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VIJAY PANJWANI

Learning is a key to... • 2d

✅ Budget 2026: Stocks in Focus🚀 Bookmark this post ✅️ 🪖 Defence Sector ➡️ Higher defence allocation, Make-in-India push & defence exports in focus. • BEL • BDL • MAZDOCK 🧪 Chemical / Fertilizer Sector ➡️ Agriculture support, fertilizer subsidies & rural spending remain priorities. • RCF • GSFC • GNFC • CHAMBLFERT 🔨 Mining Sector ➡️ Infra growth, energy security & reduced import dependence drive demand for minerals. • GMDC • MOIL • SANDUMA • ASHAPURMIN 🔧 Metal Sector ➡️ Capex, infrastructure, housing & EV transition increase metal consumption. • HINDCOPPER • HINDZINC • VEDANTA • NATIONALUM 📌 Budget creates opportunities. Long-term returns depend on execution. Disclaimer: No buy/sell recommendations. Only sharing for learning.

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