{"id":148637,"date":"2026-07-13T12:23:22","date_gmt":"2026-07-13T06:53:22","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=148637"},"modified":"2026-07-13T12:23:23","modified_gmt":"2026-07-13T06:53:23","slug":"psu-stocks-benefit-budget-2026-27-disinvestment","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/","title":{"rendered":"3 PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment Activity"},"content":{"rendered":"<div class=\"meta-block\"><\/div>\n<p style=\"border-left: 4px solid #1F4E79; background: #EBF3FB; padding: 10px 16px; font-style: italic;\"><em>Budget 2026-27 disinvestment target Rs 80,000 Cr. IRFC OFS Feb 2026. Coal India OFS May 2026. GIC Re OFS floor Rs 352.<\/em><\/p>\n<p><a href=\"https:\/\/univest.in\/user\/stocks\/irfc\/indian-railway-finance-corporation-ltd-share-price-today\">IRFC<\/a>, <a href=\"https:\/\/univest.in\/user\/stocks\/coalindia\/coal-india-ltd-share-price-today\">Coal India <\/a>and GIC Re are three PSU stocks likely to benefit from Budget 2026-27 disinvestment activity in the medium term, even though each has already seen government stake sales that created near-term price pressure through 2026.<\/p>\n<p>Budget 2026-27 set a disinvestment and asset monetisation target of Rs 80,000 crore for the year, and understanding which PSU stocks likely to benefit from Budget 2026-27 disinvestment requires separating short-term OFS supply pressure from the longer-term benefits of reduced government overhang and improved free float.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&amp;utm_medium=psu-disinvestment-beneficiary-stocks\"><strong>Click Here &#8211; Get Free Investment Predictions<\/strong><\/a><\/p>\n<p>This article examines IRFC, Coal India and GIC Re as PSU stocks likely to benefit from Budget 2026-27 disinvestment once the near-term supply is absorbed by the market.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#What_Are_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"What Are PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">What Are PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#How_Budget_2026-27s_Disinvestment_Target_Affects_These_PSU_Stocks\" title=\"How Budget 2026-27&#8217;s Disinvestment Target Affects These PSU Stocks\">How Budget 2026-27&#8217;s Disinvestment Target Affects These PSU Stocks<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#IRFC_Post-OFS_Structural_Beneficiary\" title=\"IRFC: Post-OFS Structural Beneficiary\">IRFC: Post-OFS Structural Beneficiary<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Coal_India_Large-Scale_Stake_Sale_With_Strong_Fundamentals\" title=\"Coal India: Large-Scale Stake Sale With Strong Fundamentals\">Coal India: Large-Scale Stake Sale With Strong Fundamentals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#GIC_Re_Reinsurance_Play_With_OFS_Supply\" title=\"GIC Re: Reinsurance Play With OFS Supply\">GIC Re: Reinsurance Play With OFS Supply<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Factors_Affecting_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"Factors Affecting PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">Factors Affecting PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Benefits_of_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"Benefits of PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">Benefits of PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Risks_for_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"Risks for PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">Risks for PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#How_to_Choose_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"How to Choose PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">How to Choose PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#How_to_Invest_in_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\" title=\"How to Invest in PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment\">How to Invest in PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#FAQs\" title=\"FAQs\">FAQs<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Which_PSU_stocks_are_likely_to_benefit_from_Budget_2026-27_disinvestment\" title=\"Which PSU stocks are likely to benefit from Budget 2026-27 disinvestment?\">Which PSU stocks are likely to benefit from Budget 2026-27 disinvestment?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#What_is_the_disinvestment_target_for_Budget_2026-27\" title=\"What is the disinvestment target for Budget 2026-27?\">What is the disinvestment target for Budget 2026-27?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Why_did_Coal_Indias_stock_see_an_OFS_in_2026\" title=\"Why did Coal India&#8217;s stock see an OFS in 2026?\">Why did Coal India&#8217;s stock see an OFS in 2026?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#How_did_the_IRFC_OFS_affect_its_share_price\" title=\"How did the IRFC OFS affect its share price?\">How did the IRFC OFS affect its share price?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#What_was_the_GIC_Re_OFS_floor_price\" title=\"What was the GIC Re OFS floor price?\">What was the GIC Re OFS floor price?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/univest.in\/blogs-2\/psu-stocks-benefit-budget-2026-27-disinvestment\/#Does_disinvestment_always_benefit_PSU_stock_prices\" title=\"Does disinvestment always benefit PSU stock prices?