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Infrastructure-heavy budgets create explosive single-day moves in capital goods, metals, and cement. L&T, RVNL, and metal companies consistently outperform 1 month post-budget. FMCG underperforms as capital rotates to cyclicals.
Nifty 1 Day
+5.0%
Nifty 3 Days
+5.6%
Nifty 1 Week
+6.5%
Nifty 1 Month
+8.2%
FM Nirmala Sitharaman delivered a landmark infrastructure-focused budget. Capital expenditure rose to ₹5.54L Cr — the largest ever. Nifty jumped 5% on Budget Day, the biggest single-day gain in 10+ years on a budget.
Largest capex beneficiary — direct infrastructure order book
Railway capex tripled — direct order pipeline
Metals boom from infrastructure demand
Infrastructure order flow
Power capex allocation
FM Nirmala Sitharaman delivered a landmark infrastructure-focused budget. Capital expenditure rose to ₹5.54L Cr — the largest ever. Nifty jumped 5% on Budget Day, the biggest single-day gain in 10+ years on a budget.
Historically, L&T, RVNL, Hindalco were among the strongest performers in the aftermath, based on real 1-week/1-month return data.
The Nifty 50 moved +6.5% in the following week and +8.2% over the following month.
Infrastructure-heavy budgets create explosive single-day moves in capital goods, metals, and cement. L&T, RVNL, and metal companies consistently outperform 1 month post-budget. FMCG underperforms as capital rotates to cyclicals.
Regime
recovery
Repo Rate
4%
India VIX
22.5
Data Confidence
95%
FMCG rotation into cyclicals