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.

Disclaimer: (The information provided here is being given for information only. It is important to mention here that investment in the market is subject to market risks. Always take expert advice before investing money as an investor. ABPLive.com never advises anyone to invest money here.)

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Trump tarifs impact on india: US President Donald Trump announced 25 percent tariff on India on Wednesday, 30 July 2025 amidst the ongoing conversation about the trade deal. These new rates will be applicable to the goods to be exported from India to America from August 1 on Friday, 1 August.

In such a situation, the way Trump is imposing tariffs one after the other on different countries, it is being considered a major setback for businessmen and investors around the world. After Trump’s move, the commercial sourness between the two countries has increased further.

What will be the effect on India?

Now the question is arising that what will be the impact of this huge tariff imposed by Trump on the increasing GDP of India and the business of exporters here. Brokerage firms Nomura, Barclays and Goldman Sachs have released their reports about the possible effects.

Nomura says that the speed of the economy growing at the high speed of India may decrease by 0.2 percent. Goldman Sachs has estimated a decline of 0.3 percent. Barclays has also agreed with the forecast of Goldman Sachs.

Impact on Indo-US relations

According to Goldman Sachs, India’s defense and energy agreement with Russia is being considered as the main reason behind this 25 percent tariff imposed by Trump.
At the same time, Nomura says that there are two major reasons behind this decision: America’s growing trade deficit with India and the growing inclination towards Moscow for India’s energy and defense needs.

Competitive loss fears

Significantly, even before this, America has put heavy tariffs on many goods imported from India. After this new tariff, India will be in loss compared to its competitive countries, such as Vietnam,. This will directly affect Indian businessmen, who will now become less competitive in the US market and may have to suffer more.

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Brokerage house Goldman Sachs has released its new report regarding the Indian pharma sector. In this report, he has identified 5 such pharma companies in which a good rise can be seen in the next one year.

These companies are not only benefiting from the global shift of healthcare manufacturing, but are also focusing on innovation, specialization and long term partnerships. Let’s know what are those companies and why Goldman Sachs has faith in them.

Mukesh Ambani’s son -in -law’s company Piramal Pharma

The top of the list of Goldman Sachs is Piramal Pharma, which is given ‘BUY’ rating and target price is Rs 265. That is, it is estimated to increase by about 36 percent.

The biggest reason for this trust is the company’s CDMO (Contract Development and Manufacturing Organization) Business. Even though FY26 showed some slideowns due to inventory destroying, but in FY27, this business can gain rapidly, especially when multi-air supply orders will start to be finalized.

The company has recently added two new manufacturing suits on its granjmouth site and plans for further expansion. Their goal is to double the CDMO revenue by FY30.

Orobindo pharma

Aurobindo Pharma has also received a ‘Buy’ rating and has a target price of Rs 1275, which shows about 16 percent of the upside. Goldman Sachs believes that the cost efficiency in India’s biologics and biosimilers keeps it far beyond China and Korea. According to the report, India’s cost is about 60 percent lower.

The Aroobindo’s subsidiary Curateq’s biologics unit Theraranym is doing exclusive work with MSD by 2030-2032. The report says that the company can supply 30-40 million viils to Phase-1.

Sainigan International

Syngene International has also been given a ‘BUY’ rating and its target has been kept at Rs 800, that is, it has seen up to 27 percent. After little difficulties in H2Fy24 and H1Fy25, the company has started getting interrogation from large pharma companies again in H2FY25. Also, due to the removal of manufacturing from China, the company is also getting several pilot projects due to the moving pharma clients towards India, some of which have been converted into long term contracts. Its discovery services in FY26 are expected to grow again double digit growth.

Newland labs

Neuland Labs has been rated by Goldman Sachs with a target of Rs 14,775. That is, there is a possibility of a 21 percent rise in the next 12 months. The biggest strength of the company is its strong quality culture, system, infrastructure and process development capability. While the rest of the pharma companies are going into animal health or agro-chemical, Newland has focused only on human pharmaceuticals. The valuation of the stock has been done on the SOTP (SUM-OF-The-Parts) basis, with 85 % of the contribution of earning multiples and 15 % of M & A value.

Kohane Lifestyle

Goldman Sachs has also expressed confidence in cohance lifeciences and its target price has been fixed at Rs 1275, ie a possible rise of up to 29 percent. The company has got a good lead in the last few years, especially due to the strategy of bringing manufacturing (China+1), especially from China to another place. The report said that the number of RFQs (Request for Quotations) received by the company has almost doubled. According to Goldman’s report, “Every pharma innovator is now working on ‘China +1’ Strategy, whether he has told it publicly or not.”

