Budget update

FM Nirmala Sitharaman outlined six focus areas in Budget 2026-27 to accelerate growth-boosting manufacturing, MSMEs, infrastructure, and legacy sectors, while strengthening economic stability and developing city economic regions to drive regional growth.

Budget update 🚨

FM Nirmala Sitharaman announced support for mineral-rich states-Odisha, Kerala, Andhra Pradesh, and Tamil Nadu to set up dedicated rare-earth corridors, building on the rare earth magnet scheme launched in 2025.

FM निर्मला सीतारमण पेश कर रही हैं आम बजट

7 नए हाई स्पीड रेल कॉरिडोर का एलान

मुंबई-पुणे के लिए हाई स्पीड रेल कॉरिडोर बनेगा

बड़े शहरों के लिए हाई स्पीड रेल कॉरिडोर बनेगा

6 AREAS OF INTERVENTION

- Scaling up manufacturing in 7 sectors
- Rejuvenating legacy industrial sectors
- Creating champion MSMEs
- Powerful push for infra
- Ensuring long term stability & security
- Developing city economic regions

Budget update 🚨

🔹 Govt ₹10,000 Cr invest karegi India ko global biopharma hub banane ke liye
🔹 Pharma sector me infrastructure & safety equipment upgrade par focus
🔹 Production capacity, safety standards aur global competitiveness badhane ka aim

Budget update 🚨

🔹 India Medical Value Tourism ke liye 5 hubs develop karega
🔹 Aim: Healthcare services aur medical tourism ko boost karna

Budget 2026: MSME Credit Pump

SME Financing Boost:
- Rs 10,000 crore SME growth fund announced for FY27.
- Mid-sized and smaller banks positioned as key beneficiaries.

Only see not a trade maja aayenga move dekhana

CHECK 😁😁

Budget 2026: PIO Investment Hike

FPI Threshold Raised: 
- Overall limit for Persons of Indian Origin up from 10% to 24%. 

Market Impact: 
- Triggers foreign portfolio inflows amid weak FII interest. 
- Aids flows as sentiment improves, rupee stabilizes.

Budget 2026: Healthcare & EMS Stocks Rally

Health Workforce Plan:
- Train 1 lakh Allied Health Professionals (optometry, radiology, anaesthesia etc.) over 5 years.
- 1.5 lakh caregivers for geriatric care via NSQF programs.

Infra & Education:
- One girls' hostel per district.
- Capital subsidy for veterinary colleges.

EMS Winners on Rs 40,000 Cr Scheme:
- Electronic components outlay lifts EMS stocks (Kaynes, Dixon, Amber, Syrma SGS, PG Electroplast).

Heritage Push:
- Document all spiritual & heritage sites.

Big Budget takeaways so far : A thread

1️⃣ FY27 Public Capex to rise from 11.2 lakh crore to Rs 12.2 lakh crore for FY27
2️⃣ FY24 Fiscal deficit at 4.4% of GDP
3️⃣ FY27 Fiscal Deficit estimated at 4.3% of GDP FY26-27

India plans to effective new Income Tax from April 1, 2026.

Budget Update 📊

• GoI ne FY27 ke liye Net Market Borrowing ₹11.7 Lakh Crore aur Gross Borrowing ₹17.2 Lakh Crore set ki hai.

• FY26 ka Fiscal Deficit 4.4% GDP par estimate kiya gaya hai — jo target ke barabar hai.

No announcement for defence sector

Defence down⭕️

HAL
MAZDOCK

🚨 Futures Traders Alert

GoI futures par 0.05% STT lagane ka plan bana rahi hai.

👉 Trading cost badh sakti hai
👉 Intraday & high volume traders par impact ho sakta hai

BIG BOOST FOR NRI INVESTMENT

FM Nirmala Sitharaman proposes overall investment limit change for PROIs (Person Resident Outside India) to 24% from current 10%

🚨 Traders Alert – STT Increase Proposal

📌 Futures STT: 0.02% ➝ 0.05%
📌 Options STT: 0.1% / 0.125% ➝ 0.15%

👉 Trading cost badh sakti hai, especially intraday & F&O traders ke liye.

Aapko kya lagta hai — Isse trading par kitna impact padega?