Nirmala Sitharaman
Budget 2025 Stocks to Watch: Nirmala Sitharaman will present the general budget of FY 2025-26 in Parliament today. This general budget can have many announcements related to different sectors. The shares of these sectors will also be affected if there are big announcements. The stock markets are usually closed on Saturday. But due to the budget day today, there will be normal functioning in the stock markets. Let us know which shares you should monitor today.
Infrastructure
PM Modi said on Friday that this budget will help India to create a developed India by 2047. In such a situation, there may be major announcements related to infrastructure in this budget. If this happens, L&T, IRB Infra, Dilip Buildcon, KNR Construction, PNC Infratech, KEC International, Ahluwalia Contracts, HG Infra, GR Infra and NCC are the major shares that can show positive impacts.
Railway
Budget 2025 makes some major announcements related to railway, so investors can see good response in shares like RVNL, Jupiter Wagons, Titagarh, Rites and BEML. Apart from this, shares of HBL Power, Karnex Micro, KEC International, RailTel, Siemens, Texmaco and Titagarh will also be in focus.
Electricity
If there are big announcements related to the power sector in the budget, the shares of this sector can see good response of investors. Power sector shares include NTPC, Tata Power, JSW Energy, NHPC, SJVN, CESC, Adani Power, Adani Energy Solutions and KP Energy.
Income tax
In this budget, if announcements like income tax exemption or increase in income of rural people are made, then FMCG shares will show a good impact. With this, shares like Dabur, Emami, HUL and Britannia can live in focus.
Healthcare
If large healthcare announcements are made in the budget, investors can focus on the shares of pharma companies. The major shares of this sector are Sun Pharma, Cipla, Dr. Reddy’s and Biocon. If the budget of Ayushman Bharat Yojana is increased, then the stocks of Apollo Hospitals, Max Health, Estner DM Healthcare, Kims and Jupiter can be impacted. Cuts in Health Insurance Premium for Senior Cities can show positive impact on Star Health Insurance, ICICI Lombard and New India Assurance shares.
Housing
There may also be many announcements about the housing sector in this budget. If the government makes any announcement about affordable housing, it can show good response on Aadhaar Housing Finance, Aptus Value, Housing Financers and Home First Finance shares.
Msme
SBI, PNB, HDFC Bank, ICICI Bank, Bajaj Finance and L&T Finance shares may show good response if the budget 2025 will show good response.
Agriculture
If there is a major announcement related to agriculture in the budget, it can benefit shares like Shriram Finance, L&T Finance and Mahindra & Mahindra Finance.
Defense
If the government makes major announcements related to the modernization of the army, it can benefit shares like Hindustan Aeronautics, India Electronics, India Dynamics and Solar Industries.
Electric vehicle
If the government makes any announcement related to the electric vehicle supply chain, then the shares of Exide and Amara Raja can benefit. The announcement related to charging infrastructure and energy storage systems will show positive impact on shares of Bajaj Auto, TVS Motor, Ola Electric, Tata Motors, M&M and JBM Auto.
Latest business news
