India Budget 2026: AI, Infra Ka Dam, Par STT Hike Ne Market Ko Diya Jhatka!

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AuthorAarav Shah|Published at:
India Budget 2026: AI, Infra Ka Dam, Par STT Hike Ne Market Ko Diya Jhatka!
Overview

Finance Minister Nirmala Sitharaman ne aaj Union Budget 2026-27 pesh kiya hai, jismein sabse bada focus AI aur Infrastructure development par hai. Government ne capital expenditure (capex) ko badha kar **₹12.2 lakh crore** tak pahunchaya hai, jo ki **11.5%** ka izafa hai. Lekin, Securities Transaction Tax (STT) mein kuch badlav ke baad initial market reactions mixed rahe aur volatility dikhi.

Budget mein fiscal deficit ko 4.3% GDP tak rakhne ka target hai FY27 ke liye, aur debt-to-GDP ratio ~50±1% tak pahunchna hai 2030 tak. Economic growth 7–7.5% ke aas paas rehne ka andaaza hai. Sabse bada push capital expenditure (capex) mein hai, jo ₹12.2 lakh crore tak pahunch gaya hai, ye 11.5% ka izafa hai aur ab tak ka sabse bada allocation hai. Isse economy ko boost milne ki ummeed hai.

Budget mein AI aur digital infrastructure par khaas dhyan diya gaya hai. Compute capacity, cloud infrastructure, aur data services ko badhane par zor hai. Foreign companies ko India mein data centers banane par tax holidays milenge. AI ka services sector par kya asar hoga, is par study ke liye ek naya committee bhi banaya gaya hai. Infrastructure mein bhi 7 high-speed rail corridors ka proposal hai, jo planned urban development ko support karenge.

Manufacturing sector ko bhi continued support mil raha hai, strategic sectors mein production badhane aur MSMEs ko champion banane ke liye efforts hain. Services sector mein India ka global share 2047 tak badhane ka target rakha gaya hai. Finance Minister ne 'Income Tax' shabd 40 baar bola, jisse pata chalta hai ki ye policy ka important hissa hai. Aur naya Income Tax Act, 2025, April 1, 2026 se लागू hone wala hai.

Tax ke maamle mein, F&O (Futures & Options) trading par STT badhaya gaya hai. Buybacks aur TCS rates mein bhi changes kiye gaye hain, taaki tax arbitrage ko control kiya ja sake. IT services ke liye safe harbor provisions ko bhi enhance kiya gaya hai, jisse litigation kam ho.

Budget aate hi market mein mix reactions the. Infrastructure aur capital goods stocks mein gains dekhe gaye, lekin STT hike ki wajah se major indices jaise Sensex aur Nifty mein badi girawat dekhi gayi. Budget day par volatility aana common hai, par experts ka kehna hai ki ye temporary hai aur stocks kuch dino mein recover ho sakte hain. History dekhi jaaye toh capex-heavy budgets ne steel, cement, aur banking jaisi industries ko kaafi fayda pahunchaya hai, aur is budget ka focus bhi wahi hai.

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