MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025 50 ANNOUNCEMENTS, MORE THAN 150 STOCKS HERE IS THE LIST! 1.No major announcement on tobacco tax rates +VE ITC, GODFREY PHILLIPS, VST INDUSTRIES 2.No income tax payable upto the income of Rs 12 lakh +ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS 3.FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED) -ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE 4.NO GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive) -ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech 5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds +ve Kaveri Seeds, ITC, Adani Wilmar 6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme +ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries 7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with ` 30,000 limit) +VE FINOPAYMENT BANK, PAYTM 8.No major announcement on LPG subsidy -VE IOCL, HPCL, BPCL 9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas +VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD 10.ED TECH, UPSKILLIN AI ANNOUNCEMENTS +VE NIIT, NIIT LEARNING, CL EDUCATE 11. Mission for Cotton Productivity +VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES 12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from ` 3 lakh to 5 lakh for loans taken through the KCC. +VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS 13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY -VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO 14. India Post as a Catalyst for the Rural Economy -VE FOR DELHIVERY 15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups +ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs 16. Focus Product Scheme for Footwear & Leather Sectors +Mirza International, Redtape, Metro Brands, Campus Active, Liberty 17. Measures for the Toy Sector +VE Shaily Engineering, OK Play 18. Support for Food Processing +Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks 19. Manufacturing Mission - Furthering “Make in India” +VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES 20. Clean Tech Manufacturing +VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND 21. Saksham Anganwadi and Poshan 2.0 +VE FIRSTCRY, POPEE'S BABY CARE 22. Broadband Connectivity to Government Secondary Schools and PHCs +VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL 23. Bharatiya Bhasha Pustak Scheme +ve S Chand, Navneet Education 24. Expansion of Capacity in IITs +ve NBCC 25. Social Security Scheme for Welfare of Online Platform Workers +VE FOR ZOMATO, SWIGGY, NYKAA 26.JAL JEEVAN MISSION- extension of the Mission until 2028 +VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS 27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states. +VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION 28. Development of at least 100 GW of nuclear energy by 2047 +VE HCC 29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up. +VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD 30. Modified UDAN scheme will be launched to enhance regional connectivity to 120 new destinations and carry 4 crore passengers in the next 10 years. +VE GMR AIRPORTS, ADANI ENETERPRISES, SPICEJET, INTERGLOBE AVIATION 31. Mining sector reforms+ policy for recovery of critical minerals +VE NMDC, GMDC, VEDANTA 32. Special Window for Affordable and Mid-Income Housing (SWAMIH) +VE AAVAS FINANCIER, AADHAR HOUSING, HOME FIRST FINANCE, HDFC BANK, SBI, PNB 33. Top 50 tourist destination sites in the country will be developed in partnership with states+ Special focus on destinations related to the life and times of Lord Buddha. +VE EASEMYTRIP, IHCL, ITC HOTELS, CHALET HOTELS, LEMON TREE, INTERGLOBE AVIATION, IRCTC, IXIGO, THOMAS COOK, SPICEJET 34. Medical Tourism and Heal in India will be promoted in partnership with the private sector +VE SHALBY, ASTER DM, APOLLO, FORTIS, RAINBOW CHILDREN 35. To start a National Geospatial Mission to develop foundational geospatial infrastructure and data +ve Genesys, MapMyIndia 36. Export Promotion Mission, with sectoral and ministerial targets +ve PHARMA, EMS STOCKS 37. A national framework will be formulated as guidance to states for promoting Global Capability Centres in emerging tier 2 cities. T +VE FOR EMBASSY REIT, MINDSPACE REIT, DLF 38. The scope for fast-track mergers will also be widened and the process made simpler. +ve for Special Situation Stock 39. Rationalisation of Customs Tariff Structure for Industrial Goods +ve ABB, Siemens, Thermax 40. To add 36 lifesaving drugs and medicines to the list of medicines fully exempted from Basic Customs Duty (BCD). +VE DRL, CIPLA, AUROBINDO PHARMA, SUN PHARMA 41. To fully exempt cobalt powder and waste, the scrap of lithium-ion battery, Lead, Zinc and 12 more critical minerals. +VE FOR AMARA RAJA, EXIDE 42. To add two more types of shuttle-less looms to the list of fully exempted textile machinery. To revise the BCD rate on knitted fabrics covered by nine tariff lines from “10% or 20%” to “20% or ` 115 per kg, whichever is higher”. +VE FOR TEXTILE COMPANIES-WELSPUN, INDOCOUNT, NAHAR SPINNING 43. Manufacture of such Open Cells, the BCD on these parts will now stand exempted. +VE DIXON, PG ELECTROPLAST, EPACK DURABLE 44. To add 35 additional capital goods for EV battery manufacturing, and 28 additional capital goods for mobile phone battery manufacturing +VE DIXON TECH, RATTAN INDIA, EXIDE, AMARA RAJA 45. To continue the exemption of BCD on raw materials, components, consumables or parts for the manufacture of ships for another ten years. +VE FOR SHIPPING INDUSTRY 46. Domestic MROs for Railway Goods +VE RITES 47. To reduce BCD from 15% to 5% on fish hydrolysate for manufacture of fish and shrimp feeds. +VE MUKKA PROTEIN, SHRIMP STOCKS 48.NO GST FOR- Ground installation for satellites including its spares and consumables+ Goods used in the building of launch vehicles and launching of satellites +VE L&T, SUNDARAM FASTENERS, APOLLO MICRO 49.NO MAJOR ANNOUNCEMENT ON CAPITAL GAIN TAXATION -VE FOR ANGELONE, MOTILAL, ICICI SECURITIES, IIFL SECURITIES 50. Reduces custom duty on import of propane/butane/LPG to 2.5%/2.5%/5% from 15% earlier -VE FOR Gujarat Gas and +VE OMCs