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Budget 2026 stocks to buy: As Budget 2026 approaches, investors are expecting continuity rather than big announcements. Experts predict that the government will maintain financial discipline and focus on reforms and their implementation rather than surprising by big expenditure increases. Analysts believe that short-term volatility may be seen in the markets on the budget day. The medium-term direction will continue to be determined by earnings growth and liquidity conditions. Let us look at the views of experts as to which 5 sectors or themes can remain in focus in Budget 2026.

protect

Defense sector remains in focus in every budget. The sector has delivered strong returns in recent years, but valuations have declined by 15-20 per cent from recent highs.

infrastructure

Infrastructure remains a key growth engine for the government. Axis Securities expects that more attention will be given to project completion rather than new announcements. ICICI Securities believes that public capital expenditure will focus on roads, railways, defense and power infrastructure.

real estate

The real estate sector started the year on a weak note. Home sales have declined for four consecutive quarters. The December 2025 quarter saw the lowest sales in almost 16 quarters. Affordable and middle-income housing still faces challenges.

electric mobility

EV adoption in India has moved beyond initial pilot projects. Last year, EV sales exceeded 2.3 million units. Experts believe that maintaining this pace will require continued investment in charging infrastructure and policy stability.

automobile

Taxable income up to Rs 12 lakh has been made tax-free. Rationalization of GST rates has led to reduction in vehicle prices. Analysts now expect Budget 2026 to support a gradual recovery in automobile demand.

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