Union Railways Minister Ashwini Vaishnaw just announced one of the most aggressive rail expansion plans in India’s history - 3,000 new train services in 5 years and 36,000 km of new tracks. Railway capex has surged from ₹35,000 crore to ₹2,72,000 crore annually, and the momentum is only accelerating. (Companies make Bogies for Wagons), Titagarh Rail, Jupiter Wagons and Simplex Castings🔥📈 #Titagarhwagon #Jupiterwagon #Simplexcasting

Simplex Castings Ltd Q4 earnings call analysis 1. FY26 was strong on reported numbers: consolidated revenue rose around 18% to ₹202 crore, EBITDA increased 20% to ₹37.39 crore, and PAT grew 40.5% to ₹21.26 crore, indicating both growth and operating leverage. 2. Management’s tone was confident and expansion-oriented, with repeated emphasis on railways, steel, and power as the three core growth engines. 3. The most important strategic update was the RDSO approval to restart wagon bogie manufacturing, a business the company had earlier operated for decades before a gap since 2019. 4. Management said installed bogie capacity is now 200–250 bogies per month, with no further capex needed for the cast bogie line because the relevant build-out is already complete. 5. FY27 revenue guidance was explicit at ₹300 crore, comprising roughly ₹200 crore from existing business, ₹50 crore from cast railway bogies, and ₹50 crore from the power sector. 6. FY28 ambition remains much larger at around ₹500 crore, but this depends not just on organic execution; management also tied it to acquisitions, EPC opportunities, and a successful railway ramp-up. 7. Q4 revenue softness versus the prior year’s Q4 was explained by customer site delays, finished-goods inventory that slipped into April-May dispatches, and gas-supply issues affecting fabrication throughput. 8. Margin performance improved, but management did not fully normalize this improvement; it cited being more selective on orders and favorable industry conditions, while still only guiding for roughly 8%–10% as a minimum range going forward. 9. Steel remains the company’s cash engine today, especially coke oven doors and related components, where management claimed around 70% share of Indian production and sees revenue potentially doubling from ₹50–60 crore to ₹100 crore over 2–3 years. 10. The balance sheet is stronger than before, but not fully self-sufficient for all growth plans: management openly said additional debt or equity may still be needed, especially for fabricated bogies and working capital. #Simplexcasting #wagons #growth @AethosWealth

SIMPLEX CASTINGS LTD Important Concall Highlights: - Company secures RDSO approval for wagon bogies, with current manufacturing capacity of 200–250 bogies per month. - Management expects the majority of demand, around 70–75%, to come from wagon manufacturers, while 20–25% is likely to be driven by railway replacement demand. - Plans to step up investments with a FY27 capex outlay of nearly ₹25 crore, compared to around ₹15 crore spent in FY26. - Management remains optimistic and is targeting revenue of nearly ₹500 crore by FY28, reflecting strong growth ambitions. #Simplexcasting

Simplex Castings Ltd Q4FY26 Results:- #Q4Results #Q4FY26 #Stockmarket #Nifty #Simplexcasting Revenue 54.76 Cr vs 67.10 Cr (-18.38% YoY┃ 15.21% QoQ) EBITDA 10.88 Cr vs 7.85 Cr ( 38.67% YoY ┃ 41.24% QoQ) EBITDA Margin 19.87% vs 11.69% YoY & 16.21% QoQ PBT Ex-Exceptional Items 9.13 Cr vs 5.19 Cr ( 75.99% YoY┃ 43.48% QoQ) PAT 6.18 Cr vs 3.72 Cr ( 66.32% YoY┃ 29.87% QoQ) Other Income 0.43 Cr vs 0.49 Cr YoY & 1.62 Cr QoQ This Q4 Exceptional loss of 0.86 Cr

Interesting data: Highest ever single month order inflow 🔥🚀 #SimplexCasting scaled up 120% CAGR growth over last 3 years. While the revenue has just reached RR of 250crs. It has now started getting order worth 60 crs in single month itself. On a trajectory to become large! Mcap only 380crs (No reco, D-Invested)

#Q2FY26 Good Result!! List of companies that have reported growth of 20% over Revenue and PAT as on 14/11/2025. #Simplexcasting #Giriraj #inoxgreen

10% Uc at 464.90 #simplexcasting

Anyone tracking Simplex Casting? If you have any genuine questions that can be asked to management, please DM us! #SimplexCasting

TOP ANNOUNCEMENTS FOR THE DAY #NCC #Winsolengineers #K2infra #Simplexcasting #AsstonPharma

#SimplexCasting 🚀 Dark Horse of 2025 Alert! 🚀 This company is making waves and performing exceptionally well! 🌟 Stop Loss (SL): Keep a tight SL of 5-7% on a closing basis. Caution: Never trade without SL/TSL 💡 Disclosure: We've invested in this gem, so we might be a bit biased. 😉 💼 Trade wisely, aligned with your capital & risk appetite. ⚠️ Disclaimer: We are not responsible for any profit or loss. #stockmarketscrash #StockMarket #Bullish #trading #investing #Nifty50 #IPOAlert #StockToBuy #sharemarket #FIIs #Budget2025

*Today's bulk / block deals* #Bulk #Block #NSE #BSE #Exchange #Ibullhousing #Matrimony #Himadri #HSCL #Goodluck #Aurionpro #Lasa #RamaSteel #AakashExplore #Globatextiles #AshapuriGold #HisarMetal #OKPlay #RTSPower #CelebrityFashion #NorthernSpirits #SimplexCasting #DynamicInds

*Today's IMP bulk / block deals* #Bulk #Block #NSE #BSE #Exchange #AbansEnt #ANGLife #AngelFibers #BBTriplewall #BiofilChem #Graviss #Hazoor #IndoNational #JCT #JumpNetwork #MaxIndia #PioneerEmb #SimplexCasting #TastyDairy #UttamGalva #VikasEco

Simplex Castings resumes work at corporate office and factories; Stock climbs 2.5% indiainfoline.com/article/ne… #simplexcasting