The 2025 budget brings good news for investors who regularly look for stocks to buy today. With several sectors poised for economic growth and tax relief for the public, this is a great time to invest in the market.
So, let us explore which industries—from consumer goods to healthcare—offer the best investment opportunities in this favourable economic climate.
Best Stocks to Buy in 2025
Consumer and FMCG Sector Growth Potential
Budget 2025 has increased basic tax deductions and broadened income tax exclusions, giving consumers more spending money. This helps major FMCG corporations that have been facing slow urban demand growth.
Stocks to buy today in this sector include established companies like HUL, ITC, Dabur, Marico and Nestle, which will benefit consumers as they spend more.
A few stocks to keep in mind:
| Company | Dividend Yield | Market Cap
(INR Cr) |
Price Performance (YTD) | Price Performance
(1 Year) |
FII % Holding |
| HUL | 1.79% | 5,52,154 | 1.16% | 3.79% | 11.43% |
| ITC | 2.46% | 521,774 | -14.10% | -4.76% | 40.16% |
| Dabur | 1.18% | 82,456 | -8.99% | -8.15% | 13.27% |
Automobile Sector
Budget 2025’s financial plan benefits the car industry. With more money in their pockets, people will buy more vehicles across all categories.
As vehicle production increases, auto parts manufacturers like Gabriel India and Lumax Industries also have good growth potential.
A few stocks to keep in mind:
| Company | Dividend Yield | Market Cap (INR Cr) | Price Performance (YTD) | Price Performance
(1 Year) |
FII % Holding |
| Maruti Suzuki | 1.09% | 3,60,224 | 2.42% | 9.48% | 15.47% |
| Mahindra & Mahindra | 0.83% | 3,13,823 | -17.89% | 21.88% | 38.19% |
| Bajaj Auto | 1.06% | 2,09,388 | -13.32% | -15.87% | 12.45% |
Banking and Financial Services Sector
After the budget announcement, experts predict interest rates may decrease, which benefits private banks ready for growth. Additionally, the insurance sector has received a major boost, with the government increasing foreign investment limits from 74% to 100%. This creates growth opportunities for companies like HDFC Life, SBI Life and ICICI Prudential Life Insurance.
A few stocks to keep in mind:
| Company | Dividend Yield | Market Cap (INR Cr) | Price Performance (YTD) | Price Performance
(1 Year) |
FII % Holding |
| ICICI Bank | 0.77% | 9,26,428 | 1.59% | 17.54% | 45.69% |
| HDFC Life | 0.29% | 1,47,641 | 11.07% | 10.30% | 25.14% |
| Federal Bank | 0.63% | 47,888 | -5.49% | 19.18% | 26.06% |
Healthcare Sector Investment Focus
The “Heal in India” plan from Budget 2025 aims to attract more people to India for medical care. This will help hospitals and healthcare companies grow.
A few stocks to keep in mind:
| Company | Dividend Yield | Market Cap
(INR LCr) |
Price Performance (YTD) | Price Performance
(1 Year) |
FII % Holding |
| Yatharth Hospital & Trauma Care Services | 0.00% | 4,283 | -22.65% | -5.44% | 9.78% |
| Narayana Hruduyalaya | 0.24% | 3,426 | 28.38% | 28.33% | 9.44% |
| Sun Pharmaceutical Industries | 0.94% | 3,36,418 | -12.60% | 2.97% | 18.05% |
Conclusion
When searching for stocks to buy today, focus on sectors getting a boost from the 2025 budget. Consumer goods, automobiles, banking, and healthcare companies with strong fundamentals make excellent choices.
Rather than chasing short-term trends, select financially sound businesses positioned to benefit from increased consumer spending and economic growth
