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Samco Securities Research Analyst Mour on Union Budget
This story was originally published at 12:28 IST on 1 February 2026
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MUMBAI - Divyam Mour, Research Analyst, SAMCO Securities Pvt. Ltd., said the following on the Union Budget for 2026-27 (Apr-Mar), presented in the Lok Sabha by Finance Minister Nirmala Sitharaman on Sunday:
The proposal announced by Finance Minister Nirmala Sitharaman to develop seven high-speed rail corridors, including key economic routes such as Mumbai–Pune, Pune–Hyderabad, Hyderabad–Bengaluru and Bengaluru–Chennai, represents a structural push toward decongested, high-capacity rail infrastructure. Dedicated high-speed corridors are likely to accelerate project execution, improve asset utilisation, and unlock large engineering, procurement, and construction order inflows across track laying, electrification, signalling and station development. This is materially positive for railway infrastructure players such as Rail Vikas Nigam Ltd. and IRCON International Ltd., while electrification and civil contractors like KEC International Ltd., NCC Ltd. and Ashoka Buildcon Ltd. should see sustained order momentum. Financing support from Indian Railway Finance Corp. further strengthens funding visibility for long-term rail expansion. End
Compiled by Duregsh Nandan
Filed by Deepshikha Bhardwaj
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