Budget 2025: Top 4 Stocks to Invest in Before Market Soars Post-Budget Announcement

Budget 2025: Buy These 4 Stocks before the Market Goes Through the Roof

The stock market has been on a downward trend as we approach the Union Budget for 2025. Even on January 8, there was a decline in the market. According to experts from the industry, it is unlikely that the market will recover before the budget is presented. However, there are high possibilities of huge market gains after it gets announced. This therefore creates a strategic opportunity to invest in stocks which will likely benefit from these announcements in advance. Many stocks have reached attractive levels through recent declines making them potent investments with possibly significant returns over a few weeks.

1.Siemens (SIEMENS)

Siemens stands to gain from increased power demand. The government has been consistently emphasizing on expanding electricity generation capacity. It is anticipated that Finance Minister Nirmala Sitharaman will make important announcements about power sector during this year’s Union Budget speech on February 1st . It is expected that Siemens’ shares are going up directly as this announcement is made. This has seen Siemens record approximately 22% return over the past year indicating its strong performance .

2.Hindustan Aeronautics Limited (HAL)

The government is seeking to increase the production of defence hardware domestically, thereby reducing dependence on imports. Hindustan Aeronautics Limited (HAL), a fighter plane and helicopter making company, is expected to play a central role in this endeavor. Similarly, the administration has an interest in ramping up defence wares exports with HAL probably being one of the greatest beneficiaries. HAL has been the top performing aerospace stock over the past year with returns of 37%.

3.Thermax Limited (THERMAX)

With expectations that there will be increased capital expenditure by Indian Government in future years, Thermax which operates in engineering and industrial equipment sector stands to benefit a lot from such an increment. The government’s capital expenditures target for this fiscal year was set at INR 11.11 lakh crore1 as well. This might get raised by between 10% -15% next fiscal year benefiting directly firms like thermax among others.. Over the last one year thermax yielded 23% return. Even though it fell by more than 15% month ago, now it is traded at attractive price levels providing a good chance for investors to earn significant profits out of it .

4.Larsen & Toubro (L&T)

The largest Indian company in the construction industry, L&T is a clear-cut winner of the government’s increased capital expenditure targets. The forthcoming budget is expected to preserve this trajectory and hence, may help to boost L&T’s stock prices. Although there have been no returns from L&T over the last one year, its robust order book coupled with professionally managed company indicates strong growth prospects. Therefore, at this juncture, investing in L&T could lead to significant gains because it has a chance of benefiting from an expected increase in government spending.

Conclusion

As we move closer to Union Budget 2025. Investors can consider taking strategic positions on stocks such as Siemens, HAL, Thermax and L&T. These companies are likely to gain from possible government pronouncements. As stock prices currently stand at attractive levels because of recent market drops. This could be the best time for investment which has potential for big returns within coming weeks.