Sectors that stand to gain from Budget measures

economictimes.indiatimes.com:

capital expenditure. While analysts debate whether this shift is a temporary adjustment or a broader paradigm change, several sectors including agriculture, capital goods, cement, consumer, financials, telecom, and utilities are poised to benefit from the measures in the budget.
Here is a sector-wise breakdown of how they stand to gain:

Auto
The revised income tax slabs are expected to boost disposable income, driving demand, particularly in the entry-level segment for two-wheelers and cars which have faced sustained weakness in recent years. Additionally, the government has added 35 capital goods to the list of exempted items required for lithium-ion battery manufacturing, providing a significant boost to electric vehicles (EVs).

Top Picks: Maruti Suzuki, Hero MotoCorp, M&M, Samvardhana Motherson International, Happy Forgings

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