Budget 2026 Ka Dhamaka: Govt Ne Capex Par Lagayi Badi Daud, Analyst Ne Bataye Top Stocks!

INDUSTRIAL-GOODSSERVICES
Whalesbook Logo
AuthorIshaan Verma|Published at:
Budget 2026 Ka Dhamaka: Govt Ne Capex Par Lagayi Badi Daud, Analyst Ne Bataye Top Stocks!
Overview

Socha tha Budget 2026 mein seedha paisa baantenge? Nahi bhai! Iss baar govt ne public capital expenditure (Capex) par **₹12.2 trillion** lagane ka plan banaya hai, jo pichhle saal se **11.5%** zyada hai. Data centers, semiconductors aur defence jaise strategic sectors ko bhi full support mil raha hai. Motilal Oswal jaise analysts ne toh aise **10 stocks** bhi spot kar liye hain jo iss budget se kamaal kar sakte hain.

Toh bhai log, Budget 2026 aa gaya hai aur iss baar focus 'sone ki baarish' par nahi, balki 'infrastructure ki taakat' par hai. Finance Minister Nirmala Sitharaman ne saaf kar diya hai ki abhi stimulus dene se zyada zaroori hai desh ki long-term growth ko pakadna. Iske liye public capital expenditure (Capex) mein ek tagdi 11.5% ki badhotri ki gayi hai, jisse yeh total ₹12.2 trillion tak pahunch gaya hai FY27E ke liye. Yeh paisa lagane se pura economy chalega aur private investment bhi aayegi.

Infra Ka Engine Chalta Rahega!

Government ne roads aur railways ko pakadne ka plan banaya hai. Railways ko lagbhag ₹2.8 trillion mil rahe hain aur roads aur highways ke liye ₹2.9 trillion allocate kiye gaye hain. Yeh lagaataar investment se private companies bhi invest karne mein confident feel karengi aur employment bhi badhegi. Budget mein ek naya 'Infrastructure Risk Guarantee Fund' bhi announce hua hai taaki private developers ka confidence aur badhe.

Strategic Sectors Ko Milega Boost!

Iss budget mein khaas dhyan data centers par diya gaya hai. Ab jo companies cloud services dengi, unko 2047 tak tax holiday milegi! Yeh digital infrastructure ke liye ek bada move hai. Semiconductors, electronics, defence, chemicals, aur manufacturing mein bhi govt full support de rahi hai. India Semiconductor Mission (ISM) 2.0 launch ho gaya hai jisme ₹1,000 crore FY27 ke liye diye gaye hain taaki desh mein hi cheezein banayein. Defence sector ko toh ₹2.2 trillion mil rahe hain FY27 mein, jo ek bada jump hai aur military hardware ko 'Made in India' banane mein madad karega.

Health Aur Tourism Bhi Peeche Nahi

Healthcare sector ko bhi economic growth engine banane ki koshish hai. States ke saath milkar 5 regional medical hubs banaye jayenge. Hospital industry mein demand badhti rahegi kyunki log health par zyada dhyan de rahe hain. Tourism sector bhi recover ho raha hai aur sarkar isko aur push degi, khaas kar hotel companies jo Tier-II cities mein expand kar rahi hain.

Brokerage Ki Nazar: Motilal Oswal Ke Top Picks

Ab sabse mazedaar baat! Motilal Oswal Financial Services ne is budget ke hisab se 10 stocks nikal liye hain jo lagta hai bahut achha perform karenge. Dekhte hain kaunse hain yeh potential winners:

  • Apollo Hospitals: Health sector aur medical tourism se faayda hoga. Share price ₹6,923 hai, target ₹9,015, matlab 30% ka upside mil sakta hai.
  • ACME Solar: Clean energy, khaas kar battery storage systems ko support mil raha hai. Price ₹220, target ₹384, 75% ka return.
  • Bharat Electronics: Defence spending badhne se order badhenge. Share price ₹441, target ₹520, 18% ka upside.
  • Larsen & Toubro: Infrastructure aur capex focus se seedha faayda. Price ₹3,914, target ₹4,600, 18% upside.
  • Lemon Tree Hotels: Tourism ko push milne se faayda. Share price ₹128, target ₹200, 56% ka upside.
  • Samvardhana Motherson: Infra push aur EV transition se fayda. Price ₹114, target ₹140, 23% ka upside. Iska P/E ~35.28 aur market cap ~₹1.19 trillion hai.
  • Polycab India: Electrification, infra aur data centers ki demand badhegi. Share price ₹7,056, target ₹9,600, 36% ka upside. Iska P/E ~40.36 aur market cap ~₹1.05 trillion hai.
  • Syrma SSG: Domestic manufacturing aur EMS sector ko boost. Price ₹776, target ₹950, 22% ka upside.
  • Tata Steel: Infra development se steel ki demand badhegi. Share price ₹189, target ₹220, 16% ka upside.
  • UltraTech Cement: Capex badhne se cement ki demand bhi badhegi. Price ₹12,543, target ₹14,200, 13% ka upside.

Yeh sab stocks govt ki strategic priorities ke hisab se lagta hai achhe chalenge.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.