Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35 stocks positioned to benefit from India’s long-term growth strategy.
Swiggy among 9 largecap stocks with up to 45% upside potential. Do you own any?
For investors seeking the next opportunity, a closer examination of BSE largecap stocks reveals several promising names.
June 7, 2026