\">Does disinvestment always benefit PSU stock prices?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_Are_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>What Are PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>PSU stocks likely to benefit from Budget 2026-27 disinvestment are companies where a government stake sale, once completed, typically improves free float, index weightage and institutional ownership, even though the OFS itself often causes short-term price weakness.<\/p>\n<p>Disinvestment reduces the government&#8217;s majority stake gradually, which can improve corporate governance perception and liquidity over time, factors that matter for long-term index inclusion and valuation re-rating.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Budget_2026-27s_Disinvestment_Target_Affects_These_PSU_Stocks\"><\/span><strong>How Budget 2026-27&#8217;s Disinvestment Target Affects These PSU Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Rs 80,000 crore disinvestment and asset monetisation target for FY27 creates both near-term supply risk and medium-term structural benefits for PSU stocks likely to benefit from Budget 2026-27 disinvestment, since reduced government ownership often precedes improved index weightage and broader institutional participation.<\/p>\n<ul>\n<li><strong>Near-term OFS pressure:<\/strong> Fresh stake sales in PSU stocks likely to benefit from Budget 2026-27 disinvestment typically cause a temporary price dip as the market absorbs new supply.<\/li>\n<li><strong>Improved free float:<\/strong> Lower government ownership increases the tradeable float available to index funds and institutional investors.<\/li>\n<li><strong>Employee and retail participation:<\/strong> Recent OFS structures have included dedicated employee quotas, broadening internal ownership.<\/li>\n<li><strong>Fiscal funding priority:<\/strong> Disinvestment proceeds support government capex elsewhere, indirectly benefiting the broader PSU capex cycle.<\/li>\n<\/ul>\n<table border=\"1\" cellspacing=\"0\" cellpadding=\"6\">\n<tbody>\n<tr>\n<th>Company<\/th>\n<th>CMP (Rs)<\/th>\n<th>Market Cap (Rs Cr)<\/th>\n<th>Recent OFS Activity<\/th>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/stocks\/irfc\/indian-railway-finance-corporation-ltd-share-price-today\">IRFC<\/a><\/td>\n<td>94.37<\/td>\n<td>1,30,816<\/td>\n<td>OFS February 2026<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/stocks\/coalindia\/coal-india-ltd-share-price-today\">Coal India Ltd<\/a><\/td>\n<td>428.50<\/td>\n<td>2,64,935<\/td>\n<td>OFS May 2026<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/stocks\/gicre\/general-insurance-corporation-of-india-share-price-today\">GIC Re<\/a><\/td>\n<td>353.40<\/td>\n<td>62,878<\/td>\n<td>OFS floor Rs 352<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span class=\"ez-toc-section\" id=\"IRFC_Post-OFS_Structural_Beneficiary\"><\/span><strong>IRFC: Post-OFS Structural Beneficiary<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>IRFC saw a government stake sale in February 2026 that added fresh supply, but the company remains among PSU stocks likely to benefit from Budget 2026-27 disinvestment given its cost-plus leasing model that guarantees predictable earnings from Indian Railways.<\/p>\n<p>The company funds rolling stock and infrastructure for Indian Railways&#8217; extra budgetary resources, and its 52-week low of Rs 86.95 in July 2026 suggests much of the OFS-related supply pressure may already be priced in.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Coal_India_Large-Scale_Stake_Sale_With_Strong_Fundamentals\"><\/span><strong>Coal India: Large-Scale Stake Sale With Strong Fundamentals<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Coal India&#8217;s May 2026 OFS reduced the government&#8217;s stake from 63.13 percent, with the non-retail portion seeing 20 percent subscription at an indicative price of Rs 413.68. Despite this, Coal India remains one of the stronger PSU stocks likely to benefit from Budget 2026-27 disinvestment given its debt-free balance sheet and high dividend yield.<\/p>\n<p>The company also offered shares worth up to Rs 5 lakh to eligible employees, broadening internal ownership. Free cash flow above Rs 25,000 crore annually continues to support the investment case beyond the near-term OFS overhang.<\/p>\n<p style=\"margin-top: 24px;\"><a href=\"https:\/\/univest.in\/sebi-registered-investment-advisor-india\"><strong>Get SEBI-Registered Research on PSU Disinvestment Stocks<\/strong><\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"GIC_Re_Reinsurance_Play_With_OFS_Supply\"><\/span><strong>GIC Re: Reinsurance Play With OFS Supply<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>GIC Re saw its government stake sale at a floor price of Rs 352, a 9 percent discount that triggered a short-term price decline, positioning it among PSU stocks likely to benefit from Budget 2026-27 disinvestment once the supply is absorbed.<\/p>\n<p>The company also featured as a proposed selling shareholder in the NSE IPO process, alongside SBI and Bank of Baroda, reflecting how PSU cross-holdings are being unlocked as part of the broader disinvestment and value-unlocking theme.