PRESENTED
BY
B.RAMKUMAR
 Agriculture 7,00,000 crores
 Defense 2,20,000 crores
 Education 95,000 crores
 Scheduled caste welfare 41,000 crores
 Rural development projects 80,000 crores
 Tribal welfare 29,000 crores
 Water and Sanitation 15,000 crores
 Health 33,000 crores
 No change in income tax slabs
 Additional surcharge of 10% for the super rich
earning above Rs.1 crore
 Additional interest deduction of 1lakh for
home loans
 100% deduction for donation to national
children’s fund U(S)80G
 No change in the 12% service tax
 Free gold limit has been increased to Rs
50000 for male passengers and 100000 for
female passengers
 Excise duty on SUV increased from 27% to
30%
 Duty on mobile phones above Rs 2000
increased from 1% to 6%
No of companies:22
Revenue:Rs3,41,101cr
Total Market cap:Rs3,00,955Cr
Major concerns
 Hike in Petrol and Diesel price
Budget impact
 3% hike in excise duty for SUV’s a big jolt for
the industry
No of companies:345
Revenue:Rs8,08,098Cr
Total market cap:Rs11,75,550cr
Mojor concerns :
 Low loan growth due to slowdown in investment
and poor deposit growth
Budget impact :
 Capital infusion will help PSU Banks
 Housing Finance companies focusing on small
ticket size loans will benefit
No of companies:39
Revenue: Rs.1,10,953Cr
Market Cap: Rs.1,74,619Cr
Major concerns
 Low coal linkages
 Subdued demand due slowdown in construction
activities
Budget impact
 Off take to get boost due to 3000Km road
projects
 Allocation of Rs.4000Cr for Urban and Rural
development fund
No of companies: 114
Revenue: Rs.1,42,215Cr
Market cap:Rs.5,43,400Cr
Major concerns
 High excise duties for tobacco cos
Budget impact
Duty increase in cigarettes is negative for ITC
No of companies:146
Revenue:Rs.1,25,861Cr
Market cap:Rs.3,52,232Cr
Major concerns
 Phasing tax breaks
 Pricing pressure due to regulation and
competition
Budget impact
 Higher allocation to health and family welfare
and provision for medical education will have a
positive impact
No of companies:46
Revenue:Rs.11,350Cr
Market cap:Rs.31,476Cr
Major concerns
Huge demand and supply mismatch
Low demand and over supply of rooms
Budget impact
 Service tax on AC restaurants resulting in
lower revenue
No of companies:59
Revenue:Rs.33,083Cr
Market cap:Rs.1,06,343Cr
Major concerns
 Multiple taxes at different levels
Budget impact
 Higher fund allocation resulting in greater
home ownerships
 Higher interest deduction of Rs.2.5lacs on
home loans up to Rs.25lacs is positive
No of companies:249
Revenue:Rs.1,33,530Cr
Market cap:Rs.35,288Cr
Major concerns
 High debt
 Weak demand
Budget impact
 Removal of excise duty augers well for the
garment industry
Ramkumar

Ramkumar

  • 1.
  • 2.
     Agriculture 7,00,000crores  Defense 2,20,000 crores  Education 95,000 crores  Scheduled caste welfare 41,000 crores  Rural development projects 80,000 crores  Tribal welfare 29,000 crores  Water and Sanitation 15,000 crores  Health 33,000 crores
  • 3.
     No changein income tax slabs  Additional surcharge of 10% for the super rich earning above Rs.1 crore  Additional interest deduction of 1lakh for home loans  100% deduction for donation to national children’s fund U(S)80G
  • 4.
     No changein the 12% service tax  Free gold limit has been increased to Rs 50000 for male passengers and 100000 for female passengers  Excise duty on SUV increased from 27% to 30%  Duty on mobile phones above Rs 2000 increased from 1% to 6%
  • 5.
    No of companies:22 Revenue:Rs3,41,101cr TotalMarket cap:Rs3,00,955Cr Major concerns  Hike in Petrol and Diesel price Budget impact  3% hike in excise duty for SUV’s a big jolt for the industry
  • 6.
    No of companies:345 Revenue:Rs8,08,098Cr Totalmarket cap:Rs11,75,550cr Mojor concerns :  Low loan growth due to slowdown in investment and poor deposit growth Budget impact :  Capital infusion will help PSU Banks  Housing Finance companies focusing on small ticket size loans will benefit
  • 7.
    No of companies:39 Revenue:Rs.1,10,953Cr Market Cap: Rs.1,74,619Cr Major concerns  Low coal linkages  Subdued demand due slowdown in construction activities Budget impact  Off take to get boost due to 3000Km road projects  Allocation of Rs.4000Cr for Urban and Rural development fund
  • 8.
    No of companies:114 Revenue: Rs.1,42,215Cr Market cap:Rs.5,43,400Cr Major concerns  High excise duties for tobacco cos Budget impact Duty increase in cigarettes is negative for ITC
  • 9.
    No of companies:146 Revenue:Rs.1,25,861Cr Marketcap:Rs.3,52,232Cr Major concerns  Phasing tax breaks  Pricing pressure due to regulation and competition Budget impact  Higher allocation to health and family welfare and provision for medical education will have a positive impact
  • 10.
    No of companies:46 Revenue:Rs.11,350Cr Marketcap:Rs.31,476Cr Major concerns Huge demand and supply mismatch Low demand and over supply of rooms Budget impact  Service tax on AC restaurants resulting in lower revenue
  • 11.
    No of companies:59 Revenue:Rs.33,083Cr Marketcap:Rs.1,06,343Cr Major concerns  Multiple taxes at different levels Budget impact  Higher fund allocation resulting in greater home ownerships  Higher interest deduction of Rs.2.5lacs on home loans up to Rs.25lacs is positive
  • 12.
    No of companies:249 Revenue:Rs.1,33,530Cr Marketcap:Rs.35,288Cr Major concerns  High debt  Weak demand Budget impact  Removal of excise duty augers well for the garment industry