WIPRO

Wipro, a stalwart in the IT services sector, is well-positioned to directly benefit from the budget's incentives aimed at the export-oriented IT industry. The valuation here is particularly noteworthy: a PE of 19 and a PB of 3, currently resting at historical lows, presents a potentially compelling entry point for investors, especially with direct budget tailwinds. As a consistent dividend payer, Wipro demonstrates stable and shareholder-friendly management. The immediate 2-3% rise in its stock post-budget further validates the positive market sentiment, suggesting renewed interest in this established giant.