Budget 2026 Wishlist: Defense, Railway, Agri Sectors Eye Growth, Concessions for Seniors

• Defense sector anticipates a 10-15% budget increase, focusing on modernization, R&D, UAVs, drones, and anti-drone systems.
• Railway budget may see a 5-6% higher allocation, with potential announcements for track infrastructure, new routes, and 3 new logistic rail corridors.
• Agri-Fertilizer sector expects a clear roadmap for farmer income, with possible subsidies of 1.7-2 lakh crore and 1.5 lakh crore for PM Kisan and insurance.
• Shares of BEL, HAL, RVNL, RAILTEL, FACT, and NFL could benefit from favorable budget announcements.
• Sources suggest railway ticket concessions for senior citizens might be restored in the upcoming budget.

Why It Matters: Key sectors like Defense, Railway, and Agri have high expectations for increased allocations and policy support in Budget 2026.