A brief Post Mortem on Railway Budget:

Union Railways Minister Dr.Mamata (not "Mamta" as is wrongly said/pronounced in most of the Hindi and English Media)  Banerjee in her latest Railway budget presented in the Parliament, announced a slew of new trains and amenities but left passenger fares and freight rates unchanged.

She focused on attracting more private investment to revamp the transport system, which is indeed a bold step. 

Moreover, the special task force to clear private sector proposal in 100 days also looks attractive.
The new rail network expansion, new business models and plans for infrastructure development will result in good business for many companies. Also plans to include 18, 000 new wagons, freight corridors, and proposals to build world class stations will result in new business for steel product companies.

Besides this Kalindi Rail Nirman Ltd, sees a lot of business opportunity arising out of 25000 km route proposed under Mission 2020.The company could also be a major beneficiary of 1000 km new lines proposed to be added in one year.

This budget is also positive for Kernex Micro Systems Ltd as the Indian Railways, plans to deploy anti-collision device  systems in three more regions and proposes to use RFID (Radio Frequency Identification Device), tags to track wagons and thrust on more safety.

Indian Railways is aiming at revenue from freight, passengers and coaches of Rs.947.65 billion in the next fiscal, with freight expected to contribute Rs.624.89 billion of that revenue.

Indian Railway Finance Corp., the financing arm of Indian Railways, will borrow Rs.88.42 billion in the fiscal year that begins April 1 to part-finance the investment plans of the railways.

Rail Vikas Nigam Ltd., another special-purpose financing vehicle, will borrow further Rs.2.78 billion.
Indian

Indian Railways has Rs.414.26 billion investment plan for the next fiscal, its highest ever in history.

It is expected that revenues of Indian Railways will increase about 15-20% in the current financial year as compared to last year.

A brief analysis:

1. No change in freight rates will have positive impact on Power, Cement, Iron & Steel and Fertilizer makers.

2. Focus on expansion of tracks, new railway lines, increase in wagon procurement and more dedicated corridors will have positive impact on SAIL.

3. Indian Railways plans to acquire 18,000 wagons which is positive for Texmaco, Titagarh Wagon, etc.

4. Indian Railways plans to add 1,000 km new lines in one year, which is positive for Siemens, Kernex Micro System, Stone India Ltd, etc.

5. Railways plans to deploy anti-collision device systems in three more regions which is positive  for Kernex Micro Systems Ltd.

6. Indian Railways proposals to use RFID (radio frequency identification device) tags to track wagons is positive for Bartronics Ltd.

7. Thrust on more safety devices is a great opportunity for  Kernex Micro System, Zicom Electronic......

8. Indian Railways plans to introduce 10 more "Duronto" Trains is positive for Stone India Ltd, Titagarh Wagons Ltd, Texmaco Ltd, etc.......