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Defence sector stocks draw attention ahead of Budget 2026
Analysts expect Budget 2026 to keep defence stocks in focus amid hopes of higher capex and sustained policy support.
Defence stocks such as HAL, BEL, Paras Defence and Bharat Dynamics are in focus ahead of Budget 2026, as analysts expect continued policy support for domestic manufacturing. Experts cite rising capital expenditure, indigenisation initiatives and export momentum as key drivers. Market participants said budgetary clarity on defence spending could influence near-term stock performance across the sector.