4 Stocks likely to benefit after Govt. announces ₹10,000 Cr scheme for container manufacturing

Synopsis: The government’s ₹10,000 crore push for container manufacturing looks set to give local producers and logistics companies a real shot in the arm. Demand should rise, and imports could drop, which could benefit these four companies especially.

Container stocks started grabbing attention after the government rolled out a Rs 10,000 crore plan in the Budget 2026 to boost domestic container manufacturing. This push isn’t just about making more containers at home; it’s about making India less reliant on imports and tightening up the country’s whole logistics game under the Aatmanirbhar Bharat initiative. 

For companies involved in building containers or running container-based logistics, this new scheme throws the spotlight on them and looks set to give their business a real lift.

About the announcement

In the Union Budget 2026, Finance Minister Nirmala Sitharaman proposed increasing India’s infra capital expenditure to Rs 12.2 lakh crore for FY27, up from Rs 11.2 lakh crore allocated for the current fiscal year. 

This higher infrastructure spending is expected to support sectors linked to logistics and trade, and could also lead to rising demand for containers as construction activity, industrial output, and cargo movement grow.

During her Budget 2026 speech, FM Nirmala Sitharaman announced a Rs 10,000 crore plan to build up India’s own container manufacturing industry over the next five years. 

The idea is to turn India into a serious player when it comes to manufacturing containers, the kind that keep exports and logistics moving. This fits right in with the government’s “Aatmanirbhar Bharat” mission, where the goal is to rely less on imports, tighten up supply chains, and give local production a real boost. 

By focusing on making shipping and logistics equipment like containers at home, India can cut down on imports and make its trade infrastructure stronger and more affordable.

Stocks to watch

Container Corporation of India Ltd is a Navratna company that Indulges in the handling, transportation, and warehousing in India. It offers rail and road container transport, cold-chain solutions, and multimodal logistics, and operates dry ports, freight stations, and air cargo complexes. The company also provides bonded warehousing, factory stuffing/destuffing, and hub-spoke services.

With a market capitalisation of Rs 39,231 crore, the shares of Container Corporation of India Ltd reached a day-high of Rs 524.15 per share, up 4.3 percent from its previous day’s closing price of Rs 502.25 per share. Over the past five years, the stock has delivered a 38 percent return, outperforming NIFTY 50’s return of 70 percent.

Kalyani Cast-Tech Limited is an Indian company that manufactures steel and iron castings, railway components, and a variety of cargo and special-purpose containers. Founded in 2012 and headquartered in New Delhi, it supplies durable industrial products to sectors such as railways, mining, cement, chemicals, fertilisers, and power, focusing on heavy-duty solutions for transportation and core industries.

With a market capitalisation of Rs 363 crore, the shares of Kalyani Cast-Tech Ltd reached a day-high of Rs 517.60 per share, up 13 percent from its previous day’s closing price of Rs 458 per share. In the last one year, the stock has delivered a 26 percent return, outperforming NIFTY 50’s return of 9 percent.

BHEL is a pioneer engineering company modelled after a public sector giant of India, conventionally known for its power plant equipment and heavy industrial machinery. In line with India’s drive for self-reliance in logistics infrastructure, BHEL has branched out into making ISO shipping containers, utilising its heavy fabrication capacity to help the domestic market and cutting dependence on imports.

With a market capitalisation of Rs 89,663 crore, the shares of Bharat Heavy Electricals Ltd reached a day-high of Rs 269.40 per share, up 2.5 percent from its previous day’s closing price of Rs 262.85 per share. Over the past five years, the stock has delivered a robust 491 percent return, outperforming NIFTY 50’s return of 70 percent.

Mazagon Dock Shipbuilders Limited (MDL), a company with its main identity as a premier defence shipyard that builds warships and submarines for the Indian Navy, has recently ventured into the container manufacturing sector. Combining its deep knowledge of heavy steel fabrication and modular construction, MDL is making use of its facilities not only for the production of containers but also to add to India’s overall mission of enhancing local manufacturing capacity.

With a market capitalisation of Rs 1,00,239 crore, the shares of Mazagon Dock Shipbuilders Ltd reached a day-high of Rs 2,657 per share, up 3.2 percent from its previous day’s closing price of Rs 2,572.95 per share. Over the past five years, the stock has delivered a multibagger 2,172 percent return, outperforming NIFTY 50’s return of 70 percent.

So in conclusion, the Rs 10, 000 crore container manufacturing scheme proposed could fortify India’s logistics and export ecosystem by supporting local production and lowering dependence on imported containers. It may be a new window of opportunity for business, demand visibility and long-term growth of the sector for companies dealing with the manufacturing of containers, handling of containers and logistics.

Nevertheless, the real advantages will hinge on the pace of implementation of the scheme, the realisation of order flows, and efficient execution by companies. Investors must keep a close eye on the developments.

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