The budget will be presented today, with Finance Minister Nirmala Sitharaman beginning her speech at 11 am; what will be revealed for the common man, farmers, and businesses?
Infrastructure
In the infrastructure sector, the government is likely to focus more on execution than grand announcements. Public capex is likely to continue in roads, power, defense, and urban infrastructure, keeping large engineering and capital goods companies in focus.
What to expect from EV, auto and green energy?
Electric mobility has now moved beyond the experimental stage. Support for EV charging infrastructure, battery manufacturing, and strengthening local value chains is expected to continue. In the auto sector, the government's stance on tax stability, improved affordability, and a gradual recovery in demand will be crucial.
Renewable and green energy could be a major theme of Budget 2026. The market will be closely monitoring policy clarity and funding for projects related to solar, green hydrogen, and the energy transition.
Focus on exports, MSME and consumption
Amid global uncertainties, PLI and credit support for export-oriented sectors are expected to be increased.
Regarding the MSME sector, the industry is demanding tax relief, easier credit, and simplification of compliance.
Meanwhile, tax and welfare measures to boost consumption could be key elements of the budget
