Budget 2026 for investors - Budget announcements create noise. Capital expenditure creates returns. In this video, we cut through headlines and focus only on Budget 2026 capex — because that’s where execution, earnings visibility, and long-term investor opportunities come from. We break down: - The ₹12.2 lakh crore capex push in Budget 2026 - Why infrastructure, railways, defence, energy, and manufacturing stand out - Which sectors benefit structurally, not just for one quarter and the listed stocks that are directly linked to government spending Key themes covered: - Infrastructure & Roads: L&T, NBCC, HG Infra - Railways & Logistics: RVNL, IRCON, IRFC, Titagarh Rail, CONCOR - Defence & Indigenisation: HAL, BEL, Bharat Dynamics, MTAR, Solar Industries - Energy & Power Transition: NTPC, Tata Power, JSW Energy, REC, PFCRare Earths & Critical Minerals: IREL, NMDC, Hindalco, Tata Steel - Semiconductors & Electronics Manufacturing: Dixon, Kaynes, Amber, Tata Elxsi - Digital Infrastructure & Data Centres: Netweb, TCS, Infosys - Healthcare & Medical Tourism: Sun Pharma, Biocon, Apollo Hospitals - Agriculture & Fisheries: Avanti Feeds, Coromandel, UPL, PI Industries This is not a stock tip video. It’s a capital allocation map showing where policy, money, and execution align over multiple years. If you invest with a long-term, fundamentals-driven approach, this breakdown will help you understand: - where growth visibility is strongest - where government spending is structural, not cyclical 💬What sector do you think benefits the most from Budget 2026? Let us know in the comments. 🔔Subscribe for more data-backed, no-noise market analysis. 📌 Check out Angel One here: https://angel-one.onelink.me/g8vG/gspgpduu