Budget 2026: Auto Sector Ka Future Bright! Capex Aur Infra Ka Full Dhamaka!

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AuthorVihaan Mehta|Published at:
Budget 2026: Auto Sector Ka Future Bright! Capex Aur Infra Ka Full Dhamaka!
Overview

Yaar, Budget 2026-27 aagaya hai aur ismein government ne infrastructure aur manufacturing ko full power dene ka plan kiya hai. Industry experts bol rahe hain ki isse India ka auto sector ekdum se bhag sakta hai, gaadiyon ki demand badhegi aur sab mauj karenge.

Budget mein hai kya khaas Auto Sector ke liye?

Toh budget mein sabse bada point hai government ka record-breaking ₹12.2 lakh crore ka capital expenditure! Aur upar se ₹1 lakh crore alag se infrastructure development ke liye. Mercedes-Benz India ke CEO bhi keh rahe hain ki jab roads badhiya banti hain, toh luxury gaadiyon ki demand bhi badhti hai. Iska matlab hai commercial vehicles, trucks, buses aur passenger vehicles sabka business chalega. Tata Motors, jiska market cap around ₹1.64 lakh crore aur TTM P/E lagbhag 20.6 hai, usko toh isse seedha fayda hoga.

EV aur Supply Chain ka Naya Plan

Phir baat aati hai electric vehicles (EVs) ki. Budget mein domestic value chains ko mazboot karne aur advanced manufacturing par bhi dhyan diya gaya hai. Electronics components banane walon aur India Semiconductor Mission 2.0 jaise cheezon se Uno Minda jaise companies ko faayda hoga, jinka market cap around ₹68,231 crore aur TTM P/E lagbhag 58.05 hai. EV battery ke liye lithium-ion cells par duty exemption bhi mil rahi hai, jisse battery sasti hogi aur domestic production badhega. Yeh sab India ko EV manufacturing hub banane mein madad karega.

Industry Ka Outlook aur Execution Ka Goal

Overall, industry leaders ko lagta hai ki budget long-term growth ke liye achha hai aur policy mein stability dikh rahi hai. SIAM ke President aur Tata Motors ke MD bhi yahi keh rahe hain. Lekin sabse important hai ki yeh plan sahi se execute ho. Vaibhav Kaushik ne bhi kaha hai ki implementation, common standards aur data systems ka clarity bahut zaroori hai. Uno Minda jaise companies jo P/E 62.4 par trade kar rahe hain, unko EV tech mein invest karna hoga. Yahan tak ki international players jaise Mercedes-Benz Group AG (P/E 8.9) aur Volvo AB (P/E 19.9) bhi is scene mein hain. Ab dekhte hain yeh sab budget mein likhi baatein actual mein kaise implement hoti hain. Fiscal deficit target 4.3% par rakha gaya hai, jo ki theek hai.

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