ππππ¨π«π βΉπ.ππ ππ«π’π₯π₯π’π¨π§ ππ¨π« πππ’π₯π°ππ²π¬ + πππ πππ§ππ ππ‘ππ«ππ ππ«ππ’π§π¬ ππ² ππππ!
India is entering its biggest-ever railway modernization cycle β and multiple listed companies stand to benefit π
Bookmark & Repost π
π Key Railway Beneficiaries (By Theme)
πΈ Signalling & Safety
HBL Engineering, Kernex Microsystems, RailTel, KEC Intl
πΈ Rolling Stock & Components
Frontier Springs, Titagarh Rail Systems, BEML, Jupiter Wagons, Texmaco, Ramkrishna Forgings
πΈ Power & Electricals
Hitachi Energy, Transformers & Rectifiers, CG Power, Apar, TD Power, ABB India
πΈ Mechanical Components
Gabriel India (suspension)
Timken (bearings)
Elgi Equipments (compressors)
πΈ Wheels, Tracks & Forgings
Hilton Metal, MM Forgings, Bharat Forge
πΈ Cables & Conductors
KEI, Paramount, DP Power
πΈ EPC, Infra & Projects
RVNL, IRCON International, RITES
πΈ Coaches, Engine & Design
BHEL (engines)
RITES (design & consultancy)
πΈ Passenger & Services
IRCTC
πΈ Finance
IRFC
π‘ Railway Capex + Vande Bharat expansion = Multi-year structuralΒ opportunity
Popular topics to explore
RITES
#FundamentalViews
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