SYNOPSIS: Company secured Rs. 32.54 crore in railway orders across multiple zones, along with an additional Rs. 8.35 crore subsidiary contract, strengthening its order book and near-term revenue visibility.
During Wednesday’s trading session, shares of a company involved in the manufacturing of railway components, sheet piles, and structures from its cold-rolled forming unit, surged around 8 percent on BSE, after the company announced securing multiple orders from Indian Railways and others.
With a market cap of Rs. 609 crores, shares of Cosmic CRF Limited are currently trading in the green at Rs. 662.95 on BSE, up by around 7 percent, compared to its previous closing price of Rs. 621.6. The stock has delivered negative returns of over 53 percent in one year, as well as around 37 percent in the last one month.
What’s the News
As per its latest disclosure to the BSE, Cosmic CRF Limited has secured multiple orders from various divisions of Indian Railways, with a cumulative order value of around Rs. 32.54 crore (inclusive of GST). All contracts are domestic in nature, awarded under standard terms agreed between the parties, and are not related-party transactions.
The largest order, valued at Rs. 11.79 crore, has been received from Northern Railway for the supply of 312 sets of CRF sections for BOXNHL wagons. This order is scheduled to be executed within four months.
From Southern Railway, the company has secured an order worth Rs. 5.74 crore, which includes the supply of 2,400 end stanchions for BOXNHL wagons, 600 side TOP coping components for BOX wagons, and 3,600 body side stanchions for BOXNHL wagons. This contract is expected to be completed within five months.
Another order from Northern Railway, valued at Rs. 4.56 crore, involves the supply of 3,744 body side stanchions, with execution timelines of six months. Additionally, Southern Railway has awarded a contract worth Rs. 2.86 crore for the supply of 280 sets of fabricated centre sills, which is to be completed within five months.
Further, the company received an order worth nearly Rs. 2.84 crore from Northern Railway for the supply of 379 centre sill (CRF section) units for BVCM wagons, with a completion timeline of four months. Meanwhile, from North Central Railway, Cosmic CRF has secured an order valued at Rs. 2.32 crore for the supply of 100 body side arrangements for BOXNHL wagons, to be executed within five months.
Lastly, Eastern Railway has awarded an order worth Rs. 2.42 crore for the supply of 5,562 doorway stiffener crossbars with accessories in assembled condition for BOXNHL wagons, with execution scheduled within four months.
In a separate filing, the company has announced securing an additional order wherein its subsidiary, NS Engineering Projects Private Limited (NSEPPL), has secured a purchase order from an undisclosed infrastructure company. The order is valued at around Rs. 8.35 crores and is scheduled to be completed by September 2026.
Financials, Shareholding Pattern & More:
Cosmic CRF Limited is engaged in the business of manufacturing railway components, wagon parts & components, sheet piles, and structures from its cold rolled forming (CRF) unit located at Ajabnagar, West Bengal. With an order book exceeding Rs. 615 crore, the company is well-positioned to cater to demand from both railways and infrastructure sectors, ensuring diversified revenue streams and improved business stability.
The company continues to focus on sustained growth, supported by an estimated production potential of around 1.7 lakh metric tonnes per annum (MTPA). This includes around 55,000 MTPA from standalone operations, 1 lakh MTPA from NSEPPL, and 15,000 MTPA from CSEL, reflecting a strong multi-entity growth trajectory.
Looking ahead, the company is targeting a significant scale-up in operations, with an aim to double its sales volume by FY26, driven by capacity expansion, strategic investments, and a robust order pipeline.
As per the September 2025 shareholding pattern, the ace investor Ashish Kacholia holds a total of 3,09,800 equity shares, representing a 3.37 percent stake in the company.
Cosmic CRF reported a significant growth in revenue from operations, experiencing a year-on-year increase of around 80 percent, from Rs. 169 crores in H1 FY25 to Rs. 304 crores in H1 FY26. Likewise, its net profit increased during the same period from Rs. 18 crores to Rs. 24 crores, representing a rise of over 33 percent YoY.
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