अडानी, जिंदल, महिंद्रा, टाटा… इनके शेयर कराएंगे मुनाफा! बजट में हुए ‘खास’ ऐलान से कई सेक्टर में आ सकता है बूम – share of auto cement consumers financials can jump due to budget 2025

New Delhi: Budget 2025 has been released. It has made many such announcements that can bring boom in the sector of auto, cement, consumers etc. If this happens, shares of many companies of Adani, Jindal, Mahindra, Tata etc. can give good profits to investors. Its trailer was also visible on the budget day on Saturday. Tata Group’s company Trent’s stock rose by 10 per cent. The stock market declined on Monday today. The Sensex closed over 300 points to close at 77,186.74. Despite this, the shares of many sector companies increased. These include Maruti Suzuki, Mahindra & Mahindra Limited, JK Cement, Titan, Shriram Finance etc.

Budget 2025: If you put money in the stock market, then you will have to pay tax on less than ₹ 12 lakh income! Know how

Automobile

This sector may have a tremendous boom. Income tax up to Rs 12 lakh annually in the budget has been made free. People can use the money left from tax to buy vehicles. It may increase car sales in two-wheeler and entry level segment. At the same time, the government has added 35 items and pairs in the list of things used in making lithium-ion batteries. Tax exemption has been given on these goods. This is expected to further boost electric vehicles (EVs).
These companies are in this sector: Maruti Suzuki, Hero Motocorp, M & M, Samvardhana Motherson International, Happy Forgings

Cement

Two houses have been tax free in the budget. This can speed up the demand for houses. At the same time, the budget has also been allocated in the budget for housing scheme and infrastructure. The demand for this most cement is expected to increase. In the budget, the states have been allocated Rs 1.5 lakh crore in interest free loan for capital expenditure on the development of infrastructure. This is expected to greatly boost development in major areas including cement.
These companies are in this sector: Adani Group’s ACC LTD and Ambuja Cements, Ultratech Cement, JK Cement etc.

Consumers

The maximum speed can occur in this sector. People will do more shopping by saving tax. Staple companies are expected to benefit the most. There may also be more demand in other consumer segments including Quick-Service Restaurant (QSR), Innerwear and Wine. It also includes retail sector.
These companies are in this sector: Tata Group’s Trent, Hul, Titan, Page Industries, Metro Brands etc.

Finance

The shares of companies connected to the finance sector may also rise. The government has expanded the MSME Credit Guarantee Scheme in the budget. Under this, an additional loan of Rs 1.5 lakh crore is estimated to be received in the next 5 years. This is expected to benefit companies focused on MSME financeing. At the same time, many announcements have also been made for startups, which can lead to growth in finance sector companies.
These companies are in this sector: Shriram Finance, PNB Housing, PFC, REC आदि।

Metals

Several announcements have also been made for the metal sector in the budget. In FY 26, the Infrastructure Capex has been increased from Rs 10.2 lakh crore to Rs 11.2 lakh crore. Infrastructure holds 60% in the demand for domestic steel. Also, the construction stake is 20% and the automobile stake is 8%. In such a situation, this sector will benefit rapidly in government spending.
These companies are in this sector: JSW Steel, Coal India etc. Among them, JSW Steel is the company of Sajjan Jindal.