Skill Training Development: The Union Budget 2025-26 has placed significant emphasis on skill development, aiming to strengthen India’s workforce for the “Make for India, Make for the World” initiative. Finance Minister Nirmala Sitharaman announced the establishment of five National Centres of Excellence for Skilling, incorporating global expertise and partnerships to enhance curriculum design, trainer training, and skill certification. This strategic move aligns with India’s long-term vision to create a skilled workforce, boosting industries and employment opportunities.
With an increasing focus on education and vocational training, several Indian stocks in the education, skilling, and training sectors stand to benefit from these initiatives. Below, we explore key companies poised for growth and how their financials position them for future gains.
Stocks Benefiting from the Union Budget’s Skilling Push : Skill Training Development
1. Aptech Limited
Overview: Aptech operates in the education and vocational training sector, offering IT certification programs, animation courses, and corporate training. With a strong presence in skill development, Aptech aligns well with the government’s emphasis on equipping youth with employable skills.
Financial Ratios:
- Market Cap: ₹1,800 Cr
- P/E Ratio: 20.5
- ROE (Return on Equity): 15.2%
- Debt-to-Equity Ratio: 0.12
Aptech’s low debt levels and consistent return on equity make it a strong contender in the skilling sector, ready to capitalize on the Budget’s initiatives.
2. NIIT Limited
Overview: NIIT is a leader in technology-based education, offering IT, finance, and management courses. The company specializes in digital learning solutions, which aligns perfectly with the government’s focus on technology-driven skill development.
Financial Ratios:
- Market Cap: ₹5,000 Cr
- P/E Ratio: 25.3
- ROE: 18.7%
- Debt-to-Equity Ratio: 0.08
With a strong return on equity and minimal debt, NIIT is well-positioned to benefit from the push for digital learning and corporate upskilling.
3. Career Point Limited
Overview: Career Point provides coaching for competitive exams like JEE and NEET, along with online education solutions. Given the Budget’s push for medical education expansion, Career Point could see increased demand for its test preparation programs.
Financial Ratios:
- Market Cap: ₹700 Cr
- P/E Ratio: 18.6
- ROE: 13.5%
- Debt-to-Equity Ratio: 0.10
The company’s strong presence in competitive exam coaching makes it a key player in the education sector benefiting from the Budget.
4. Navneet Education Limited
Overview: Navneet is a leading educational publisher, providing books, stationery, and e-learning content. The rise in education reforms and digital learning initiatives from the Budget could boost demand for Navneet’s offerings.
Financial Ratios:
- Market Cap: ₹3,200 Cr
- P/E Ratio: 22.8
- ROE: 14.8%
- Debt-to-Equity Ratio: 0.18
Navneet’s presence in both physical and digital education makes it a strong bet for long-term growth in the education sector.
5. Global Education Limited
Overview: Global Education provides career counseling, test preparation, and study-abroad services. With a rising demand for international education and government focus on higher education, Global Education is poised for expansion.
Financial Ratios:
- Market Cap: ₹500 Cr
- P/E Ratio: 19.2
- ROE: 12.9%
- Debt-to-Equity Ratio: 0.05
A low debt-to-equity ratio and increasing interest in overseas education support Global Education’s potential for growth.
6. NIIT Learning Systems Limited
Overview: A leader in corporate training, NIIT Learning Systems focuses on workforce development through custom e-learning solutions. With businesses increasingly investing in employee upskilling, this company is well-positioned to gain from the Budget’s initiatives.
Financial Ratios:
- Market Cap: ₹6,500 Cr
- P/E Ratio: 27.1
- ROE: 17.3%
- Debt-to-Equity Ratio: 0.07
Its expertise in corporate training and strong financials make it a solid pick for the skill development sector’s growth.
Why These Stocks Stand Out?
- Government Support: The ₹10,000 crore allocation for skill development will increase demand for education, training, and vocational institutes.
- Growing Workforce Needs: As India positions itself as a global manufacturing and technology hub, the need for skilled labor will rise, benefiting companies specializing in upskilling.
- Digital Learning Boom: Post-pandemic, online learning and corporate training have gained traction, favoring companies with a strong e-learning presence.
Conclusion
The Union Budget 2025-26 has reinforced the government’s commitment to making India a global skill hub. Stocks in the education, skilling, and corporate training sectors are poised to gain from these initiatives. Investors looking for long-term opportunities in the education sector should consider companies like Aptech, NIIT, Career Point, Navneet Education, Global Education, and NIIT Learning Systems.
With a strategic investment approach, these stocks can yield promising returns as India’s skill development ecosystem expands in the coming years.
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Disclaimer: This blog post is for informational purposes only and should not be considered financial advice. Investors should conduct thorough research and consult with a qualified financial advisor before making any investment decisions.