Defence stocks deliver up to 68% returns ahead of Budget 2026; 4 picks to watch

Defence stocks are showing resilience ahead of the Union Budget 2026, with many Nifty India Defence index constituents outperforming the broader market. Investors anticipate key announcements that could further boost the sector, with specific stock performance expected to hinge on Finance Minister Nirmala Sitharaman's proposals.

Jan 31, 2026 - 19:00
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Defence stocks deliver up to 68% returns ahead of Budget 2026; 4 picks to watch
Defence stocks are showing resilience ahead of the Union Budget 2026, with many Nifty India Defence index constituents outperforming the broader market. Investors anticipate key announcements that could further boost the sector, with specific stock performance expected to hinge on Finance Minister Nirmala Sitharaman's proposals.

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