Budget 2026: Which stocks and sectors to watch on Budget Day? Here are the details

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Stock Market Update: The wait is about to end. The Union Budget 2026 is going to be presented tomorrow, Sunday (February 1). The entire country is now looking at what announcements will come out of the swing of Finance Minister (NIrmala Sitharaman). However, excitement is high among the common people as well as investors. Especially after the budget announcement, a thorough analysis has started on which sectors can see major changes in the stock market.

Famous brokerage house Motilal Oswal has published a special list in this market atmosphere. According to them, the government can give special emphasis to certain sectors in this budget, which can change the direction of the market.

1. Possibility of big surprises in the consumer sector (Consumer Sector)

Market experts believe that the government can take special steps to increase the purchasing power of the middle class and rural India.

  • Gold and Silver: It is being said that the GST on gold and silver may be reduced from the current 3 percent to 1.25-1.5 percent.
  • Rural Demand: MGNREGA, PM Kisan and PM Awas Yojana (PMAY) allocations may increase, which will increase demand in rural areas.
  • Stocks to watch: Titan, Kalyan Jewellers, PN Gadgil and ITC.

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2. Capital Goods and Infrastructure Sector

The government is expected to continue allocating funds for infrastructure development or ‘Capex’.

  1. National Infrastructure Pipeline 2.0: Revised projects worth around Rs 1.5 trillion may be announced.
  2. Defence: There is a strong possibility of increasing allocations in the defense sector.
  3. Stocks to watch: L&T, ABB, Siemens, Hitachi Energy, KEC, BEL, HAL and BDL.

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3. Consumer Durables and Electrical Appliances

The government may expand the scope of the PM-KUSUM scheme, which will directly impact the electrical appliance market.

  • Rural Electrification: There is a possibility of increasing demand for electrical appliances in rural areas.
  • Stocks to watch: Polycab India, KEI Industries and Crampton Greaves.

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