Which Stocks to Watch During Budget 2025 in Key Sectors?

As Finance Minister Nirmala Sitharaman prepares to deliver the Budget 2025 speech, investors eagerly watch sectors that may receive significant attention and funding. This year, she focuses on the railways, defence, and infrastructure. Stocks in these sectors could see substantial movement based on the budget announcements. With anticipated increases in capital expenditure, companies in the railways, defence, and infrastructure sectors are poised for growth and investment opportunities. Here’s a breakdown of the top stocks to watch during this pivotal financial event:

Railways Sector:

• Indian Railways Finance Corporation (IRFC)
• Titagarh Wagons Ltd
• BEML Ltd

Defence Sector:

• Hindustan Aeronautics Ltd (HAL)
• Larsen & Toubro (L&T)
• Bharat Electronics Ltd (BEL)

Infrastructure Sector:

• Tata Projects Ltd
• Larsen & Toubro (L&T)
• Nagarjuna Construction Company