
LNPR CAPITAL
June 12, 2025 at 03:15 AM
→ Texmaco Rail plans to turn around its loss-making Kalindee Rail unit within 2 years post-demerger, aiming to double consolidated revenue to ₹10,000 crore in 3 years while maintaining EBITDA margins of 14–17% (FY25: ₹5,164 crore revenue, ₹225 crore PAT).
→ The company expects exports to rise from 8–10% to 30% of revenue, targeting South America, Africa, and West Asia, while expanding its core rolling stock, components, and new product segments.
→ Recent growth drivers include the MRVC traction infra contract, operational synergies from Jindal Rail acquisition, and strategic focus on market diversification, new regions, and focused management for Kalindee.
