Budget 2026 Highlights: CG Power To Cyient Tech; Which Semiconductor Stocks To Benefit? Full List

Budget 2026 Highlights: Shares of CG Power, Dixon Technologies, Cyient Limited, and other semiconductor stocks ended Sunday's special trading session after the Union Budget 2026 announcement.

The Central Government's semiconductor push with Rs 40,000 crore outlay, 'India Semiconductor 2.0' and other key Union Budget 2026 announcements sparked investors' enthusiasm around semiconductor stocks.

CG Power shares ended 2.35% higher at Rs 597.35 per share, Cyient DLM shares ended 0.54% higher at Rs 1,143 per share. However, Dixon Technologies shares emerged as an exception and ended 2.46% lower at Rs 10,187 per share.

Budget 2026 Highlights: Which Stocks Are Expected To Benefit From Semiconductor Push?

"A few stocks that should be under focus include : CG Power, Dixon Technologies, Avalon Technologies, Cyient Technologies and a few more," noted Tushar Badjate Director of Badjate Stock & shares Pvt Ltd.

"The Electronics Components Manufacturing Scheme (ECMS) outlay has been increased to ₹40,000 crore (≈ USD 4.8 billion) to support chip and electronics production - up considerably from prior allocations. This move signals the government's long-term commitment to developing a local semiconductor and electronics industry," Badjate added.

Budget 2026 Highlights

The government had announced a significant Rs 8000 crore for 'Modified Programme for Development of Semiconductors and Display Manufacturing Ecosystem in India'.
Additionally, Rs 1,000 crore of funds are estimated to be allocated to India Semiconductor Mission 2.0.

""Building on this, we will launch ISM 2.0 to produce equipment and materials, design full-stack Indian IP, and fortify supply chains," she said, promising fresh funds to attract global fabrication companies, and supply chain players," said Minister Sitharaman while presenting the Union Budget 2026.

From Biopharma initiative, to infrastructure, to capital expenditure, Finance Minister Nirmala Sitharaman's Budget 2026 speech made key announcements. In another boost to rare earth mineral industry, FM Sitharaman announced the creation of a dedicated rare-earth mineral corridor to connect states like Odisha, Tamil Nadu, etc. The development of the corridor is likely to help in the supplying rare earth minerals for industries like semiconductor, electric vehicle, etc.

Disclaimer: The views and recommendations expressed are solely those of the individual analysts or entities and do not reflect the views of Goodreturns.in or Greynium Information Technologies Private Limited (together referred as "we"). We do not guarantee, endorse or take responsibility for the accuracy, completeness or reliability of any content, nor do we provide any investment advice or solicit the purchase or sale of securities. All information is provided for informational and educational purposes only and should be independently verified from licensed financial advisors before making any investment decisions.