Union Budget 2025 Expectations: Top 3 Sectors in Focus: Railways, Green Energy...

Union Budget 2025 will be presented on Saturday, 1 February 2025 in the Parliament by our Finance Minister Nirmala Sitharaman. This Union Budget is very important for shaping the country's future growth. Our PM said, this Budget will be closely watched not only by Indian investors but also by Foreign institutional investors.

Union Budget 2025 will be one of the most important events which might fuel economic growth for coming years. This Budget is the 2nd Union Budget for Modi's third term. In last year's Budget, the Government kept many targets and a five-year plan. So, this Budget will take follow up for the work done in the last one year. 

In this Union Budget 2025 blog, we have discussed the top 5 sectors to remain in focus. The Budget will also help these companies working on the sectors to increase their business. The Indian stock market investors are also waiting for the relief rally, due to massive correction in markets.

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Union Budget 2025 Expectations For Railways Sector

In the Union Budget 2025, the Government plans to raise allocations for new tracks to over Rs 50,000 crore in FY26. It is a 50% increase over budgeted expenditure for FY25. The Railways sector can get a boost from faster trains, safer tracks and a wider network.

The Indian railways anticipates a Big boost in the Union Budget. As it looks to accelerate the expansion of new lines for semi-speed trains such as Vande Bharat. 

The railway sector stocks that will be in focus after the Union Budget 2025. Stocks such as  IRCTC, IRFC, BEML, RVNL, Titagarh Rail Systems, Ircon International.

Union Budget 2025 Expectations For Green Energy Sector

Union Budget 2025 might also bring big surprises for the Green Energy Sector. In the upcoming  Budget 2025, the Government is likely to increase the funding for renewables and green energy projects.

In the last Budget, the Government kept a goal for achieving 500 GW of Energy capacity from non-fossils sources by 2030. In the upcoming Budget, the Government will try to fund the renewables projects to align with the long term goals.

Union Budget 2025 Expectations For EV Sector

In the Union Budget 2025, the auto industry expectations remain high, especially as the EV sector managed to grab attention last year. Not just in terms of adoption but also due to the social media theories between big EV players.

The year 2025 will be a major year for India's EV space as many automakers are set to launch their new electric models, especially in the premium sector. But fighting out the demand woes remains a major challenge. 

Last year, the automobile industry witnessed record levels of inventory, which became a concern for several companies. The festive season did bring some hope, but that too failed to bring the much-needed cheer the industry needed.

Conclusion

The Union Budget 2025 expectations are out. Top 3 sectors that will be in focus in the upcoming Budget will be Railways, Green Energy and Electric Vehicle (EV). The stocks that will be in focus are IRCTC, Tata Motors, RVNL, NTPC Green Energy, Waaree Energies etc.

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