Best Sector to Invest: With Finance Minister Nirmala Sitharaman announcing the union budget 2025, several key sectors rallied however some took a hit. Those sectors which got significant allocation in budget 2025 are Power, Infrastructure, Agriculture, insurance, EVs, manufacturing, Artificial Intelligence (AI) and Technology, Shipbuilding, Travel and Tourism and Real Estate.
Despite highlighting the key best sectors in budget 2025, investors are still confused to choose good stocks from these Sectors. In this article we will discuss 10 best sectors and stocks to Invest after budget 2025.
Best Sectors That Will Grow After Budget 2025
Here are the 10 best sectors that will grow after Budget
1) Electric Vehicle (EVs)
Finance Minister Nirmala Sitharaman announced to boost EV manufacturing and also exempted basic custom duty. These initiatives are expected to boost EV battery makers and Solar PV cell manufacturers.
Stocks to Buy After Budget: EV manufacturing stocks like Maruti Suzuki, Tata Motors, Mahindra & Mahindra and Ola Electric will be in the spotlight after budget 2025. Apart from these EV manufacturing stocks, Mobility Ltd, Exide Industries and Amar Raja Energy will be the key EV battery manufacturing stocks that are expected to benefit the most.
2) Technology and AI
The Finance Minister sanctioned Rs 2,000 crore to IndiaAI Mission for FY 2025-26. This is only a fifth of the total outlay of Rs 10,730 crore. Government has planned to build Artificial Intelligence excellence and sanctioned Rs 500 crore. In addition, the government also plans to build foundational AI models like DeepSeek which require high end GPUs. The government has shortlisted 10 companies and others have started bidding to get benefit from IndiaAI Mission.
Stocks to Buy After Budget: Yotta Data Services Limited, Tata Communications, Jio Platform, E2E Network, CMS Computers India Pvt Ltd, Ctrls Datacenters Ltd, Locuz Enterprise Solutions Ltd, Orient Technologies Ltd, NxtGen Datacenter Cloud Technologies Private Ltd and Vensysco Technologies Limited are some of the best picks to keep an eye.
3) Power
The power sector continued to be a focused area in the Budget this year too. The finance minister increased the budget expenditure allocation by 30% to Rs 48,396 crore for both power sector, including new and renewable energy.
The finance minister also announced Rs 20,000 crore investment for setting up of Nuclear Energy Mission as the government aims to achieve 100 GW by 2047. In addition, electricity distribution the was the subject of yet another significant announcement by finance minister Nirmala Sitharaman.
Stocks to Buy After Budget: L&T, CG Power, Adani Power, NTPC, Tata Power, NTPC Green Energy, Adani Green Energy, IREDA, REC, PFC, Skipper India are some of the best power stocks to watch out for in future.
Also Read: Best Green Energy Stocks in India
4) Infrastructure
The finance minister allocated Rs 1.5 lakh crore for capital Infrastructure projects and Rs 1 Lakh crore for “Urban Challenge Fund” to reform and develop cities. With Infrastructures, sanitation in the country grows, so that the companies working in these sectors will benefit from the budget allocation.
Stocks to Buy After Budget: L&T, Rail Vikas Nigam, IRB Infra, KEC International, Adani Ports, Ultratech Cement, Ambuja Cement, Dalmia Cement, Star Cement, Concord Enviro, Enviro Infra, VA Tech Wabag are the best Infrastructure sector stocks to buy after Budget.
5) Agriculture
In the budget 2025, the Agriculture sector has been the primary goal to boost farmers income and revive consumptions. The Finance Minister also announced Pradhan Mantri Dhan-Dhaanya Krishi Yojana, which will cover 100 districts with low productivity, moderate crop intensity. Additionally, it is anticipated that the government’s Rs 1.5 lakh crore capital expenditure will boost the agriculture sector stocks.
Stocks to Buy After Budget: Kaveri Seed, Gokul Agro, Deepak Fertilizers, Chambal Fertilizers, Mangalam Seed, Coromandel International and Gujarat State Fertilizers are the best agriculture stocks to buy after Budget
6) FMCG
With the agriculture productivity and consumption increases, companies working in the FMCG, and online food ordering sector stocks will benefit the most.
Stocks to Buy After Budget: ITC, Tata Consumer Products, Godrej Consumer Products, Avenue Supermarts, Britannia Industries, Varun Beverages, Hindustan Unilever, Dabur India, Swiggy, Emami, Zomato are some of the best FMCG and online food delivery companies to watch out for after the budget.
7) Shipbuilding
The Finance Minister has sanctioned Rs 25,000 crore for the development of maritime development. In addition, the finance minister has also announced a ten-year extension of the basic customs duty (BCD) exemption for shipbuilding, which includes raw materials, components, consumables, or parts used in shipbuilding and shipbreaking.
Stocks to Buy After Budget: Shipbuilding stocks like Mazagon Dock, Cochin Shipyard, Garden Reach Shipbuilders, Shipping Corporation of India, Adani Port, Dolphin Offshore and Great Eastern Shipping are some of the best stocks to buy after budget.
8) Travel and Tourism
With the foreign travellers increasing, the government has announced e-visa which will draw in more foreign visitors to India. The finance minister also announced other initiatives to boost travel and tourism, including MUDRA loans for homestays, simplified e-visa procedures and visa-fee exemptions. These initiatives are anticipated to further strengthen the Travel and Tourism industries in the country.
Stocks to Buy After Budget: IRCTC, BLS International Services, MakemyTrip, VIP Industries, Yatra Online, Lemon Tree, ITC Hotels and EaseMyTrip are some of the best travel and tourism stocks in India that Investors can consider buying after Budget 2025.
9) Manufacturing & MSME
In the budget announcement, Manufacturing and MSMEs were one of the most focused areas. Several new policies and incentives are expected to boost MSMEs and Make in India.
Stocks to Buy After Budget: Manufacturing stocks like Bajaj Auto, Hindalco, Bharat Forge, Tata Motors, Cropster Agro, Reliance Industries are expected to do well in this space.
10) Real Estate
The government has increased CAPEX and incentives for Infrastructure and urban development due to which housing and commercial real estate investment is expected to rise. The increased expenditure on infrastructure is also expected to increase demand for real estate and the companies working in this space.
Stocks to Buy After Budget: Godrej Properties, Macrotech Developers, DLF, Oberoi Realty, Prestige Estate, Sobha Ltd, Phoenix Mills are some of the best Real Estate stocks to Buy After Budget.
Other Key Sectors
Apart from the above 10 best sectors, some other key sectors that will be in the spotlight post budget are Automobile, Affordable housing, electricity distribution, healthcare, textile, Water & Waste Management, insurance, and banking sectors will continue to do well in the medium term.
FAQs
Which Sector Stocks to Buy After Budget 2025?
EVs, Power, FMCG, Travel and Tourism, Agriculture and infrastructure sector stocks are the best option to buy after Budget 2025.
Which Sectors will benefit from the Budget 2025?
Electricity distribution, Automobile, Affordable housing, Manufacturing Water & Waste Management and renewable energy sectors will benefit from the budget 2025
Which Sectors will Grow After Budget?
MSME, real Estate, textile, finance, banking and insurance sectors will grow after the budget.
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