Union Budget 2026-27 ne ekdum solid plan dikhaya hai India ke IT aur Telecom sectors ko next level par le jaane ka. Yeh ₹74,560 Crore ka funding desh ki digital taaqat badhane aur 'Make in India' ko promote karne ka funda hai.
Ismein se ₹24,000 Crore toh sirf infrastructure badhane ke liye hain, taki desh bhar mein fast internet pahunche aur connectivity better ho. Aur ek bada hissa, ₹40,000 Crore, jayega Electronics Components Manufacturing Scheme mein, jisse apne desh mein tech parts zyada banenge aur import par dependence kam hogi. Research aur Development (R&D) ke liye bhi ₹1,248 Crore rakhe gaye hain, taki naye innovations aate rahein. Railways mein telecom projects ke liye ₹7,500 Crore aur advanced network monitoring systems ke liye ₹100 Crore bhi iss package ka hissa hain.
Ab dekhte hain iska market par kya asar padega. Tejas Networks, jo abhi orders postpone hone ke karan thode losses aur revenue drop se guzar raha hai, shayad use iss policy se support milega. RailTel Corporation of India, jisko bade railway orders mil rahe hain, uske liye toh yeh khushkhabari hi hai.
Service providers jaise Bharti Airtel aur Reliance Industries (Jio) ko bhi infrastructure funding se operational benefits milenge. Tower companies jaise Indus Towers ko bhi network expansion ke efforts se indirect faayde ho sakte hain.
Market data dekhte hain toh, Bharti Airtel ka P/E ratio lagbhag 31.13 aur market cap ₹11,99,803 Crore hai. Reliance Industries ka P/E ratio 22.71 aur market cap ₹18.8 Trillion hai. Indus Towers ka P/E 12.52 aur market cap ₹1,17,121 Crore ke aas paas hai.
Yeh sab measures India ko global tech supply chain mein ek important player banane mein madad karenge. Experts keh rahe hain ki 5G ka trend aur data ka badhta usage dekhte hue yeh investment bohot time par hui hai. Jio ke IPO plans bhi shayad Bharti Airtel jaise companies ke liye ek positive trigger ban sakte hain, jo overall government ke digital infrastructure push ke saath align karta hai. Overall, sector mein growth aur innovation ke naye raaste khulne wale hain.