Budget 2009: Impact

FERTILISER		ADVANTAGES
� Nutrient based fertilizer pricing � Subsidy to be given directly to farmer � Good move but difficult to implement		FACT, Nagarjuna Fertilizers, Tata Chemicals, SPIC, Zuari Chemicals, Chambal Fertilizer, RCF & GSFC
AGRICULTURE		ADVANTAGES
� Increased allocation for irrigation and farmer oriented policies � Farmer loan waiver period extended by 6 months		Jain Irrigation, Finolex, United Phosphorus, KSB Pumps
RAILWAYS		ADVANTAGES
� Allocation to railway increased by to Rs.15,800 crore from 10,800 crore		Kalindee Rail, Kernex, Texamaco, Titagarh Wagon
FMCG		ADVANTAGES
� NREGA outlay hiked by 144%; provided work to 4 crore people		HLL, ITC, DABUR, P&G,
PSU BANKS		DISADVANTAGES
� Farmer loan waiver period extended by 6 months � Bond yields up on additional spending plan		SBI, Dena,Bank, UCO Bank, Vijaya Bank, Andhra Bank, IDBI, PNB, Bank of India & Canara Bank
POWER		ADVANTAGES
� Rajiv Gandhi Vidyutikaran Yojana allocation hiked to Rs.7000 crore		Siemens, REC, BHEL, Voltamp
INFRASTRUCTURE		ADVANTAGES
� Rs.31,280 crores allocated to Bharat Nirman. � Corpus of Rural Infrastructure Development fund to be raised to Rs.14,000 cr. � Rs.12,966 crores National Highway Plan		Lanco Infra, GVK Power, GMR Infra, IRB, Mundra Port, Marg Construction, Gammon India & IVRCL Infra.
BRANDED JEWELLERY		ADVANTAGES
� Full exemption for branded gold, silver jewellery from excise duty		Titan Industries, Gitanjali Gems,
REALTY		ADVANTAGES
� Allocation to Common Wealth up at Rs.3172 crore � Rs.2000 crore allocated for rural housing � 100,000 houses to be provided for paramilitary forces � Huge infra fillip		DLF,JP Associates, Unitech, HDIL,HCC
AUTO		NEUTRAL
� Additional excise duty on cars with engine capacities of 2,000cc and above reduced by Rs 5,000 per unit � Duty of petrol-driven trucks to 8 per cent from 20 per cent		Ashok Leyland, Tata Motors, Eicher Motors, M&M
TEXTILES		NEUTRAL
� Extension of the existing 2% interest subvention scheme for exporters till March 2010 � restored an optional 4% duty on cotton textiles beyond the fibre stage � Levy of 8% duty on man-made fibres and yarn from existing 4%		Arvind Mills, Alok Textiles, Century Textiles
GAS		ADVANTAGES
� To develop a blueprint for long distance gas highways leading to a National Gas Grid. This would facilitate transportation of gas across the length and breadth of the country. � Gas distribution pipeline		Gail, LNG Petronet, Gujarat Gas Jindal Saw
MEDIA		ADAVANTAGES
� DAVP scheme for print media extended		Jagran Prakashan, Deccan Chronicle, HT Media
DEFENCE		ADVANTAGES
Increase outlay for defence will increased the demand for Defence related Equipments		BEL,BEML, Ashok Leyland, M&M & Astra Microwaves
OIL EXPLORATION		ADVANTAGES
� Tax holiday on commercial production of mineral oil and natural gas on NELP VIII � Sec 801B benefit extended to Natural gas		ONGC,Hind Oil Exploration, Videocon Industries, Assam Co, Aban.Offshore, Great Offshore, Jindal Drilling & Shiv Vani.
INFRASTRUCTURE		ADVANTAGES
� IIFCLto be given greater flexibility � Increase infra investment to 9% of GDP by 2014 � Investments to the tune of Rs.100,000 crore to come into the sector � NHAI allocation raised by 23% � JNNURM allocation stepped up by 87% to 12,887 crore		GMR Infra, L&T, GVK , Gammon, IRB Infra, Patel Engg, IVRCL Infra, RIIL
SET TOP BOXES			DISADVANTAGE
� Customs duty hiked by 5%	Dish TV, Wire & Wireless, Sun TV
LCDs	ADVANTAGE
� Customs duty reduced from10% to 5%	Videocon,
WIND FARM	ADVANTAGE
� 2.5% cut in CD for wind power equipments	Suzlon,
AVIATION	ADVANTAGES
� Increased the budget allocation to the civil aviation ministry to almost Rs12,165 crore. � Abolition of FBT will save tax on staff hotel accomodation	Jet Airways, Spice, Kingfisher

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