹1.82 (vs ₹0.76 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.82 (up from ₹0.76 in 2Q 2024). Revenue: ₹13.6b (up 69% from 2Q 2024). Net income: ₹728.6m (up 196% from 2Q 2024). Profit margin: 5.3% (up from 3.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 15Texmaco Rail & Engineering Limited Announces Resignation of Amitabha Guha as Independent DirectorTexmaco Rail & Engineering Limited announced that Mr. Amitabha Guha (DIN: 02836707), has resigned as an Independent Director from the Board of the Company effective from 1st October, 2024 in view of his personal reasons.New Risk • Sep 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 146% Dividend yield: 0.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Shareholders have been diluted in the past year (24% increase in shares outstanding).Upcoming Dividend • Sep 13Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.7%).お知らせ • Sep 05Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) completed the acquisition of Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion on July 25, 2024. A cash consideration of INR 6.15 billion will be paid by Texmaco Rail & Engineering Limited. As part of consideration, INR 6.15 billion is paid towards common equity of Jindal Rail Infrastructure Limited. For the period ending March 31, 2024, Jindal Rail Infrastructure Limited reported total revenue of INR 7.48 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of transaction is on September 20, 2024. EY acted as Financial Advisor and Due Diligence provider to Adventz Finance Private Limited. Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) completed the acquisition of Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited on July 25, 2024.Declared Dividend • Aug 30Dividend increased to ₹0.50Dividend of ₹0.50 is 233% higher than last year. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 29Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2024Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2024, at 14:00 Indian Standard Time.Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: ₹0.91 (vs ₹0.40 in 1Q 2024)First quarter 2025 results: EPS: ₹0.91 (up from ₹0.40 in 1Q 2024). Revenue: ₹8.92b (up 36% from 1Q 2024). Net income: ₹363.4m (up 185% from 1Q 2024). Profit margin: 4.1% (up from 1.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 07Texmaco Rail & Engineering Limited to Report Q1, 2025 Results on Aug 13, 2024Texmaco Rail & Engineering Limited announced that they will report Q1, 2025 results on Aug 13, 2024お知らせ • Jul 25Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion on July 25, 2024. A cash consideration of INR 6.15 billion will be paid by Texmaco Rail & Engineering Limited. As part of consideration, INR 6.15 billion is paid towards common equity of Jindal Rail Infrastructure Limited. For the period ending March 31, 2024, Jindal Rail Infrastructure Limited reported total revenue of INR 7.48 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of transaction is on September 20, 2024.Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 39% to ₹262. The fair value is estimated to be ₹327, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.お知らせ • Jul 17Texmaco Rail & Engineering Limited Approves Appointment or Mr. Hemani Bangur as an Independent DirectorTexmaco Rail & Engineering Limited approved Appointment or Mr. Hemani Bangur (DIN: 00040903) as an Independent Director of the Company.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹209, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 37x in the Machinery industry in India. Total returns to shareholders of 573% over the past three years.お知らせ • Jun 06Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire 51% stake in Saira Asia Interiors Private Limited for INR 90 million.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire 51% stake in Saira Asia Interiors Private Limited for INR 90 million on June 4, 2024. A cash consideration of INR 90 million will be paid by Texmaco Rail & Engineering Limited. The acquisition is expected to be completed within 90 days.New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Shareholders have been diluted in the past year (24% increase in shares outstanding).Reported Earnings • May 21Full year 2024 earnings released: EPS: ₹3.29 (vs ₹0.81 in FY 2023)Full year 2024 results: EPS: ₹3.29 (up from ₹0.81 in FY 2023). Revenue: ₹35.0b (up 56% from FY 2023). Net income: ₹1.13b (up 335% from FY 2023). Profit margin: 3.2% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 17Texmaco Rail & Engineering Limited Recommends Dividend for Year Ended 31 March, 2024The board of directors of Texmaco Rail & Engineering Limited at its meeting held on May 16, 2024, approved recommended dividend of 50 (Fifty) % i.e. INR 0.50/- per fully paid-up Equity Share of INR 1/- each. The Dividend on Equity Shares on approval at the Annual General Meeting will be credited /dispatched to the Members on or before 30 (thirty) days from the date of AGM.お知らせ • May 08Texmaco Rail & Engineering Limited to Report Q4, 2024 Results on May 16, 2024Texmaco Rail & Engineering Limited announced that they will report Q4, 2024 results on May 16, 2024お知らせ • Apr 10Texmaco Rail & Engineering Limited Appoints Mr. Udyavar Vittal Kamath as Executive DirectorTexmaco Rail & Engineering Limited announced that the through postal ballot, approved the appointment of Mr. Udyavar Vittal Kamath as Executive Director of the company.お知らせ • Mar 23Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering.Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 162.88Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹146, the stock trades at a trailing P/E ratio of 64.5x. Average trailing P/E is 32x in the Machinery industry in India. Total returns to shareholders of 442% over the past three years.New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹0.92 (vs ₹0.40 in 3Q 2023)Third quarter 2024 results: EPS: ₹0.92 (up from ₹0.40 in 3Q 2023). Revenue: ₹9.05b (up 45% from 3Q 2023). Net income: ₹304.9m (up 138% from 3Q 2023). Profit margin: 3.4% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21Texmaco Rail & Engineering Limited to Report Nine Months, 2024 Results on Feb 01, 2024Texmaco Rail & Engineering Limited announced that they will report nine months, 2024 results on Feb 01, 2024お知らせ • Jan 02TEXMACO Rail & Engineering Ltd. Appoints Sudipta Mukherjee as Managing DirectorTEXMACO Rail & Engineering Ltd. has announced the appointment of Sudipta Mukherjee as its new Managing Director. Mukherjee’s appointment is effective from January 1, 2024, who previously served as the Deputy Managing Director in the company. He has played a pivotal role in the company's success and growth through his strategic acumen and dedication.New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Nov 22Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering in the amount of INR 5.5 billion.Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering in the amount of INR 5.5 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 40,470,935 Price(minimum): INR 135.9 Transaction Features: Regulation S; Subsequent Direct ListingReported Earnings • Oct 15Second quarter 2024 earnings released: EPS: ₹0.76 (vs ₹0.48 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.76 (up from ₹0.48 in 2Q 2023). Revenue: ₹8.10b (up 67% from 2Q 2023). Net income: ₹246.5m (up 60% from 2Q 2023). Profit margin: 3.0% (down from 3.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 08Texmaco Rail & Engineering Limited to Report Q2, 2024 Results on Oct 14, 2023Texmaco Rail & Engineering Limited announced that they will report Q2, 2024 results on Oct 14, 2023Upcoming Dividend • Sep 11Upcoming dividend of ₹0.15 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%).お知らせ • Aug 30Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2023Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2023, at 13:00 Indian Standard Time.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: ₹0.40 (vs ₹0.64 loss in 1Q 2023)First quarter 2024 results: EPS: ₹0.40 (up from ₹0.64 loss in 1Q 2023). Revenue: ₹6.93b (up 132% from 1Q 2023). Net income: ₹127.5m (up ₹333.0m from 1Q 2023). Profit margin: 1.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Texmaco Rail & Engineering Limited to Report Q1, 2024 Results on Aug 03, 2023Texmaco Rail & Engineering Limited announced that they will report Q1, 2024 results on Aug 03, 2023お知らせ • Jun 02Texmaco Rail & Engineering Limited Announces Change in DirectorateTexmaco Rail & Engineering Limited informed that the Board of Directors of the Company has approved the ppointment of Mr. Sudipta Mukherjee (DIN: 06871871) as the Deputy Managing Director of the company for a period of 3 (three) years w.e.f. 1st June, 2023 as per the terms & conditions as ecommended by the Nomination and Remuneration Committee and in accordance with the provisions of the Companies Act, 2013, the Securities and Exchange Board of India Listing Obligations and Disclosure Requirements) Regulations, 2015 & subject to the approval of he shareholders. Mr. Sudipta Mukherjee, 48 years of age, is a qualified Post graduate in Management from Indian Institute of Social Welfare and Business Management (IIS&WBM), University of Calcutta & Fulbright Fellow in leadership and management from Carnegie Mellon University, Pittsbugh, USA. He has obtained Executive Management Certification from Tepper School of Business, USA and has undergone training in Production Management from AOTS, Japan. With around 25 years of varied corporate experience, Mr. Mukherjee effectively handled diverse roles in heading the operations of Rail Freight & Passenger Rolling Stock, Bridges, Special Defence Products, Ship Building Business, etc. Previously, he was associated with Titagarh Rail Systems Limited (formerly Titagarh Wagons Limited) since 1998 and was designated as Whole Time Director in 2014. He has been associated with various Professional Associations including holding positions in various Committees of Industry Association & Chamber of Commerce.Reported Earnings • May 15Full year 2023 earnings released: EPS: ₹0.81 (vs ₹0.75 in FY 2022)Full year 2023 results: EPS: ₹0.81 (up from ₹0.75 in FY 2022). Revenue: ₹22.7b (up 40% from FY 2022). Net income: ₹260.3m (up 27% from FY 2022). Profit margin: 1.1% (down from 1.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Texmaco Rail & Engineering Limited Recommends Dividend for Year Ended 31 March, 2023Texmaco Rail & Engineering Limited announced that the Board of Directors of the Company at its Meeting held on 12 May, 2023 approved the recommendation of dividend of 15 (Fifteen) % i.e. INR 0.15 per fully paid-up Equity Share of INR 1 each. The Dividend on Equity Shares on approval at the Annual General Meeting will be credited /dispatched to the Members on or before 30 (thirty) days from the date of AGM.お知らせ • May 06Texmaco Rail & Engineering Limited to Report Q4, 2023 Results on May 12, 2023Texmaco Rail & Engineering Limited announced that they will report Q4, 2023 results on May 12, 2023Recent Insider Transactions • Mar 29Board Member recently bought ₹11m worth of stockOn the 22nd of March, Akshay Poddar bought around 250k shares on-market at roughly ₹44.31 per share. This transaction increased Akshay's direct individual holding by 17x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹4.7m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹0.40 (vs ₹0.06 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.40 (up from ₹0.06 in 3Q 2022). Revenue: ₹6.25b (up 33% from 3Q 2022). Net income: ₹128.1m (up ₹111.8m from 3Q 2022). Profit margin: 2.0% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 02Texmaco Rail & Engineering Limited to Report Q3, 2023 Results on Feb 11, 2023Texmaco Rail & Engineering Limited announced that they will report Q3, 2023 results on Feb 11, 2023Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Amitabha Guha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 01Texmaco Rail & Engineering Limited Appoints Rakesh Tripathi as the Managing Director, Effective January 2, 2023Texmaco Rail & Engineering Limited announced the appointment of Mr. Rakesh Tripathi as the Managing Director of the Company. Mr. Tripathi, who was to join the Company with effect from January 2, 2023 has expressed his inability to join owing to his personal reasons.