According to reports from The Financial Express, the railway sector is experiencing significant growth driven by government infrastructure expansion and long-term investment cycles. The government has been investing in new tracks, station upgrades, electrification, freight corridors, safety systems and rolling stock, creating opportunities for companies supplying products, services, finance and infrastructure support to the railway ecosystem. Railways remain essential for moving people across cities, towns and villages, while also transporting coal, cement, foodgrains, steel, containers and other goods, making them one of the most affordable and dependable modes of transport for passengers and businesses.
As reported by The Financial Express, RailTel Corporation of India has emerged as the fastest-growing railway-linked stock by sales growth, delivering a three-year sales compounded annual growth rate (CAGR) of 30%. The Navratna PSU has a network passing through around 6,000 stations across the country, covering all major commercial centers. For Q4 FY26, RailTel reported revenue from operations of ₹489.4 crore, up 8% year-on-year, with net profit rising to ₹113.4 crore, up 46% YoY. The company's order book grew 38% to ₹6,346 crore as of April 2026, with management targeting an FY27 order book of around ₹8,500 crore.
According to The Financial Express, Texmaco Rail & Engineering has demonstrated strong three-year growth with sales CAGR of 25% and profit CAGR of 97%, though its stock price CAGR was more moderate at 21%. The company delivered 8,372 freight wagon units in FY26 and serves 16 countries globally. For Q4 FY26, Texmaco reported revenue of ₹1,167 crore, down 13.3% YoY due to challenging market conditions, but profit after tax stood at ₹58 crore, up 46% YoY. The company is implementing its Texmaco 2.0 plan to strengthen core rail business and reduce dependence on the wagon cycle, while expanding into railway adjacencies, signaling, Kavach, propulsion, metro and urban mobility.
As reported by The Financial Express, IRCTC maintains its position as the only company authorized by the Indian government to provide online railway tickets, catering services, and packaged drinking water. The company reported revenue from operations of ₹5,215 crore for FY26, up 11.5% YoY, with profit after tax of ₹1,393 crore, up 6% from the previous year. Catering revenue rose 26.8% YoY to ₹671 crore in Q4, while tourism revenue grew 19.46% to ₹890 crore for the full year. Despite maintaining an 89% market share in reserved railway ticket bookings, IRCTC's stock price has declined 33.2% over the past year, trading at an EV/EBITDA ratio of 19.7 times, significantly below its five-year average of 38.4 times.
Olectra Greentech has emerged as a significant beneficiary of India's electric vehicle transition, with shares jumping 7% today following strong Q4 FY26 results. The company reported revenue from operations increased 43.6% to ₹6,447.2 million from ₹4,489.2 million in the corresponding quarter last year. As India's largest pure electric bus manufacturer, Olectra Greentech is well-positioned to capitalize on the government's push for electrification in public transport, logistics, and affordable mobility segments. The company's growth is supported by rising renewable energy capacity, which improves the long-term economics of EV charging infrastructure.
