IRFC Stock Jumps: Now about a month is left for the presentation of the Union Budget and even before the budget, Indian Railway Finance Corporation (IRFC) and Railway Vikas Nigam Limited (RVNL) A positive attitude is being seen among the investors regarding the shares. On the last trading day of the week, IRFC shares rose by about 7 percent to Rs 130.50 on BSE in early trade. Shares of Railway Vikas Nigam Limited are trading at 383.75 on BSE, up 11.01 percent at 10.30 am. This has become the most strongly performing PSU stock during the session. With this surge, it emerged as the most profitable stock in the railway PSU sector.

Expectations that the government will continue to give priority to capital expenditure (capex) in the railway sector have strengthened investor confidence in IRFC and RVNL. Due to long-term plans and strong policy support related to railways, the investment side of this stock seems to be getting strengthened once again.

The optimistic environment created regarding the budget is considered to be a major reason behind this rise in railway shares. After trading in a narrow range for a long time, IRFC shares are now rising on expectations of possible capex increase.

Why are railway stocks rising?

History has also witnessed that before the Union Budget, there is a rise in the shares related to railways, the main reason for which is the expectation of increasing expenditure on infrastructure by the government. Since IRFC is responsible for raising funds for railway expenditure, network expansion, rolling stock and major infrastructure projects, the company is likely to directly benefit from the increase in railway allocation in the budget.

An important reason for the improvement in market sentiment regarding IRFC is the increasing clarity regarding its funding profile. Compared to other infrastructure companies, where the risk of project delays is high, IRFC’s business model is considered relatively safe. Its income is based on long-term agreements with Indian Railways, which ensures stability in the company’s cash flows. This is why even in an uncertain market environment, investors are considering it as a defensive and reliable option.

Why is confidence in ISFC increasing?

Expectations of stability in interest rates and control of borrowing costs are also playing a big role in increasing investor confidence in IRFC. This has reduced the earlier concerns regarding margins and long-term profits to a great extent. In the year 2025, the performance of IRFC shares had been weak compared to the broader market and it had come under pressure due to profit-booking after the earlier rally, but due to this reason now its valuation seems to be at an attractive level to the investors.

IRFC is emerging as a suitable option for investors looking for PSU shares with stable returns, regular dividends and strong government support. The recent rise indicates that stake is being increased again from the perspective of long-term investment rather than short-term speculation.

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IRCTC Q4 Results: Whenever you travel in a train, you are given a bottle of water for 15 rupees to quench your thirst. These services are given to you by Indian Railway Catering and Tourism Corporation i.e. IRCTC. Many people get employment from this. But do you know how much IRCT earn in the year by selling water bottles.

IRCTC increased profits

IRCTC continues the results of the fourth quarter, in which it has been told that this time it has made a profit of Rs 358 crore, while during the same period a year ago this profit was worth Rs 284 crore. IRCTC’s profit from operations has increased by 10 percent to 1269 crore, which was Rs 1152 crore in the last financial year during the same period.

Let us tell you how much IRCTC has earned from what?

Rail Neer-

IRCTC from Rail Neer has earned Rs 96 crore during the fourth quarter of FY 2025. The company earned the same amount during the third quarter i.e. October to December last year. However, IRCTC’s profit was Rs 83 crore during the quarter of the fourth quarter of FY 2024.

Catering-

Talking about the catering of IRCTC, during the fourth quarter of FY 2025, Rs 529 crore has been earned, which was 555 crores in the third quarter. During the fourth quarter during the last financial year, catering earned Rs 531 crore from IRCTC.

Internet ticketing-

Internet ticketing made a profit of Rs 372 crore during the fourth quarter of FY 2025, which was Rs 354 crore during the third quarter. Whereas during the fourth quarter of the last financial year, this profit was Rs 2342 crore.

Also read: SAIL’s shares rise, 11% profits, dividend announcement after the fourth quarter results come