New Delhi, Jan. 22 -- With the Union Budget 2026 scheduled for 1 February, the infrastructure sector is once again moving into focus for market participants, given the government's continued emphasis on capex-led growth.

Historically, infrastructure has remained a budget favourite, and expectations this year point towards another meaningful push that could set the tone for stocks linked to roads, railways, construction, and cement.

Market expectations currently centre on a 10-15% increase in capital expenditure, reinforcing the long-term intent outlined in the National Infrastructure Pipeline. Roads, railways, urban infrastructure, and housing are expected to remain priority areas, even as fiscal consolidation stays on the agenda. In ad...