Budget crash? Don’t panic. Analysts spot 35 structural stock picks to ride out the storm

February 2, 2026

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.

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