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FM Nirmala Sitharaman breaks down the key announcements of Budget2025


UnionBudgetReview-Feb01_25.pdf
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Union Budget Review (2025-2026)


STOCK UPDATE – Punjab National Bank, Jyothy Laboratories Ltd;

VIEWPOINT – Protean eGov Technologies Ltd.








FII/DII Activity


🚨 Budget 2025: Key Sectors! 🚨

Positive outlook on the following sectors after the Union Budget 2025:

1. Footwear
2. Agriculture
3. Textile
4. Airline ancillaries
5. Hotels
6. Tourism
7. Domestic pipe manufacturers
8. Domestic agrochemical players
9. Geospatial and drone companies
10. Battery manufacturing plant companies
11. TV manufacturers
12. Metal recycler companies
13. Pharma companies importing and exporting drugs of cancer and rare diseases


Some Statistics:

2024:
40 Crore: Total Middle Class in India
10.4 crore: Indians who file IT returns
8.3 Crore: Filed zero return IT to claim TDS
2.1 Crore : Indians Paying Income Tax

With an exemption till Rs 12 lakhs in 2025
Only 1.1 Crore: Indians will be Paying Income Tax


Capital Expenditure in the Budget

2019 - ₹3.1 Lakh Crore
2021 - ₹4.4 Lakh Crore
2022 - ₹5.5 Lakh Crore
2023 - ₹7.5 Lakh Crore
2024 - ₹10 Lakh Crore
2025 - ₹10.2 Lakh Crore
2026 - ₹10.8 Lakh Crore


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


Budget 2025-26 | Taxation & Fiscal Policy


Government incentivises new tax regime by Introducing new slabs

Alert: New tax regime does not offer any incentives on health and life insurance


Budget 2025 Highlights – Key Moves for Growth & Innovation:

1. Accelerating Growth: Boosting middle-class spending while fueling overall economic growth.

2. Big Ticket Reforms: Taxation, power, urban development, mining, finance, and regulatory updates are in the spotlight.

3. Dhan Dhanya Krishi Yojana: Empowering 17 million farmers in 100 low-productivity districts.

4. National Mission on High-Yielding Seeds: A leap towards smarter agriculture.

5. Makhana Board: Bringing a fresh focus on Bihar’s Makhana industry.

6. Government Procurement: Ensuring steady supplies of tur, urad, and lentils for the next 4 years.

7. New Urea Plant in Assam: A game changer with 127,000-tonne capacity.

8. MSMEs to Lead the Charge: India’s second growth engine, with investment limits up 2.5x.

9. Credit Guarantee for Start-ups: Doubling the limit to ₹20 Cr for budding entrepreneurs.

10. Clean Tech Revolution: New mission to supercharge clean tech manufacturing in India.

11. 50,000 Atal Tinkering Labs: Fueling innovation across the nation.

12. ₹1.5 Lakh Crore for states: Interest-free loans to turbocharge infrastructure.

13. Jal Jeevan Mission: Extended till 2028, aiming for 100% coverage!

14. 200 Day Care Cancer Centres: To be set up by 2025-26, making healthcare more accessible.

15. 10,000 More Medical Seats: Expanding access to healthcare education.

16. Gig Workers’ Security: 1 crore gig workers to be included in the social security scheme.

17. Urban Revamp: ₹100 Billion for urban development in FY26.

18. UDAN 2.0: Connecting 120 new destinations and benefiting 4 crore passengers.

19. Nuclear Energy Surge: Aiming for 100 GW of nuclear energy by 2027 with a key role for the private sector.

20. Shipbuilding Boost: ₹25,000 crore Maritime Development Fund to revamp India’s maritime sector.

21. Western Kosi Canal: Financial support to enhance irrigation in Mithilanchal.

22. Tourism Makeover: 50 destinations across India set to get a massive upgrade.

23. Easy Visas for Medical Tourism: Simplified visa rules to boost India’s medical tourism industry.

India is Ready for a Big Leap Forward! 🚀


bh1 (1).pdf
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Union Budget 2025-2026 Key Highlights


✅Revised Tax Slabs:

- 0-4 lakh - Nil
- ⁠4 lakh - 8 lakh - 5%
- ⁠8 lakh -12 lakh - 10%
- ⁠12 lakh - 16 lakh -15%
- ⁠16 lakh - 20 lakh - 20%
- ⁠20 lakh –24 lakh- 25%
- ⁠Above 24 lakh - 30%

✅ No income tax payable up to 12 lakh


The government proposes to scrap basic customs duties on cobalt powder, lithium, lead, and zinc waste, boosting the metal recycling sector.

Positive for companies like Gravita, Pondy Oxides, and Godawari Power & Ispat.


The Finance Minister has proposed an import duty exemption on capital equipment used for manufacturing lithium-ion batteries for EVs.

-Encourages domestic Li-Ion battery production
-Positive for companies setting up battery manufacturing plants in India


National Geospatial Mission announced to develop foundational geospatial infrastructure and data.

Key focus areas :
-Modernization of land records
-Urban planning and infrastructure design
-Positive for geospatial and drone companies.


A ₹10,000 crore AIF Category 1 Fund of Funds to support startup investments, with an expanded scope.

This will enhance early-stage capital availability, driving new innovations.

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