Oriental Rail Infrastructure Ltd. · BSE:ORIRAIL
Oriental Rail Infrastructure — Investor Presentation (February 2025)
33 slides from Oriental Rail Infrastructure's investor presentation, Feb 17, 2025
Slide 1: BSE Regulation 30 disclosure cover letter
February 17, 2025 To, BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Fort, Mumbai - 400 001 Script Code: - 531859 Dear Sir/Madam, Subject- Disclosure pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) for Investor Presen
Slide 2: Oriental Rail Infrastructure Ltd. Investor Presentation February 2025
ORIENTAL RAIL INFRASTRUCTURE Ltd. A Technology Driven Company Investor Presentation February 2025
Slide 3: Agenda
Company Collaborations & Overview Foreign Tie ups Agenda Industry Financials Overview Goals & Growth 2
Slide 4: Company Overview
Company Overview At ORIRAIL, we aspire to be the company of choice for our customers, investors, stakeholders, and society, achieving market leadership by delivering superior products that exceed expectations. Through innovation and excellence, we aim to drive profitable growth while creating lastin
Slide 5: ORIL & OFPL At a Glance
ORIL & OFPL ORIL – Passenger Division At a Glance • Oriental Rail Infrastructure Limited (ORIL) (formerly know as Oriental Veneer Products Limited) is engaged in manufacturing and supply of rail products predominantly for Indian Railways(IR). It manufactures seats, berths, and chairs for Indian pass
Slide 6: Infrastructure at OFPL
Infrastructure at OFPL • Oriental has set up state of the art manufacturing facility which is coupled with great technological superiority. Manufacturing facilities have been set up across two locations in Gujarat: • Foundry & Spring Plant at Chopadava Village, Bachau in the Kutch district of Gujara
Slide 7: Advanced Facilities at ORIL
Advanced Facilities at ORIL • The factory is located in Aghai, Shahpur, Thane district, spanning 44 acres. • Oriental has over 30 years of experience supplying railway rolling stock to Indian Railways, fostering a strong and trusted relationship. • The manufacturing facility produces seats and berth
Slide 8: Product Portfolio at OFPL
Product Portfolio at OFPL Wagon Bogie Spring Coupler Draft Gear • All the products to IR are approved by the Research Designs Standards Organization (RDSO) which is the sole vendor approving body for the consumer organization. Products are also RITES (erstwhile Rail Technical Economic Service) certi
Slide 9: Products at ORIL
Products at ORIL • Seats and Berths: • Oriental manufactures seats and berths for Indian Railways using materials like rexine, boards, silicon foam, and PU foam. These are used across all railway passenger coaches, including premium trains like Rajdhani and Duronto Express, as well as regular and lo
Slide 10: Products at ORIL
Products at ORIL • Artificial Leather (Rexine) – ORVIN: • Oriental has established a backward integration project with a production capacity of 60 lakh meters per annum to manufacture Rexine. This material is widely used in the production of seats and berths and is marketed under the ORVIN brand, ca
Slide 11: Meet our Founders & Leaders
Meet our Founders & Leaders Founders Mr. Saleh N. Mithiborwala Late Shree Nooruddin Mithiborwala, Late Mr. Vali N. Chairman, Whole-Time Shree Najmuddin Director & CFO Mithiborwala Mr. Amitabh Sinha Mithiborwala & Late Shree Saifuddin Whole-Time Director Executive Director Mithiborwala (Technical) 10
Slide 12: Board of Directors & Management Team
Mr. Karim N. Mithiborwala Mr. Hardik Chandra Managing Director Company Secretary & Compliance Officer Board of Directors & Mrs. Sheetal Nagda Mr. Suresh Govind Mane Management Independent Director Independent Director Team Mr. Dattaprasad Mr. Latif Pirani Ugrankar Independent Director Independent Di
Slide 13: Clientele
BRAITHWAITE & CO. LIMITED (AGOVT. OF INDIA UNDERTAKING) Ministry of Railways JINDAL RAIL INFRASTRUCTURE ROLLING INNOVATION
Slide 14: Certifications - OFPL
Certifications - OFPL Class ‘A’ Foundry Casnub Bogie 48 BD Coupler 70 BD Coupler Spring Loaded G 105 Side Bearers LCCF Bogie 71 BD Draft Gear LWLH Bogie ISO 9001:2015 Spring 13
Slide 15: Certifications - ORIL
Certifications - ORIL ISO 9001 MCF Approval for IATF Certificate RDSO Approval Certification PU Foam 14
Slide 16: Collaborations & Foreign Tie ups – US and Russia
Collaborations & Foreign Tie ups – US and Russia Oriental Foundry has forged strategic alliances with US-based HUM Industrial for advanced onboard condition monitoring, and Russia-based Uniwagon (VNCIIT) for cutting-edge 25T axle load gondolas—amplifying freight efficiency under the ‘Make in India’
Slide 17: Collaboration for Smart Wagons
Collaboration for Partnership Essentials Smart Wagons • Oriental Foundry and HUM Industrials have signed an agreement to integrate the HUM Boomerang onboard condition monitoring system into freight wagons, targeting real-time wheel and bearing health assessments, pioneering Smart Wagons in India wit
Slide 18: Oriental Foundry x HUM Industrials
Oriental Foundry x HUM Industrials • Edge Computing Architecture • Each wagon is equipped with eight accelerometer + temperature sensors (one on each bearing adapter) linked via LORA to a central gateway, which then transmits data to the cloud for advanced analytics. • Proven Algorithms & Lab Resear
