Page 4 - Budget 2026

Budget 2026: Food subsidy seen rising 12% in FY26 on higher procurement

VB G RAM G gets Rs 95,692 crore in Fy-27; MGNREGA Rs 30,000 to clear pending dues and smoothen transition

Markets need clarity on trade deal for the rally to sustain: Shankar Sharma

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

CM Mohan Yadav praises Union Budget; MP Budget to be presented on Feb 18

Madhya Pradesh Chief Minister Mohan Yadav says Union Budget 2026-27 will boost infrastructure and investment; state Budget will be presented on February 18

Stock Market Close: Sensex swings 1,345 pts intraday, ends 944 pts higher; Nifty tops 25,050

Sensex Today | Stock Market LIVE Updates, February 2, 2026: Fag-end buying was led by Reliance Industries, Adani Ports, BEL, L&T, M&M, ICICI Bank, and HDFC Bank\

Nifty IT index soars 6% intra-day, TechM hits record high; here's why

Improved policy optics could encourage US enterprises to advance discretionary tech spending and GCC expansion, even though immediate revenue or margin acceleration for IT firms is unlikely.

Would like defence spending at 2.5% of GDP in 5 years: Rajesh Kumar Singh

The share of domestic firms in the value of capital procurement was 87% in FY25. This level will never fall below 75%

Budget 2026: Govt should have a clear road map for disinvestment target

Even for 2025-26, miscellaneous capital receipts were budgeted at ₹47,000 crore, but were later revised down

Budget 2026 impact: Focus is on healthy, skilled and empowered Indians

The budget reflects clarity, optimism, and a results-oriented approach aimed at fostering transparency and citizen engagement

Direct Taxes: Clear and predictable path laid out for easier compliance

The Finance Minister presented the Budget in Kartavya Bhawan anchored in three core kartavyas - driving economic growth, empowering citizens, and ensuring equitable access to opportunity

Indirect Taxes: Growth engine for India charged up for an uncertain world

The Budget meets industry expectations by simplifying tariff structures, boosting domestic manufacturing through duty corrections, and leveraging AI to automate trade processes for high-growth economy

Timing of the STT hike could have been better: Jyotivardhan Jaipuria

The futures and options market had seen a lot of speculative activity, and to that extent, the effort of the government to reduce volumes in that space is understandable, says Jaipuria

Union Budget 2026-27 favours capital expenditure over consumption

In comparison, the central government revenue expenditure is budgeted to decline by 2.5 per cent Y-o-Y to Rs 22.29 trillion in FY27 from FY26 revised estimates (FY26RE) of Rs 22.76 trillion

Union Budget 2026-27 impact: Markets may be at an inflexion point

The Nifty 50 index is up about 9.7 per cent in the last 12 months despite sustained selling from FPIs whose net sales add up to over ₹1.6 trillion over this period

Budget 2026-27: FM Nirmala Sitharaman for 'a lot more on disinvestment'

Says IBC amendment Bill will come up in second half of Budget session

India's tax strategy: Attracting capital and tech, building resilience

Budget 2026-27 sharpens India's tax strategy to boost manufacturing, services, GCCs and digital infrastructure, while improving certainty and long-term investor confidence

Union Budget 2026-27: Centre tops up RDI fund with ₹20,000 crore

The Centre has doubled down on its research and innovation push, adding Rs 20,000 crore to the RDI fund as officials aim to appoint more fund managers and speed up investments

Why revised estimates for FY26 showed an increased food subsidy

Higher food subsidy in FY26 RE reflects Budget support for OMSS rice sales and ethanol blending, easing FCI's borrowing burden beyond PMGKAY costs

16th FC charts Union's fiscal path: Falling deficit, rising capex

The Sixteenth Finance Commission has proposed a consolidation roadmap that balances development needs with fiscal prudence

Budget 2026: Customs duty relief to make cancer, rare disease drugs cheaper

A customs duty exemption on select high-cost cancer and rare disease therapies is expected to lower treatment costs for patients while supporting demand for multinational and domestic pharma companies

Budget 2026-27: A blueprint for institutional maturity in India's growth

For the private sector, the real story lies in the de-risking of the Indian investment landscape