ilmscore | 3 railway stocks that benefits from the kavach theme?

3 railway stocks that benefits from the kavach theme?

Published: 2026-01-16
Status: Analyzed

Predictions from this Video

Total: 11
Correct: 0
Incorrect: 0
Pending: 11
Prediction
Topic
Status
HBL Engineering expects Kavach to generate 1300-1500 crore INR in revenue annually from FY26 to FY28.
"According to the management, Kavach is expected to generate study revenue of Rs 1300 to 1500 crore every year during the financial year 26 to 28."
HBL
Pending
HBL Engineering's internal sales budget for the current year (FY26) is 3000 crore INR.
"The company is internally making a sales budget of Rs 3000 crore for the current year."
HBL
Pending
HBL Engineering's long-term revenue target is 4500 crore INR by FY30.
"And in the long term, the management has re-wrapped the target to Rs 4500 crore by FY30."
HBL
Pending
RailTel expects access charges to remain largely flat and license fees to slightly decrease.
"Access charges should remain largely flat and license fees should be slightly reduced."
RAILTEL
Pending
RailTel management guides for 25% revenue growth in FY26 and aims to sustain 20-25% growth until FY27.
"the management has guided for 25% revenue growth for FY26 and has set a target to sustain 20-25% growth till FY27."
RAILTEL
Pending
RailTel's margins are predicted to stabilize around 11-12%.
"While margins may stabilize around 11 to 12%."
RAILTEL
Pending
RailTel is targeting an addressable Kavach market opportunity of 4000-5000 crore INR.
"Railte is targeting an addressable pie of Rs 4000 to 5000 crore."
RAILTEL
Pending
Kavach system expected to be fully operational on 2000-2200 km of railway by early 2026.
"By early 2026, the armor will be approximately 2000 to 2200 km. The road is fully operational."
Kavach ATP System Rollout
Pending
Kavach system rollout pace targeted at 5000-5500 km per year starting from FY26.
"Roll out pace from FY26 5000 to 5500 kms. The year has been targeted."
Kavach ATP System Rollout Pace
Pending
Plan to cover 90% (78,000 km) of India's railway network with Kavach by 2023.
"And by 2023, 90% of the railway network i.e. about 78,000 km. There is a plan to cover it."
Kavach ATP System Network Coverage
Pending
Indian Railways plans to roll out Kavach on 44,000 km of track over the next 5 years (from Jan 2026).
"Indian Railways to build 44,000 km in next 5 years Track Pe Kavach roll out is being planned."
Indian Railways Kavach Rollout
Pending