Motilal Oswal Financial Services anticipates the upcoming Budget 2026-27 will stimulate domestic demand, private investment, and job creation through tax simplification, rural support, and increased infrastructure and defense spending. The brokerage identifies five stocks—TVS Motor, UPL, Bharat Dynamics, M M Financial Services, and Dalmia Bharat—as potential beneficiaries due to strong sectoral tailwinds and earnings visibility.