**Indian Budget 2025: Key Sectors in Focus** **Consumer Sector:** -Tax relief (unlikely) may boost demand in autos, retail, and consumer durables. Rural-focused schemes like MSP increases and higher MGNREGA funds could benefit FMCG. *Agriculture* -₹1.52 Lakh Crore for irrigation, PM-KISAN, and digital reforms. ✅ Rural/urban demand measures could lead to growth in FMCG, autos, tractor, and retail sectors. ❌ Focus on freebies without real demand triggers could keep consumer demand sluggish. **Infrastructure:** ₹2.55 Lakh Crore for railways, ₹2.78 Lakh Crore for roads and smart cities. ✅ Strong capex allocation benefits cement, steel, and rail companies. ❌ PSUs and EPC companies may struggle if capex growth is below 10%. **Defense & Space:** ₹6.2 Lakh Crore for military tech and space startups. ✅ Growth in defense comp5 with increased funding. **Healthcare:** Focus on TB elimination, rural telemedicine, and pharma R&D. ✅ Higher allocations for Ayushman Bharat will benefit hospital chains and diagnostics. R&D tax breaks could boost pharma innovation. ❌ Drug price controls may affect generic pharma companies. **Green Energy:** EV tax breaks, incentives and push for solar and wind energy. ❌ Fiscal constraints may slow sector growth. **Manufacturing & MSMEs:** PLI expansion, easier credit, and compliance reforms. ❌ Limited credit and compliance effectiveness could limit growth. **Education & Skilling:** Training 20 Lakh youth in AI, ML, and data science. ✅ Growth in tech and education sectors. **AI & Digital:** Expansion of 5G, AI hub, and UPI incentives. ✅ Digital infrastructure boosts tech companies. **Real Estate:** PM Awas Yojana 2.0 for 1 Crore urban families. ✅ Real estate demand increases in affordable housing. **Tourism & Jobs:** ✅ New tourism zones and labor law reforms.