21 budget-friendly stocks poised to gain from FM Nirmala Sitharaman's initiatives

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Union Budget 2024-25: Sector-wise announcements set to shine a spotlight on stocks today

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 Agriculture

Government plans ₹ 2 lakh crore boost for agriculture amid rising food inflation

Stocks to watch:
⦾ Exports Kubota
⦾ Kaveri Seeds
⦾ Finolex Industries
⦾ Mahindra and Mahindra 

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Rural Consumption

Investments in Digital Infrastructure and MSMEs to boost rural consumption

Stocks to watch:
⦾ Dabur India
⦾ Hindustan Unilever
⦾ Shakti Pumps
⦾ TVS Motors


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Renewable Energy

A renewed focus on renewable energy investments and clean technology expansion 

Stocks to watch:
⦾ Tata Power
⦾ NTPC
⦾ Inox Wind

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Employment

Focus on job creation, manufacturing support, and tax relief expected

Stocks to watch:
⦾ Arvind Limited
⦾ KPR Mills

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Affordable Housing

Focus on affordable housing and satellite townships development Expected

Stocks to watch: :
⦾ Aavas Financiers
⦾ Home First Finance
 Aptus Value Housing
⦾ UltraTech Cement

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Enhanced focus on infrastructure and railways spending expected

Stocks to watch:
⦾ IRCTC

Railways

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Container Corporation of India

Investments in logistics infrastructure to boost CONCOR's operations

Stocks to watch:
⦾ Titagarh Wagons
⦾ Texmaco Rail

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