お知らせ • Nov 15Texmaco Rail & Engineering Limited Appoints Rakesh Tripathi as the Managing Director of the Company, Will Now Be Joining the Company Effective from 2nd January, 2023Texmaco Rail & Engineering Limited announced that Mr. Rakesh Tripathi, whose appointment as the Managing Director of the Company was approved, will now be joining the Company effective from 2nd January, 2023 owing to his existing organisation's commitments.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: ₹0.48 (vs ₹0.25 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.48 (up from ₹0.25 in 2Q 2022). Net income: ₹154.4m (up 144% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 02Texmaco Rail & Engineering Limited to Report Q2, 2023 Results on Nov 07, 2022Texmaco Rail & Engineering Limited announced that they will report Q2, 2023 results on Nov 07, 2022Board Change • Oct 31High number of new directorsIndependent Director Amitabha Guha was the last director to join the board, commencing their role in 2022.Upcoming Dividend • Sep 15Upcoming dividend of ₹0.10 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 30 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).お知らせ • Sep 07Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 30, 2022Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 30, 2022, at 12:00 Indian Standard Time.Reported Earnings • Aug 17First quarter 2023 earnings released: ₹0.64 loss per share (vs ₹0.28 profit in 1Q 2022)First quarter 2023 results: ₹0.64 loss per share (down from ₹0.28 profit in 1Q 2022). Revenue: ₹3.03b (down 8.6% from 1Q 2022). Net loss: ₹205.4m (down 390% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.お知らせ • Aug 13Texmaco Rail & Engineering Limited Announces Resignation of Mr. Ashish Kumar Gupta as Managing Director, Effective August 31, 2022Texmaco Rail & Engineering Limited announced that at its board meeting held on August 12, 2022, the board approved the resignation of Mr. Ashish Kumar Gupta, managing director of the company for pursuing new greener pastures with effect from the close of business on August 31, 2022.お知らせ • Aug 03Texmaco Rail & Engineering Limited to Report Q1, 2023 Results on Aug 12, 2022Texmaco Rail & Engineering Limited announced that they will report Q1, 2023 results on Aug 12, 2022Reported Earnings • May 22Full year 2022 earnings released: EPS: ₹0.75 (vs ₹0.62 in FY 2021)Full year 2022 results: EPS: ₹0.75 (up from ₹0.62 in FY 2021). Revenue: ₹16.2b (down 4.0% from FY 2021). Net income: ₹205.0m (up 45% from FY 2021). Profit margin: 1.3% (up from 0.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • May 21Texmaco Rail & Engineering Limited Recommends Dividend for the Year Ended March 31, 2022Texmaco Rail & Engineering Limited recommended dividend of INR 0.10 per fully paid equity share of INR 1.00 each. The dividend on Equity Shares on approval at the Annual General Meeting is expected to be credited/dispatched to the Members on or before 30 days from the date of AGM.お知らせ • May 08Texmaco Rail & Engineering Limited to Report Q4, 2022 Results on May 20, 2022Texmaco Rail & Engineering Limited announced that they will report Q4, 2022 results on May 20, 2022Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Independent Director Partha Bhattacharyya was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹52.75, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 25x in the Machinery industry in India. Total loss to shareholders of 15% over the past three years.Recent Insider Transactions • Apr 02Board Member recently sold ₹6.1m worth of stockOn the 29th of March, Udyavar Kamath sold around 137k shares on-market at roughly ₹44.16 per share. In the last 3 months, they made an even bigger sale worth ₹14m. Insiders have been net sellers, collectively disposing of ₹65m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹43.85, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 24x in the Machinery industry in India. Total loss to shareholders of 30% over the past three years.Recent Insider Transactions • Feb 16Board Member recently sold ₹14m worth of stockOn the 11th of February, Udyavar Kamath sold around 333k shares on-market at roughly ₹43.45 per share. In the last 3 months, they made an even bigger sale worth ₹43m. Insiders have been net sellers, collectively disposing of ₹59m more than they bought in the last 12 months.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.06 (down from ₹0.85 in 3Q 2021). Revenue: ₹4.70b (up 2.7% from 3Q 2021). Net income: ₹16.3m (down 91% from 3Q 2021). Profit margin: 0.3% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 08Texmaco Rail & Engineering Limited Announces Resignation of Amal Chandra Chakrabortti as Independent DirectorTexmaco Rail & Engineering Limited announced the resignation of Mr. Amal Chandra Chakrabortti Independent Director from the Board in view of his advancing age effective from close of business on 7th February 2022.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹44.60, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 26x in the Machinery industry in India. Total loss to shareholders of 15% over the past three years.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹33.35, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 24x in the Machinery industry in India. Total loss to shareholders of 35% over the past three years.株主還元533326IN MachineryIN 市場7D-2.0%-1.1%-1.4%1Y-24.3%11.9%-0.2%株主還元を見る業界別リターン: 533326過去 1 年間で11.9 % の収益を上げたIndian Machinery業界を下回りました。リターン対市場: 533326は、過去 1 年間で-0.2 % のリターンを上げたIndian市場を下回りました。価格変動Is 533326's price volatile compared to industry and market?533326 volatility533326 Average Weekly Movement7.2%Machinery Industry Average Movement6.3%Market Average Movement6.0%10% most volatile stocks in IN Market9.0%10% least volatile stocks in IN Market3.7%安定した株価: 533326 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 533326の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19391,824Sudipta Mukherjeewww.texmaco.inTexmaco Rail & Engineering Limited は、インド国内外で鉄道および鉄道関連製品の製造、販売、サービスを提供している。