Railway stocks may benefit from Budget 2026 capex push
Railways sector is set for a budget boost in FY26, with allocations expected to reach ₹2.8 lakh crore. Overall capex for FY27 may increase by 10-12% to ₹12-12.3 lakh crore, benefiting stocks like Kernex, Titagarh, BEML, and HBL.
pre-market1 source ↓written by the desknot a recommendation
- support rising
- ₹2.8 lakh crore
- could reach
- ₹12-12.3 lakh crore
- from FY26 levels
- 10-12% increase
The railways sector is poised for a budgetary allocation boost in Budget 2026, with expectations of support rising to ₹2.8 lakh crore. This shift focuses on capacity augmentation, safety enhancements, and station redevelopment. Analysts predict overall capex for FY27 could reach ₹12-12.3 lakh crore, marking a 10-12% increase from FY26 levels.
Investors should watch stocks like Kernex, Titagarh, BEML, and HBL as potential beneficiaries of this infrastructure commitment.
Not investment advice. For informational purposes only.