<\/p>\n<p style=\"margin-top: 24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&amp;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track IRFC, Coal India and GIC Re live prices.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Factors_Affecting_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>Factors Affecting PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>OFS pricing and discount:<\/strong> The discount offered in a stake sale directly affects near-term price action for PSU stocks likely to benefit from Budget 2026-27 disinvestment.<\/li>\n<li><strong>Subscription levels:<\/strong> Strong non-retail and retail subscription can signal underlying investor confidence despite supply pressure.<\/li>\n<li><strong>Post-OFS free float:<\/strong> Reduced government holding can improve eligibility for higher index weightage over time.<\/li>\n<li><strong>Fiscal deficit targets:<\/strong> The pace of disinvestment through the year depends on how the government is tracking against its fiscal deficit goals.<\/li>\n<li><strong>Cross-holding unlocking:<\/strong> Value unlocking from PSU cross-holdings, as seen in the NSE IPO process, can benefit multiple PSU stocks simultaneously.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Benefits_of_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>Benefits of PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Improved liquidity:<\/strong> Higher free float after disinvestment among PSU stocks likely to benefit from Budget 2026-27 disinvestment can improve trading liquidity and narrow bid-ask spreads.<\/li>\n<li><strong>Index inclusion potential:<\/strong> Reduced government stake can improve eligibility for higher weightage in key indices.<\/li>\n<li><strong>Governance perception:<\/strong> Lower state ownership is sometimes associated with improved corporate governance perception among institutional investors.<\/li>\n<li><strong>Entry point after OFS dip:<\/strong> Post-OFS price weakness has historically offered entry points for long-term investors in fundamentally strong PSUs.<\/li>\n<li><strong>Employee ownership alignment:<\/strong> Employee share quotas in recent OFS structures can improve internal alignment with shareholder interests.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Risks_for_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>Risks for PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Repeated supply overhang:<\/strong> Multiple tranches of disinvestment can create recurring short-term price pressure through the year.<\/li>\n<li><strong>Uncertain timing:<\/strong> Government stake sale timing depends on market conditions and fiscal priorities, making it hard to predict precisely.<\/li>\n<li><strong>Discount to market price:<\/strong> OFS pricing at a discount can anchor near-term valuations below fair value.<\/li>\n<li><strong>Fundamentals still matter:<\/strong> Disinvestment alone does not fix underlying business or sector challenges facing these PSUs.<\/li>\n<li><strong>Market sentiment sensitivity:<\/strong> Broader market weakness can amplify OFS-related price declines beyond fundamental justification.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Choose_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>How to Choose PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>Check whether the OFS discount to market price appears reasonable relative to the company&#8217;s fundamentals.<\/li>\n<li>Review subscription levels for both retail and non-retail portions of recent stake sales.<\/li>\n<li>Assess whether the underlying business, such as Coal India&#8217;s cash flow or IRFC&#8217;s leasing spread, remains strong independent of the OFS.<\/li>\n<li>Track the government&#8217;s disinvestment calendar to anticipate potential future supply.<\/li>\n<li>Prefer companies where post-OFS government stake still supports continued strategic backing.<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Invest_in_PSU_Stocks_Likely_to_Benefit_From_Budget_2026-27_Disinvestment\"><\/span><strong>How to Invest in PSU Stocks Likely to Benefit From Budget 2026-27 Disinvestment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>Use the Univest platform to track disinvestment announcements and OFS pricing for PSU stocks.<\/li>\n<li>Open a demat and trading account with Univest for zero-brokerage execution.<\/li>\n<li>Track quarterly results for IRFC, Coal India and GIC Re through the Univest app.<\/li>\n<li>Consult a SEBI-registered advisor before buying into OFS-driven price weakness.<\/li>\n<li>Review positions periodically as the Rs 80,000 crore FY27 disinvestment target is executed through the year.<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>IRFC, Coal India and GIC Re represent three PSU stocks likely to benefit from Budget 2026-27 disinvestment once near-term OFS supply is absorbed, given their underlying business strength in railway financing, coal mining and reinsurance respectively. Historically, post-OFS price weakness has offered entry points for fundamentally sound PSUs, though repeated supply and fiscal-driven timing remain real considerations. Consult a SEBI-registered advisor before making investment decisions.