By Admin 
Defense Stocks after Budget 2026: The Central Government has announced huge funds for different sectors in the Union Budget 2026. In which the defense sector has got special priority. After the budget, Goldman Sachs has released its new report. In which it has been said that the allocation given to the defense sector in this budget has been better than the expectations of the market.
Due to which the business of the country’s defense companies is expected to be strengthened. In such a situation, the eyes of investors are now focused on those defense stocks, which may see a rise in the coming time. Let us know about some such selected shares….
Will keep an eye on defense stocks
According to the latest report of Goldman Sachs, many Indian companies are expected to benefit from the allocation made for the defense sector in Budget 2026. Shares of Solar Industries, Bharat Electronics, Bharat Dynamics, Data Patterns and PTC Industries may see a rise. The report said that the government is now planning to spend more on big platforms like ships and aircraft as well as defense equipment and systems. Due to which these companies are likely to benefit.
Goldman Sachs has also said that companies like Astra Microwave Products and Data Patterns will get indirect benefits. Due to increased defense expenditure, demand for small parts, electronic systems and technical equipment supplied by these companies may increase. The direct benefit of which can be seen in the form of rise in shares.
Big increase in defense budget
While presenting the Union Budget 2026, Finance Minister Nirmala Sitharaman has announced to increase the allocation for the defense sector. This time a total provision of Rs 7.85 lakh crore has been made for defence.
Talking about the figures, this amount in the budget of the last financial year was Rs 6.81 lakh crore. This means that compared to last year, this year’s defense budget has increased by 15.2 percent. This decision of the government clearly indicates that special attention is being paid to strengthening national security and military preparedness.
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