Budget 2026: Top Public Sector Stocks to Watch for Infrastructure, Defense Boost

• Union Finance Minister Nirmala Sitharaman will announce the Union Budget for FY 2026-27, with a focus on infrastructure and defense spending.
• Analysts recommend 11 stocks, including NMDC, Bharat Electronics, Larsen & Toubro, and HAL, expected to benefit from budget allocations.
• NMDC is poised for growth due to increased demand from manufacturing and infrastructure projects, with capacity expansion plans.
• Bharat Electronics and HAL are set to gain from a projected 15% increase in defense spending and new acquisition projects.
• Companies like KNR Constructions, Jupiter Wagons, and Waaree Energies are expected to thrive from investments in roads, railways, and renewable energy.

Why It Matters: Budget 2026 is expected to boost infrastructure and defense, making public sector stocks attractive for investors.