800 ‘Vande Bharat’ Trains by 2030

A mega push for Indian Railways that’s set to transform connectivity and unlock opportunities across the supply chain.

Why it matters:

Strengthens India’s transport backbone.

Triggers large-scale capex and supply orders.

Multi-sector boost: coaches, components, signalling, electrification, and digital infrastructure.

Stocks to Watch

Coach & Wagon Makers: Titagarh Rail Systems, Jupiter Wagons, Oriental Rail Infra.

Components & Engineering: Frontier Springs, Gabriel India, Ramkrishna Forgings.

Capital Goods & Infra: BEML, KEC International, Transrail Lighting.

Electrification & Energy: Hitachi Energy India, Transformers & Rectifiers (TARIL).

Signalling & Tech: RailTel, HBL Engineering, Kernex Microsystems.

Project Developers: Rail Vikas Nigam (RVNL).

Bottom Line: The future of Indian Railways is directly linked to the future of Indian investors.