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Union Budget 2026 Highlights ! Finance Minister Nirmala Sitharaman announced record allocations for Infrastructure, Defence, Railway, Energy, Healthcare, Semiconductor etc. See the top 6 sectors and shares with high allocation here. In this video, we break down the Union Budget 2026-27 key highlights and its impact on the Indian stock market. With a total capital expenditure (Capex) of ₹12.22 lakh crore (an 11.5% increase), certain sectors are poised for a massive boom. In this video, we analyze the ₹12.2 Lakh Crore Capex and what it means for your portfolio. The Union Budget 2026-27 has set a new roadmap for Viksit Bharat. We deep-dive into the sectoral outlays, specifically focusing on the new India Semiconductor Mission (ISM 2.0) and the Biopharma SHAKTI initiative. If you are looking for Budget 2026 key updates for investors, this breakdown covers the most profitable sectors and high-growth stocks. Top 6 High-Allocation Sectors Discussed: 1) Infrastructure & Railways: Massive ₹12.2L Cr outlay; focus on 7 new high-speed rail corridors. 2) Defence: Record ₹7.85 lakh crore allocation for modernisation. 3) IT & Semiconductor: Launch of ISM 2.0 with a ₹40,000 crore outlay. 4) Healthcare & Biopharma: ₹10,000 Cr Biopharma Shakti Mission and 5 new regional medical hubs. 5) Green Energy: ₹20,000 Cr Carbon Capture plan and support for nuclear power. 6) Power NBFC like REC & PFC will be benefitted to extend there capacity of lending We will also discuss following topics in video: 1) Which are the top 10 stocks for 2026 after the Budget? (Focus on Infra & Electronics) 2) Best Shares to buy after Budget 2026 3) Best Semiconductor Stocks India 2026 4) Budget 2026 for Investors 5) Best Infrastructure Stocks 2026 6) What are the best stocks to buy after the Budget 2026 crash? 7) Which fundamentally strong shares should I pick for long-term investment in 2026? 8) Is it the right time to buy Defence and Railway stocks after Budget 2026? 9) Which Nifty 50 stocks will benefit most from the ₹12.2L Cr Capex? 10) Which are the potential Multibagger shares for 2026-27? 11) Can Semiconductor stocks like Tata Elxsi become multibaggers after ISM 2.0? 12) Top 10 stocks for 2026 with high allocation in Union Budget. 13) Is it a good time to buy Multibagger Railway and Defence shares in 2026? timeline of video: 00:00 - Coverage 01:22 - Overview of Budget 02:31 - Income tax act changes 03:12 - Custom duty Changes 04:40 - Stock market related Updates 07:34 - Top 6 Sector & Share (Positive effect) 19:40 - Negatively Impacted Sectors 20:27 - Railway, Semiconductor, Renewable Energy & Defense Sectors Shares #Budget2026 #StockMarketIndia #UnionBudget2026 #NirmalaSitharaman #multibaggerstock #Infrastructurestocks #DefenceStocks #GreenEnergystocks #StocksToBuy #InvestmentStrategy #FinanceNews