3つのセグメントで事業展開：ヘビーエンジニアリング、鉄鋼鋳造、鉄道EPC。鉄道貨車、機関車部品やシェル、鋳鋼品などの貨車、鉄道橋用鋼桁、圧力容器、鉄道やメトロ向けの軌道工事、鉄道信号、電気通信、鉄道電化、配電、OHE電化、関連工事などのエンド・ツー・エンド・ソリューションを提供している。また、鉄道軌道、信号・通信プロジェクト、鉄道電化、自動料金収受、水力発電所、揚水発電所、灌漑・バラージ・プロジェクトの水力機械設備、火力発電所や鉄鋼プラントの産業用鋼構造物、フライオーバーなどのEPC契約も請け負っている。さらに、オープントップ、ダブルデッカー、フラット、ボトムオープンホッパー、有蓋貨車などの貨車の製造と輸出、繊維機械、鉄道台車、連結器、CMS踏切用の鋳造品を納入する鋳鋼工場の運営、機関車工場への電気機関車シェル、シェルアセンブリ、サブアセンブリの供給にも携わっている。物流・貨物、電力、プロセス、金属、セメント、石油・ガス、自動車などにサービスを提供している。同社は1939年に設立され、インドのコルカタに本社を置いている。もっと見るTexmaco Rail & Engineering Limited 基礎のまとめTexmaco Rail & Engineering の収益と売上を時価総額と比較するとどうか。533326 基礎統計学時価総額₹45.88b収益（TTM）₹1.95b売上高(TTM)₹43.77b23.5xPER（株価収益率1.0xP/Sレシオ533326 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計533326 損益計算書（TTM）収益₹43.77b売上原価₹36.52b売上総利益₹7.25bその他の費用₹5.30b収益₹1.95b直近の収益報告Mar 31, 2026次回決算日Aug 03, 2026一株当たり利益（EPS）4.80グロス・マージン16.56%純利益率4.46%有利子負債／自己資本比率36.2%533326 の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.7%現在の配当利回り15%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/27 00:46終値2026/07/27 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Texmaco Rail & Engineering Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Kamlesh KotakAsian Markets Securities Private LimitedAnil BurraFirstCall ResearchBhaumik BhatiaIDBI Capital Markets & Securities Ltd.2 その他のアナリストを表示
お知らせ • 12hTexmaco Rail & Engineering Limited to Report Q1, 2027 Results on Aug 03, 2026Texmaco Rail & Engineering Limited announced that they will report Q1, 2027 results on Aug 03, 2026
お知らせ • Jul 17Texmaco Rail & Engineering Limited Announces Resignation of Kishor Kumar Rajgaria as Chief Financial OfficerTexmaco Rail & Engineering Limited had announced that Shri Kishor Kumar Rajgaria, Chief Financial Officer of the Company, tendered his resignation from the services of the Company due to personal reasons with a request to relieve him at the earliest. He shall be relieved of his duties in due course, in accordance with the Company's HR policy. The effective date of cessation, along with further requisite details, shall be intimated to the Exchange separately upon finalization.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹4.84 (down from ₹6.24 in FY 2025). Revenue: ₹44.1b (down 14% from FY 2025). Net income: ₹1.95b (down 22% from FY 2025). Profit margin: 4.4% (down from 4.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07Texmaco Rail & Engineering Limited to Report Q4, 2026 Results on May 12, 2026Texmaco Rail & Engineering Limited announced that they will report Q4, 2026 results on May 12, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹90.67, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Machinery industry in India. Total returns to shareholders of 100% over the past three years.
お知らせ • 12hTexmaco Rail & Engineering Limited to Report Q1, 2027 Results on Aug 03, 2026Texmaco Rail & Engineering Limited announced that they will report Q1, 2027 results on Aug 03, 2026
お知らせ • Jul 17Texmaco Rail & Engineering Limited Announces Resignation of Kishor Kumar Rajgaria as Chief Financial OfficerTexmaco Rail & Engineering Limited had announced that Shri Kishor Kumar Rajgaria, Chief Financial Officer of the Company, tendered his resignation from the services of the Company due to personal reasons with a request to relieve him at the earliest. He shall be relieved of his duties in due course, in accordance with the Company's HR policy. The effective date of cessation, along with further requisite details, shall be intimated to the Exchange separately upon finalization.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
Reported Earnings • May 13Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹4.84 (down from ₹6.24 in FY 2025). Revenue: ₹44.1b (down 14% from FY 2025). Net income: ₹1.95b (down 22% from FY 2025). Profit margin: 4.4% (down from 4.9% in FY 2025). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • May 07Texmaco Rail & Engineering Limited to Report Q4, 2026 Results on May 12, 2026Texmaco Rail & Engineering Limited announced that they will report Q4, 2026 results on May 12, 2026
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹90.67, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 28x in the Machinery industry in India. Total returns to shareholders of 100% over the past three years.
Price Target Changed • Feb 13Price target decreased by 12% to ₹164Down from ₹186, the current price target is an average from 2 analysts. New target price is 44% above last closing price of ₹114. Stock is down 19% over the past year. The company is forecast to post earnings per share of ₹4.20 for next year compared to ₹6.24 last year.
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: ₹1.07 (vs ₹1.92 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.07 (down from ₹1.92 in 3Q 2025). Revenue: ₹10.5b (down 21% from 3Q 2025). Net income: ₹428.4m (down 44% from 3Q 2025). Profit margin: 4.1% (down from 5.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 04Texmaco Rail & Engineering Limited to Report Q3, 2026 Results on Feb 09, 2026Texmaco Rail & Engineering Limited announced that they will report Q3, 2026 results on Feb 09, 2026
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: ₹1.62 (vs ₹1.82 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.62 (down from ₹1.82 in 2Q 2025). Revenue: ₹12.6b (down 6.5% from 2Q 2025). Net income: ₹646.3m (down 11% from 2Q 2025). Profit margin: 5.1% (down from 5.4% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Nov 14Price target decreased by 11% to ₹192Down from ₹214, the current price target is an average from 2 analysts. New target price is 47% above last closing price of ₹131. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹5.90 for next year compared to ₹6.24 last year.
お知らせ • Nov 04Texmaco Rail & Engineering Limited to Report Q2, 2026 Results on Nov 11, 2025Texmaco Rail & Engineering Limited announced that they will report Q2, 2026 results on Nov 11, 2025
Upcoming Dividend • Sep 08Upcoming dividend of ₹0.75 per shareEligible shareholders must have bought the stock before 15 September 2025. Payment date: 22 October 2025. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.9%).
