Budget 2026: Top 5 Stocks to Watch for Biggest Gains Post-Budget

• Defence and Capital Goods sectors are poised for significant growth due to sharp Capex increases in Budget 2026.
• Defence budget surged to ₹7.85 lakh crore, benefiting Bharat Electronics, Bharat Dynamics, and Solar Industries.
• Government Capex estimated at ₹12.2 lakh crore for FY27, boosting L&T, Siemens Energy, Hitachi Energy, and HAL.
• Capital Markets may face short-term pressure from increased STT, potentially impacting F&O volumes and broking firms.
• Real Estate and Healthcare sectors show long-term potential, driven by data centers, office demand, and increased health infrastructure spending.

Why It Matters: Budget 2026 highlights Defence and Capital Goods as top gainers, with long-term potential in Real Estate and Healthcare.