Railways allocation ~ ₹2.55 lakh crore
Stocks benefitted: Ircon Ltd, RITES Ltd, L&T, RVNL etc.
Defence allocation ~ ₹1.8 lakh crore.
Stocks benefitted: Apollo Micro Systems, BEL, HAL, Cochin Shipyard, etc.
Infrastructure capital expenditure ~ ₹11.1 trillion.
Stocks benefitted: Ambuja Cements, IRB Infra and KNR Constructions, etc.
Housing finance 3 Cr houses announced under PM Awas Yojana.
Stocks benefitted: LIC Housing Finance, HUDCO, Can Fin Homes, etc.
Focus on Rural Development ~ ₹2.65 lakh crore.
Stocks benefitted: Two-wheeler companies TVS Motors, Mahindra & Mahindra , Hero MotoCorp.
Hotels and tourism ~ ₹2,479 Cr
Stocks benefitted: Lemon Tree, Indian Hotels, IXIGO etc.
Agriculture & Allied Activities ~ ₹1.52 lakh crore.
Stocks benefitted: Kaveri Seed, Mangalam Seeds, CDSL, CE Info Systems, Genesys etc.
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