Stockrabit · Analysts
Questions across 1 call

Nirav Vasna

JSK Portfolio Manager

TITAGARH RAIL SYSTEMS LIMITED

TITAGARH RAIL SYSTEMS LIMITED CC-Sep24.pdf · 2024-10-29
I have a question which is very specific pertaining to our freight division. So, today we are having an order book of around 14,500 wagons, which is to be delivered. And if I assume that the monthly run rate is going to be 1,000 wagons per month, you will exhaust this order book in max 15 to 16 months. The question is that, can our freight division be a vendor for supply of wagons to overseas customers after supplying a lot of products to India? This is one point that I wanted to understand.
And according to you, bulk tender or I can say big tender from Indian Railways for freight, any timeline that you can give wherein that can act as a feeder? Because as I understand, Indian Railways is now coming up with the concept of bulk tenders wherein once the tender is concluded, the vendors have order book visibility of around two to three years. So, any bulk tender according to you which is there in the offering or any timeline that you can prescribe to that, that will be helpful.