Ahead of the Indian Union Budget, certain stocks and sectors tend to gain attention due to expected policy changes, government spending, and reforms. Here are some key sectors and potential stocks to watch for the pre&post-budget rally in 2025:


1. Infrastructure & Construction


The government often increases capital expenditure on roads, railways, and urban development.


Stocks to watch: L&T, IRCON, PNC Infratech, KNR Constructions, NBCC


2. Capital Goods & Engineering


Increased government spending on industrialization and defense boosts these companies.


Stocks to watch: Siemens, ABB India, Bharat Electronics (BEL), BHEL


3. Banking & Financials


Higher credit growth and PSU bank recapitalization can drive a rally.


Stocks to watch: SBI, HDFC Bank, ICICI Bank, Bank of Baroda


4. Railways


Budget allocations for railway modernization, Vande Bharat trains, and station upgrades benefit these stocks.


Stocks to watch: IRCTC, IRFC, RVNL, Titagarh Rail


5. Power & Renewable Energy


The government’s green energy push supports this sector.


Stocks to watch: NTPC, Adani Green, Tata Power, Suzlon, JSW Energy


6. Defense


Increased defense spending and ‘Make in India’ policies help local defense manufacturers.


Stocks to watch: HAL, Mazagon Dock, Bharat Dynamics, Cochin Shipyard


7. FMCG & Consumer Goods


Tax cuts or rural-focused incentives may boost demand.


Stocks to watch: Hindustan Unilever, ITC, Dabur, Britannia


Zero brokerage: Flattrade


8. Agriculture & Rural-Focused Stocks


Policies related to MSP hikes, subsidies, and rural infrastructure can impact agro-based industries.


Stocks to watch: Escorts Kubota, Mahindra & Mahindra, Coromandel International


9. EV & Auto Sector


Incentives for electric vehicles and auto sector reforms can provide a boost.


Stocks to watch: Tata Motors, Maruti Suzuki, Hero MotoCorp, M&M, Olectra Greentech


Disclaimer:

The information provided above is for educational and informational purposes only and should not be considered as financial or investment advice. Stock market investments are subject to market risks, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified financial advisor before making any investment decisions.