HDFC: Housing financiers like HDFC and LIC housings are also expected to profit from the new budget. This will happen if there is a raised in the income tax marginalization, and also on the principle repayment. It will hope to have a good tax raise on affordable housing and also on the extension on the interest subvention scheme.

Larsen and Turbo: This industry is expected to benefit from all sides as they will be looking for a raise in FDI in the railway sector and the defense ministry. The clarity on the defense export policy and tax benefit will help the company.

The higher budget allocation on the power sector, infra and construction should boost the profits and attract investors. It will also hope that increase in borrowing limit is implemented.

ONGC: Measures to cut on subsidies for the sales of petrol, kerosene and diesel should cut under recovery. The plan to incentivize investments in to exploration and productions should be a benefit for Oil companies. Hike in import excise duty will also benefit them.

The government planning to open to other players for investments is a positive move for ONGC that was not able to meet its expected productions, recently.