Railway Stocks Soar: RVNL, IRFC Jump 12% on Fare Hike, Budget Hopes

• Railway stocks, including RVNL, IRFC, RailTel, and IRCON, surged 8-12% today, extending a five-day rally.
• The rally follows the implementation of new passenger train fares from December 26, expected to boost Indian Railways' revenue by Rs 600 crore.
• Market experts anticipate the fare hike will strengthen Indian Railways' financial position, leading to increased CapEx and infrastructure spending, benefiting railway PSUs.
• Investors are also taking positions ahead of the Union Budget 2026-27, expecting a large allocation for the railway sector.
• RVNL shares jumped 12% today, while IRCON, IRFC, and RailTel saw 15-20% gains over the last five trading days.

Why It Matters: Railway stocks surged due to new fare implementation and anticipation of increased CapEx and budget allocation.