Budget 2026: L&T, Adani Ports and other infra stocks jump up to 4% on big capex hike to Rs 12 lakh crore

Indian infrastructure stocks rose after the Union Budget 2026 boosted FY27 capital expenditure to ₹12.2 lakh crore, supporting growth in roads, railways, ports, power, and urban projects. L&T, Adani Ports, IRB Infrastructure and KEC International gained as higher public spending reinforced long-term order book visibility and sector optimism.