As India gears up for the Union Budget 2025, investors are keenly watching stocks that could benefit from government policies, infrastructure spending, and sectoral reforms. Here are 25 stocks across key sectors that are expected to gain momentum post-budget.
1. Infrastructure & Capex Boom
Infrastructure remains a key focus of government spending, making these stocks attractive:
– Larsen & Toubro (L&T) – A major player in construction and engineering, poised to benefit from increased capex.
– UltraTech Cement – Cement demand is expected to surge with infrastructure development.
– Grasim Industries – A strong presence in cement and fiber manufacturing.
– Siemens India – A leader in industrial automation and power solutions.
– ABB India – A key player in automation and electrification solutions.
2. Power & Renewable Energy Surge
The government’s push towards green energy and power infrastructure will drive these stocks:
– NTPC – A key PSU player in thermal and renewable energy.
– Tata Power – Strong focus on solar and EV charging infrastructure.
– JSW Energy – Aggressive expansion in wind and solar projects.
– Adani Green Energy – A front-runner in India’s solar power expansion.
– Power Grid Corp – Leading electricity transmission company in India.
3. Banking & Financial Growth
Financial services will see increased credit demand and policy benefits:
– HDFC Bank – Strong performance post-merger with HDFC Ltd.
– State Bank of India (SBI) – A public sector banking giant with a vast loan portfolio.
– ICICI Bank – A private sector leader in retail and corporate banking.
– Bajaj Finance – Leading player in consumer and SME lending.
– Kotak Mahindra Bank – Well-capitalized with a growing customer base.
4. Defense & Manufacturing Expansion
Boosting indigenous defense production will aid these stocks:
– Hindustan Aeronautics Ltd (HAL) – Growth in fighter jets and helicopters.
– Bharat Electronics Ltd (BEL) – Defense electronics and radar technology.
– Mazagon Dock Shipbuilders – Naval shipbuilding contracts from the Indian Navy.
5. Consumer & Auto Revival
With rising demand and government incentives, these stocks are set to grow:
– Maruti Suzuki – Leading passenger vehicle manufacturer in India.
– Tata Motors – Expanding its EV and commercial vehicle portfolio.
– Eicher Motors – Premium motorcycle brand, Royal Enfield’s parent company.
– ITC – Strong FMCG and agribusiness presence.
– Avenue Supermarts (DMart) – Retail sector growth driven by rising consumer spending.
6. Technology & Telecom Leaders
India’s IT and telecom sectors continue to expand, making these stocks promising:
– Infosys – A top IT services provider benefiting from digital transformation.
– Reliance Industries (Jio) – A leader in telecom and digital services.
With infrastructure spending, policy support, and economic growth on the horizon, these 25 stocks could be excellent picks post-Budget 2025!
