Modi 3 Budget: Key Sectors to Watch
Analyzing the most impactful sectors from India's latest budget proposal.
Infrastructure Investments

1

Roads & Highways
Significant funding for building new highways and improving connectivity.

2

Railways
Expansion of high-speed rail network and modernization of existing infrastructure.

3

Airports & Ports
Upgrades to India's major airports and seaports to facilitate trade and tourism.
Healthcare Reforms
Universal Coverage
Initiatives to provide affordable healthcare access to all citizens.
R&D Investments
Increased funding for medical research and development of new treatments.
Digital Transformation
Leveraging technology to improve healthcare delivery and patient outcomes.
Education Initiatives

1

Skill Development
Emphasis on vocational training and job-oriented education programs.

2

Digital Infrastructure
Improving access to technology and online learning resources.

3

Teacher Training
Initiatives to upskill and empower the teaching workforce.

4

Inclusivity
Ensuring equal educational opportunities for all segments of society.
Renewable Energy Push
Solar
Increasing investments in solar power generation and infrastructure.
Wind
Promoting the development of wind energy projects across the country.
Storage
Incentivizing the adoption of energy storage technologies.
Electric Mobility
Accelerating the transition to electric vehicles and charging networks.
Profitable Plays in Modi's Budget Sectors
Adani Green Energy (AGEN)
Leading solar power developer capitalizing on the government's renewable energy push.
Larsen & Toubro (LT)
Major infrastructure conglomerate poised to benefit from increased road, rail and airport investments.
Apollo Hospitals (APOLLOHOSP)
Diversified healthcare provider well-positioned for digital transformation and universal coverage initiatives.
Tata Consultancy Services (TCS)
IT services giant enabling tech-driven education and skilling programs.
Mahindra & Mahindra (MM)
Auto manufacturer investing heavily in electric vehicle technology and infrastructure.
Dr. Reddy's Laboratories (DRREDDY)
Leading pharmaceutical company poised to benefit from increased healthcare investments.
Suzlon Energy (SUZLON)
Wind turbine manufacturer positioned to capitalize on the government's renewable energy push.
NBCC (India) Ltd (NBCC)
State-owned construction and project management company benefiting from infrastructure upgrades.

Alok Daiya

Disclaimer

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