The Union Budget 2025 is expected to drive significant market movements today, with stocks from various sectors poised to react based on key policy announcements. Companies like Tata Power, Sun Pharma, IRCON International, and Aadhar Housing Finance will be in focus as investors anticipate measures that could impact their respective industries.
In the renewable energy sector, stocks like Tata Power, NHPC, and SJVN are expected to respond to potential announcements around clean energy initiatives and reforms in the discom sector. Any thrust on green energy or privatisation of power distribution could drive momentum in these stocks.
The pharmaceutical sector will closely track budgetary developments related to R&D tax deductions and Production-Linked Incentive (PLI) schemes for anti-diabetic and weight-loss medications. Companies such as Sun Pharma, Cipla, Dr Reddy’s Laboratories, and Biocon may see movement depending on the government’s support for innovation and domestic manufacturing.
Infrastructure and railway companies like IRCON International, RVNL, Titagarh Wagons, and Texmaco Rail are also in the spotlight. Expectations of increased allocations for rail capex, new Vande Bharat train projects, and enhanced infrastructure development could trigger positive sentiment in these stocks.
In the housing finance sector, companies like Aadhar Housing Finance, Aptus Value Housing Finance, and Aavas Financiers may benefit if the budget includes increased allocations for affordable housing schemes. Additionally, any reduction in GST for construction materials could provide a boost to the real estate sector as a whole.
While these stocks are expected to remain active, actual movements will depend on the specific measures announced in the budget. Broader market trends will also reflect the overall fiscal stance and sectoral priorities outlined by the government.
(Disclaimer: This article is for informational purposes only and does not constitute financial advice. Investors should consult their financial advisors before making any investment decisions.)
