Union Budget 2026-27: Key Highlights and Sectoral Impact on Indian Markets
Praveen Dubey (SEBI Registered RA)
SP RESEARCHVIA PVT. LTD. (INH000015808)
Decoding the Union Budget 2026
The Union Budget 2026-27 has introduced pivotal policy reforms aimed at infrastructure growth, renewable energy transition, and domestic manufacturing. Investors are closely analyzing the fiscal deficit target and allocation patterns to realign their portfolios. The research desk at SP RESEARCHVIA PVT. LTD. presents a detailed analysis of the major budget proposals.
What is the market's initial reaction to the Union Budget 2026?
The market responded with initial volatility, followed by a strong recovery led by infrastructure, capital goods, and green energy sectors, supported by a fiscal deficit target of 4.3% of GDP.
Key Sectoral Gainers and Allocations
Capital expenditure has been raised by 12% to support national highway expansion and freight corridors. Additionally, custom duty exemptions on critical minerals will boost domestic electronics manufacturing and EV battery production.
Written by Praveen Dubey
Chief Research Analyst | SEBI Reg: INH000015808
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