Declared Dividend • Aug 23Dividend increased to ₹0.75Dividend of ₹0.75 is 50% higher than last year. Ex-date: 15th September 2025 Payment date: 22nd October 2025 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (12% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 22+ 1 more updateTexmaco Rail & Engineering Limited, Annual General Meeting, Sep 22, 2025Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 22, 2025, at 14:30 Indian Standard Time.
Reported Earnings • Aug 14First quarter 2026 earnings released: EPS: ₹0.75 (vs ₹0.91 in 1Q 2025)First quarter 2026 results: EPS: ₹0.75 (down from ₹0.91 in 1Q 2025). Revenue: ₹9.11b (up 2.1% from 1Q 2025). Net income: ₹299.9m (down 18% from 1Q 2025). Profit margin: 3.3% (down from 4.1% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17Full year 2025 earnings released: EPS: ₹6.24 (vs ₹3.29 in FY 2024)Full year 2025 results: EPS: ₹6.24 (up from ₹3.29 in FY 2024). Revenue: ₹51.6b (up 47% from FY 2024). Net income: ₹2.49b (up 120% from FY 2024). Profit margin: 4.8% (up from 3.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 2 years compared to a 13% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹155, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 33x in the Machinery industry in India. Total returns to shareholders of 253% over the past three years.
お知らせ • May 13Texmaco Rail & Engineering Limited to Report Q4, 2025 Results on May 16, 2025Texmaco Rail & Engineering Limited announced that they will report Q4, 2025 results on May 16, 2025
Buy Or Sell Opportunity • May 12Now 27% overvaluedOver the last 90 days, the stock has fallen 2.9% to ₹144. The fair value is estimated to be ₹113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.
Buy Or Sell Opportunity • Apr 21Now 20% overvaluedOver the last 90 days, the stock has fallen 25% to ₹143. The fair value is estimated to be ₹119, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.
Buy Or Sell Opportunity • Mar 27Now 21% overvaluedOver the last 90 days, the stock has fallen 31% to ₹139. The fair value is estimated to be ₹114, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 40% over the last 3 years. Earnings per share has grown by 83%. Revenue is forecast to grow by 1.8% in 2 years. Earnings are forecast to grow by 2.5% in the next 2 years.
お知らせ • Mar 25+ 1 more updateTexmaco Rail & Engineering Limited Announces Re-Designation of Kishor Kumar Rajgaria as the Chief Financial Officer with Effect from 1 April, 2025Texmaco Rail & Engineering Limited Board of Directors at its Meeting held has inter-alia, approved the following: Re-designation of Mr. Kishor Kumar Rajgaria, Company Secretary & Compliance Officer, as the Chief Financial Officer of the Company with effect from 1 April, 2025. Mr. Kishor Kumar Rajgaria, 56 years of age, is a Qualified Chartered Accountant, Company Secretary & Cost Accountant. He has an overall work experience of over two decades in the field of Business Planning, Taxation, Costing, Internal Audit and in Legal & Secretarial. He is currently designated as Joint Chief Financial Officer, Company Secretary & Compliance Officer of the Company. He was earlier associated with Texmaco Infrastructure & Holdings Limited as CFO since 2015 and Institute of Management Technologies as Deputy Group CFO.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 236% over the past three years.
お知らせ • Mar 21An undisclosed buyer acquired an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) for INR 0.22 million.An undisclosed buyer acquired an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) for INR 0.22 million on March 20, 2025. A cash consideration of INR 0.22 million will be paid by the buyer. As part of consideration, INR 0.22 million is paid towards common equity of Texmaco Defence Systems Pvt. Ltd. Texmaco Rail & Engineering out of its holding in 41,000 Equity Shares of Associate Company Texmaco Defence, has sold 22,000 Equity Shares for a total consideration of INR0.22 million. As a result of this transaction Texmaco Defence has ceased to be an associate of the Company w.e.f. March 20, 2025. An undisclosed buyer completed the acquisition of an unknown minority stake in Texmaco Defence Systems Pvt. Ltd from Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) on March 20, 2025.
New Risk • Mar 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹6.3m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Significant insider selling over the past 3 months (₹6.3m sold).
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹160, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 32x in the Machinery industry in India. Total returns to shareholders of 271% over the past three years.
お知らせ • Feb 06Texmaco Rail & Engineering Limited Announces Resignation of Shri Hemant Bhuwania as Chief Financial Officer, Effective from 31 March, 2025Texmaco Rail & Engineering Limited inform that Shri Hemant Bhuwania, Chief Financial Officer of the Company has tendered his resignation from the services of the Company for pursuing new greener pastures. He will be relieved from his duties w.e.f. close of business on 31 March, 2025.
Price Target Changed • Feb 04Price target decreased by 16% to ₹270Down from ₹323, the current price target is an average from 2 analysts. New target price is 62% above last closing price of ₹166. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹4.60 for next year compared to ₹3.29 last year.
New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.7% average weekly change).
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: ₹1.92 (vs ₹0.92 in 3Q 2024)Third quarter 2025 results: EPS: ₹1.92 (up from ₹0.92 in 3Q 2024). Revenue: ₹13.3b (up 49% from 3Q 2024). Net income: ₹767.2m (up 152% from 3Q 2024). Profit margin: 5.8% (up from 3.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 59% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Texmaco Rail & Engineering Limited to Report Q3, 2025 Results on Jan 31, 2025Texmaco Rail & Engineering Limited announced that they will report Q3, 2025 results on Jan 31, 2025
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹201, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 36x in the Machinery industry in India. Total returns to shareholders of 434% over the past three years.
Recent Insider Transactions • Jan 04Executive Director recently sold ₹2.0m worth of stockOn the 27th of December, Ashok Vijay sold around 10k shares on-market at roughly ₹199 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹2.2m. Insiders have been net sellers, collectively disposing of ₹6.3m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 01Executive Director recently sold ₹2.2m worth of stockOn the 23rd of December, Ashok Vijay sold around 10k shares on-market at roughly ₹222 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹4.3m more than they bought in the last 12 months.
Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: ₹1.82 (vs ₹0.76 in 2Q 2024)Second quarter 2025 results: EPS: ₹1.82 (up from ₹0.76 in 2Q 2024). Revenue: ₹13.6b (up 69% from 2Q 2024). Net income: ₹728.6m (up 196% from 2Q 2024). Profit margin: 5.3% (up from 3.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 15Texmaco Rail & Engineering Limited Announces Resignation of Amitabha Guha as Independent DirectorTexmaco Rail & Engineering Limited announced that Mr. Amitabha Guha (DIN: 02836707), has resigned as an Independent Director from the Board of the Company effective from 1st October, 2024 in view of his personal reasons.
New Risk • Sep 30New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 146% Dividend yield: 0.2% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Shareholders have been diluted in the past year (24% increase in shares outstanding).
Upcoming Dividend • Sep 13Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 19 September 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.0%). Lower than average of industry peers (0.7%).
お知らせ • Sep 05Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) completed the acquisition of Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion on July 25, 2024. A cash consideration of INR 6.15 billion will be paid by Texmaco Rail & Engineering Limited. As part of consideration, INR 6.15 billion is paid towards common equity of Jindal Rail Infrastructure Limited. For the period ending March 31, 2024, Jindal Rail Infrastructure Limited reported total revenue of INR 7.48 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of transaction is on September 20, 2024. EY acted as Financial Advisor and Due Diligence provider to Adventz Finance Private Limited. Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) completed the acquisition of Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited on July 25, 2024.
Declared Dividend • Aug 30Dividend increased to ₹0.50Dividend of ₹0.50 is 233% higher than last year. Ex-date: 19th September 2024 Payment date: 25th October 2024 Dividend yield will be 0.2%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (146% cash payout ratio). The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 29Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2024Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2024, at 14:00 Indian Standard Time.
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: ₹0.91 (vs ₹0.40 in 1Q 2024)First quarter 2025 results: EPS: ₹0.91 (up from ₹0.40 in 1Q 2024). Revenue: ₹8.92b (up 36% from 1Q 2024). Net income: ₹363.4m (up 185% from 1Q 2024). Profit margin: 4.1% (up from 1.9% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Machinery industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 07Texmaco Rail & Engineering Limited to Report Q1, 2025 Results on Aug 13, 2024Texmaco Rail & Engineering Limited announced that they will report Q1, 2025 results on Aug 13, 2024
お知らせ • Jul 25Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire Jindal Rail Infrastructure Limited from JITF Urban Infrastructure Limited and Siddeshwari Tradex Private Limited for INR 6.2 billion on July 25, 2024. A cash consideration of INR 6.15 billion will be paid by Texmaco Rail & Engineering Limited. As part of consideration, INR 6.15 billion is paid towards common equity of Jindal Rail Infrastructure Limited. For the period ending March 31, 2024, Jindal Rail Infrastructure Limited reported total revenue of INR 7.48 billion. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of transaction is on September 20, 2024.
Buy Or Sell Opportunity • Jul 24Now 20% undervaluedOver the last 90 days, the stock has risen 39% to ₹262. The fair value is estimated to be ₹327, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 29% per annum over the same time period.
お知らせ • Jul 17Texmaco Rail & Engineering Limited Approves Appointment or Mr. Hemani Bangur as an Independent DirectorTexmaco Rail & Engineering Limited approved Appointment or Mr. Hemani Bangur (DIN: 00040903) as an Independent Director of the Company.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹209, the stock trades at a trailing P/E ratio of 73.7x. Average trailing P/E is 37x in the Machinery industry in India. Total returns to shareholders of 573% over the past three years.
お知らせ • Jun 06Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire 51% stake in Saira Asia Interiors Private Limited for INR 90 million.Texmaco Rail & Engineering Limited (NSEI:TEXRAIL) agreed to acquire 51% stake in Saira Asia Interiors Private Limited for INR 90 million on June 4, 2024. A cash consideration of INR 90 million will be paid by Texmaco Rail & Engineering Limited. The acquisition is expected to be completed within 90 days.
New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.7% average weekly change). Minor Risks Dividend is not well covered by cash flows (146% cash payout ratio). Shareholders have been diluted in the past year (24% increase in shares outstanding).
Reported Earnings • May 21Full year 2024 earnings released: EPS: ₹3.29 (vs ₹0.81 in FY 2023)Full year 2024 results: EPS: ₹3.29 (up from ₹0.81 in FY 2023). Revenue: ₹35.0b (up 56% from FY 2023). Net income: ₹1.13b (up 335% from FY 2023). Profit margin: 3.2% (up from 1.2% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 17Texmaco Rail & Engineering Limited Recommends Dividend for Year Ended 31 March, 2024The board of directors of Texmaco Rail & Engineering Limited at its meeting held on May 16, 2024, approved recommended dividend of 50 (Fifty) % i.e. INR 0.50/- per fully paid-up Equity Share of INR 1/- each. The Dividend on Equity Shares on approval at the Annual General Meeting will be credited /dispatched to the Members on or before 30 (thirty) days from the date of AGM.
お知らせ • May 08Texmaco Rail & Engineering Limited to Report Q4, 2024 Results on May 16, 2024Texmaco Rail & Engineering Limited announced that they will report Q4, 2024 results on May 16, 2024
お知らせ • Apr 10Texmaco Rail & Engineering Limited Appoints Mr. Udyavar Vittal Kamath as Executive DirectorTexmaco Rail & Engineering Limited announced that the through postal ballot, approved the appointment of Mr. Udyavar Vittal Kamath as Executive Director of the company.
お知らせ • Mar 23Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering.Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 162.88
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹146, the stock trades at a trailing P/E ratio of 64.5x. Average trailing P/E is 32x in the Machinery industry in India. Total returns to shareholders of 442% over the past three years.
