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Budget 2026 - What To Expect In Capex And Defence

Budget 2026 is around the corner, and two sectors that stay in focus every year are Capex and Defence. In this episode, Amit Anwani, Lead Equity Analyst covering Capital Goods and Defence at PL Capital, breaks down what has structurally changed over the last 12–18 months and what investors should actually track as the Budget approaches. We discuss: What has changed in the Capex and Defence cycle recently Why markets often misread Budget impact in these sectors How to judge Budget relevance allocations vs ordering vs execution The key Budget signals that can move the needle Capex execution and billing versus order inflow headlines China angle and localisation lens Green transmission theme and what confirms the cycle What to track in the first 90 days after the Budget This is a research-led discussion intended for investor education and sector understanding. Disclaimer: This content is for information and education only. It is not investment advice or a recommendation to buy or sell any security.