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Order Wins · Electric Equipment · Small cap

Hirect lands first MEMU trainset order, adds ₹60 cr to order book

The order from Indian Railways' Modern Coach Factory is the company's second ₹60 cr win in two days and opens a new product vertical.

2 earlier stories on Hirect Ltd.
Mkt cap₹3,853 cr
P/E85.61×
ROE23.21%
Debt / eq.0.99
Div yld0.06%
₹60 cr First MEMU propulsion order

What's new

  • Hirect gets ₹60 cr order for MEMU propulsion systems from Indian Railways.
  • This is a new product category; earlier supplied Vande Metro systems.
  • Order book now exceeds ₹845 cr including yesterday's Vande Metro order.

Why this matters

The order is strategically important as it diversifies Hirect's product range, but at about 6% of FY26 revenue, the financial impact is incremental. With a massive order book and high growth, the company is building momentum.

What we're watching

  • Execution timeline of 24 months.
  • Whether more MEMU orders follow.
  • Order inflow trajectory after two ₹60 cr wins in two days.

The full read

Hirect has bagged a ₹60 crore order for MEMU trainset propulsion systems from Indian Railways' Modern Coach Factory, its first in this product category and the second ₹60 crore win in two days. The contract, to be executed over 24 months, adds a new vertical to a company already supplying Vande Metro systems and railway electrification equipment. At roughly 6% of FY26 revenue, the immediate financial impact is incremental. But the strategic signal is stronger: Hirect is deepening its relationship with Indian Railways across multiple train platforms. With an order book now exceeding ₹845 crore and trailing revenue growth of 51%, the company is building a broad-based rail electrification franchise, even if the latest quarter slipped to a ₹2 crore loss. The open question is how quickly MEMU orders scale from here.

Questions answered

What is the size and scope of the MEMU order?
The contract is valued at ₹60 crore for propulsion systems for four MEMU trainsets, to be delivered within 24 months.
How significant is this relative to Hirect's scale?
The order is about 6% of FY26 annual revenue. Hirect's order book stands at over ₹845 crore, so the financial impact is incremental.
Does this change Hirect's product positioning?
Yes, it adds MEMU trainsets to its portfolio, complementing its existing Vande Metro and railway electrification products.
What was the previous order announced?
A day earlier, on July 25, Hirect announced a ₹60 crore development order for Vande Metro trainsets from Indian Railways.
What is Hirect's recent financial performance?
Trailing revenue growth is 51.2%, but the latest quarter (Mar 2026) showed a net loss of ₹2 crore on sales of ₹280 crore. The company reported a full-year net profit of ₹57.7 crore for FY26, up 55%.
What is the market's likely reaction?
The stock trades at a high P/E of 85.6. The order supports sentiment but is not a major catalyst given similar recent wins and a large order book.
Mentioned: Indian Railways · Modern Coach Factory · ₹60 cr MEMU order
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Hind Rectifiers Ltd.

Engineering & Capital Goods
₹4,611 cr
P/E 102.44×

Latest quarter · Mar 2026

Sales₹280 cr
Net profit−₹2 cr
Op. margin+3.0%
EPS₹1.31

Strength & growth

Debt / equity1.13×
Current ratio1.12×
Sales CAGR+26.4%
EPS CAGR+86.8%
Financials via Tijori — a research aid, not investment advice.HIRECT on Tijori
  1. 26 Jul 2026 · 9:57 AM IST Hirect lands first MEMU trainset order, adds ₹60 cr to order book
  2. today Hirect wins ₹60 cr development order for Vande Metro trainsets
  3. 65d ago Hind Rectifiers targets $1 billion revenue after strong FY26