Budget 2026: Capex can cross ₹12 trillion; minor income tax benefits possible, says Sunny Agrawal of SBI Securities

Budget 2026: Sunny Agrawal, Head of Fundamental Research at SBI Securitiessaid the upcoming Budget for the financial year 2026-27 (FY27) could focus on fiscal consolidation, capex-driven growth and ease of doing business. However, he expects a post-Budget rally only in case of measures to attract capital from FIIs and domestic investors. In this interaction with…

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Budget 2026: Manufacturing boost, higher divestment, no tax stimulus — ICICI Securities lists what to expect this year

Budget 2026: With the Union Budget 2026 around the corner, domestic brokerage ICICI Securities expects it to provide a positive surprise for lenders and industrial stocks amid expectations of higher capital expenditure, lower spending on non-development areas, increased divestment and no tax stimulus. Focus on manufacturing ICICI Securities analysts Vinod Kakri and Bhavesh Talreja said…

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