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Railway Capex
Rolling stock, track and rail infrastructure
Companies tracked
17
Rising this month
4/17
Avg business score
49
Minimum size
₹500 Cr+
Top 5 to study first
Strongest mix of business quality and market momentum in this theme.
#1Average
Kernex Microsystems (India) Limited
KERNEX · Supply Chain
Revenue YoY+800.4%Profit YoY+1372.5%1 month-2.9%
#2Average
Indian Railway Finance Corporation Limited
IRFC · Anchor
Revenue YoY+23.5%Profit YoY+10.2%1 month-4.9%
#3Average
Container Corporation of India Limited
CONCOR · Anchor
Revenue YoY+0.3%Profit YoY+0.1%1 month-12.4%
#4High
Indian Railway Catering And Tourism Corporation Limited
IRCTC · Anchor
Revenue YoY+18.1%Profit YoY-0.2%1 month-5.3%
#5Average
Ramkrishna Forgings Limited
RKFORGE · Ancillary
Revenue YoY+19.8%Profit YoY+297.6%1 month-5.6%
Theme thesis
Sustained railway budget allocations fund wagons, Vande Bharat trains, electrification and station redevelopment.
Tailwinds
- Record railway capex
- Freight corridor build-out
Risks
- Tender competition
- Budget dependence
All 17 companies
| Kernex Microsystems (India) Limited KERNEX · Transport Related Services | Supply Chain | 80Q1 FY2027 | 70 | ₹3,438 Cr | +800.4% | +1372.5% | +2.1% | -2.9% | Average |
| Indian Railway Finance Corporation Limited IRFC · Credit Services | Anchor | 71Q2 FY2027 | 27 | ₹1,02,000 Cr | +23.5% | +10.2% | +7.4% | -4.9% | Average |
| Container Corporation of India Limited CONCOR · Logistics Solution Provider | Anchor | 57Q1 FY2027 | 38 | ₹35,377 Cr | +0.3% | +0.1% | +1.3% | -12.4% | Average |
| Indian Railway Catering And Tourism Corporation Limited IRCTC · Tour, Travel Related Services | Anchor | 59Q1 FY2027 | 30 | ₹41,600 Cr | +18.1% | -0.2% | +1.7% | -5.3% | High |
| Ramkrishna Forgings Limited RKFORGE · Auto Components & Equipments | Ancillary | 62Q1 FY2027 | 74 | ₹10,608 Cr | +19.8% | +297.6% | +0.9% | -5.6% | Average |
| BEML Limited BEML · Construction Vehicles | Supply Chain | 48Q1 FY2027 | 62 | ₹14,815 Cr | +29.3% | +57.9% | +3.9% | +3.5% | Average |
| Rail Vikas Nigam Limited RVNL · Civil Construction | Anchor | 47Q1 FY2027 | 16 | ₹50,291 Cr | +10.6% | +18.5% | +4.6% | -3.9% | Average |
| Siemens Limited SIEMENS · Specialty Industrial Machinery | Ancillary | 60Q1 FY2027 | 57 | ₹1,29,343 Cr | +14.8% | +406.7% | +0.8% | -7.6% | High |
| TITAGARH RAIL SYSTEMS LIMITED TITAGARH · Railway Wagons | Supply Chain | 47Q1 FY2027 | 39 | ₹12,255 Cr | +12.6% | +70.4% | -3.6% | +0.1% | Average |
| HBL Engineering Limited HBLENGINE · Other Industrial Products | Ancillary | 52Q1 FY2027 | 62 | ₹22,120 Cr | +6.0% | -23.9% | +15.9% | +21.0% | High |
| Railtel Corporation Of India Limited RAILTEL · Other Telecom Services | Ancillary | 68Q2 FY2024 | 20 | ₹10,336 Cr | +39.8% | +23.4% | +2.9% | -3.7% | High |
| Ircon International Limited IRCON · Civil Construction | Anchor | 28Q1 FY2027 | 18 | ₹13,064 Cr | +9.5% | -43.6% | +2.0% | -1.3% | Average |
| Texmaco Rail & Engineering Limited TEXRAIL · Industrial Products | Supply Chain | 32Q1 FY2027 | 49 | ₹4,439 Cr | -16.9% | +66.9% | +2.0% | +21.7% | Average |
| Jupiter Wagons Limited JWL · Railroads | Supply Chain | 31Q1 FY2027 | 9 | ₹11,860 Cr | +46.0% | -13.6% | -4.1% | -3.1% | Average |
| H.G. Infra Engineering Limited HGINFRA · Civil Construction | Ancillary | 45Q1 FY2027 | 9 | ₹3,766 Cr | -25.7% | -145.7% | +1.4% | -11.7% | Average |
| KEC International Limited KEC · Civil Construction | Ancillary | 35Q1 FY2027 | 5 | ₹14,046 Cr | 0.0% | -41.7% | -4.8% | -9.4% | Average |
| KNR Constructions Limited KNRCON · Civil Construction | Ancillary | 10Q1 FY2027 | 23 | ₹3,625 Cr | -4.0% | -34.5% | -1.3% | -2.0% | Average |
Qtr score is the latest quarterly business score (0–100); Rel. strength is the 0–100 market strength score vs the index. Growth is the latest reported quarter vs the same quarter last year. Returns are weekly and monthly closes. Research information only — not investment advice.