Union Budget Impact on Infra & Industrial Stocks | Watch Before You Invest
Автор: Kotak Neo
Загружено: 2026-02-03
Просмотров: 32161
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The Union Budget Impact on Industrial and Infrastructure Sector highlights key policy announcements that can influence capital goods, EPC, and infrastructure stocks 📊
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👉https://youtube.com/live/8gQUIcGbI0Y
In this video, we break down the most important Budget measures, including:
🚆 Railway capex growth and high-speed rail corridors
⚙️ Higher spending on railway signaling
☢️ Extension of BCD exemption for nuclear power projects
🛡️ Increase in defence allocation driven by equipment spending
📦 Development of a container manufacturing ecosystem
🚰 Outlook on Jal Jeevan Mission and water infrastructure projects
This analysis helps investors understand which industrial and infrastructure segments may benefit, which remain neutral, and what to track going forward 📈
🔗 Related Links & Useful Resources
👉Union Budget 2026 - Live Updates
https://www.kotakneo.com/union-budget...
👉Union Budget 2026-27: What It Means for You, Businesses, and Markets
https://www.kotakneo.com/infographics...
👉 India Sees 7.4% GDP Growth in FY26
https://www.kotakneo.com/news/market-...
👉 Open a Demat & Trading Account
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In this video, we break down the key budget announcements and their implications:
👉 Basic customs duty exemption for nuclear power projects
👉 Increased railways capex and announcement of high-speed rail corridors
👉 Higher spending on railway signalling
👉 Strong growth in defence allocation
👉 Push towards a domestic container manufacturing ecosystem
👉Outlook for Jal Jeevan Mission
📊 Understand which sectors and stocks may see a positive, neutral, or moderate impact.
👉 Subscribe to the Kotak Neo YouTube Channel for more Union Budget insights and stock market updates.
⚠️ Investments and securities markets are subject to market risks. Read all related documents carefully before investing.
Source: Union Budget, Kotak Securities Research Desk
Disclaimer: https://bit.ly/KSLResearchDisclaimer
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