Budget 2026: FM's Ninth Targets Cutting-Edge Sectors

Tech & Strategic Focus:
- Emphasis on semiconductors, rare earth minerals, biopharma.

Traditional Boost:
- Mega textile parks development.
- Dedicated MSME support initiatives.

RAIL STOCKS ; FM ; 7 High-Speed Rail corridors between cities as 'growth connectors'


FY26 CAPEX GROWTH OF 9 % V EST 9-10 %


Govt to set up a high level committee for banking for Viksit Bharat: FM Sitharaman


BANKS ; FM ; To set up 'High Level Committee on Banking for Viksit Bharat'

Targeted push for farmers, youth, fisheries

FM outlines targeted efforts under the Vikasit Bharat vision: boost farmer incomes via productivity and entrepreneurship (focus on small/marginal farms), expand livelihood/training and assisted devices for youth, improve mental health/trauma care access for vulnerable groups, prioritize development and jobs in poorer states and the Northeast, and launch integrated development of 500 reservoirs/amritsarovars to strengthen the fisheries value chain and market linkages in coastal areas.

Sectors likely to be impacted: Fisheries & aquaculture, Agri inputs (fertilizers), Rural development, Healthcare (mental health services), Northeast & regional infrastructure

Stocks likely to be impacted: Avanti Feeds, Waterbase, Apex Frozen Foods, JBL (Jagdamba), Gujarat State Fertilizers & Chemicals (GSFC), Coromandel International

UNION BUDGET 2026: FIN MIN SAYS INDIA TO RAISE STT ON FUTURES TO 0.05%

This bad news for market

NTPC , WALCHANDNAGAR, MTAR TECH : FM : Customs duty exemption extended on imports for Nuclear Power Projects till 2035

STT raised on Option Trading
STT on Futures raised to 0.05%
STT on Options raised to 0.15%

Buybacks to be taxed as Capital Gains

Impact of STT hike Nifty low 25025 from Support 25200

NIFTY DOWN 400 POINTS FROM DAYS HIGH 💀

BUDGET CONCLUDED... NO CUT IN STCG , LCTG 🔴🔴

Budget 2026: Defence Spending Leap

Budget Surge
- FY27 total defence allocation at Rs 5.94 lakh crore
- Up from Rs 5.68 lakh crore in FY26

Modernisation Push
- Defence capital expenditure rises 21% YoY
- Modernisation allocation jumps 24% over last year

Key Takeaway: Record capex fuels domestic defence orders – HAL, BEL, Mazagon Dock set for multi-year execution rally.

UNION BUDGET 2026–27 IMPORTANT SECTOR-WISE BUDGET ALLOCATIONS & PRIORITY AREAS

Infrastructure & Capital Expenditure
• Total capital expenditure increased to ₹12.2 lakh crore
• Focus on roads, railways, logistics, ports and urban infrastructure
• Infrastructure Risk Guarantee Fund introduced to attract private investment

Defence
• Allocation of about ₹4.9 lakh crore
• Emphasis on defence modernisation and indigenous manufacturing
• Higher capital procurement and defence R&D spending

Rural Development
• Around ₹2.66 lakh crore allocated
• Continued support for MGNREGA
• Focus on rural housing, roads, drinking water and livelihood schemes

Home Affairs (Internal Security)
• Allocation of approximately ₹2.33 lakh crore
• Border infrastructure, police modernisation and internal security
• Disaster management and emergency response strengthening

Agriculture & Allied Activities
• Allocation of about ₹1.71 lakh crore
• Focus on farm productivity, irrigation and crop diversification
• Launch of AI-based digital agriculture platform “Bharat Vistar”
• Support for value chains such as cashew, cocoa and allied activities

Education
• Allocation of nearly ₹1.28 lakh crore
• Support for school education, higher education and skill development
• One girls’ hostel per district announced
• Digital and vocational education push

Health & Family Welfare
• Allocation close to ₹98,000 crore
• Strengthening public health infrastructure and medical education
• Focus on preventive healthcare and hospital capacity expansion
• Support for pharma and biopharma ecosystem

Urban Development & Housing
• Around ₹96,000 crore allocated
• Urban transport, housing, sanitation and civic infrastructure
• Development of City Economic Regions to drive urban growth

IT, Telecom & Digital Infrastructure
• Allocation of about ₹95,000 crore
• Broadband expansion and telecom infrastructure
• Digital governance, cybersecurity and technology upgrades

Energy (Power & Renewables)
• Allocation of nearly ₹81,000 crore
• Renewable energy, grid expansion and energy security
• Support for clean energy transition

Commerce, Industry & MSMEs
• Allocation of around ₹65,000 crore
• Export promotion and industrial competitiveness
• MSME Growth Fund of ₹10,000 crore
• Support for strategic manufacturing sectors

