Budget 2025: Experts give ’buy’ tag to THESE capital goods stocks despite stock market crash

Budget 2025: Experts have given 'buy' tag to certain stocks in the capital goods sector looking at the announcements made by Sitharaman, even though the stock market crashed post Budget announcement. Infrastructure, Ports, shipping- Some positives The Finance Minister’s emphasis on encouraging states to leverage the India Infrastructure Project Development Fund to develop PPP proposals is a refreshing move that could further expand the PPP framework beyond highways, said Sandeep Upadhyay Managing Director – Infrastructure Centrum Capital Another major announcement is the ₹25,000 crore Maritime Development Fund, structured with 49% government support and the remainder mobilized by ports and the private sector. Nuclear Power boost Finance Minister Nirmala Sitharaman's announcement in the Union Budget 2025 revealed an ambitious plan to achieve 100 GW of nuclear energy by 2047 and amend the Atomic Energy Act. This initiative aims to bolster India's nuclear energy capacity, providing a notable boost to the capital goods sector with increased investments and opportunities in nuclear infrastructure and technology, said Shruti Jain, Chief Strategy Officer, Arihant Capital Markets Ltd Quality Capital Goods stocks under Radar Quality capital goods shares are expected to come under the radar of Dalal Street bulls after the Government of India's ambitious plan to amend the Atomic Energy Act.