Defense PSU Stocks in Focus Ahead of Budget 2026: 8-10% Hike Expected
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News18•31-01-2026, 21:38
Defense PSU Stocks in Focus Ahead of Budget 2026: 8-10% Hike Expected
- •Defense PSU stocks are under investor scrutiny as Union Budget 2026 approaches, with expectations of increased activity.
- •Market experts anticipate a moderate 8-10% increase in the defense budget, aiming to boost sector activities.
- •Investors prioritize policy clarity, operational speed, and timely order finalization over just budget figures.
- •Emphasis is expected on capital expenditure (Capex) and indigenization to strengthen domestic defense production.
- •Companies like HAL, BEL, Bharat Dynamics Limited, Mazagon Dock Shipbuilders, and Garden Reach Shipbuilders are poised to benefit from new projects and orders.
Why It Matters: Defense PSU stocks are set for a boost with an expected 8-10% budget hike and focus on indigenization.
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