Budget 2026: Railway Sector Anticipates Boost; Key Stocks to Watch

• Investors are keenly watching railway stocks ahead of Union Budget 2026, driven by continuous government infrastructure spending and policy continuity.
• Analysts expect sustained capital expenditure in the railway sector to benefit companies involved in execution, safety, and capacity expansion.
• The Economic Survey's infrastructure plan, including record capital outlay and network expansion, provides strong support for railway stocks.
• The budget's impact is expected to be stock-specific, favoring companies with strong order books and execution capabilities like RITES and Titagarh Rail Systems.
• Ancillary stocks in signaling, safety systems, and train protection technology (e.g., CG Power, HBL Power, Kernex Microsystems) are also poised for growth due to accelerated rollout of advanced systems.

Why It Matters: Budget 2026 is set to boost the railway sector, with stock-specific gains expected for companies focused on infrastructure and safety.