Budget 2026: Experts Reveal Top 11 Stock Picks for Direct Benefits
Budget
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CNBC Awaaz•01-02-2026, 07:35
Budget 2026: Experts Reveal Top 11 Stock Picks for Direct Benefits
- •Ahead of Budget 2026, experts anticipate increased government capital expenditure in infrastructure and defense, with a fiscal deficit target of 4.4% or below.
- •Brokerage houses recommend 11 specific stocks poised to benefit from the government's focus on infrastructure, defense, railways, energy, manufacturing, and financial sectors.
- •Motilal Oswal's Siddharth Khemka highlights NMDC, Bharat Electronics, Larsen & Toubro, and SBI Life Insurance for potential post-Budget gains.
- •HDFC Securities' Devraj Vakil suggests KNR Constructions, Jupiter Wagons, Garden Reach Shipbuilders & Engineers, and Hindustan Aeronautics Limited, focusing on roads, railways, and defense.
- •Anand Rathi's Narendra Solanki recommends TVS Motor Company, Waaree Energies, and TD Power Systems, citing strong Q3 FY26 results and growth potential in two-wheelers, EVs, renewables, and power systems.
Why It Matters: Experts identify 11 stocks across infrastructure, defense, and manufacturing sectors as top picks for Budget 2026.
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