Budget 2026: Top 11 Stocks Poised for Growth on Budget Day Buzz

• Finance Minister Nirmala Sitharaman will announce the Union Budget for FY26-27, with expectations of increased capital expenditure in infrastructure and defence.
• Analysts from Motilal Oswal, HDFC Securities, and Anand Rathi have identified 11 stocks to watch, including NMDC, Bharat Electronics, L&T, SBI Life, KNR Constructions, and Jupiter Wagons.
• Defence sector stocks like Bharat Electronics, Garden Reach Shipbuilders, and Hindustan Aeronautics are expected to benefit from increased defence allocations and focus on indigenisation.
• Infrastructure and manufacturing-focused companies such as NMDC, L&T, and KNR Constructions are set to gain from sustained government capex and project opportunities.
• TVS Motor Company, Waaree Energies, and TD Power Systems are highlighted for strong performance, growth in EV sales, renewable energy, and power generation sectors, respectively.

Why It Matters: Analysts recommend 11 stocks across defence, infrastructure, and manufacturing sectors to watch during the Union Budget 2026.