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InfrastructureTransportHigh impactAfter close

Railway stocks may benefit from Budget 2026 capex push

after close1 source ↓written by the desknot a recommendation

FY27 to reach
₹12-12.3 lakh crore
from FY26
10-12% increase

The railways sector is set to receive a budget allocation of ₹2.8 lakh crore in Budget 2026, focusing on capacity enhancement and safety measures. Analysts expect overall capex for FY27 to reach ₹12-12.3 lakh crore, marking a 10-12% increase from FY26. This commitment signals strong infrastructure support, benefiting companies like Kernex, Titagarh, BEML, and HBL.

• Focus on safety with initiatives like Kavach

• Decongestion efforts including track doubling and DFC

• Station redevelopment projects underway

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 28 Jan 2026, 16:06 IST.

Sourcesnews.google.com

Read inENहिंతెमराதગુ

The market after the news

KERNEX closed −2.2% on the day of the news, from ₹1,250.90 to ₹1,223.30; Nifty +0.3% over the same session.

Bulletin at 16:06 IST on 28 Jan 2026. Every change is measured from ₹1,250.90, the last close before it, on 28 Jan. Nifty 50 is measured over the same sessions.

  • KERNEX close ₹
  • Nifty 50, rebased to the close before the news
  • close before the news
  • above it
  • below it
KERNEX closes around the bulletin against the close before the news, with Nifty 50 rebased to it102612511476axis spans 44%before the news · 28 Jan1251Nifty 50KERNEXbulletinD0+1+3+521 Jan2 Feb11 FebReference close ₹1,250.90. 16 sessions from 21 Jan to 11 Feb; the price axis spans 44 percent.
price axis fixed at 4 × the 14-session true range around the close before the news · values printed at each marked session
Closes after the news against the close before it, with Nifty 50 over the same span
SessionClose ₹Change %Nifty %
Before28 Jan₹1,250.90basebase
On the day29 Jan₹1,223.30▼ −2.2%▲ +0.3%−2.5 pp difference
+1 session30 Jan₹1,257.80▲ +0.6%▼ −0.1%+0.6 pp difference
+3 sessions2 Feb₹1,190.40▼ −4.8%▼ −1.0%−3.8 pp difference
+5 sessions4 Feb₹1,190.30▼ −4.8%▲ +1.7%−6.5 pp difference
Gap at the open, % · ₹
▲ +0.3%+4.13 on 29 Jan
Day's range, % · ₹
4.3%≈ 53 high to low
Volume on the day
0.25×the 20-session average
Futures OI on the day
—
Futures OI open, lots
—
Futures premium, ₹
—
Puts per call, by OI
—
Max pain
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Source NSE UDiFF bhavcopy · KERNEX on the desk →

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