Sector ko milne wala hai naya boost!
Budget 2026-27 ka main focus hai India ke retail sector ko ekdum se upar uthana. Ye ek multi-pronged approach hai jismein local entrepreneurs ko power dena aur logon ki kharch karne ki capacity badhana sabse important hai. Goal yeh hai ki manufacturing aur retail se GDP mein bada contribution aaye, business expand ho aur jobs bhi badhein.
Chote Vyaparion aur Digital Dunia Ka Support
Budget mein 'Yuva Shakti' par zor hai, jiske liye 'SHE Marts' kholne ka plan hai. Yeh community-owned outlets honge jisse women entrepreneurs ko seedha market access milega. Pehle se jo efforts chal rahe hain rural development ke liye, yeh unpar aur build karega. Digital side pe, courier exports par jo ₹10 lakh ka cap tha, woh poori tarah hata diya gaya hai. Isse Direct-to-Consumer (D2C) businesses, jaise Arvind Fashions aur chhote artisans, ki global reach badhegi. Rejected consignments ko handle karne ke liye advanced tech bhi aa rahi hai, jisse courier terminals ka efficiency badhega. Central Public Sector Enterprises (CPSEs) high-tech tool rooms bhi banayenge jisse local businesses precision products design aur manufacture kar payenge.
Kharch Badhane Ke Liye Naye Tarike
Aam janta ka kharch badhane ke liye, personal use ke liye jo goods par 20% tariff rate tha, use kam karke 10% kar diya gaya hai. Iske alawa, education, medical remittances aur overseas tour packages par Tax Collected at Source (TCS) ko 5% se kam karke 2% kar diya hai. Kuch cancer aur rare disease medicines par basic customs duty mein chhoot bhi di gayi hai.
Infrastructure aur MSME Ko Bhi Support
Infrastructure ke liye Dankuni-Surat Freight Corridor banega jo East aur West India ko connect karega. Inland waterways aur coastal shipping ko 2047 tak 12% tak le jaane ka target hai, jisse freight costs kam honge. Yeh mass-market retailers jaise Avenue Supermarts (DMART) ke liye bahut faydemand hoga. Aur MSMEs ke liye Rs10,000 crore ka 'SME Growth Fund' aa raha hai jisse modernization aur scaling ko incentivize kiya jayega. 'Corporate Mitras' program ke through accredited professionals MSMEs ko compliance mein help karenge, aur CPSEs dwara MSME purchases ke liye TReDS mandatory hoga jisse financing mein tezi aayegi. Ye sab milkar retail value chain ko professional banayenge.
Market Mein Kya Chal Raha Hai?
Agar aap market ki valuations dekhein, toh Avenue Supermarts (DMART) approx 100x P/E par trade kar raha hai, aur Trent Ltd 75x P/E par. Ye dikhata hai ki investors ka bharosa kaafi high hai. Ye budget reforms ko is optimism ko justify karna hoga. Titan Company, Kalyan Jewellers jaise retailers aur Ethos Ltd jaise premium watch sellers ko consumer spending mein hone wale izafe se seedha fayda mil sakta hai, lekin overall economic conditions bhi important hongi.