New Risk • Feb 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Reported Earnings • Feb 03Third quarter 2024 earnings released: EPS: ₹0.92 (vs ₹0.40 in 3Q 2023)Third quarter 2024 results: EPS: ₹0.92 (up from ₹0.40 in 3Q 2023). Revenue: ₹9.05b (up 45% from 3Q 2023). Net income: ₹304.9m (up 138% from 3Q 2023). Profit margin: 3.4% (up from 2.0% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21Texmaco Rail & Engineering Limited to Report Nine Months, 2024 Results on Feb 01, 2024Texmaco Rail & Engineering Limited announced that they will report nine months, 2024 results on Feb 01, 2024
お知らせ • Jan 02TEXMACO Rail & Engineering Ltd. Appoints Sudipta Mukherjee as Managing DirectorTEXMACO Rail & Engineering Ltd. has announced the appointment of Sudipta Mukherjee as its new Managing Director. Mukherjee’s appointment is effective from January 1, 2024, who previously served as the Deputy Managing Director in the company. He has played a pivotal role in the company's success and growth through his strategic acumen and dedication.
New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Nov 22Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering in the amount of INR 5.5 billion.Texmaco Rail & Engineering Limited has filed a Follow-on Equity Offering in the amount of INR 5.5 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 40,470,935 Price(minimum): INR 135.9 Transaction Features: Regulation S; Subsequent Direct Listing
Reported Earnings • Oct 15Second quarter 2024 earnings released: EPS: ₹0.76 (vs ₹0.48 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.76 (up from ₹0.48 in 2Q 2023). Revenue: ₹8.10b (up 67% from 2Q 2023). Net income: ₹246.5m (up 60% from 2Q 2023). Profit margin: 3.0% (down from 3.2% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 08Texmaco Rail & Engineering Limited to Report Q2, 2024 Results on Oct 14, 2023Texmaco Rail & Engineering Limited announced that they will report Q2, 2024 results on Oct 14, 2023
Upcoming Dividend • Sep 11Upcoming dividend of ₹0.15 per share at 0.1% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 25 October 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.1%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.7%).
お知らせ • Aug 30Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2023Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 25, 2023, at 13:00 Indian Standard Time.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: ₹0.40 (vs ₹0.64 loss in 1Q 2023)First quarter 2024 results: EPS: ₹0.40 (up from ₹0.64 loss in 1Q 2023). Revenue: ₹6.93b (up 132% from 1Q 2023). Net income: ₹127.5m (up ₹333.0m from 1Q 2023). Profit margin: 1.8% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 57% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Texmaco Rail & Engineering Limited to Report Q1, 2024 Results on Aug 03, 2023Texmaco Rail & Engineering Limited announced that they will report Q1, 2024 results on Aug 03, 2023
お知らせ • Jun 02Texmaco Rail & Engineering Limited Announces Change in DirectorateTexmaco Rail & Engineering Limited informed that the Board of Directors of the Company has approved the ppointment of Mr. Sudipta Mukherjee (DIN: 06871871) as the Deputy Managing Director of the company for a period of 3 (three) years w.e.f. 1st June, 2023 as per the terms & conditions as ecommended by the Nomination and Remuneration Committee and in accordance with the provisions of the Companies Act, 2013, the Securities and Exchange Board of India Listing Obligations and Disclosure Requirements) Regulations, 2015 & subject to the approval of he shareholders. Mr. Sudipta Mukherjee, 48 years of age, is a qualified Post graduate in Management from Indian Institute of Social Welfare and Business Management (IIS&WBM), University of Calcutta & Fulbright Fellow in leadership and management from Carnegie Mellon University, Pittsbugh, USA. He has obtained Executive Management Certification from Tepper School of Business, USA and has undergone training in Production Management from AOTS, Japan. With around 25 years of varied corporate experience, Mr. Mukherjee effectively handled diverse roles in heading the operations of Rail Freight & Passenger Rolling Stock, Bridges, Special Defence Products, Ship Building Business, etc. Previously, he was associated with Titagarh Rail Systems Limited (formerly Titagarh Wagons Limited) since 1998 and was designated as Whole Time Director in 2014. He has been associated with various Professional Associations including holding positions in various Committees of Industry Association & Chamber of Commerce.
Reported Earnings • May 15Full year 2023 earnings released: EPS: ₹0.81 (vs ₹0.75 in FY 2022)Full year 2023 results: EPS: ₹0.81 (up from ₹0.75 in FY 2022). Revenue: ₹22.7b (up 40% from FY 2022). Net income: ₹260.3m (up 27% from FY 2022). Profit margin: 1.1% (down from 1.3% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Texmaco Rail & Engineering Limited Recommends Dividend for Year Ended 31 March, 2023Texmaco Rail & Engineering Limited announced that the Board of Directors of the Company at its Meeting held on 12 May, 2023 approved the recommendation of dividend of 15 (Fifteen) % i.e. INR 0.15 per fully paid-up Equity Share of INR 1 each. The Dividend on Equity Shares on approval at the Annual General Meeting will be credited /dispatched to the Members on or before 30 (thirty) days from the date of AGM.
