Railway stock jumps 8% after receiving an order worth ₹ 170 Cr from Ministry of Defence

Shares of the leading railway rolling stock manufacturer surged by up to 8 percent after the company secured an order worth Rs 170 crore from the Ministry of Defence.

With a market capitalization of Rs 13,615.52 crore, shares of Titagarh Rail Systems Ltd were trading at Rs 1,011.00 per share, marking an increase of approximately 6 percent compared to the previous closing price of Rs 956.50 apiece.

According to the company filing, Titagarh Rail Systems Ltd has received an order from the Ministry of Defence, Government of India, for the procurement of 250 specialized wagons worth Rs 170 crore. The execution of the contract is scheduled to commence 12 months after the signing of the contract and is expected to be completed within 36 months.

Analyzing Titagarh Rail System Ltd.’s finances, their revenue has surged by 25 percent from Rs 766 Crore in Q3FY23 to Rs 955 Crore in Q3FY24. Concurrently, net profits have soared by 127 percent from Rs 33 crore to Rs 75 crore during the same period.

Titagarh Rail’s total order book stands at Rs 27,466 crores, inclusive of a proportional part of the order book worth Rs 13,326 crores to be completed by the joint venture. The company’s unexecuted wagon orders amount to 19,259 wagons, comprising both Indian railway and private wagons.

The government aims to double the overall operating metro rail network to 1,700 kilometers within the next 3-4 years, requiring the purchase of 2,000-2,500 metro rail coaches over the next 5-6 years, translating to an estimated market size of Rs 32,500 crore over this period.

The stock has delivered a remarkable return of 47.26 percent in six months and an impressive 116.84 percent in a year. Consequently, if an investor bought Rs 1 lakh worth of shares in the company, their shares would now be valued at Rs 2.16 lakhs in a year.

Titagarh Rail Systems Ltd is the leading manufacturer of wagons, commanding 25-30% of total bids from FY20 to FY23. In May 2022, Indian Railways received its largest order in a decade. By December 2023, the firm delivered 1,021 wagons, marking the highest number in the industry’s history.

Specializing in the production and sale of freight wagons, passenger coaches, metro trains, train electricals, steel castings, specialized equipment, bridges, ships, and more, Titagarh Rail Systems Ltd caters to both domestic and foreign markets.

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