These 25 stocks future move depends on Budget

As the Union Budget 2025 nears, investors are closely watching key sectors. These include infrastructure, power, defence, and renewable energy. Finance Minister Nirmala Sitharaman’s eighth budget comes amid global and domestic uncertainties. The budget is expected to focus on capital expenditure and infrastructure projects. This will likely benefit stocks like L&T, UltraTech Cement, KNR Construction, and Ashoka Buildcon.

The power sector also gains attention, with Siemens and Thermax poised to benefit from renewable energy support. Defence stocks, such as Hindustan Aeronautics Ltd (HAL) and Bharat Electronics Ltd (BEL), are expected to rise with increased spending.

Financial stocks, like State Bank of India (SBI) and ICICI Bank, may profit from growth-boosting policies. The automobile sector, featuring Maruti Suzuki and Tata Motors, could see positive movement due to expected incentives for electric vehicles.

Other notable stocks include United Breweries, UPL, Dabur, SRF, IRFC, Zensar Technologies, VA Tech Wabag, Bajaj Finance, Bajaj Auto, RVNL, and Whirlpool India. Investors hope that the budget will drive a post-budget rally. However, long-term trends will depend on GDP and earnings growth.