<\/p>\n<div style=\"background: #CC0000; border-radius: 8px; padding: 16px 20px; margin: 24px 0;\">\n<p style=\"color: #ffffff; font-size: 13px; line-height: 1.7; margin: 0;\"><strong style=\"color: #ffffff;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/div>\n<h2><span class=\"ez-toc-section\" id=\"FAQs\"><\/span><strong>FAQs<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Which_PSU_stocks_are_likely_to_benefit_from_Budget_2026-27_disinvestment\"><\/span><strong>Which PSU stocks are likely to benefit from Budget 2026-27 disinvestment?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> IRFC, Coal India and GIC Re are among the PSU stocks likely to benefit from Budget 2026-27 disinvestment once near-term OFS supply from their recent stake sales is absorbed by the market.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_disinvestment_target_for_Budget_2026-27\"><\/span><strong>What is the disinvestment target for Budget 2026-27?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Budget 2026-27 set a disinvestment and asset monetisation target of Rs 80,000 crore, directly affecting the near-term supply picture for PSU stocks likely to benefit from Budget 2026-27 disinvestment.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_did_Coal_Indias_stock_see_an_OFS_in_2026\"><\/span><strong>Why did Coal India&#8217;s stock see an OFS in 2026?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Coal India&#8217;s May 2026 OFS reduced the government&#8217;s 63.13 percent stake, positioning it among PSU stocks likely to benefit from Budget 2026-27 disinvestment given its strong free cash flow and debt-free balance sheet.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_did_the_IRFC_OFS_affect_its_share_price\"><\/span><strong>How did the IRFC OFS affect its share price?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The February 2026 IRFC OFS added fresh supply and contributed to the stock touching a 52-week low, though IRFC remains among PSU stocks likely to benefit from Budget 2026-27 disinvestment due to its predictable railway financing model.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_was_the_GIC_Re_OFS_floor_price\"><\/span><strong>What was the GIC Re OFS floor price?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> GIC Re&#8217;s OFS was priced at a floor of Rs 352, a 9 percent discount, which triggered near-term weakness but positions it among PSU stocks likely to benefit from Budget 2026-27 disinvestment over time.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Does_disinvestment_always_benefit_PSU_stock_prices\"><\/span><strong>Does disinvestment always benefit PSU stock prices?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Not immediately. PSU stocks likely to benefit from Budget 2026-27 disinvestment often see short-term price pressure from OFS supply before longer-term benefits like improved free float and index weightage materialise.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Which PSU stocks are likely to benefit from Budget 2026-27 disinvestment?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"IRFC, Coal India and GIC Re are among the PSU stocks likely to benefit from Budget 2026-27 disinvestment once near-term OFS supply from their recent stake sales is absorbed by the market.\"}},{\"@type\":\"Question\",\"name\":\"What is the disinvestment target for Budget 2026-27?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Budget 2026-27 set a disinvestment and asset monetisation target of Rs 80,000 crore, directly affecting the near-term supply picture for PSU stocks likely to benefit from Budget 2026-27 disinvestment.\"}},{\"@type\":\"Question\",\"name\":\"Why did Coal India's stock see an OFS in 2026?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Coal India's May 2026 OFS reduced the government's 63.13 percent stake, positioning it among PSU stocks likely to benefit from Budget 2026-27 disinvestment given its strong free cash flow and debt-free balance sheet.\"}},{\"@type\":\"Question\",\"name\":\"How did the IRFC OFS affect its share price?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The February 2026 IRFC OFS added fresh supply and contributed to the stock touching a 52-week low, though IRFC remains among PSU stocks likely to benefit from Budget 2026-27 disinvestment due to its predictable railway financing model.\"}},{\"@type\":\"Question\",\"name\":\"What was the GIC Re OFS floor price?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"GIC Re's OFS was priced at a floor of Rs 352, a 9 percent discount, which triggered near-term weakness but positions it among PSU stocks likely to benefit from Budget 2026-27 disinvestment over time.\"}},{\"@type\":\"Question\",\"name\":\"Does disinvestment always benefit PSU stock prices?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Not immediately. PSU stocks likely to benefit from Budget 2026-27 disinvestment often see short-term price pressure from OFS supply before longer-term benefits like improved free float and index weightage materialise.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>PSU stocks likely to benefit from Budget 2026-27 disinvestment, IRFC, Coal India and GIC Re, saw recent OFS activity. 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