MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025
50 ANNOUNCEMENTS, MORE THAN 150 STOCKS
HERE IS THE LIST!
๐1. No major announcement on tobacco tax rates
๐ข+VE ITC, GODFREY PHILLIPS, VST INDUSTRIES
๐2. No income tax payable upto the income of Rs 12 lakh
๐ข+ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS
๐3. FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED)
๐ด-ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE
๐4. NO GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive)
๐ด-ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech
๐5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds
๐ข+ve Kaveri Seeds, ITC, Adani Wilmar
๐6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme
๐ข+ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries
๐7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with ` 30,000 limit)
๐ข+VE FINOPAYMENT BANK, PAYTM
๐8. No major announcement on LPG subsidy
๐ด-VE IOCL, HPCL, BPCL
๐9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas
๐ข+VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD
๐10. ED TECH, UPSKILLIN AI ANNOUNCEMENTS
๐ข+VE NIIT, NIIT LEARNING, CL EDUCATE
๐11. Mission for Cotton Productivity
๐ข+VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES
๐12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from ` 3 lakh to 5 lakh for loans taken through the KCC.
๐ข+VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS
๐13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY
๐ด-VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO
๐14. India Post as a Catalyst for the Rural Economy
๐ด-VE FOR DELHIVERY
๐15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups
๐ข+ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs
๐16. Focus Product Scheme for Footwear & Leather Sectors
๐ข+Mirza International, Redtape, Metro Brands, Campus Active, Liberty
๐17. Measures for the Toy Sector
๐ข+VE Shaily Engineering, OK Play
๐18. Support for Food Processing
๐ข+Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks
๐19. Manufacturing Mission - Furthering โMake in Indiaโ
๐ข+VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES
๐20. Clean Tech Manufacturing
๐ข+VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND
๐21. Saksham Anganwadi and Poshan 2.0
๐ข+VE FIRSTCRY, POPEE'S BABY CARE
๐22. Broadband Connectivity to Government Secondary Schools and PHCs
๐ข+VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL
๐23. Bharatiya Bhasha Pustak Scheme
๐ข+ve S Chand, Navneet Education
๐24. Expansion of Capacity in IITs
๐ข+ve NBCC
๐25. Social Security Scheme for Welfare of Online Platform Workers
๐ข+VE FOR ZOMATO, SWIGGY, NYKAA
๐26. JAL JEEVAN MISSION- extension of the Mission until 2028
๐ข+VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS
๐27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states.
๐ข+VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION
๐28. Development of at least 100 GW of nuclear energy by 2047
๐ข+VE HCC
๐29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up.
๐ข+VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD