Budget 2026: Shipping Sector Eyes Big Announcements, Key Stocks on Radar

• Union Finance Minister Nirmala Sitharaman will present the budget on February 1 for a record ninth consecutive time.
• The shipping sector, crucial for 95% of India's trade by volume, expects significant announcements amidst global tariff wars and supply-chain issues.
• Experts anticipate continued focus on maritime capacity, logistics cost reduction, and export competitiveness, with better allocation expected due to a favorable base effect.
• Key expectations include stable, affordable long-term funding for port and shipbuilding projects, quick customs clearance, and improved last-mile connectivity.
• Stocks like Mazagon Dock, SCI, Concor, and Adani Ports are on experts' radar, as the budget may encourage domestic shipbuilding to reduce foreign reliance.

Why It Matters: The shipping sector anticipates substantial budget support for infrastructure, domestic shipbuilding, and logistics efficiency.