By Admin 
Budget 2026 Top Shares to Watch: Union Budget 2026 is going to be presented tomorrow i.e. Sunday, February 1. In such a situation, the eyes of investors and common people are fixed on the announcements and policy decisions of the government. There has been a lot of movement in the stock market before the budget. Brokerage house Motilal Oswal has released its special stock list while the market is open on Sunday.
It is believed that this time the government may focus more on some selected sectors, which will have a direct impact on the direction of the market. Keeping this in view, the brokerage firm has included some selected shares in its list. Let us know about these selected company shares….
Focus may remain on consumer sector
In the budget, GST on gold and silver is expected to be reduced from the current 3 percent to between 1.25 to 1.5 percent. Along with this, some steps are expected to be taken to increase lower level consumption. However, the possibility of any major change in this is considered less.
At the same time, getting more budget for schemes like MGNREGA, PM Kisan and PMAY can strengthen the demand in rural areas. In such a situation, stocks like Titan, Kalyan Jewellers, PN Gadgil and ITC included in this category are expected to benefit.
Capital goods sector may get support
There is a possibility of continuous increase in capital expenditure of the government in the upcoming budget. Under this, steps like revised National Infra Pipeline 2.0 worth about Rs 1.5 trillion, increase in defense capital expenditure and simplifying the approval process of projects may be included.
The brokerage firm has included stocks related to the capital goods sector like L&T, ABB, Siemens, Hitachi Energy, KEC, KPI, BEL, HAL and BDL in its list.
The pace of consumer durables sector may increase
In the upcoming budget, the government is expected to focus on further strengthening capital expenditure. With this the scope of PM-Kusum scheme can be increased. Due to which the demand for electrical appliances and products used in rural areas may increase.
In such a situation, the brokerage firm has expressed the possibility of gains for stocks related to consumer durables sector like Polycab India, KEI Industries and Crompton Greaves.
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Also read: Budget 2026: Clear the confusion, will the stock market be open or closed on the budget day on February 1? Know details