Post-Budget Stock Picks: Experts Identify 9 Investment Opportunities

• The Union Budget 2026 maintained fiscal discipline, lowering the fiscal deficit to 4.3% of GDP for FY27 and increasing capital expenditure by 9% to Rs 12.2 lakh crore, boosting infrastructure and defence.
• Key disappointment was the increase in Securities Transaction Tax (STT) on futures and options, impacting domestic brokerages and FIIs using F&O for hedging.
• Experts from Motilal Oswal, Kotak Securities, and HDFC Securities have identified 9 stocks for potential investment post-budget.
• Recommended stocks include Apollo Hospitals, Mahindra & Mahindra, Biocon, Larsen & Touro, Indian Hotels, TCS, Sai Life Sciences, Syrma SGS Technology, and Zensar Technologies.
• These picks are based on budget initiatives supporting sectors like healthcare, infrastructure, manufacturing, hospitality, and technology, with specific target prices provided.

Why It Matters: Experts recommend 9 stocks for investment, leveraging budget initiatives despite STT hike and market corrections.