🔹 1. Rail Revolution — The Core Pivot

Under the National Rail Plan:

➡️ Rail freight share moving from 28% → 33% by 2026 (45% by 2030)

Why this matters:

💰 Cost:

Rail ≈ ₹2 per tonne/km

Road ≈ ₹11 per tonne/km

⚡ Speed:

With Dedicated Freight Corridors (DFC) ~97% operational,

freight trains now run at ~100 kmph — without waiting for passenger trains.

👉 Rail is no longer slow. It is now fast + cheap + scalable.

🔹 2. Multimodal = The Real 2026 Game-Changer

Earlier: Point A → Point B

Now: Seamless Switching

With 118+ Gati Shakti Cargo Terminals live, containers move:

🚢 Ship → 🚆 Train → 🚛 Truck

without manual unpacking in between.

⏱️ Result:

✔️ Dwell time reduced by up to 30%

✔️ Faster deliveries

✔️ Lower logistics cost

Logistics is becoming a system, not just transport.

🔹 3. Green Mandate Is Accelerating the Shift

🌱 Rail emits ~90% less carbon than road.

Big companies are shifting to rail not only for savings, but for:

✔️ ESG goals

✔️ Net-zero targets by 2026+

Examples:

Automobile, steel, liquid cargo, FMCG — all increasing rail share.

📌 Investor’s Lens

When infrastructure, policy, ESG and corporate economics

all move in the same direction — it becomes structural, not cyclical.

This shift is not about one year’s budget.

It’s about how India will move goods for the next 20 years.

1. Rail logistics

2. Multimodal terminals

3. EPC & infra services

4.Wagon & container ecosystems

These are themes worth tracking, not just stocks.