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February 02, 2025

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

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