Budget 2024 | Stocks and sectors to keep an eye on

As Finance Minister delivers Budget 2024, investors are turning their attention to potential winners in the stock market. CNBC-TV18's Sonia Shenoy highlights key sectors and stocks poised for growth amidst the budgetary announcements.

Infrastructure giants like L&T, IRB Infrastructure, and Dilip Buildcon are in the spotlight as the government prioritises infrastructure spending. With expectations of a 12 to 15% year-on-year growth in infrastructure capital expenditure for FY25, these companies stand to benefit.

Meanwhile, the railway sector is also gaining traction, with companies like IRFC, IRCTC, Texmaco Rail, and Titagarh Rail Systems drawing interest. Projections suggest a 20% year-on-year increase in railway capital expenditure, with reports indicating a significant rise in allocation, up 40% year to date.