Stock Market Impact: Budget 2025 Announcements & Affected Stocks
The Union Budget 2025 has made a significant impact on the stock market, affecting over 150 stocks across various sectors. Here’s a breakdown of key announcements and their impact on specific stocks:
Key Budget Announcements & Stock Impact
1. No Major Announcement on Tobacco Tax Rates
✅ Positive: ITC, Godfrey Phillips, VST Industries
2. No Income Tax Payable Up to ₹12 Lakh
✅ Positive: Zomato, Swiggy, HUL, Nestle, Dabur, Trent, Jubilant FoodWorks, Varun Beverages, United Spirits, Asian Paints, Voltas, Havells
3. FY25 Capex Set at ₹10.18 Lakh Crore (Lower Than Expected)
❌ Negative: L&T, JK Infra, NCC, Railway & Defence Stocks
4. No GST Rate Cut + No 80C & 80D Exemptions in the New Tax Regime
❌ Negative: HDFC Life, ICICI Lombard, Go Digit, PB Fintech
✅ Positive: Insurance sector FDI raised to 100%
5. Aatmanirbharta in Pulses + High Yielding Seeds Mission
✅ Positive: Kaveri Seeds, ITC, Adani Wilmar
6. PM Dhan-Dhaanya Krishi Yojana (Agri Districts Programme)
✅ Positive: Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries
7. PM SVANidhi: Enhanced Loans, UPI Linked Credit Cards (₹30,000 Limit)
✅ Positive: Fino Payments Bank, Paytm
8. No Major Announcement on LPG Subsidy
❌ Negative: IOCL, HPCL, BPCL
9. Fisheries Framework for Sustainable Growth
✅ Positive: Avanti Feeds, Coastal Corp, Kings Infra, Zeal Aqua, Apex Frozen Food
10. Ed-Tech & AI Upskilling Announcements
✅ Positive: NIIT, NIIT Learning, CL Educate
11. Mission for Cotton Productivity
✅ Positive: Welspun, Nahar Spinning, Indocount, Other Textile Companies
12. Modified Interest Subvention Scheme: Loan Limit Raised to ₹5 Lakh via KCC
✅ Positive: Mahindra & Mahindra, TVS Motor, FMCG Stocks, Bajaj Auto, Jain Irrigation, SBI, PNB, Shakti Pumps
13. Budget Allocations Lower Than Expected (Defence, Home Affairs, IT & Telecom, Commerce & Industry)
❌ Negative: BEL, HAL, Bharat Dynamics, Apollo Micro, Infosys, TCS, Wipro
14. India Post as a Catalyst for the Rural Economy
❌ Negative: Delhivery
15. MSME Credit Boost + Startups Fund of Funds
✅ Positive: InfoEdge, Small Finance Banks, Select NBFCs
16. Focus Product Scheme for Footwear & Leather
✅ Positive: Mirza International, RedTape, Metro Brands, Campus Active, Liberty
17. Measures for the Toy Sector
✅ Positive: Shaily Engineering, OK Play
18. Support for Food Processing
✅ Positive: Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks
19. Manufacturing Mission – Strengthening ‘Make in India’
✅ Positive: Dixon Tech, PG Electroplast, Amber Enterprises, Epack Durables
20. Clean Tech Manufacturing
✅ Positive: Waaree, Premier Energies, Amara Raja, Exide, Suzlon, Inox Wind
21. Saksham Anganwadi & Poshan 2.0
✅ Positive: FirstCry, Popee’s Baby Care
22. Broadband Connectivity to Government Secondary Schools & PHCs
✅ Positive: Jio, Bharti Airtel, Tejas Network, Sterlite Tech, Vodafone Idea, HFCL
23. Expansion of Capacity in IITs
✅ Positive: NBCC
24. Social Security for Online Platform Workers
✅ Positive: Zomato, Swiggy, Nykaa
25. Jal Jeevan Mission Extended to 2028
✅ Positive: VA Tech Wabag, Jash Engineering, ITD Cementation, Shakti Pumps, Jain Irrigation, EMS
26. Electricity Distribution Reforms & Transmission Capacity Augmentation
✅ Positive: NTPC, Power Grid, KEC, Tata Power, Adani Transmission
27. Development of 100 GW Nuclear Energy by 2047
✅ Positive: HCC
28. Shipbuilding Financial Assistance & Maritime Development Fund
✅ Positive: GRSE, SCI, Mazagon Dock, Cochin Shipyard
29. Expansion of UDAN Scheme (Regional Air Connectivity)
✅ Positive: GMR Airports, Adani Enterprises, SpiceJet, InterGlobe Aviation
30. Mining Sector Reforms & Recovery of Critical Minerals
✅ Positive: NMDC, GMDC, Vedanta
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Disclaimer
This article is for informational purposes only and should not be construed as investment advice. Riddhi Siddhi Share Brokers does not provide guarantees on the accuracy or completeness of the information presented. Investors should conduct their own due diligence or consult financial advisors before making any investment decisions. The stock market is subject to risks, and past performance is not indicative of future results.