Indian Railways Expansion & Its Impact on Stocks

Railways = Backbone of Infra Growth

“Massive expansion = stock boom.”
– ₹2.4 lakh crore capex in Budget 2025

Key Focus Areas

“What’s driving this growth?”
– New lines
– Stations upgrade
– Cargo efficiency

Stocks That Will Benefit

“Infra + EPC + rolling stock players.”
– IRCON
– RVNL
– RITES
– Titagarh

Impact = Revenue Visibility & Order Flow

“More orders = more profits.”
– Execution will be key

Investment Insights

– Focus on 2–3 year horizon
– Buy low, wait for re-rating