お知らせ • May 06Texmaco Rail & Engineering Limited to Report Q4, 2023 Results on May 12, 2023Texmaco Rail & Engineering Limited announced that they will report Q4, 2023 results on May 12, 2023
Recent Insider Transactions • Mar 29Board Member recently bought ₹11m worth of stockOn the 22nd of March, Akshay Poddar bought around 250k shares on-market at roughly ₹44.31 per share. This transaction increased Akshay's direct individual holding by 17x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought ₹4.7m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: ₹0.40 (vs ₹0.06 in 3Q 2022)Third quarter 2023 results: EPS: ₹0.40 (up from ₹0.06 in 3Q 2022). Revenue: ₹6.25b (up 33% from 3Q 2022). Net income: ₹128.1m (up ₹111.8m from 3Q 2022). Profit margin: 2.0% (up from 0.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 02Texmaco Rail & Engineering Limited to Report Q3, 2023 Results on Feb 11, 2023Texmaco Rail & Engineering Limited announced that they will report Q3, 2023 results on Feb 11, 2023
Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Amitabha Guha was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 01Texmaco Rail & Engineering Limited Appoints Rakesh Tripathi as the Managing Director, Effective January 2, 2023Texmaco Rail & Engineering Limited announced the appointment of Mr. Rakesh Tripathi as the Managing Director of the Company. Mr. Tripathi, who was to join the Company with effect from January 2, 2023 has expressed his inability to join owing to his personal reasons.
お知らせ • Nov 15Texmaco Rail & Engineering Limited Appoints Rakesh Tripathi as the Managing Director of the Company, Will Now Be Joining the Company Effective from 2nd January, 2023Texmaco Rail & Engineering Limited announced that Mr. Rakesh Tripathi, whose appointment as the Managing Director of the Company was approved, will now be joining the Company effective from 2nd January, 2023 owing to his existing organisation's commitments.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: ₹0.48 (vs ₹0.25 in 2Q 2022)Second quarter 2023 results: EPS: ₹0.48 (up from ₹0.25 in 2Q 2022). Net income: ₹154.4m (up 144% from 2Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 02Texmaco Rail & Engineering Limited to Report Q2, 2023 Results on Nov 07, 2022Texmaco Rail & Engineering Limited announced that they will report Q2, 2023 results on Nov 07, 2022
Board Change • Oct 31High number of new directorsIndependent Director Amitabha Guha was the last director to join the board, commencing their role in 2022.
Upcoming Dividend • Sep 15Upcoming dividend of ₹0.10 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 30 October 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.6%).
お知らせ • Sep 07Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 30, 2022Texmaco Rail & Engineering Limited, Annual General Meeting, Sep 30, 2022, at 12:00 Indian Standard Time.
Reported Earnings • Aug 17First quarter 2023 earnings released: ₹0.64 loss per share (vs ₹0.28 profit in 1Q 2022)First quarter 2023 results: ₹0.64 loss per share (down from ₹0.28 profit in 1Q 2022). Revenue: ₹3.03b (down 8.6% from 1Q 2022). Net loss: ₹205.4m (down 390% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • Aug 13Texmaco Rail & Engineering Limited Announces Resignation of Mr. Ashish Kumar Gupta as Managing Director, Effective August 31, 2022Texmaco Rail & Engineering Limited announced that at its board meeting held on August 12, 2022, the board approved the resignation of Mr. Ashish Kumar Gupta, managing director of the company for pursuing new greener pastures with effect from the close of business on August 31, 2022.
お知らせ • Aug 03Texmaco Rail & Engineering Limited to Report Q1, 2023 Results on Aug 12, 2022Texmaco Rail & Engineering Limited announced that they will report Q1, 2023 results on Aug 12, 2022
Reported Earnings • May 22Full year 2022 earnings released: EPS: ₹0.75 (vs ₹0.62 in FY 2021)Full year 2022 results: EPS: ₹0.75 (up from ₹0.62 in FY 2021). Revenue: ₹16.2b (down 4.0% from FY 2021). Net income: ₹205.0m (up 45% from FY 2021). Profit margin: 1.3% (up from 0.8% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • May 21Texmaco Rail & Engineering Limited Recommends Dividend for the Year Ended March 31, 2022Texmaco Rail & Engineering Limited recommended dividend of INR 0.10 per fully paid equity share of INR 1.00 each. The dividend on Equity Shares on approval at the Annual General Meeting is expected to be credited/dispatched to the Members on or before 30 days from the date of AGM.
お知らせ • May 08Texmaco Rail & Engineering Limited to Report Q4, 2022 Results on May 20, 2022Texmaco Rail & Engineering Limited announced that they will report Q4, 2022 results on May 20, 2022
Board Change • Apr 27High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Additional Independent Director Partha Bhattacharyya was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₹52.75, the stock trades at a trailing P/E ratio of 47.9x. Average trailing P/E is 25x in the Machinery industry in India. Total loss to shareholders of 15% over the past three years.
Recent Insider Transactions • Apr 02Board Member recently sold ₹6.1m worth of stockOn the 29th of March, Udyavar Kamath sold around 137k shares on-market at roughly ₹44.16 per share. In the last 3 months, they made an even bigger sale worth ₹14m. Insiders have been net sellers, collectively disposing of ₹65m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹43.85, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 24x in the Machinery industry in India. Total loss to shareholders of 30% over the past three years.
Recent Insider Transactions • Feb 16Board Member recently sold ₹14m worth of stockOn the 11th of February, Udyavar Kamath sold around 333k shares on-market at roughly ₹43.45 per share. In the last 3 months, they made an even bigger sale worth ₹43m. Insiders have been net sellers, collectively disposing of ₹59m more than they bought in the last 12 months.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: ₹0.06 (down from ₹0.85 in 3Q 2021). Revenue: ₹4.70b (up 2.7% from 3Q 2021). Net income: ₹16.3m (down 91% from 3Q 2021). Profit margin: 0.3% (down from 4.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 08Texmaco Rail & Engineering Limited Announces Resignation of Amal Chandra Chakrabortti as Independent DirectorTexmaco Rail & Engineering Limited announced the resignation of Mr. Amal Chandra Chakrabortti Independent Director from the Board in view of his advancing age effective from close of business on 7th February 2022.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹44.60, the stock trades at a trailing P/E ratio of 27.1x. Average trailing P/E is 26x in the Machinery industry in India. Total loss to shareholders of 15% over the past three years.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹33.35, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 24x in the Machinery industry in India. Total loss to shareholders of 35% over the past three years.
