infra stocks like L&T, RVNL set for 15% pop?
Original Post by BudgetInfraPlay (Yesterday, 8 PM):
Brokerages Jefferies, Mirae: Budget FY26 capex +10% to Rs 11.5 lakh cr, roads/rail Rs 3.2L cr. Fiscal deficit <4.5%, agri self-sufficiency push. L&T, RVNL, NCC order book boom – 15% upside post-announce. Tourism too for IndiGo. Cash ready from Jan dip – your infra picks?