Union Budget 2026: Impact on EMS & Renewable Energy Stocks

Описание: Union Budget 2026 has introduced several key measures for the Electronic Manufacturing Services (EMS) and Electric Utilities & Renewable Energy sectors.

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In this video, we break down the major announcements and discuss their potential impact on listed companies.

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Key Budget Highlights:
● Increased allocation for the Electronic Component Manufacturing Scheme

● ISM 2.0 announced with an initial outlay of ~₹1,000 crore

● Significant increase in ISM 1.0 allocation to ~₹8,000 crore in FY27BE

● Positive implications for Dixon Technologies, Amber Enterprises, Kaynes Technology and CG Power

● Extension of BCD exemption on capital goods for lithium-ion cell manufacturing, lowering BESS project costs

● BCD exemption on Sodium Antimonate imports for solar glass manufacturing

● PM Surya Ghar Muft Bijli Yojana allocation increased to ₹22,000 crore
(However, higher market expectations make this relatively negative for Premier Energies and Waaree Energies)

This video offers a quick and focused sectoral budget update for investors tracking EMS, renewable energy, solar, and battery storage stocks.

Source: Union Budget, Kotak Securities Research Desk
Disclaimer: https://bit.ly/KSLResearchDisclaimer
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