Railway Freight Business – Best Stocks to Watch

Why Freight Is the Backbone of Railways

– Indian Railways earns over 65% of its revenue from freight.
Government plans to increase modal share of rail freight to 40% by 2030.

Best Railway Stocks with Freight Exposure

– RVNL – Executes freight corridor infrastructure and electrification.
IRCON International – Involved in DFC construction and railway logistics hubs.

Freight-Linked Private Stocks to Watch

– Concor (Container Corporation of India) – India’s largest container freight operator.
Texmaco Rail – Supplies freight wagons and rail infrastructure.

Opportunities & Challenges in Freight Segment

– Higher volume means scalable profits for freight-linked players.
Freight charges are subject to fuel costs and regulatory caps.

Investment Insights

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