25-26 budget and its effect
The Union Budget 2025, presented by Finance Minister Nirmala Sitharaman on February 1, 2025, has introduced several measures with potential impacts across various industry sectors: Capital Expenditure and Infrastructure The budget outlines a capital expenditure outlay of ₹11.2 trillion for the fiscal year 2025-26. This allocation, while significant, was perceived by some investors as below expectations, leading to a muted response in the markets. Companies in the industrial and infrastructure sectors, such as Larsen & Toubro, PNC Infratech, and NBCC, experienced declines in their stock prices following the announcement. reuters.com Personal Tax Relief and Consumption To stimulate consumption, the budget introduces personal tax cuts aimed at increasing disposable income for individuals. This move is anticipated to benefit sectors linked to consumer spending, including fast-moving consumer goods (FMCG), automobiles, and real estate. Following the announcement, these sectors obse...
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