ICICI Direct Analysis: How Sensex stocks stand to benefit from Budget 2025
ADANI PORTS & SEZ
THE GOVERNMENT’S impetus to micro, small, and medium enterprises will further strengthen domestic manufacturing. In addition, a maritime development fund with a corpus of Rs 250 crore will be formed to expand shipbuilding. These initiatives will have a long-term indirect benefit to the port activities.
ASIAN PAINTS
WITH THE required consumption boost through tax cuts, the repainting activities are expected to revive in tier 2/3 towns that were laggards for a while. Along with recovery in volumes, product mix will enhance with rising demand for mid-premium paints. However, competition will continue to put near-term stress on margins
AXIS BANK
A SUSTAINED capex allocation of Rs 11.2 lakh crore, forming 3.1% of GDP, and the revamping of the credit guarantee scheme for MSMEs will lead to an additional credit of Rs 1.5 lakh crore in the next five years. This should aid credit demand from large corporates and small businesses alike
BAJAJ FINANCE
THE GOVERNMENT has increased the classification limit for MSMEs by enhancing investment and turnover limit by 2.5 and 2 times. Companies with Rs 500 crore turnover will be considered as medium enterprises. This should boost credit to smaller businesses. Higher disposable income augurs well for retail credit demand.
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