In this video, we bring you a detailed Budget 2026 analysis, focusing on key sectors, government capex, policy direction, and how these announcements could shape long-term opportunities in the Indian stock market. Presented amid global challenges like trade disruptions and US tariff pressures, Union Budget 2026–27, delivered by Finance Minister Nirmala Sitharaman, places strong emphasis on infrastructure-led growth and domestic manufacturing.
We break down the government’s record ₹12.2 lakh crore capital expenditure, high-speed rail and logistics corridors, and the push towards reducing India’s logistics costs. The video also covers major policy thrusts such as India Semiconductor Mission 2.0, Electronics Components Manufacturing Scheme, BioPharma SHAKTI, and the National Critical Mineral Mission.
You’ll get a clear sector-wise view of stocks to benefit after Budget 2026, including infrastructure stocks, railway stocks, semiconductor stocks, pharma stocks, critical minerals and data centre stocks. We highlight top Budget 2026 beneficiary stocks, explaining why companies like Larsen & Toubro, Dixon Technologies, Dr. Reddy’s, Gujarat Mineral Development Corporation, and Netweb Technologies—among others—could be well positioned as policy tailwinds translate into market opportunities.
If you are tracking Budget 2026 stocks to watch, trying to understand sectoral impact, or looking to connect policy announcements with stocks likely to benefit, this video will help simplify the big picture.
⚠️ Disclaimer: This video is for educational purposes only and is not investment advice.
#UnionBudget2026 #NirmalaSitharaman #Budget2026Stocks #StocksToBenefit #IndianStockMarket
Link for the Document:
https://drive.google.com/file/d/1I9ra...
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