Expectation seen in pharma companies

It is clear from this report of Goldman Sachs that Indian pharma companies are no longer limited to general medicines, but now they are also moving fast on the path of innovation, biologics and international partnerships. If you are looking for investment opportunities in the pharma sector, then these five stocks must be in your watellist.

Disclaimer: (Information provided here is being given only for information. It is necessary to tell here that the investment market is subject to risks. Always consult expert before investing as an investor. Never is advised to invest money from Abplive.com.

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Goldman Sachs Report: Concerns about America’s economy are increasing all over the world. Now Global Investment Bank Goldman Sachs has increased the possibility of recession in America from 35 percent to 45 percent. This is the second consecutive time he has increased this estimate in a single week. It is being told that the reason behind this is the growing trade war between the US and the other countries and the huge tariff imposed by the Trump government.

Possibility of recession all over the world

US President Donald Trump announced a strict tariff on April 2, which has created a stir not only in the US but also the global market. There was a huge decline in the stock markets and after this, one investment banks started fearing a recession. JP Morgan says that the possibility of recession in America and all over the world has reached 60 percent.

Trump’s tariff can not only increase inflation in the US, but countries like China can retaliate, which is a threat to deteriorating. Goldman Sachs has reduced the US’s economic growth rate from 1.5 per cent to 1.3 per cent for 2025. At the same time, JP Morgan’s estimate is more worrying. They believe that in 2025 the US economy can shrink up to 0.3 per cent.

Trade war fire now reached American economy

Now it is an eye on the American Central Bank Federal Reserve (FED). Goldman Sachs hopes that the Fed will start cutting interest rates from June and may have a cut of 25 basis points three times in a row. JP Morgan and Wells Fargo also now believe that interest rates can decrease three to five times in 2025, so that the market can be supported.

In a way, the fire of trade war has now reached the American economy. If this is the case, then financial difficulties for the whole world can increase. Countries like India will have to make a smart strategy in this situation, so that the impact of global slowdown is reduced and new opportunities can be discovered.

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Goldman Sachs Report: The effect of trade war is now visible on the oil market. Goldman Sachs has rapidly cut the price estimate of its Brent crude and WTI oil. The average price of Brent is now estimated to be $ 69 per barrel and WTI to be $ 66 per barrel this year. Earlier this estimate was 5 to 6 percent more than this.

What did Goldman Sachs say?

The Oil Research Head of Goldman Sachs, Daan Struyven said in its report that the risk of recession is increasing by 2026 and the increasing production of OPEC+ from above… All these reasons we feel that the prices of crude oil may fall further. Not only this, the estimate of Brent crude for 2026 has now been estimated to $ 62 and WTI to $ 59. That is, there is a possibility of a decline in the long term.

Historical decline in oil prices

On Thursday and Friday, crude oil prices fell by more than 7 per cent. Brent crude price was $ 65.58 per barrel. While the WTI was $ 61.99 per barrel. Both these prices are at the lowest level of 4 years. Brent has fallen 10.9 percent in a week and WTI 10.6 percent has fallen, this decline is the biggest in the last two years.

What are the reasons for this heavy decline?

There are some major reasons behind this decline in crude oil. For example, China increased 34 percent tariff on the US, which deepened the trade war. In fact, the Trump government imposed heavy taxes on several countries one after the other, which is the highest in the last 100 years. Apart from this, OPEC+ countries suddenly announced to increase production from May and now they will bring back 411,000 barrels per day to the market. Earlier this figure was 135,000. At the same time, the Russian court rejected the petition to close the Caspian pipeline terminal, which will continue to supply from Kazakhstan. All these incidents have put heavy pressure on oil prices.

Recession of recession?

JPMorgan is now seeing 60 percent chance that by the end of this year, there can be a slowdown worldwide. Earlier this estimate was 40 percent. HSBC has also reduced the estimate of oil demand. Now they feel that the daily demand in 2025 will increase only 0.9 million barrels, earlier it was 1 million.

What does this mean for you?

If you are an investor, then this is the time to take decisions very cleverly. Crude falling prices may bring relief for some sectors (eg aviation, paints, FMCG), but the fear of trade war and recession is making the market uncertain.

Disclaimer: (The information provided here is being given only for information. It is necessary to tell here that the investment in the market is subject to risks. Always consult expert before investing as an investor. Abplive.com is never advised to invest money here.)

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