SCR ka kehna hai ki ye ₹13,000 crore se zyada ka capital expenditure (Capex) unke rail network ko upgrade aur expand karne mein madad karega. Isse trains ki speed badhegi aur saman jaldi pahuchega. Is budget mein ₹1,315 crore naye railway lines banane ke liye, ₹5,083 crore track doubling ke liye, aur ₹1,908 crore track repair ke liye rakhe gaye hain. Is bade kharche se toh Rail Vikas Nigam Limited (RVNL) aur Ircon International jaise construction aur engineering companies ko toh mazaa aane wala hai.
Ye investment desh ke national freight goals ke saath bhi match karta hai. Indian Railways ka target hai ki 2030 tak 45% freight traffic unke through ho. Iske liye bypasses aur naye lines bahut zaroori hain. Union Budget 2026-27 mein bhi railways ke liye lagbhag ₹2.78 lakh crore approve hue hain, jo government ka commitment dikhata hai.
Abhi kuch challenges bhi hain, bhai. Itne bade projects ko execute karne mein land acquisition, permissions, ya environmental clearances mein time lag sakta hai. Aur RVNL jaise companies ka P/E ratio 45.23 hai, matlab unke bhavishya ka growth toh share price mein already dikh raha hai, isliye shares thode expensive ho sakte hain. Ircon International bhi kuch analysts ko overvalued lag raha hai. Lekin overall, government ka ye focus railway infra sector ke liye long-term mein accha signs de raha hai. National Rail Plan 2030 aur Kavach jaise safety systems mein bhi investment future ko boost karega.