Which stocks are plus from Budget 2025? Which stocks are minus..?

The budget presented by Finance minister nirmala sitharaman on february 1 is expected to boost consumption. Big relief from income tax. But capital expenditure is very low. While some sectors have benefited, others have been negatively impacted. FMCG, automobiles, consumer durables, insurance, and green energy sector stocks turned positive due to increased consumption. On the other hand, railways, defense, and infrastructure stocks turned negative due to a lack of allocations for capex as expected. Now let's see which sectors are affected by Budget 2025.

Experts view from Explore More Consumer and FMCG stocks: Income tax exemption of Rs. 12 lakh and additional standard deduction of Rs. 75 thousand, giving the middle class the opportunity to spend more. There will be money to buy essentials as well as luxury items. This will indirectly benefit stocks like HUL, ITC, Dabur, Marico, and Nestle and suppliers like Polyplex and Uplex.
Auto, consumer durables: The reduction in income tax burden will increase the demand for entry-level automobiles. This will benefit stocks like maruti Suzuki, Tata Motors, hero MotoCorp, and consumer durable brands like Dixon Technologies, Voltas, Whirlpool, Blue Star, Crompton Greaves, Havells, Titan, and v Card Industries. people are interested in buying home appliances and gadgets.
 
Insurance stocks: The increase in the foreign direct investment limit in the insurance sector from 74 percent to 100 percent has given a big boost to private insurance companies. This will be beneficial for stocks like hdfc Life, ICICI Prudential Life, Star health, and sbi Life. Raising the foreign investment limit will increase capital. There is a possibility of expanding the business.

Fisheries stocks: The Finance Minister's announcement of support for the fishing sector in andaman Nicobar and lakshadweep and continued access to Kisan credit cards for fishermen will further strengthen the sector. Stocks like Godrej Agrovet, Apex frozen Foods, and Avanti Feeds are likely to benefit from this. nirmala sitharaman announced that the Kisan credit card limit will be increased from Rs. 3 lakh to Rs. 5 lakh.

Health stocks: As part of the 'Heal in India' scheme, the Centre has announced that it will promote medical tourism in india and improve healthcare infrastructure. Stocks like Medanta, Apollo Hospitals, and Max health Care are likely to benefit from this. Also, stocks like Lal Path Labs, Metropolis, and Vijaya Diagnostics, which provide diagnostic services, will have a positive impact.

 Agriculture stocks: The Centre's announcements to launch a national mission for high-yielding seeds to increase food grain production will have a positive impact on agriculture-related companies. Stocks like Cauvery Seed Company, Mangalam Seed, Godrej Agrovet, and Dhanuka Agritech will benefit. Green energy stocks: The Centre has announced that it will focus on setting up a clean energy technology ecosystem with solar PV cells, electrolyzers, and grid-scale batteries. This is likely to have a positive impact on renewable energy stocks like Vari Energies, Suzlon, Energy, adani Green, Inox Wind, and other green energy stocks.

Textile stocks: The Finance minister said that a five-year mission will be launched to increase cotton production. Stocks like ambika Cotton Mills, KBR Mills, Varthaman Textiles, and Arvind Cha are likely to benefit from this.

Water and Waste Management: The central government has announced that the Jal jeevan Mission will be extended till 2028. This will benefit water management and waste management companies. Stocks like Concord Enviro, Enviro Infra, VoTech Wabag, Thermax, and EMS are likely to turn positive.

 Negative impact on these stocks: Budget allocation for the defense sector is Rs. 4.92 lakh crore. It failed to live up to market expectations. Due to this, public sector stocks like HAL, Bharat Dynamics, BEL, and BHEL registered losses on Saturday. Private defense stocks also registered a decline. And Capex was Rs. 11.21 lakh crore. But last year. It increased to Rs. 11.11 lakh crore. This had a negative impact on infra stocks. Larsen & Toubro, IRB Infra, cement stocks Ultratech Cement, Ambuja Cements, and Dalmia Bharat Cements were among the losers.
For more interesting updates wa click and follow Indiaherald WhatsApp channel

Find out more:

stocks

Sowmiya Sriram

02/02/2025 03:41 PM