Budget 2026 signals demand revival, private investment thrust, says Motilal Oswal. BDL, UPL among 5 stocks to buy

December 26, 2025

Motilal Oswal expects Budget 2026 to spur domestic demand, private investment and jobs through tax simplification, rural support, infrastructure and defence capex. The brokerage recommends five beneficiaries—TVS Motor, UPL, Bharat Dynamics, M&M Financial Services and Dalmia Bharat—citing strong sectoral tailwinds, balance-sheet strength and earnings visibility across consumption, agriculture, defence and infrastructure.

More To Explore

Negative Breakout: These 7 stocks cross below their 200 DMAs

In the Nifty500 pack, seven stocks’ close prices crossed below their 200 DMA (Daily Moving Averages) on March 4, according to stockedge.com’s technical scan data.

March 5, 2026

West Asia tensions rattle capital goods stocks; L&T, KEC slide

Engineering and capital goods stocks are under pressure due to the Iran-Israel conflict, with the BSE Capital Goods index falling nearly 4%. Companies like Larsen

March 5, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003