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Questions across 3 calls

Umesh Chowdhary

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TITAGARH RAIL SYSTEMS LIMITED

TITAGARH RAIL SYSTEMS LIMITED CC-Nov25.pdf · 2025-11-18
Thank you, Parvez. So as far as the Metro or the passenger train rail segment is concerned, the sooner as you know we have already supplied, we have got the option that will be starting in 2 years' time. We have a delivery period of starting from 2 years to be ended in 2-1/2 years because that is an Aluminium coach and we have already received the machines for making the Aluminium coaches entirely in India. So the earlier contract that we had executed for Pune was executed by bringing in fla t packs from Italy. But now we have set up the entire facility. The machines have come. They are under installation. They will be getting into production sometime in Q1 of FY '27. And we will be producing the entire car body of Aluminium for Pune in our plant in Uttarpara. As far as the Gujarat Metro is concerned, this quarter, that is Q3 of the current financial year, we will deliver the prototype. And then the production will ramp up in the manner that is envisaged in the contract , so between 2 and 3 trains per month, going up to 3 trains per month. And we have given the overall numbers of coaches, which includes the Gujarat as well as the Bangalore that we intend to be able to deliver this year, which is between 100 -120 cars, which is almost 8-10 fold jump over the number of cars that we delivered last year, which will again almost double next year. So it is a huge ramp up that we are going to witness. As far as Mumbai is concerned, the first train should go somewhere in Q3 of next Financial Year, Q3 or Q4 of next Financial Year a nd then it will get ramped up. For Vande Bharat, again, we are intending to deliver the first train, the Vande Bharat Sleeper, the first car body is already made. And we are intending to deliver the first train in Q3 of the next Financial Year. So that is how the ramp up will happen in all the passenger orders that we have. As far as the freight wagon is concerned, we have an order of about 9,000 wagons. So that gives us visibility for the next around 4 quarters. We are considering the overall demand forecast and the traffic forecast that targets that the railways have. We are hopeful that the tender should come out by Q1 of the coming Financial Year. So we will have enough time to switch over or complete the existing contracts and then get on to the new contracts.
Thank you.
TITAGARH RAIL SYSTEMS LIMITED CC-Sep24.pdf · 2024-10-29
Thank you very much. As far as the performance for the coming couple of quarters is concerned, as I have already said that within this current quarter, that is the December quarter or latest by the March quarter, we will stabilize at run rate of 3,000 wagons per quarter, or 1,000 wagons per month going forward. In terms of new orders, we already have an order pipeline to see us through for almost the next few quarters. We have already disclosed some numbers in the presentation. There are continuous tenders that are coming up with the railways and we believe that now we would like to be building up further order books and we are moving towards doing that.
Yes. As I mentioned, sir, that the Bangalore metro, the first train will go out this quarter. And thereafter, every month we will be dispatching between one and two trains after a gap of a month maybe. So, that will be on streamline production. The first t rain of Ahmedabad is likely to be dispatched in the vicinity of April or May 2025. Then there will be testing and commissioning, and thereafter the regular supplies maybe in a gap of three months we will start again as per the delivery schedule, which will be followed with the Surat metro.