With the Government pushing for digital transformation across sectors, companies in the IT and technology domain are likely to experience robust growth. Stocks such as Infosys, TCS, and Wipro are well-positioned to benefit from increased demand for AI-driven solutions, automation, and data analytics.
The Union Budget 2025 has laid out a roadmap for India’s sustained economic growth, providing a favorable environment for key sectors to flourish. Leading stocks across industries are expected to navigate the post-Budget economic landscape with strategic shifts driven by Government reforms, incentives, and increased public spending on critical sectors like infrastructure, green energy, and digital transformation.
The Budget’s emphasis on infrastructure development, including roads, railways, and urban transport, is a major boon for companies in the construction and engineering sectors. Leading stocks like Larsen & Toubro (L&T) are expected to capitalise on these opportunities.
“The massive infrastructure push in Budget 2025 will create long-term growth opportunities for us,” said S N Subrahmanyan, CEO of L&T. “We are confident that this will fuel demand for our core engineering and construction services.”
Investors may also see positive movements in cement and steel stocks like Ultratech Cement and Tata Steel, which are poised to benefit from rising infrastructure activities.
The Government’s commitment to renewable energy and sustainability offers a fertile landscape for companies focusing on clean energy solutions. Stocks like Adani Green Energy, Tata Power, and Renew Power are likely to gain momentum with favorable policy incentives for solar, wind, and other green technologies.
“India’s transition to a green economy is inevitable, and the Budget accelerates this process,” said Praveer Sinha, CEO of Tata Power. “We expect to lead this journey by expanding our renewable energy portfolio.”
The Budget’s focus on easing capital access for businesses, improving digital financial infrastructure, and bolstering lending to MSMEs will likely benefit stocks like HDFC Bank, ICICI Bank, and State Bank of India (SBI).
“The financial sector stands to gain from the Government’s digital and MSME lending initiatives,” said Sashidhar Jagdishan, CEO of HDFC Bank. “We are aligned to leverage these opportunities and grow our lending portfolio.”
Further simplification of tax norms and incentives for bond markets are expected to deepen financial markets, boosting performance for leading financial institutions and fintech players.
With the Government pushing for digital transformation across sectors, companies in the IT and technology domain are likely to experience robust growth. Stocks such as Infosys, TCS, and Wipro are well-positioned to benefit from increased demand for AI-driven solutions, automation, and data analytics.
“Digital transformation is at the core of India’s growth story,” said Salil Parekh, CEO of Infosys. “We are strategically investing in emerging technologies to align with the evolving needs of our clients.”
The Budget’s push for innovation and R&D in technology will also benefit startups and tech-enabled enterprises, broadening market opportunities.
With policies aimed at boosting disposable incomes and rural development, consumer demand is expected to rise, benefiting stocks in the FMCG and retail sectors. Companies like Hindustan Unilever (HUL), ITC, and Dabur are likely to see steady gains as consumption patterns improve.
“We anticipate strong rural demand following the measures announced in the Budget,” said Sanjiv Mehta, CEO of Hindustan Unilever. “This will help us consolidate our position in both urban and rural markets.”
The Budget’s emphasis on ‘Make in India’ and incentives for domestic manufacturing bode well for companies in sectors like capital goods, defense, and electronics. Stocks like Bharat Electronics Limited (BEL) and Siemens India are expected to benefit from increased government orders and local production incentives.
