Budget 2017: Experts pick 16 stocks that may benefit from the big event

The company has the largest quarry of Kota Stones in the world, spread over 10 square kilometres. It has a reserve for the next 60-70 years. It is likely to benefit from the government's thrust on low cost housing. Promoters own about 70 percent stake in the company.Dalmia Bharat SugarPrice target: Rs 250Outlook: 1 year

Promoter stake of 75 percent. The company has a presence in Maharashtra and UP. In UP, it runs 3 mills, and 2 mills in Maharashtra. It is among the 10 largest sugar maker in the country. It is likely to benefit from the rise in sugar prices.Analyst: Dipan MehtaAlphageoOutlook: 3-4 years

Alphageo provides seismic survey services and has big order book from ONGC and other oil exploration companies. He expects huge growth to come in over the next 3-4 years with execution to start picking up.VA Tech WabagOutlook: 3-4 years

It is a leading player in water treatment and desalination. The company gets annuity income for the maintenance of the projects and follows a very asset light model. It has a global footprint.GMM Pfaudler

A niche MNC company engaged in the manufacturing of glass-lined equipment. It has a large order from its parent company. It has a steady revenue stream and repeat orders for repair and maintenance from pharma companies.UFO Moviez

The company has a unique model for film exhibition. The advertising revenue is growing at a good pace and major chunk of the advertising is coming from government. The company is providing solutions in tier II and tier III towns for the local advertising. The company follows asset light model and providing solutions to theatre owners.Analyst: Prakash DiwanGreaves CottonPrice target: Rs 199Outlook: 15 months

The company makes single and dual cylinder engines which are used in three-wheelers and has 80-90 percent market share in sub-1 ton category. The company recently forayed into mechanised farm product manufacturing tillers. The company has a strong cash flow, good balance sheet and negligible debt.Ion ExchangePrice target: Rs 444Outlook: 12 months

The company is a leader in water purification. It has a won a desalination project in Sri Lanka. Margins are improving and has got approval from USFDA for pharma resin compound manufacturing.Universal CablesPrice target: Rs 133Outlook: 12 months

It is a leading player in cable business, part of MP Birla Group. The company is a pioneer in very high voltage cables. It has recently forayed into EPC business which has improved the margins.IG PetroPrice target: Rs 333Outlook: 12 months

The company is the largest manufacturer of Pthalic Anhydride. It has built huge capacities at lower costs and is likely to benefit from the slowdown of chemical production in China. The company is trading at a discount versus peers and is likely to get re-rated.Analyst: Daljeet Singh KohliCoromandel InternationalPrice target: Rs 360

Around 84 percent of Coromandel International's top line comes from fertilisers and 16 percent comes from agrochemical and pesticides. He expect the fertiliser business and agrochemical to revive. He believes the company’s valuation to improve in 2-3 years.BELPrice target: Rs 1,900

A state-owned company caters to the defence and aerospace space. It is likely to benefit from favourable defence capex. Strong visibility of order book for the next 5 years and higher government spending on defence could benefit the stock.Ashiana HousingPrice target: Rs 183The company is focussed on tier II and tier III towns and in affordable housing. It is likely to benefit from the government’s impetus on housing.Lakshmi Vilas BankPrice target: Rs 165

The bank is likely to benefit from the credit demand from SME and MSME. The bank is mainly concentrated in Tamil Nadu. The loan book of the bank comprises 40 percent from corporate and 25 percent comes from SME and retail. The bank has hired experienced top management people from HDFC Bank and Axis Bank. The bank has undertaken a rebranding exercise and has shifted focus to the retail segment.