highlights
- Between Budget 2025 and Budget 2026, defence, metal and auto stocks gave excellent returns to investors.
- Shares like Hindustan Copper, MTAR Technologies and BEL showed a rise of more than 50% in a year.
- Now the eyes of the market are fixed on Budget 2026, from where trends can be created for new sectors and stocks.
Budget 2026: The time from the last Union Budget 2025 to now Union Budget 2026 has been special for the Indian stock market in many ways. While the market saw ups and downs in this one year period, some selected stocks surprised investors by giving excellent returns. The special thing was that some sectors and companies got the direct benefit of government policy, increase in capex, focus on defense and infrastructure.
Between Budget 2025 and Budget 2026, it was clearly visible that sectors like defence, metal, infrastructure and auto provided excellent opportunities to investors. Now the eyes of the market are fixed on the upcoming Budget 2026.
The company’s shares closed at Rs 675.95 on Friday, down 11.07 per cent due to profit booking in metal stocks. The 52 week high of the share is Rs 760.05. However, since the last budget till now the company’s shares have given excellent returns. During this period, Hindustan Copper remained at the forefront among the most strongly performing stocks. Since the last budget till now, this stock has given a tremendous return of about 182 percent. The boom in the metals sector, strong demand for copper and the government’s emphasis on infrastructure and energy transition took the stock to new heights.
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The company’s shares closed at Rs 2,924.70 on Friday with a rise of 6.66 per cent. Defense sector shares also remained the favorite of investors during this period. MTAR Technologies gave returns of about 80 percent from the last budget. The company benefited from orders related to defence, space and clean energy, due to which its shares witnessed a continuous rise.
Government defense PSU Bharat Electronics Ltd (BEL) also did not disappoint investors and gave returns of about 53 percent since the last budget. The increase in defense budget and emphasis on indigenous defense production boosted confidence about BEL’s order book and future growth. The company’s shares closed at Rs 449.25 on Friday with a rise of 1.07 per cent. 52 week high of company’s shares
Is Rs 457.50.
Garden Reach Shipbuilders
The company’s shares closed at Rs 2,761 on Friday with a rise of 6.81 per cent. The 52 week high of the share is Rs 3538. Garden Reach Shipbuilders & Engineers (GRSE), associated with the naval and shipbuilding sector, performed brilliantly. The company’s shares have shown a rise of about 70 percent since the last budget. GRSE received strong support from naval orders, defense shipbuilding and the government’s ‘Make in India’ policy.
Ashok Leyland from the auto sector was also included in this list. This stock of mid-cap category gave a return of about 82 percent. Improvement in demand for commercial vehicles, better financial performance and growing steps in the electric vehicle segment strengthened the company’s stock.
Shares of Muthoot Finance closed at Rs 3,818 on Friday, down 6.69 per cent. The 52 week high of the share is Rs 4,149.50. This stock has been a good performer in the financial sector with a rise of about 70 percent, making it a strong option for investors.
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