Budget 2026-27 ne kaha Fiscal Prudence, par PB Fintech aur Housing Finance deals ne market mein machaya dhamal!

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AuthorAnanya Iyer|Published at:
Budget 2026-27 ne kaha Fiscal Prudence, par PB Fintech aur Housing Finance deals ne market mein machaya dhamal!
Overview

Budget 2026-27 aa gaya hai aur Finance Minister ne kaha hai ki government fiscally discipline mein rahegi, deficit ko **4.3%** par laa rahe hain. Saath hi, PB Fintech ke results acche the par QIP ki wajah se stock thoda gira, aur housing finance mein ek badi deal ki khabar hai.

Budget 2026-27 mein Finance Minister Nirmala Sitharaman ne economic growth aur inclusive development par focus kiya hai. Sabse badi baat yeh hai ki government fiscal discipline maintain karegi, aur FY27 ke liye fiscal deficit ko GDP ka 4.3% target kiya gaya hai, jo pichle saal ke estimated 4.4% se kam hai. Debt-to-GDP ratio ko 50% tak lane ka target hai March 2031 tak. Aur infrastructure ko boost dene ke liye capital expenditure ko badha kar ₹12.2 lakh crore kar diya gaya hai, jo GDP ka 4.4% hai.

Corporate side par, PB Fintech ne Q3 FY26 mein zabardast results dikhaye hain! Unka net profit 160-165% badh kar ₹189 crore ho gaya aur revenue 37.1% upar jaakar ₹1,771 crore pahunch gaya. Lekin, stock thoda pressure mein aa gaya kyunki company ne inorganic growth aur overseas acquisitions ke liye Qualified Institutional Placement (QIP) ka plan announce kiya hai. Investors ko share dilution ka dar hai, haalanki company ke paas ₹2,100 crore cash hai.

Wahi, housing finance sector mein bhi badi khabar hai. Private equity firm Advent International Aditya Birla Housing Finance (ABHF) mein lagbhag $300 million invest karne par consider kar rahi hai. Yeh paisa ABHF ko apna balance sheet strong karne aur loan book badhane mein help karega. Yeh deal sector mein investors ka confidence dikhati hai, jahan loans next decade mein triple hokar ₹37 lakh crore se zyada ho sakte hain.

Market par India-US trade talks ka bhi asar hai, jise positive bataya ja raha hai par free trade agreement mein time lagega. Rupee thoda strong hua hai, aur 10-year bond yield 6.77%-6.78% ke aas paas pahunch gaya hai. Global uncertainties abhi bhi chal rahi hain jo market sentiment ko affect kar sakti hain.

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