Budget 2026: Railway Stocks Ka Split! Infra Push Ne Kisko Bhaagaya, Kisko Giraya?

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AuthorIshaan Verma|Published at:
Budget 2026: Railway Stocks Ka Split! Infra Push Ne Kisko Bhaagaya, Kisko Giraya?
Overview

Budget 2026 aa gaya aur government ne infrastructure par ekdum zabardast focus dikhaya hai! Total **₹12.2 lakh crore** ka capital expenditure plan hai aur **7** naye high-speed rail corridors bhi announce hue hain. Is bade announcement ka railway stocks par kya asar hua, yeh dekhne wali baat hai, aur market mein reaction kaafi mixed dikh raha hai.

Infra Par Heavy Dhandha, Par Stocks Ne Kiye Alag Alag Dance!

Finance Minister Nirmala Sitharaman ne budget speech mein kaha ki is baar ka ₹12.2 lakh crore ka outlay poori tarah se infrastructure ko boost dene ke liye hai. Isme sabse bada attraction hai 7 naye high-speed rail corridors ka plan, jisme Mumbai-Pune aur Delhi-Varanasi jaise routes bhi shamil hain. Goal hai ki desh mein travel aur business dono tez ho. Sirf passenger train hi nahi, freight corridors aur inland waterways ko bhi upgrade karne ki baat hai. Yani, transport sector mein bade changes aane wale hain.

Kisko Mili Bheer, Kisko Mili Girti Hui Share Price?

Budget aane ke baad, jab market khula (February 1, 2026 ki special trading session mein), toh railway PSUs mein ekdum alag alag picture dikhi. Jabki Sensex aur Nifty thoda sa neeche the, kuch stocks ne acchi rally dikhai.

  • Container Corporation of India (CONCOR) ka share 2.34% bhaga. Company ki market value around ₹38,252 crore hai aur P/E 29.86 hai. Share price ₹492 ke aas paas trade kar raha tha.
  • Indian Railway Catering & Tourism Corporation (IRCTC) bhi peeche nahi raha, 0.46% upar gaya. Iski market cap ₹49,844 crore aur P/E 36.33 hai. Price ₹623.05 ke kareeb tha.
  • Iske alawa RailTel Corporation of India (0.42% up), Rites Ltd (0.24% up), aur ITI Ltd (0.12% up) mein bhi halki tezi thi.

Execution Par Sabki Nazar, Jo Kamzor The Woh Gir Gaye

Lekin sabke liye khushkhabri nahi thi. Jo companies projects ko execute karne mein expert hain, unmein thodi kami dikhi.

  • Indian Railway Finance Corporation (IRFC) 0.12% neeche gaya.
  • Ircon International 1.13% gira. Iski valuation lagbhag ₹15,424 crore aur P/E 25.77 hai, share ₹167.52 ke aas paas tha.
  • Sabse zyada Rail Vikas Nigam (RVNL) 1.38% gira, aur Steel Authority of India (SAIL) 1.59% aur BEML Ltd 1.72% tak neeche aaye. BEML ka market cap ₹14,950 crore aur P/E 49.23 hai, share price ₹1,778.80 ke aas paas chal raha tha.

Is ka matlab ye hai ki investors sirf announcement se khush nahi hain, woh dekh rahe hain ki kaun si company sach mein yeh bade projects bana payegi. Jin companies ki execution capability acchi hai, woh zyada behtar perform kar sakti hain, aur isi wajah se railway funds bhi recent performance mein giravat dikha rahe hain.

Aage Kya?

Budget mein infrastructure par jo paisa lagane ki baat hai, woh railways aur related sectors ke liye long-term mein bahut accha hai. High-speed trains aur freight corridors se companies ko orders milne ki umeed hai. Lekin abhi market thoda cautious hai, toh aise stocks mein paisa lagana behtar hai jo projects ko time par aur acche se poora kar sakte hain. Yeh time selective investment ka hai.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.