Jitendra Kumar Gupta

Here are 15 companies that research houses believe could see significant impact due to the Budget proposals

Higher govt allocation to its market is a positive; efforts to enhance cash flow and lower debt levels are paying dividends

Market confident on economic outlook, higher risk appetite and better show by airports division

The stock has seen increased activity after Rakesh Jhunjhunwala bought stake. It may gain more

Despite largely being ignored by market participants, these are worth considering

Company a preferred bet due to fuel security, strong balance sheet

Not only will the IPO lead to better valuations, Lavasa is expected to strengthen HCC's performance

As the surplus cash is deployed in low-yielding deposits, it tends to suppress overall return ratios and, consequently, stock valuations

Project delays, cost overrun and absence of new capacity addition are key concerns in the near term

Even as the govt plans to divest stake, the downside is limited

Apart from lowering debt and costs, the company must improve order inflows, execution and margins

Improving prospects augur well for the company; the scrip is available at reasonable valuations

Despite earnings expected to grow at 20% annually, several scrips continue to trade at single PE multiple

While concerns pertaining to the power and infra projects are easing, the order book of EPC offers limited visibility

Steps to improve profitability and working capital cycle are yielding results

Increase in rate and better gas availability will boost financials and stock valuations

Since there are some signs of easing, the market is hoping for a turnaround

Company could be a major beneficiary if FDI cap in defence sector is raised, but investors should be cautious