The brokerage firm Motilal Oswal has identified a ‘Smart Basket’, a selection of five stocks expected to gain from the Budget 2025. According to the firm, these five stocks is poised to gain in the next 3 to 6 months, with an expected of 10% to 15% upside.
Here are Motilal Oswal’s top 5 stock picks, the key budget beneficiaries poised for growth 1. Trent
With tax relief extending up to Rs 12 lakh, disposable income is set to rise, particularly for the middle-class consumer base.
According to brokerage house, this will fuel demand for retail and lifestyle products, positioning Trent backed by its rapid store expansion and diversified brand portfolio. With its current CMP at 6,189 and a 20% allocation in the basket as of February 1, 2025, the company is poised to capitalise on the rising demand in the retail segment.
2. IndiGo
The government plan to introduce 120 new airports and also enhancing of the regional connectivity will provide a significant boost for the aviation sector. As per the brokerage firm, with a CMP of 4492 and an equal 20% weightage, Indigo is set to benefit directly from the budget’s focus on bolstering air travel and tourism.
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The Rural Prosperity and Resilience Program, which aims to uplift rural incomes via investment and technology adoption, will drive demand in the two-wheeler segment.
According to the Motilal Oswal report, it is expected to potentially dive higher demand for two wheelers in rural areas, directly benefiting Hero MotoCorp.
4. Tata Consumer
Trading at a CMP of 1,069 and representing 20% of the basket, a boost in household and purchasing power confidence is expected to strengthen the FMCG sector. As per the firm, Tata Consumer is set to leverage this momentum, expanding its premium and health-focused portfolio with the company’s multi category presence.
5. Zomato
The government’s initiative to formalise and provide benefits to nearly 1 crore gig workers including e-Shram registration and healthcare under PM Jan Arogya Yojana is a game-changer. According to Motilal Oswal, this will improve job security and productivity, indirectly enhancing Zomato’s operational efficiency and service reliability.
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