India’s railway and road expansion boom: 3 stocks to watch

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Subscribe to enjoy similar stories. India’s rail and road expansion isn’t just paving highways—it’s building economic expressways. Think of a developing nation as a moving train or a speeding car.

Without solid tracks or smooth roads, the journey is bound to be bumpy, inefficient, and slow. For India, the story of progress is being rewritten with stronger rails and broader highways, ensuring this journey is seamless and swift. A strong network of roads and railways isn’t just about moving people and goods; it’s the engine driving economic growth and connectivity.

India’s government recognises this and is accelerating efforts to create a world-class transportation infrastructure. In August, the Union Cabinet approved eight ambitious railway projects to enhance connectivity in eastern states with an investment of ₹246.6 billion. In November, the Cabinet approved three major multitracking projects across Indian Railways, totalling an investment of ₹79.3 billion.

On the roads front, India’s Vision 2047 policy (becoming a developed nation by 2047) aims to stretch the national highways network to over 200,000 km by 2037, with high-speed, access-controlled highways at its core. These roads will not only cut travel time but also drastically reduce road accidents, aligning India with global standards of logistics efficiency. As India accelerates its journey toward world-class rail and road infrastructure, certain companies stand out as key players in this transformation.

Their established presence, proven track record, and robust order books position them to take on the monumental projects driving this expansion. Let’s delve into three specific stocks that are at the forefront of this growth. With their strong foundation and