Stocks to Buy Today Ahead of Budget 2025: Expert Picks
As Union Finance Minister Nirmala Sitharaman gears up to present the much-awaited Budget 2025 on February 1, 2025, stock market experts are eagerly analyzing the potential sectors that could benefit from the government's focus on welfare, agriculture, and infrastructure. With investors looking to make strategic moves, here's a roundup of expert recommendations on the best stocks to buy ahead of the Budget announcement.
What to Expect from Budget 2025?
The Indian stock market is buzzing with anticipation about the Union Budget 2025, with experts predicting a focus on key areas like welfare measures, agriculture, infrastructure development, and the continued promotion of manufacturing under the Production Linked Incentive (PLI) scheme.
According to Sonam Srivastava, Founder and Fund Manager at Wright Research PMS, the budget is expected to provide a significant push to agrochemical and capital goods sectors, aligning with the government's push for rural development and sustainable infrastructure. She advises investors to focus on high-quality stocks in these sectors with strong fundamentals that are well-aligned with the expected policy changes.
Similarly, Seema Srivastava, Senior Research Analyst at SMC Global Securities, highlights that sectors such as infrastructure, agrochemicals, and capital goods could see considerable growth if the government prioritizes rural connectivity, water-efficient agriculture, and green energy.
Top Stocks to Buy Before Budget 2025
Based on the prevailing market sentiment and expert analysis, here are the five stocks that could be great investment opportunities ahead of the Budget announcement:
UPL
UPL, a leading player in the agrochemical sector, is expected to benefit from an increase in rural infrastructure and the growing demand for sustainable crop protection solutions. A focus on green farming practices in the budget could be a major catalyst for growth.
PI Industries
Known for its presence in the agrochemical space, PI Industries is another stock that experts believe will benefit from the government's emphasis on sustainable farming and water-efficient agriculture practices.Larsen & Toubro (LT)
As one of India's leading infrastructure development companies, LT is poised to gain from the anticipated push for rural infrastructure, including roads, irrigation systems, and rural connectivity. The company’s focus on both construction and capital goods makes it a strong contender for growth post-budget.Siemens
Siemens, a major player in the capital goods sector, stands to benefit from investments in renewable energy and green infrastructure. The company’s role in renewable energy solutions, including solar and wind, aligns with the government’s sustainability initiatives.Coromandel International
Coromandel International, a leader in the agrochemical sector, is expected to profit from a focus on eco-friendly crop protection solutions and sustainable farming practices. The company’s focus on soil health and water-efficient solutions makes it a key player in the changing agricultural landscape.
Why These Stocks?
The recommendation for these stocks is based on the expected allocation in Budget 2025 for key sectors like infrastructure, agriculture, and agrochemicals. Investors are urged to consider companies with strong growth prospects, particularly those aligned with the government's vision for rural development, mechanization, and sustainability.
Both agrochemical firms like UPL, PI Industries, and Coromandel International, and infrastructure giants like LT and Siemens, stand to gain significantly if the budget places a priority on sustainable agriculture, farm mechanization, and infrastructure development.
Expert Advice: Stay Informed
While these stocks are predicted to benefit from the anticipated budgetary announcements, experts stress the importance of due diligence and recommend consulting with certified financial advisors before making any investment decisions. It’s also crucial for investors to stay updated with any developments surrounding the Budget 2025 to make informed choices.
Conclusion
As Budget 2025 approaches, the Indian stock market is poised for strategic moves. With a focus on sectors like agriculture, infrastructure, and green energy, stocks like UPL, PI Industries, LT, Siemens, and Coromandel International are expected to perform well. Investors should look at these recommendations as potential opportunities to benefit from the government’s future policies.
Disclaimer: The views and recommendations shared here are based on individual analysts’ perspectives and do not represent the views of Mint. Always consult certified financial experts before making investment decision
Reference from:- https://www.livemint.com/market/stock-market-news/stocks-to-buy-today-experts-recommend-these-five-shares-to-buy-on-saturday-1-february-2025-11738306824678.html