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Finance Minister Nirmala Sitharaman's Union Budget 2026 focuses on boosting manufacturing, infrastructure, and MSMEs with a significant ₹12.2 lakh crore capital expenditure outlay.
Union Budget 2026 introduces major tax simplifications for the IT sector and boosts infrastructure, directly benefiting Eternal Ltd's operational efficiency and growth trajectory.
Union Budget 2026 bolsters NTPC's growth trajectory through increased infrastructure spending, a major push for carbon capture technology, and continued support for its nuclear and renewable energy ambitions.
An analysis of Union Budget 2026's impact on Kotak Mahindra Bank, focusing on the new banking committee, infrastructure spending, and capital market reforms.
An in-depth analysis of how Union Budget 2026's increased capital expenditure, financial sector reforms, and tax changes will impact NHPC's projects, funding, and growth trajectory.
Union Budget 2026 introduces favorable tax changes for share buybacks and Safe Harbor rules, providing a significant boost for IT major Wipro's shareholder return strategy.
An analysis of how Union Budget 2026's focus on infrastructure spending, manufacturing incentives, and customs reforms will impact auto ancillary major Samvardhana Motherson International.
Union Budget 2026 provides major tailwinds for GMR Airports through a massive tourism budget increase, a revamped UDAN scheme, and a continued infrastructure spending push.
Union Budget 2026 sets an ambitious Rs 80,000 crore disinvestment target, significantly accelerating the government's plan to sell its majority stake in IDBI Bank.
Union Budget 2026 introduces major banking reforms impacting Punjab National Bank, balancing long-term governance improvements against short-term market concerns over mergers and government borrowing.
Analyzing the key expectations of India's metals and mining sector from Union Budget 2026, including potential customs duty changes and their impact on companies like Tata Steel and Hindalco.
Union Budget 2026 offers no relief on the recent cigarette tax hike for ITC, cementing near-term challenges while providing modest tailwinds for its hotels and FMCG businesses.
An analysis of how Union Budget 2026's focus on infrastructure spending, MSME support, and banking reforms will impact UCO Bank's credit growth and strategic direction.
An analysis of the Union Budget 2026's impact on ONGC, focusing on the new Carbon Capture scheme and the unaddressed demands for GST inclusion.
The Union Budget for FY27 targets a 4.3% fiscal deficit, relying on higher capex and non-tax revenues amid a modest 7.1% increase in net tax collections.
Infrastructure stocks, led by PNC Infratech, rallied significantly after the Union Budget 2026 proposed a substantial capital expenditure increase to ₹12.2 lakh crore.