Union Budget 2026 Picks – Watch & Learn
For Learning & Practice
STUDY WATCHLIST Union Budget 2026 Edition
Selected Stocks based on Union Budget 2026 themes – Observe, Analyze & Learn.
Educational Purpose
Not Trading Tips
Apply Risk Management
⚠️ Educational Disclaimer – Union Budget 2026 Study Watchlist
This watchlist is created only for study and analysis of Budget 2026 implications. It is not a buy/sell recommendation. Students should apply risk management, confirmation, and learn the concepts before taking any trade.
Infrastructure / Capex / PSU
7 StocksL&T IRB Infrastructure HCC IRCON BHEL Thermax GMDC
Railways / Defence
1 StockTitagarh Rail Systems
Manufacturing / Electronics
3 StocksDixon Technologies Amber Enterprises Kaynes Technology
Textile / Consumer
3 StocksArvind Welspun Living Page Industries
FMCG
3 StocksPatanjali Foods Emami Dabur
Pharma / Medical Devices
5 StocksDr. Reddy’s Laboratories Sun Pharma Biocon Poly Medicure Mysore Petro Chemicals
Hospitals / Healthcare
6 StocksApollo Hospitals Max Healthcare Fortis Healthcare Medanta Yatharth Hospital Aster DM Healthcare
Financials / NBFC / Broking
5 StocksMotilal Oswal Financial Angel One UGRO Capital Five-Star Business Finance BSE
Ports / Logistics
3 StocksAdani Enterprises JSW Infrastructure Gujarat Pipavav Port
Auto / EV / Ancillary
3 StocksOlectra Greentech JBM Auto Ashok Leyland
IT / Digital / Gaming
6 StocksHCL Technologies TCS Netweb Technologies Aurionpro Solutions Nazara Technologies NIIT Ltd
Travel / Tourism
3 StocksMahindra Holidays Thomas Cook India EaseMyTrip
Aerospace / Defence Mfg
1 StockTaneja Aerospace & Aviation
Agri / Exports
1 StockAvanti Feeds
Union Budget 2026 Picks – Watch & Learn
For Learning & Practice
STUDY WATCHLIST Union Budget 2026 Edition
Selected Stocks based on Union Budget 2026 themes – Observe, Analyze & Learn.
Educational Purpose
Not Trading Tips
Apply Risk Management
⚠️ Educational Disclaimer – Union Budget 2026 Study Watchlist
This watchlist is created only for study and analysis of Budget 2026 implications. It is not a buy/sell recommendation. Students should apply risk management, confirmation, and learn the concepts before taking any trade.
Infrastructure / Capex / PSU
7 StocksL&T IRB Infrastructure HCC IRCON BHEL Thermax GMDC
Railways / Defence
1 StockTitagarh Rail Systems
Manufacturing / Electronics
3 StocksDixon Technologies Amber Enterprises Kaynes Technology
Textile / Consumer
3 StocksArvind Welspun Living Page Industries
FMCG
3 StocksPatanjali Foods Emami Dabur
Pharma / Medical Devices
5 StocksDr. Reddy’s Laboratories Sun Pharma Biocon Poly Medicure Mysore Petro Chemicals
Hospitals / Healthcare
6 StocksApollo Hospitals Max Healthcare Fortis Healthcare Medanta Yatharth Hospital Aster DM Healthcare
Financials / NBFC / Broking
5 StocksMotilal Oswal Financial Angel One UGRO Capital Five-Star Business Finance BSE
Ports / Logistics
3 StocksAdani Enterprises JSW Infrastructure Gujarat Pipavav Port
Auto / EV / Ancillary
3 StocksOlectra Greentech JBM Auto Ashok Leyland
IT / Digital / Gaming
6 StocksHCL Technologies TCS Netweb Technologies Aurionpro Solutions Nazara Technologies NIIT Ltd
Travel / Tourism
3 StocksMahindra Holidays Thomas Cook India EaseMyTrip
Aerospace / Defence Mfg
1 StockTaneja Aerospace & Aviation
Agri / Exports
1 StockAvanti Feeds