Railway Stocks

Jefferies remains bullish on railway rolling stocks as it sees a 10% FY26-30E CAGR in sectoral spending. It believes Titagarh Rail is better suited to capture this growth compared with Jupiter Wagons.

Dividend stocks: The dividend record date for Indian Railway PSU stocks IRFC and RailTel is March 12. Investors must buy shares today to receive dividends. IRFC declared a dividend of ₹1.05 per share while RailTel announced ₹1 per share, with payments scheduled for March 24.

IRCON share price has fallen 3% in one month, and has dropped 17% on a YTD basis. The PSU railway stock has declined 12% in six months and has fallen 33% in two years. However, the PSU stock has delivered multibagger returns of 228% over the past five years.

IRFC OFS: Given the IRFC OFS' floor price of ₹104, which is not at any material discount from the current levels and the possibility of future such divestment by the government, analysts see little value for retailers to participate in the offer.

Kernex Microsystems has secured a ₹411.17 crore order from Banaras Locomotive Works for 505 KAVACH Loco Equipment units. This follows a ₹2,466 crore order from Chittaranjan Locomotive Works, boosting the company's revenue outlook ahead of its December quarter performance announcement.

RailTel Corporation's share price rose 7.5% after receiving a ₹454.95 crore order from West Central Railway. The contract enhances revenue visibility, set for completion by September 2028. Despite a 4.1% drop in Q3 profit, revenue grew 19% year-on-year to ₹913 crore.

Railway stocks rose on February 1 after Finance Minister Nirmala Sitharaman announced seven new high-speed rail corridors in the Budget 2026, linking major metros and economic hubs.

With the central government's upcoming focus on Railway expansion and modernisation, stock market experts recommend these seven railway stocks to buy ahead of the Budget 2026. From IRFC to RVNL — Here are seven stocks to buy for investors.

Indian Railway Finance Corporation's share price dropped 1% on January 19 despite reporting a 10.5% YoY profit increase to ₹1,802 crore. Revenue fell by 1.5%, but assets under management hit a record high, indicating strong long-term growth potential.