📢 Expectations from Budget 2025 📢 With the Union Budget 2025 around the corner, here’s a quick glance at the key sectors, their allocations (from Budget 2024), and stocks to watch: 💡 Sector-Wise Budget Allocations (2024): 🔹 Defence: ₹6.2 lakh cr (12.9%) 🔹 Railways: ₹2.62 lakh cr (5.44%) 🔹 Road Infra: ₹2.72 lakh cr (5.65%) 🔹 Housing: ₹2.66 lakh cr (5.52%) 🔹 Renewables: ₹19,100 cr (0.4%) 🔹 Water & Sanitation: ₹77,390 cr (1.61%) 💰 Key Stocks in Each Sector: 🚀 Defence: HAL, BEL, Mazagon Dock, Cochin Shipyard, Zen Tech 🚆 Railways: IRFC, RVNL, IRCTC, Jupiter Wagons, Titagarh Rail 🛣️ Road Infra: L&T, IRB Infra, NBCC, KEC Intl, Kalpataru Projects 🏡 Housing: LIC Housing, PNB Housing, Aadhar Hsg, Aptus Value, AAVAS 🌿 Renewables: NTPC Green, Waaree Energies, ACME Solar, KPI Green 💧 Water & Sanitation: Va Tech Wabag, ION Exchange, WPIL 📊 Valuation Insights: 📌 The P/E ratios of Defence, Railways, Infra, Renewables & Water sectors are higher than Nifty’s avg. (20.8) – signaling possible overvaluation. 📌 Housing stocks have a P/E of 17.13, closer to Nifty’s avg., making them relatively reasonably valued. ⚠️ Disclaimer: The data is for educational purposes and not investment advice.