As the Union Budget approaches, Mayuresh Joshi, Head of Equity Research at William O’Neil India, shares his top stock picks likely to benefit from upcoming budget announcements and allocations. Joshi highlights key sectors such as infrastructure, manufacturing, cement, BFSI, and renewable energy that investors should keep on their radar. He emphasizes that budgetary allocations toward infrastructure development, including railways, roads, ports, and metro projects, are expected to be significant, boosting stocks in these segments. He also points out that the cement sector stands to gain from increased urban and rural housing investments, along with the positive impact of stable costs, rising utilization levels, and price hikes. Joshi remains bullish on waste and water management, noting that companies in this space are well-positioned for long-term growth as ESG compliance and sustainability targets become critical. Among his top stock recommendations are Tata Power, for its ambitious renewable energy targets, and Welspun Corp, for its strong presence in waste and water management solutions. He believes that as government allocations rise, incremental orders and better execution margins will drive growth in these sectors. Investors looking to position themselves ahead of the budget announcements may find attractive opportunities in these promising segments.
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