Budget 2026: Key Sectors Poised for Growth Post-Nirmala Sitharaman's Budget

• Finance Minister Nirmala Sitharaman's Budget 2026 focuses on capital expenditure, benefiting specific sectors despite no major stock market announcements.
• Defense sector allocation increased to Rs 2.19 lakh crore, boosting companies like BEL, BDL, and Paras Defense.
• Railway capital expenditure up by 8.5%, with significant allocations for rolling stock and Kavach, favoring RVNL, IRCON, Siemens, Titagarh Rail, and BHEL.
• Semiconductor sector receives Rs 1,000-1,500 crore under India Semiconductor Alliance and ECMS allocation increased to Rs 40,000 crore, benefiting Sygma SGS, Kaynes, CG Power, and Amber Enterprises.
• BioPharma Shakti initiative with Rs 10,000 crore over five years will promote domestic biologics and biosimilars, aiding Biocon, Lupin, and Sun Pharma.

Why It Matters: Budget 2026 prioritizes defense, railways, semiconductors, and biosimilars for significant growth and investment.