35 stocks to benefit from 5 key Union Budget 2026 announcements. Check full list

Finance Minister Nirmala Sitharaman doubled down on the government’s infrastructure-led growth strategy in Union Budget 2026, proposing a sharp increase in capital expenditure to Rs 12.2 lakh crore for FY2026–27, up from Rs 11.2 lakh crore in the current fiscal. From a market perspective, the capex-heavy Budget announcements have brought several sectors into focus, highlighting stocks that could emerge as key beneficiaries. Here’s the full list. Finance boost

Feb 3, 2026 - 10:00
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35 stocks to benefit from 5 key Union Budget 2026 announcements. Check full list
Finance Minister Nirmala Sitharaman doubled down on the government’s infrastructure-led growth strategy in Union Budget 2026, proposing a sharp increase in capital expenditure to Rs 12.2 lakh crore for FY2026–27, up from Rs 11.2 lakh crore in the current fiscal. From a market perspective, the capex-heavy Budget announcements have brought several sectors into focus, highlighting stocks that could emerge as key beneficiaries. Here’s the full list. Finance boost

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