India’s Union Budget for 2025-26 reinforces the government’s commitment to driving growth, promoting inclusive development, stimulating private sector investments, boosting household confidence, and strengthening the purchasing power of the rising middle class. The tax relief, exempting income up to Rs. 12 lakh for the lower middle class, would lead to higher demand for consumption sectors like FMCG, Auto, and retail.
India’s plan for 120 new airports and 50 top tourist sites will boost air travel, tourism, and infrastructure and the Government initiatives to provide support for nearly 1 crore gig workers would be positive for quick commerce and food delivery business. Based on these announcements in the Budget the Brokerage company Motilal Oswal has picked the top five companies.
Following this Motilal Oswal Financial Services has given a Basket of stocks to lookout for an Upside of upto 10-15 percent within 3-6 Months.
Trent Ltd
Trent Ltd is a leading retail company in India, known for its flagship brand, Westside, which offers a wide range of fashion and lifestyle products. It also operates Starbucks in India through a joint venture with the global coffee chain. The company has a strong presence across the country’s major cities and continues to innovate in the retail sector.
As per Motilal Oswal, the government’s tax relief for the middle class will increase disposable income and drive consumer spending, supporting Trent’s growth through rapid store expansion, strong brand portfolio, and diversification into beauty, innerwear, and footwear.
Interglobe Aviation Ltd
InterGlobe Aviation, the parent company of IndiGo, is known for its efficiency and extensive domestic and international routes. IndiGo operates with a fleet of Airbus aircraft and is renowned for its punctuality, affordability, and customer service. The airline is a key player in the Indian aviation industry, with a strong market share.
As per Motilal Oswal, the government’s push for tourism, regional connectivity with 120 new airports, and increased aircraft procurement will boost air travel demand, benefiting InterGlobe Aviation (IndiGo) through expanded routes, higher fleet utilization, and strengthened international presence.
Hero Motocorp Ltd
Hero MotoCorp is the world’s largest manufacturer of two-wheelers and a leader in the Indian motorcycle and scooter market has a strong domestic and global presence, exporting to over 40 countries. The company emphasizes innovation, quality, and sustainability, with a growing focus on electric mobility and green technologies.
As per Motilal Oswal, the government’s Rural Prosperity and Resilience Program, aimed at boosting rural incomes through skilling, investment, and technology adoption, will enhance purchasing power in rural areas, driving demand for two-wheelers and benefiting Hero MotoCorp’s growth momentum.
Tata Consumer Ltd
Tata Consumer Products, part of the Tata Group, is a leading company in the consumer goods sector, primarily focusing on beverages and foods. The company has a strong presence in both the domestic and international markets, offering products in tea, coffee, salt, and ready-to-eat foods.
As per Motilal Oswal, the Union Budget announcement will boost household confidence and purchasing power, will fuel consumer demand, support Tata Consumer’s plans to expand its portfolio, strengthen premium and health-focused offerings, and grow its sales and distribution network as a multi-category FMCG player.
Zomato Ltd
Zomato is a leading food delivery and restaurant discovery platform in India, providing a wide range of services, including food ordering, table reservations, and restaurant reviews. The company operates in multiple countries, connecting users with restaurants through its app and website.
As per Motilal Oswal, the government’s initiative to provide identity cards, e-Shram registration, and healthcare under PM Jan Arogya Yojana for nearly 1 crore gig workers will enhance job security and welfare, benefiting platforms like Zomato by improving worker retention, productivity, and overall service efficiency.
Written by Sridhar J
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