Budget 2026: Motilal Oswal bullish on 60 stocks across 10 sectors
The Budget may raise the affordable housing threshold from Rs 4.5 million to Rs 7 million, along with a higher allocation to the PMAY housing scheme. Increased incentives for Global Capability Centres (GCCs) could also support demand, particularly in key urban markets.Stocks likely to benefit- Brigade Enterprises, Prestige Group, Sobha, Kolte-Patil Developers, Mahindra Lifespace Developers, Godrej Properties, Sunteck Realty, Lodha Likely losers DLF, and Oberoi Realty Real Estate
The Budget may raise the affordable housing threshold from Rs 4.5 million to Rs 7 million, along with a higher allocation to the PMAY housing scheme. Increased incentives for Global Capability Centres (GCCs) could also support demand, particularly in key urban markets.Stocks likely to benefit- Brigade Enterprises, Prestige Group, Sobha, Kolte-Patil Developers, Mahindra Lifespace Developers, Godrej Properties, Sunteck Realty, Lodha Likely losers DLF, and Oberoi Realty Real Estate
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