🚆 Railway Stocks Rally Up to 13% – What’s Driving the Move?

Railway-linked stocks staged a sharp comeback in Friday’s trade, signaling renewed investor interest after months of consolidation. Stocks like Rail Vikas Nigam (RVNL), RailTel Corporation of India, Indian Railway Finance Corporation (IRFC), Texmaco Rail & Engineering, and Indian Railway Catering & Tourism Corporation (IRCTC) rallied up to 13% intraday. 📈 Stock-wise highlights

surged over 13%, despite still being down on a YTD basis. gained over 8%, showing strong buying interest. jumped nearly 9%, benefiting from improved revenue visibility. Texmaco Rail rose ~4–5%, tracking sector momentum. advanced ~4%, supported by pricing-related optimism. 🔍 Why are railway stocks rising? Passenger fare rationalisation came into effect today, marking the second fare revision in a year. No fare hike for short-distance second-class travel (up to 215 km), protecting daily commuters. Incremental fare hikes for longer routes and Mail/Express trains aim to improve operating sustainability. Investors view this as a positive structural step toward better financial health for Indian Railways. 💰 Additional sentiment booster Markets are positioning ahead of Union Budget 2026, where railways are expected to see continued capital expenditure focus. Historically, railway PSUs attract buying interest in the pre-budget phase. 🧭 Bottom line The rally reflects a mix of policy clarity, earnings visibility, and budget expectations. While short-term volatility may persist, sentiment across railway stocks has clearly turned constructive again