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Divis lab 🚀

Kamat Hotels at 273
Likely to see 290-295 levels today..
View invalid below 263

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List of consumption oriented industries..
1. Real Estate
2. Liquor, cigarettes,
3. Household items, personal products
4. Travel services, tourism, amusement parks
5. Hotels
6. Footware, watches, bags, fashion retail
7. Packaging for FMCG sector
8. QSR restaurants, food delivery companies.
9. Beverages, packaged snacks, Biscuits
10. Jewellary
11. Airline services
12. Home appliances, Home furnishing
13. Entertainment, movies

Budget 2025-26

🏆 Winning Sectors
✔️ Consumer  – Tax cuts = More spending
✔️ Infrastructure  – Mega infra push
✔️ Renewable Energy – Green energy boost
✔️ Pharma & Healthcare  – More medical infrastructure
✔️ PSU Banks – Higher MSME credit flow

🚨 Sectors to Watch Out For
❌ Bond Markets & NBFCs – High fiscal deficit may keep bond yields up
❌ Luxury Real Estate – Budget focus on mid-income housing, not premium

📢 Capital Expenditure (CapEx) Highlights in Budget 2025-26

The Government’s focus on infrastructure and development is reflected in the increased CapEx allocation.

📊 CapEx Allocation & Key Initiatives

📌 Total Capital Expenditure Allocation: ₹11.1 Lakh Crore
📈 Increased investment in infrastructure, highways, and urban development.
🔧 Aims to boost job creation and long-term economic growth.

📌 ₹1.5 Lakh Crore Interest-Free Loans to States for CapEx
States get funds for infra projects but must implement reforms.
Encourages states to invest in power, transport, and digital infra.

📌 Asset Monetization Plan 2025-30 (₹10 Lakh Crore)
Government will lease assets to private firms to reinvest in new projects.
Railways, highways, and airports to be monetized to fund fresh infra development.

📌 Urban Challenge Fund (₹1 Lakh Crore) for Smart Cities & Urban Development
Focus on city redevelopment, water & sanitation, and transport infra.
25% of project cost to be covered by the fund, while 50% will come from bonds, banks, and PPPs.

📌 Jal Jeevan Mission Extended Until 2028
15 crore households already connected with potable water.
Budget allocated to ensure 100% tap water coverage in rural India.

📌 Warehousing & Air Cargo Infrastructure Boost
Govt to develop high-value perishable cargo warehousing.
Improved customs processing and air cargo facilities.

📌 Public-Private Partnership (PPP) Push in Infrastructure
All infrastructure ministries must release a 3-year pipeline of PPP projects.
States can seek support from the India Infrastructure Project Development Fund (IIPDF) for project preparation.

📌 National Manufacturing Mission
A framework to support MSMEs & large industries in boosting domestic manufacturing.
Integration with supply chains & policy incentives for local production.

📊 Sector-Wise Breakdown of CapEx Impact

🚧 Roads & Highways
Significant investment in expanding highway connectivity & expressways.
Increased rural road development under PMGSY (Pradhan Mantri Gram Sadak Yojana).

🏗 Real Estate & Urban Infrastructure
₹1 Lakh Crore Urban Challenge Fund for redevelopment.
Govt will back 25% of project costs, with private sector expected to invest 50%.
Push for affordable housing and smart cities.

🔋 Energy & Power Infrastructure
Investments in power distribution and renewable energy.
Incentives for states to reform power distribution policies.
Nuclear Energy Mission & EV battery manufacturing incentives.

🚆 Railways & Metro Expansion
Railway electrification and new high-speed corridors.
Metro rail expansion in tier-2 cities.

📡 Digital & Telecom Infra
Expansion of 5G and rural broadband infrastructure.
Public-private partnerships to expand fiber optic networks.

--End

No tax till 12L
It can be a lollipop 🍭

Market will realise this soon😊
Need to read the draft in detail...
Will update by evening...

📢 *Finance Bill 2025 – Key Highlights* 📢
t.me/stockjunction
🔹 *New Income Tax Slabs*
✅ No tax up to ₹4L
✅ ₹4L - ₹8L: 5%
✅ ₹8L - ₹12L: 10%
✅ ₹12L - ₹16L: 15%
✅ ₹16L - ₹20L: 20%
✅ ₹20L - ₹24L: 25%
✅ Above ₹24L: 30%
💰 *Rebate*: No tax up to ₹12L under the new regime!

🔹 *For Businesses & Startups*
📌 *New tax regime is default* – fewer deductions, lower tax
📌 *Startup tax benefits extended till 2030*
📌 *Crypto gains taxable* 📉

🔹 *GST & Indirect Tax Changes*
📌 Stricter GST rules, new penalties 🚨
📌 *Higher import duty* on electronics & machinery
📌 *Lower duty* for EV & raw materials 🚗🔋

🔹 *Insurance & Investments*
📌 *ULIPs with ₹5L+ premium now taxable*
📌 *FIIs capital gains tax increased to 12.5%*

🔹 *Crypto & Digital Assets*
📌 *Crypto is now taxed as securities*
📌 *1% TDS on crypto remains*
📌 *Exchanges must report transactions*

🔹 *Miscellaneous Updates*
📌 *Tax holiday for startups till 2030*
📌 *Service tax exemption for crop insurance*
📌 *New rules for offshore digital businesses*

t.me/stockjunction

Plz note down

Don't be hurry in buying anything once start budget as stock and sector will go up and down as per speech and and market expections.

let market get settled then only take trade. Or can avoid also. Market roz open hoga budget 1 din ka hai

PSU Companies and Defense-related companies are moving at day highs in hopes of a good budget.

#Budget2025