Which defense stocks to keep an eye on before the budget? – which defense stocks should you watch before union budget 2026 watch video to know

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If any sector was discussed the most in the stock market today, it was the defense sector. Today, on January 28, such vigorous buying was seen in defense shares that even investors were surprised. Defense majors like Bharat Electronics, BEML jumped 10 to 12 per cent, and the entire Nifty India Defense Index rose nearly 5 per cent. The question is, why did defense stocks rise so much suddenly? Is this just a one-day surge or is there a bigger story behind it? And the most important question, which defense stocks should investors keep an eye on before Budget 2026? Let us understand the answers to these questions one by one