Budget 2025-26: Stocks to Watch for Growth & Opportunity

Stocks to Watch in Budget 2025-26 📈🚀

The Budget 2025-26 has laid out a clear roadmap for India’s economic growth, focusing on key sectors like infrastructure, defence, MSMEs, agriculture, renewable energy, and digital innovation. With increased government spending, policy reforms, and financial incentives, several industries are poised for significant expansion, creating new opportunities for investors.

In this article, we analyze the top stocks that are likely to benefit from Budget 2025-26, highlighting key sectors and companies that could see strong growth in the coming months. Whether you are a long-term investor or a swing trader, these stocks deserve your attention as they align with India’s vision of Viksit Bharat. 🚀💹

1. Agriculture & Rural Development

• Budget Allocation: ₹1.71 lakh crore

• Key Policies:

  • Prime Minister Dhan-Dhaanya Krishi Yojana

  • National Mission on High-Yielding Seeds

  • Aatmanirbharta in Pulses

• Stocks to Watch:

  • Fertilizer Stocks: Coromandel International, Chambal Fertilizers, Deepak Fertilizers

  • Agri-tech & Equipment: Escorts Kubota, Mahindra & Mahindra

  • Seed Companies: Kaveri Seed Company, Nath Bio-Genes

2. MSMEs & Manufacturing

• Budget Allocation: Increased credit cover for MSMEs and startups

• Key Policies:

  • Credit cards for micro-enterprises

  • Make in India focus on easier financing options

• Stocks to Watch:

  • Banking & NBFCs (Lending to MSMEs): SBI, HDFC Bank, Bajaj Finance

  • Industrial & Auto Ancillaries: Bharat Forge, Minda Industries

  • Textile & Leather: Raymond, Arvind, Bata India

3. Defence Sector

• Budget Allocation: ₹4.91 lakh crore

• Key Policies:

  • Increased spending on defence modernization

• Stocks to Watch:

  • Defence & Aerospace: Bharat Electronics (BEL), Hindustan Aeronautics (HAL), BEML, Data Patterns

4. Infrastructure & Urban Development

• Budget Allocation: ₹1 lakh crore for Urban Challenge Fund

• Key Policies:

  • Jal Jeevan Mission extended till 2028

  • ₹15,000 crore SWAMIH Fund for housing completions

• Stocks to Watch:

  • Infrastructure: L&T, IRB Infrastructure, PNC Infratech

  • Cement & Steel: Ultratech Cement, JSW Steel, Tata Steel

  • Real Estate: DLF, Godrej Properties, Sobha Ltd.

5. Energy & Power Sector

• Budget Allocation: ₹81,174 crore

• Key Policies:

  • Power sector reforms

  • Renewable energy focus

• Stocks to Watch:

  • Power & Renewables: NTPC, Tata Power, Adani Green, JSW Energy

  • Oil & Gas: ONGC, GAIL, Reliance Industries

6. Digital & AI Revolution

• Budget Allocation: ₹500 crore for AI Centers of Excellence

• Key Policies:

  • Expansion of broadband in rural areas

  • New digital infrastructure for trade

• Stocks to Watch:

  • IT & AI: TCS, Infosys, HCL Tech, Persistent Systems

  • Telecom: Bharti Airtel, Reliance Jio (via RIL), Tejas Networks

7. Financial Sector Reforms & Insurance

• Budget Allocation: FDI limit for insurance raised to 100%

• Key Policies:

  • Revamped Central KYC Registry

  • Rural credit expansion

• Stocks to Watch:

  • Banks & NBFCs: ICICI Bank, Axis Bank, HDFC Bank, SBI

  • Insurance: HDFC Life, SBI Life, ICICI Lombard

Conclusion

Based on the Budget 2025-26, sectors like defence, infrastructure, MSMEs, renewable energy, and digital technology are expected to gain the most. Stocks related to these themes could see increased investor interest in the coming months.