• South Africa contract: Execution of the ₹4,045 crore-plus South African turnkey order is expected to begin in the next financial year following prototype approvals, covering localized manufacturing and 15 years of maintenance.
• Long-term financial guidance: Texmaco plans a capital expenditure of ₹1,500 to ₹2,000 crore through 2030—primarily funded via internal accruals—aiming to double revenue and expand EBITDA margins from around 10% to a consistent mid-teen percentage or higher.
• Three-part growth strategy: The company is focusing on reinforcing its core freight and infrastructure operations, expanding into adjacencies like propulsion and signaling components, and entering breakaway sectors such as train wheels and niche defense.
• Defense subsidiary timeline: A dedicated defense subsidiary will be established within the current financial year, focusing on specialized land and water applications in collaboration with global technology partners.