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Budget 2026: IRCTC, RVNL, Titagarh Rail Share Price Gains on High-Speed Corridor Push

Written by: Aayushi ChaubeyUpdated on: 1 Feb 2026, 5:18 pm IST
NIFTY India Railway PSU Index has gained after FM Nirmala Sitharaman announced the Budget 2026 announced the development of high-speed rail corridors connecting Mumbai, Pune, Hyderabad, Bengaluru, Delhi, Varanasi, Siliguri.
Budget 2026
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As Finance Minister Nirmala Sitharaman unveiled Budget 2026 on February 1, railway-linked stocks drew immediate attention, with shares of IRCTCRail Vikas Nigam Ltd (RVNL), and Titagarh Rail Systems Ltd gaining upon the announcements of high-speed rail development. 

High-Speed Rail Corridors Announced

The Finance Minister’s Budget 2026 speech outlined the development of multiple high-speed rail routes aimed at faster, safer, and more efficient connectivity:

  • Mumbai to Pune
  • Pune to Hyderabad
  • Hyderabad to Bengaluru
  • Delhi to Varanasi
  • Varanasi to Siliguri

These corridors are expected to significantly cut travel times, enhance passenger experience, and improve the overall efficiency of the rail network.

Sector Outlook

The high-speed rail corridors are expected to drive demand across multiple areas:

  • New train manufacturing and rolling stock upgrades
  • Advanced signalling and safety system installations
  • Track laying, station redevelopment, and urban rail infrastructure

The combination of increased capital allocation and strategic corridor expansion presents a strong long-term growth opportunity for railway-linked companies.

Read more: Auto Sales Record Strong January Growth Ahead of Budget 2026: Hyundai Motor India and Tata Motors Passenger Vehicles Lead.

Conclusion

The Budget 2026 announcement of high-speed rail corridors connecting Mumbai, Pune, Hyderabad, Bengaluru, Delhi, Varanasi, and Siliguri has put railway stocks firmly in the spotlight. With a focus on modernisation, safety, and faster connectivity, IRCTC, RVNL, Titagarh Rail Systems, and other sector players are set to benefit from India’s ambitious rail infrastructure push.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.

Published on: Feb 1, 2026, 11:46 AM IST

Aayushi Chaubey

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