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Record production of railway wheels. 6.5x in H1FY22 compared to H1FY21. Who is delivering this? Read on..
#Railwaycapex
#Railwaycapex
As per Texmaco Q1 earnings call, "typically the industry has never produced more than 15,000 wagons in a year and today the entire industry is supposed to provide approx. 30,000 wagons annually."
A rail wagon has 6-8 wheels. So that 1.8L to 2.4L wheels every year.
A rail wagon has 6-8 wheels. So that 1.8L to 2.4L wheels every year.
The key supplier is Rail Wheel Factory, an arm of Indian railways.
One key private vendor is Texmaco Rail. This extract explains the situation of ground. Demand > domestic supply. So dependence on China and margin pressure..
Also shows challenges of dealing in a B2G business.
One key private vendor is Texmaco Rail. This extract explains the situation of ground. Demand > domestic supply. So dependence on China and margin pressure..
Also shows challenges of dealing in a B2G business.
