Budget Ka Dhamaka! Chemical & Pharma Sector Ko **₹10,600 Crore** Ka Push, Kya Share Bhagenge?

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AuthorAarav Shah|Published at:
Budget Ka Dhamaka! Chemical & Pharma Sector Ko **₹10,600 Crore** Ka Push, Kya Share Bhagenge?
Overview

Budget 2024 mein government ne Chemical aur Pharma sectors ke liye ekdum solid plan announce kiya hai. **₹600 Crore** diye jayenge 3 naye Chemical Parks banane ke liye, aur Biopharma SHAKTI initiative ko **₹10,000 Crore** milenge 5 saal mein. Target hai India ko global manufacturing hub banana aur import kam karna.

Toh bhaiyo, ye Budget mein jo bada paisa nikla hai na Chemical aur Pharma sectors ke liye, iske peeche ka motive ekdum clear hai - India ko duniya bhar mein manufacturing mein aage le jaana aur foreign par dependency kam karna.

Sabse pehle, Government ₹600 Crore ka fund laayi hai 3 naye Chemical Parks banane ke liye. Ye parks ekdam 'plug-and-play' model par banenge aur cluster-based honge, matlab jo bhi chemical companies hain, unko ek hi jagah saari facilities mil jayengi. Isse Gujarat jaisi jagahon par jo industries ki bheed hai, woh bhi manage hogi. Iska fayda SRF Ltd., Atul Ltd., Aarti Industries Ltd., aur Balaji Amines Ltd. jaisi companies ko ho sakta hai. Jaise SRF ne pichhle 3 saal mein 5.53% revenue growth dikhaya hai, aur unka P/E 48.23 hai. Atul Ltd. ne Q3FY26 mein 12.5% YoY revenue increase kiya hai, lekin analysts ne valuation ko lekar thodi chinta jatayi hai. Aarti Industries ka stock pichhle saal lagbhag 50% gira hai, lekin woh new feedstock supply contracts secure kar rahe hain. Balaji Amines low debt par operate karta hai aur uska operating margin 17.78% hai.

Ab baat karte hain Biopharma SHAKTI ki. Is scheme ke liye total ₹10,000 Crore rakhe gaye hain 5 saal ke liye, aur FY26-27 ke liye ₹500 Crore alag se. Isse India ko global biopharma manufacturing hub banane ka aim hai. Plan mein 3 naye NIPERs kholna aur 7 purane wale ko upgrade karna shamil hai, saath hi 1,000+ accredited clinical trial sites bhi banaye jayenge. Ye move US Biosecure Act ke context mein kaafi important hai, kyunki US se demand India taraf aa sakti hai. Sun Pharma, Dr. Reddy's Laboratories Ltd., Cipla Ltd., aur Zydus Lifesciences Ltd. jaise players ko iska seedha fayda milega. Zydus ne toh duniya ka pehla Nivolumab biosimilar launch kiya hai, aur Dr. Reddy's USA aur Europe mein achha business kar raha hai. Cipla ka quarterly revenue 7.35% gira hai, lekin uska ROE 17.8% hai. Syngene International Ltd., jo clinical trials par focus karta hai, uska stock haal hi mein 0.16% badha hai.

Ye sab government initiatives aise time par aa rahe hain jab global market mein bhi kaafi upar-neeche chal raha hai aur regulations bhi change ho rahe hain. Chemical industry ko environment compliance aur supply chain ko stable rakhna padega. Biopharma ke liye, US Biosecure Act jaise regulations India ke liye opportunities create kar rahe hain. GLP-1 drugs aur clinical trials market ka growth bhi isko support karega.

To overall, investors ko ab yeh dekha hoga ki ye companies kaise in naye incentives ka fayda uthati hain aur apni competitive position ko kaise strong karti hain. Policy toh achhi hai, ab execution dekhte hain.

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