IRCTC, RVNL, IRFC Shares Rise Sharply in Early Deal
Railway stocks on Friday morning saw strong buying as investors returned to the sector after a long weak phase. The shares of major companies in the railway sector moved up and managed to emerge as the top gainers on Dalal Street after Budget hopes and policy support.
At 9:55 am, IRCTC share price surged by 1.35% at ₹688.85 on BSE. The share price of RVNL soared almost 9% to ₹376.60 and IRFC stock, with over 6% gain, at ₹128.87. The increase indicates fresh interest in railway sector stocks.
Budget 2026 Expectations Boost Railway Stocks
The upcoming Union Budget 2026 is one big reason for the rise in railway stocks. The investors are anticipating that the government will raise spending on railway projects, infrastructure, electrification, and development of stations.
In the past, railway shares would run higher prior to the Budget in anticipation of higher capital investment. This expectation has again increased buying in railway-related companies.
Railway Stocks Recover After Poor ’25 Performance
Throughout most of 2025, railway sector stocks were under pressure. The share prices were affected by slow project execution, lower profit growth, and heavy selling after earlier rallies.
Now, a lot of railway stocks are available at better prices after the sharp correction, which has attracted value investors and induced fresh buying.
Passenger Fare Increases Enhance Market Confidence
Recent changes in railway passenger fares have also supported the sector. Even a small fare increase improves revenue outlook and shows a focus on financial improvement.
IRCTC benefits from its shares, mainly booking tickets, catering, and tourism services. Improved passenger revenues have managed to bring IRCTC back into the investor’s radar.
IRFC Shares Gain on Funding and Capex Hopes
IRFC stock rose as investors turned optimistic about future railway spending. The financing arm of Indian Railways, IRFC sees benefits when railway capital expenditure rises.
A no-brainer for long-term investors, especially in times when borrowing costs are seen to remain stable, would be IRFC’s stable earnings and government support.
What Investors Should Watch Next
According to experts, the future of railway stocks depends on announcements to be made during Budget and clarity over policy. Investors must watch:
- Allocation of railway budget
- Infrastructure spending plans
- Updates on project implementation
- Funding for Rail Projects
Without strong announcements, the current rally could be short-term.
Railway Stocks Back in Investor Spotlight
Overall, railway stocks seem to be in limelight again because of Budget expectations and better valuations, along with long-term growth potential. The sector continues to be relevant to infrastructure development in India.
Also Read: Stock Market Today: Sensex, Nifty Open Lower After Christmas Holiday