๐ข Expectations from Budget 2025 ๐ข
With the Union Budget 2025 around the corner, hereโs a quick glance at the key sectors, their allocations (from Budget 2024), and stocks to watch:
๐ก Sector-Wise Budget Allocations (2024):
๐น Defence: โน6.2 lakh cr (12.9%)
๐น Railways: โน2.62 lakh cr (5.44%)
๐น Road Infra: โน2.72 lakh cr (5.65%)
๐น Housing: โน2.66 lakh cr (5.52%)
๐น Renewables: โน19,100 cr (0.4%)
๐น Water & Sanitation: โน77,390 cr (1.61%)
๐ฐ Key Stocks in Each Sector:
๐ Defence: HAL, BEL, Mazagon Dock, Cochin Shipyard, Zen Tech
๐ Railways: IRFC, RVNL, IRCTC, Jupiter Wagons, Titagarh Rail
๐ฃ๏ธ Road Infra: L&T, IRB Infra, NBCC, KEC Intl, Kalpataru Projects
๐ก Housing: LIC Housing, PNB Housing, Aadhar Hsg, Aptus Value, AAVAS
๐ฟ Renewables: NTPC Green, Waaree Energies, ACME Solar, KPI Green
๐ง Water & Sanitation: Va Tech Wabag, ION Exchange, WPIL
โ ๏ธ ๐จDisclaimer: The data is for educational purposes and not investment advice.