Pre-Budget 2026: PSUs, FMCG & New-Age Stocks In Focus, Check Full Detail

As 2026 begins, market focus is shifting to earnings and the Union Budget as key near-term triggers. Experts are advising investors to start building positions in select pockets ahead of these events. Public sector undertakings (PSUs) remain a preferred theme, with PSU banks like Canara Bank and Bank of Kerala expected to benefit post-Budget. In manufacturing and defence, stocks such as BEL and BHEL are in focus, supported by government spending visibility. Among new-age businesses, Lenskart stands out on strong store expansion and expectations of robust Q3 earnings. Within consumption, FMCG is seen as a steady outperformer, with Tata Consumer, Godrej Consumer and Britannia likely to benefit from GST-related volume recovery and improving demand trends during the earnings season.