The Union Budget 2026 has set the tone for the Indian markets and investors are closely analyzing the sectors likely to benefit from the government’s announcements. Infrastructure and capital goods companies are expected to gain significantly as public expenditure on roads, railways, and urban development rises. L&T is well positioned to benefit from this record investment in construction and engineering projects.
The healthcare sector is also in focus following budget incentives aimed at medical tourism and hospital expansion. Apollo Hospitals is likely to see positive momentum as demand for healthcare services grows. In parallel, companies such as UltraTech Cement stand to gain from increased infrastructure spending and housing initiatives, which are expected to drive strong demand in the construction materials segment.
Electrification and industrial demand are expected to boost companies like Polycab India while renewable energy companies, particularly in solar, may benefit from the government’s push for clean energy. Defence and aerospace stocks are another area of interest with higher budget allocations for defence modernization. Bharat Electronics and Hindustan Aeronautics are likely to receive new orders, providing long term growth opportunities.
Electronics manufacturing companies such as Dixon Technologies and Syrma SGS may benefit from initiatives like ISM 2.0, which promote domestic production and investment in the technology sector. Infrastructure and EPC firms such as PNC Infratech and NCC are expected to see opportunities from increased spending on roads, railways, and urban development projects. Financial sector companies including HDFC Bank and ICICI Bank may experience indirect benefits as credit growth and capex financing support economic activity.
Investors are advised to consider valuations, market volatility, and sector diversification when building a portfolio post-budget. The sectors highlighted provide a broad view of potential opportunities in infrastructure, healthcare, defence, manufacturing, and financial services.
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