Jefferies picks 10 stocks that could benefit from possible Budget 2026 announcements. Do you own any?
Budget expectations from the upcoming FY27 Union Budget remain “low”, with Jefferies noting that Finance Minister Nirmala Sitharaman is likely to adhere to the fiscal consolidation roadmap while focusing on defence-led capital expenditure and selective measures to support consumption. The brokerage expects the Centre to set the FY27 fiscal deficit at around 4.2% of GDP, which would imply a slower pace of consolidation of roughly 15–20 basis points annually over FY27–FY31. Alternatively, Jefferies said the government could choose to keep the deficit closer to 4.4% of GDP, signalling a push to support near-term growth. Such a stance would be positive for growth and equities but could lead to firmer bond yields. Here are few stocks that could benefit from the upcoming Budget. Budget Bets
Budget expectations from the upcoming FY27 Union Budget remain “low”, with Jefferies noting that Finance Minister Nirmala Sitharaman is likely to adhere to the fiscal consolidation roadmap while focusing on defence-led capital expenditure and selective measures to support consumption. The brokerage expects the Centre to set the FY27 fiscal deficit at around 4.2% of GDP, which would imply a slower pace of consolidation of roughly 15–20 basis points annually over FY27–FY31. Alternatively, Jefferies said the government could choose to keep the deficit closer to 4.4% of GDP, signalling a push to support near-term growth. Such a stance would be positive for growth and equities but could lead to firmer bond yields. Here are few stocks that could benefit from the upcoming Budget. Budget Bets
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