Thread by @ionicwealth

In this thread, we highlight important updates from the Union Budget 2025-26.

1/n

2/ 10 defined focus areas.

1. The Budget speech starts with a focus on Agriculture
- Push to the Edible Oil Mission and Pulses in Budget 2025 - 6-year mission announced
- National mission on high yielding seeds (hybrid seeds). Benefits stocks like Kaveri Seeds, DCM Shriram.

3/
Five year mission for cotton production with a focus on Cotton farming. Benefit to cotton textile sector and cotton herbicide providers.
Benfits: Godrej Agrovet. It has been gaining share with herbicide PYNA. Details:

4/
Focus on MSME: Investment and turnover limit for classification increased, This means more entities will be part of MSME system.

Small micro - Rs 5 to 10 crores
Startups - Rs 10 to 20 crores
Well run MSME - upto Rs 20 crore

5/
Startups: Announces an INR 10,000 cr AIF Cat 1 FoF for investment in startups, with expanded scope.

This will help early state startup for increased capital availability for new innovation.

6/ Building on National Action Plan for toys to make India a Global hub for toys.

Trivia: In 2024, the Toy industry in India saw a 52% drop in imports and 239% surge in exports.
news24online.com/business/india…

7/ Scheme to support manufacturing of non-leather footwear. Current being imported mainly from China and Vietnam, mainly sports shoes.

Potential beneficiary: Mayur Uniquoters; BIS certified Footwear companies.

8/
Important: Government will launch the National Manufacturing Mission

Covers policies for Cleantech, Solar, EV batteries, Motors, controllers, grid scaled batteries.

5 National Centres of Excellence for skilling. New infrastructure in 5 IITs for 6500 more students.

9/ Shipbuilding:

- Shipbuilding to be given infrastructure status.
- Support of Rs 25000 crore for shipbuilding and maritime industry - half by private sector.
- Shipbuilding clusters to be increased.

Players: Mazagon, Cochin Shipyard, Garden Reach Shipbuilders.

10/ Udaan connectivity scheme announced:

- Government to focus on greenfield airport and connectivity.
- 20 new destinations to be added. 4 crore additional passengers in next 10 years.

Benefits: GMR, JSW Infra, Indigo and airline ancillaries.

11/ Increased focus on Geospatial

National Geospatial Mission to be launched to develop foundational geospatial infrastructure and data

Includes modernisation of land records, urban planning and design of infrastructure projects.

Benefits: Geospatial and Drone companies.

12/ Important: New Income Tax Bill coming next week.

With a focus on Ease of Doing Business, Income Tax department will "Trust First, Scrutinize later". This is in line with remarks made by CEA in the preface to the Economic Survey.

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