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 |
