Government ka mannna hai ki isse desh ki energy security aur Aatmanirbhar Bharat mission ko ekdum zabardast boost milega.
Paisa kahan ja raha hai?
Is budget mein PM Surya Ghar Muft Bijli Yojana ke liye taqreeban ₹22,000 Crore rakhe gaye hain. Iska goal hai gharon ko rooftop solar installations ke through free bijli dena. Farmers ke liye bhi khushkhabri hai! PM-KUSUM mission ko mile hain ₹5,000 Crore, jisse unki energy security badhegi. Aur grid-connected solar projects ke liye alag se ₹1,775 Crore bhi diye gaye hain.
Manufacturing ko bhi boost!
Solar glass manufacturing ko support karne ke liye ek badi khabar yeh hai ki sodium antimonate, jo ek important raw material hai, par customs duty 7.5% se kam kar ke Nil kar di gayi hai. Isse Borosil Renewables jaise companies ka production cost kam hoga.
Future research ke liye bhi plan hai! National Large Solar Telescope ko upgrade ya establish karne ka proposal hai.
Market reaction kya raha?
Budget announce hone ke baad pehle din, 1st February 2026 ko, market mein kuch shares gire. Jaise Tata Power intraday mein 4.06% gir kar ₹351.7 tak pahunch gaya. Adani Green Energy bhi 3.77% kam hokar ₹819.7 par aa gaya.
Filhaal, Adani Green ka market cap tha ₹1.32 lakh Crore (P/E 80.6), Tata Power ka ₹1.13 lakh Crore (P/E 28.0), aur Borosil Renewables ka ₹6,761 Crore (P/E 71.0 ke aas paas tha). Analysts keh rahe hain ki short-term mein thoda pressure ho sakta hai, par long-term mein policy ka asar dikhega.
Aage ka outlook
India already duniya mein tisra sabse bada solar energy producer ban gaya hai, aur target hai 2030 tak 500 GW non-fossil fuel capacity ka. Government ka focus hai domestic manufacturing badhane par, jismein PLI schemes bhi help karengi. Aage chal kar battery storage aur green hydrogen mein bhi growth ki kaafi umeed hai.