India Budget 2026: Budget Mein Kya Hai Khaas? STT Hike Se Market Ne Kiyu Kiya Sell-off?

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AuthorAarav Shah|Published at:
India Budget 2026: Budget Mein Kya Hai Khaas? STT Hike Se Market Ne Kiyu Kiya Sell-off?
Overview

Budget Day 2026 par market mein kaafi gadbad dekhne ko mili! Finance Minister ne February 1, 2026 ko Budget pesh kiya, jismein tech, infra, aur manufacturing par bahut saara paisa lagane ka plan hai. Lekin, derivative par Securities Transaction Tax (STT) badhane ki wajah se, market seedha **2%** tak gira diya.

Budget Mein Kya Hai Naya Aur Market Ka Reaction?

Finance Minister Nirmala Sitharaman ne February 1, 2026 ko Union Budget 2026 announce kiya, aur is baar focus raha capital expenditure par. Government ne infrastructure ke liye ₹12.2 trillion ka bada plan pesh kiya hai, jo pichhle saal se kaafi zyada hai. Plans hain ki IT, semiconductors, infrastructure, defence, aur cement sectors mein long-term growth ho. Lekin, market mein badi giravat tab aayi jab derivative trading par STT badha diya gaya. Iske chalte Sensex 1.88% aur Nifty 1.96% gir gaye special trading session mein.

Alag Alag Sectors Par Kya Asar Hua?

IT Sector: Agar koi foreign company Indian data centers use karke global cloud services deti hai, toh unko 2047 tak tax holiday milegi, agar resellers Indian ho toh. Advance Pricing Agreements ko bhi speed up karne ka plan hai.

Semiconductors & EMS: India Semiconductor Mission (ISM) 2.0 launch kiya gaya hai, jismein Electronics Manufacturing Services (EMS) sector ke liye ₹40,000 crore ka outlay hai. Ye manufacturing ko boost dega.

Infrastructure: High-speed rail corridors ka plan hai, saath hi Tier II aur Tier III cities par bhi focus rahega. Project financing ko easy banane ke liye Infrastructure Risk Guarantee Fund bhi banega.

Defence: Defence spending ko badha kar lagbhag ₹2.2 trillion kar diya gaya hai, aur import hone wale parts par duty exemption milegi. Indigenisation par focus hai.

Cement: Housing schemes aur rural infrastructure projects mein badhotri hone se cement demand mein 6-7% ki growth dekhne ko mil sakti hai FY27 mein.

Defence Stocks: Budget mein defence par kharcha to badha (approx 15.3% tak, total ₹7.85 lakh crore), par capital outlay market ki ummeed se thoda kam tha. Is wajah se kai defence stocks 4% se 14% tak gir gaye.

Company Waiyeez Kya Bolte Hain?

  • Dixon Technologies: EMS sector mein badi company hai, jiska market cap ₹62,197 crore hai. ISM 2.0 se isko fayda ho sakta hai.
  • Coforge: IT sector mein, agar foreign companies Indian data centers use karti hain toh isko bhi benefit mil sakta hai. Iska market cap lagbhag ₹34,600 crore hai.
  • UltraTech Cement: Infrastructure aur housing projects badhne se isko fayda hone ki ummeed hai. Market cap lagbhag ₹2,20,000 crore hai.
  • Bharat Electronics: Defence spending badhne se long-term mein fayda ho sakta hai, lekin Budget Day ko selling pressure dekhne ko mila. Market cap lagbhag ₹1,10,000 crore hai.

Aage Ka Outlook Aur Economic Goals

Budget mein fiscal deficit ka target 4.3% of GDP rakha gaya hai FY27 ke liye. Total expenditure ₹53.5 lakh crore tak hoga, jo 7.7% zyada hai. Manufacturing sector mein 7% growth ka target hai FY26 ke liye. Government chahti hai ki liabilities GDP ka 50% tak aa jaye FY31 tak. Yeh sab economic stability ke liye kiya ja raha hai. Market mein thodi recovery February 2, 2026 ko dikhi, jo buyers ke liye ek mauka ho sakta hai.

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