Slide 19: Strategic Impact with Modern Wagons
Strategic Impact Strategic Collaboration with Modern • Oriental Foundry and Uniwagon’s design arm VNCIIT (St. Petersburg) have partnered to co-develop high-axle-load gondola wagons specifically tailored for Indian Railways, Wagons aligning with the “Make in India” framework and leveraging Uniwagon’s
Slide 20: Industry Overview
Industry Overview Indian Railways As of 2025, Indian Railways (IR) covers roughly 68,000 km of route length, running 13,000+ passenger trains and nearly 9,000 freight trains each day, carrying about 24 million travellers and 3 million tonnes of freight daily across 7,300+ stations. Recognized as one
Slide 21: Freight: Major Revenue Earning source
Freight: Major Revenue Earning source • Freight Revenue Share: IR REVENUE • As of FY24, freight contributes about 78–80% of Indian Railways’ total revenue, with passenger earnings making up the remainder. DISTRIBUTION Freight Passenger Other • Freight Loading & Revenue: 2% • In FY23, Indian Railways
Slide 22: Railway Procurement Plan
Railway Revenue and Freight Operations Procurement • IR generated ₹1.93 trillion in revenue (April–December 2024), with ₹1.26 trillion from freight. • Achieved record freight loading of 1,588 million tonnes Plan (MT) in FY23-24, aiming for 3,000 MT by 2030. Infrastructure Investments • Budget for FY
Slide 23: Increasing Demand of Wagons
Increasing Demand of Wagons • Replacement Demand: • Around 12–15% of the wagon fleet needs replacement to meet modern safety and efficiency standards. • New orders focus on lightweight, high-capacity wagons to improve operational efficiency. • Demand from Coal: • Coal remains the largest contributor
Slide 24: Financials
Financials Over the past three fiscal years, Oriental’s revenue has surged from ₹172 Cr to ₹526 Cr, with net profit climbing from ₹3 Cr to ₹30 Cr and operating margins improving from 8% to 13%. Concurrently, the balance sheet has strengthened—total assets now stand at ₹646 Cr, bolstered by a substan
Slide 25: Avenues of Growth
Avenues of Growth Revenue in Crores PAT & Operating Profits 600 526 80 67 60 400 325 220 40 31 30 172 25 200 20 15 16 3 30 0 0 FY 21 FY 22 FY 23 FY 24 FY 21 FY 22 FY 23 FY 24 Revenue in Crores PAT in Crores Operating Profit in Crores ROCE % Total Assets in Crores 15 800 646 12 11 10 600 478 10 6 400
Slide 26: Consolidated Figures
Consolidated Figures P&L in Crores FY22 FY23 FY24 Balance Sheet in Crores FY22 FY23 FY24 Sales 172 325 526 Equity Capital 5 5 6 Expenses 142 300 460 Reserves 99 102 280 Operating Profit 30 25 67 Borrowings 178 314 294 OPM % 18% 8% 13% Other Income 2 2 3 Other Liabilities 58 56 66 Interest 6 16 22 To
Slide 27: Peer Comparison in Wagon Industry
Peer Comparison in Wagon Industry Company Name Titagarh Rail Jupiter Wagons Texmaco Rail Oriental Rail Wagon Production 6057 3363 5588 1052 Apr’ 24 – Jan’25 Market Share 30% 17% 28% 5% (Pvt. players only) Market Cap 11448 cr. 13836 cr. 5934 cr. 1243 cr. (as on 13 Feb 25) Sales 2907 cr. 2919 cr. 3760
Slide 28: Goals & Growth
Goals & Growth In light of the robust wagon demand, intensified modernization efforts across the network, and the expanding role of freight corridors in connecting key industrial hubs, Oriental seeks to broaden its product range, ramp up in-house manufacturing and R&D, and leverage emerging policy f
Slide 29: Opportunity for Oriental
Opportunity for Wagons Opportunity Oriental • Indian Railways aims to procure 70,000+ wagons in FY26, with industry capacity at ~20,000/year. Oriental stands to benefit given its proven delivery record. • Partnership with Hum Industrial empowers Oriental to pioneer and capitalize on India’s Smart Wa
Slide 30: Future Expansion Programs
Future Expansion Programs Bogie Spring Smart Wagons Plant To deploy HUM’s real- New facility in Kutch time monitoring in for high-precision freight wagons, bogie springs, pioneering Smart enhancing product Wagons in India’s Doubling Wagon range and supply ₹20,000 crore reliability. market with a 25%
Slide 31: Competitive Advantage
Competitive Advantage Planning Marketing Design Investors Products Being a small Among the few Focus on R&D and Ever increasing Total Rail Solution player in the players who has continuous Investor trust with provider with end- industry, well backward development of 35,000+ to-end solutions poised t
Slide 32: Summary
Summary “At Oriental, we believe in delivering 110%. By harnessing our next-generation manufacturing capabilities, we empower clients with turnkey solutions in rail and polymer products. We thrive on deep industry knowledge and the dedication of our extraordinary team. As our Chairman often says, ‘T
Slide 33: Thank you
Thank you For more information, please contact Oriental Rail Infrastructure Limited Corporate Office: 16, Mascarenhas Road, Mazgaon, Mumbai - 400 010 Registered Office: Survey No. 49, Village Aghai, Taluka Shahpur, District Thane, Maharashtra - 421601 Tel: +91 22 6138 9400 Email: investors@orientalr
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