Union Budget 2026: Gabriel India Ltd Set for Growth Amid Infrastructure and Manufacturing Push

The increased capex drives demand for commercial vehicles and infrastructure projects like high-speed rail, where Gabriel India is a key supplier of ride control and suspension systems.

The reduction of the Minimum Alternate Tax (MAT) from 15% to 14% and the ability to set off MAT credits in the new tax regime will improve the company's net profitability and cash flow.

Yes, the budget extends customs duty exemptions for lithium-ion cell manufacturing equipment and supports the broader EV ecosystem, which aligns with Gabriel's pivot toward EV-compatible products.

Gabriel India is a major supplier to the Indian Railways; the announcement of seven new high-speed corridors provides a significant long-term volume driver for its railway suspension division.

The budget introduces a 10,000 crore SME Growth Fund and mandates TREADS for settlement, which strengthens Gabriel's supply chain by providing liquidity to its MSME vendors.