Ahead of Budget 2026, Motilal Oswal Financial Services has turned bullish on 60 stocks across 10 sectors, with real estate emerging as a key area of opportunity. The brokerage’s positive stance is anchored in expectations of continued infrastructure spending, policy stability, and targeted measures to support economic growth.
According to Motilal Oswal, the real estate sector stands to benefit from a combination of factors including sustained urbanisation, improving balance sheets of developers, and strong demand in select residential and commercial segments. Any budgetary support in the form of tax relief for homebuyers, clarity on capital gains, or infrastructure-led connectivity improvements could further strengthen sector sentiment.
Beyond real estate, the brokerage has identified opportunities across sectors such as infrastructure, capital goods, banking, energy, consumption, and manufacturing—reflecting a broad-based growth outlook rather than a narrow thematic bet. The firm believes India’s capex cycle remains intact, supported by government spending and private sector participation.
Analysts at Motilal Oswal noted that earnings visibility, balance sheet strength, and execution capability were key criteria in stock selection. Companies aligned with infrastructure creation, housing demand, and domestic consumption are expected to outperform.
As Budget 2026 approaches, Motilal Oswal’s bullish call signals confidence in India’s medium-term growth story, with real estate and allied sectors positioned to benefit from policy continuity and investment-led expansion.
