Whalesbook
Mahindra Group ke CEO Anish Shah ne Union Budget 2026 ko 'excellent' kaha hai. Unka kehna hai ki ye budget manufacturing sector ko boost karega aur India ki economic growth ko accelerate karega, saath hi 'Viksit Bharat' aur 'Atma Nirbharata' goals ko bhi aage badhayega.
Budget ne manufacturing aur self-reliance par kiya full focus!
Budget ka main motive hai India ke manufacturing sector ko ekdum strong banana taaki 'Viksit Bharat' ke liye 2047 tak GDP mein manufacturing ka contribution 25% ho sake. Iske liye government ne kai initiatives launch kiye hain, jaise rare earth corridors aur strategic sectors ke liye special schemes. Plus, chote aur madhyam udyogon (MSMEs) ke liye ₹10,000 crore ka growth fund bhi diya gaya hai. Infrastructure mein bhi koi kami nahi, public capital expenditure ko badha kar ₹12.2 lakh crore kar diya gaya hai FY2026-27 ke liye. Yeh sab logistics aur connectivity ko behtar banayega.
Mahindra ke liye kaise hai ye faydemand?
Mahindra toh automotive, hospitality aur logistics jaise sectors mein hai. Automotive sector mein toh waise bhi XUV7XO aur XEV 9S jaise models ki bohot demand hai. Ab budget se domestic manufacturing aur clean mobility support milega, jisse M&M ko aur fayda hoga. Logistics sector mein bhi infrastructure upgrades se FY2026 mein revenue 6-9% tak badhne ka estimate hai. Hospitality sector bhi normal growth expect kar raha hai, jisme budget ka connectivity aur skilling par focus help karega. Ye sab cheezein Mahindra ki 'Make in India for the world' strategy ko aur bhi mazboot karti hain.
Investors ka kya hai view?
Industry experts aur leaders ko lagta hai ki budget economic growth ko badhayega aur India ko global level par competitive banayega. Investors bhi M&M par bharosa dikha rahe hain. January 2026 tak Mahindra & Mahindra ki market cap lagbhag ₹4.18 trillion thi aur TTM P/E ratio 29.1 tha. January 2026 mein company ki sales bhi achhi rahi thi. Is budget ke supportive policies se Mahindra ko aage chal kar aur bhi achha perform karne mein madad milegi.