Budget Feb 1 deficit 4.4% – infra L&T/RVNL +15% post-announce?

Original Post by DeficitInfraPlay (Yesterday):
Budget: 4.4% FY26, capex Rs 11.5L cr +10%. Roads/rail 3.2L cr. L&T/RVNL +15%?

Reply by CapexPostGuy (Today):
Agri/tourism too, realty/FMCG winners.