Stock Market Today Live | BSE Sensex closes at record high, up over 2,500 points; Nifty50 above 23,250 as Lok Sabha exit polls predict Modi victory

Global brokerage CLSA has identified 54 companies as direct beneficiaries of Modi’s policies, with half being PSUs. These companies span various sectors:

Defense & Manufacturing: HAL, Hindustan Copper, NALCO, Bharat Electronics, Cummins India, Siemens, ABB India, SAIL, BHEL, Bharat Forge

Infrastructure & Transport: Indus Towers, GMR Airports, IRCTC, Container Corporation of India

Power & Energy: NTPC, NHPC, PFC, REC, Tata Power, HPCL, GAIL, JSPL, Power Grid Corporation, ONGC, Coal India, Petronet LNG, BPCL, IOCL

Banking & Finance: SBI, PNB, Canara Bank, Bank of Baroda

Telecom: Bharti Airtel, Vodafone Idea, Indus Towers

Others: Adani Ports, Ambuja Cements, ACC, Indian Hotels, Reliance Industries, L&T, UltraTech Cement, Shree Cement, The India Cements, Dalmia Bharat, The Ramco Cements

Among these, CLSA analysts' preferred picks are L&T, NTPC, NHPC, PFC, ONGC, IGL, MGL, Bharti Airtel, Indus Towers, and Reliance.