Stocks to Buy Today: As India prepares for the highly anticipated Union Budget 2025, all eyes are on Finance Minister Nirmala Sitharaman, who is set to deliver her budget speech just hours away. With the stock market brimming with excitement over what the budget might bring, market experts are urging investors to carefully consider which stocks to buy today, especially in sectors expected to see a boost from the government’s fiscal policies.
The Indian stock market is in a state of eager anticipation, with widespread expectations that Budget 2025 will focus on welfare measures, agriculture, and infrastructure development. Investors are advised to position themselves ahead of the budget by picking quality stocks, particularly those in agrochemicals, capital goods, and infrastructure. These sectors are expected to see significant growth based on the anticipated measures outlined by the Union Finance Minister.
Key Budget Expectations for 2025: What’s in Store for the Stock Market?
Sonam Srivastava, Founder and Fund Manager at Wright Research PMS, sheds light on the upcoming budget’s likely impact on various sectors. According to her, “The Union Budget 2025 is expected to prioritize welfare measures, agriculture, and infrastructure development, alongside a continued push for manufacturing under the Production Linked Incentive (PLI) scheme. Agrochemicals, agriculture, infrastructure, and capital goods sectors stand to benefit the most.”
Srivastava advises investors to look for companies that have strong fundamentals and are aligned with the government’s policy direction. “Investors should focus on agriculture-focused funds, infrastructure ETFs, or stocks of leading players in agrochemicals and capital goods. These sectors could see solid growth due to government policies aimed at rural development, sustainability, and green infrastructure,” she explains.
Similarly, Seema Srivastava, Senior Research Analyst at SMC Global Securities, concurs with this outlook, emphasizing that the agrochemical and capital goods sectors will likely experience growth. She further elaborates, “If the government focuses on infrastructure, sustainability, and agricultural reforms, both these sectors are set to benefit. Infrastructure development — including roads, irrigation systems, and rural connectivity — will drive growth for capital goods companies like L&T and Siemens.”
Which Stocks Are Set to Gain Before Budget 2025?
Looking ahead, experts recommend certain stocks that are likely to benefit from Budget 2025 measures. Seema Srivastava highlights that companies in the agrochemical and capital goods sectors are poised to thrive, particularly those with a focus on sustainability and green practices.
“Stocks like UPL, PI Industries, LT, Siemens, and Coromandel International are expected to perform well as the budget could bring an emphasis on rural development, mechanization, and sustainable farming practices,” says Seema Srivastava. These stocks are poised to benefit from the anticipated focus on infrastructure and rural development.
Here’s a closer look at these recommended stocks:
- UPL Limited (UPL)
UPL is one of India’s leading agrochemical companies, well-positioned to capitalize on a budgetary focus on rural infrastructure and eco-friendly farming practices. With strong financials, a robust portfolio, and a significant presence in the agrochemical industry, UPL is a solid pick for investors looking to tap into the expected demand for sustainable crop protection solutions.- PE Ratio: 25.5
- EPS: 35.2
- Return on Equity (ROE): 15.4%
- PI Industries
Another key player in the agrochemical sector, PI Industries is known for its high-quality crop protection solutions. As the government is expected to push for sustainable agriculture practices, PI Industries is well-positioned to benefit from the increased demand for eco-friendly solutions.- PE Ratio: 35.8
- EPS: 18.1
- ROE: 18.3%
- Larsen & Toubro (LT)
L&T is a leading infrastructure and capital goods company, making it a prime candidate for a significant boost from Budget 2025. The company is expected to benefit from the government’s focus on infrastructure development, especially in rural areas, as well as a continued push for renewable energy and farm mechanization.- PE Ratio: 21.2
- EPS: 74.5
- ROE: 20.1%
- Siemens India
Siemens is a global leader in electrical engineering and infrastructure. With the budget expected to emphasize green energy, renewable infrastructure, and sustainability, Siemens is set to gain from investments in renewable energy solutions, green infrastructure, and smart grid systems.- PE Ratio: 31.0
- EPS: 20.7
- ROE: 17.5%
- Coromandel International
Coromandel International is one of India’s largest agrochemical companies and is well-positioned to benefit from the anticipated focus on sustainable farming practices and rural development. The company’s emphasis on innovative crop protection and fertilizers aligns well with government policies.- PE Ratio: 22.8
- EPS: 28.6
- ROE: 14.7%
Why These Stocks Are Worth Considering?
As the Union Budget 2025 approaches, these stocks are expected to be among the major beneficiaries due to their strong presence in the sectors most likely to receive budgetary support. Whether it’s infrastructure development, rural connectivity, or sustainable agriculture, these companies have the potential to see strong growth, backed by their solid fundamentals and alignment with government policies.
Investors are encouraged to consider these stocks as they position themselves ahead of the budget. By investing in quality companies with robust financials and a strategic focus on emerging opportunities, investors can potentially reap significant rewards.
Conclusion
With the Union Budget 2025 set to shape the future of key sectors in the Indian economy, now is the time to make informed investment decisions. The five stocks highlighted in this article — UPL, PI Industries, L&T, Siemens, and Coromandel International — are all well-positioned to benefit from the expected emphasis on agriculture, infrastructure, and sustainable practices.
For those looking to capitalize on potential growth, these stocks represent an excellent opportunity to get ahead of the curve. By staying informed and choosing quality stocks, investors can make the most of the opportunities presented by the upcoming Union Budget 2025.
Stay tuned as we continue to monitor the latest developments and stock market trends related to Budget 2025!
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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.