Budget 2026: Top Public Sector Stocks to Watch for Infrastructure, Defense Boost
Business
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News18•01-02-2026, 10:23
Budget 2026: Top Public Sector Stocks to Watch for Infrastructure, Defense Boost
- •Union Finance Minister Nirmala Sitharaman will announce the Union Budget for FY 2026-27, with a focus on infrastructure and defense spending.
- •Analysts recommend 11 stocks, including NMDC, Bharat Electronics, Larsen & Toubro, and HAL, expected to benefit from budget allocations.
- •NMDC is poised for growth due to increased demand from manufacturing and infrastructure projects, with capacity expansion plans.
- •Bharat Electronics and HAL are set to gain from a projected 15% increase in defense spending and new acquisition projects.
- •Companies like KNR Constructions, Jupiter Wagons, and Waaree Energies are expected to thrive from investments in roads, railways, and renewable energy.
Why It Matters: Budget 2026 is expected to boost infrastructure and defense, making public sector stocks attractive for investors.
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