Social Welfare
• Allocation of approximately ₹60,000 crore
• Welfare schemes for vulnerable and disadvantaged groups
• Social security and targeted benefit programs

Science, Technology & Research
• Allocation of about ₹55,000 crore
• Strengthening research institutions and innovation
• Semiconductor Mission 2.0 with ₹40,000 crore outlay
• Focus on self-reliance in critical technologies

Transport (Railways & Roads – Part of Capex)
• Expansion of highways and expressways
• Seven high-speed rail corridors announced
• Railway modernisation and freight efficiency improvement

Tourism & Culture
• Development of eco-tourism and heritage circuits
• Destination-based tourism hubs
• Employment generation through tourism promotion

Textiles
• Integrated textile development programme
• Mega textile parks and export-oriented manufacturing
• Employment and value-addition focus

Banking & Financial Sector
• High-level committee announced for banking reforms
• Measures to deepen corporate bond markets
• Focus on financial stability and credit growth

Overall Budget Strategy
• Growth-oriented with fiscal discipline
• Infrastructure, manufacturing and MSMEs as key pillars
• Urbanisation, technology and innovation-led development
• Inclusive and sustainable economic growth focus

🌱 Budget 2026: Agro-Chemicals Impact

• ₹600 Cr for Chemical Parks → boost domestic production
• No cut in import duty/GST → farmer costs stay high
• Focus on supply chain resilience via infrastructure push


📊 Short-term muted, long-term positive with parks

#Budget2026 #AgroChemicals #ChemicalParks #FarmPolicy #MakeInIndia #MultibaggerStocks2

DEEP INDUSTRIES: Q3 CONS NET PROFIT 681M RUPEES VS 436M (YOY)

DEEP INDUSTRIES: Q3 EBITDA 1B RUPEES VS 667M (YOY) || Q3 EBITDA MARGIN 45.22% VS 43.1% (YOY)

Market Wrap Up

• NIFTY closes at 25,643 (-133 pts)
• SENSEX closes at 83,314 (-504 pts)
• Losing Sector: Nifty Defence (-2.1%), Nifty Capital Markets (-1.3%), Nifty Metal (-1.0%)
• Gaining Sector: Nifty PSU Bank (+0.4%)

#MarketWrap #Nifty #Sensex #StockMarketIndia #PSUBank #DefenceSector #CapitalMarkets #MetalSector #TradingAlerts #MultibaggerStocks

🚨 Breaking Market Alert

Russia Memo Leak
Reports suggest Moscow is weighing a return to US dollar settlements and exploring joint investments with American firms in oil, gas, and critical minerals.

👉 If confirmed, this marks a geopolitical pivot:

• Weakens the Moscow–Beijing alignment
• Reduces global fragmentation risks
• Reinforces the dollar’s dominance

📊 Market Impact (if true):

• Gold: Bearish bias (safe-haven demand eases)
• USD: Strengthening flows
• Energy: Potential stabilization via US-Russia cooperation
• China: Pressure on yuan’s role in commodity trade

⚖️ Trade Bias Summary:

• Gold: Short bias on confirmation
• Dollar Index (DXY): Long bias
• Crude: Neutral-to-bullish if US-Russia ventures materialize

#BreakingNews #Geopolitics #Russia #USD #Gold #CrudeOil #MarketAlert #MultibaggerStocks #GlobalMarkets #DollarDominance #SafeHaven #Commodities

ICC Men’s T20 World Cup Winners (2007–2026)

2007 - 🇮🇳 India
2009 - 🇵🇰 Pakistan
2010 - 🏴 England
2012 - 🇼🇸 West Indies
2014 - 🇱🇰 Sri Lanka
2016 - 🇼🇸 West Indies
2021 - 🇦🇺 Australia
2022 - 🏴 England
2024 - 🇮🇳 India
2026 - 🇮🇳 India

MCX Commodity Update — Live
∙ 🛢️ Crude Oil: ₹8,454 ▲ 4.27%
∙ 🪙 Silver: ₹2,74,222 ▲ 2.13%
∙ 🔥 Natural Gas: ₹300.80 ▲ 1.55%
∙ 🥇 Gold: ₹1,61,990 ▲ 0.12%


📌 Trigger: Oil climbs as Iran steps up attacks on Gulf shipping

🔥 Hot Stocks Update

• ⚡ Outperformer

• TATAPOWER – Energy supply risks boost momentum

• 📈 Top Gainers

• ATGL
• NLCINDIA
• GALLANTT

• 📉 Sliding (Market Downtrend)

• DYNAMATECH
• PRECWIRE
• ANGELONE
• MARUTI

• 📊 Closed Above 50 SMA

• CESC
• NLCINDIA
• CEATLTD

• 🎯 Near Key Average

• CGCL
• APOLLOHOSP
• RAINBOW