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Realasset

Budget 2016

Presented By:

Associate Sponsor :

sector impact

Budget-2018

Sector Impact

Computers - Hardware

18:31 pm

Exemption from SAD on populated PCBs for manufacture of personal computers (laptop or desktop) being withdrawn. Negative for HCL Info

Company

Price

Change

Redington

109.40

0.45

Construction & Contracting - Real Estate

18:08 pm

Service tax exempted on low cost houses up to a carpet area of 60 sq mt per house in a housing project under state govt housing scheme. +Ve for HDIL

Company

Price

Change

DLF

106.55

0.95

Oberoi Realty

241.10

-3.70

Godrej Prop

272.90

-1.90

Pumps

17:19 pm

Excise duty on electric motor, shafts, sleeve, chamber, impeller, washer required for manufacture of centrifugal pump cut to 6%. +Ve for Shakti Pumps

Company

Price

Change

KSB Pumps

602.70

9.60

Dynamatic Tech

1601.75

-25.40

Kirloskar Bros

117.35

-0.65

Engineering

17:06 pm

Customs duty on cap goods hiked from 7.5% to 10%. Positive for L&T, BHEL

Company

Price

Change

Shanthi Gears

81.60

-0.90

LG Balakrishnan

425.35

2.35

Hercules Hoists

131.35

0.40

Steel - Medium & Small

16:46 pm

Foreign companies can increase stake in local stock exchanges to 15% from 5%. Positive for MCX

Company

Price

Change

Majesco

571.85

-11.15

Arvind Infra

81.35

0.00

Pharmaceuticals

16:27 pm

Benefit of deductions for research would be limited to 150% from 1.4.2017 and 100% from 1.4.2020. Negative for pharma cos

Company

Price

Change

Sun Pharma

835.75

-7.40

Lupin

1750.20

27.30

Dr Reddys Labs

3154.30

20.95

Auto - Cars & Jeeps

15:52 pm

Tax to be deducted at source at rate of 1% on purchase of luxury cars exceeding value of Rs 10 lakh. Negative for Tata Motors

Company

Price

Change

Maruti Suzuki

3667.35

12.80

M&M

1212.10

7.05

Hind Motors

5.05

0.00

Textiles - Denim

16:24 pm

Excise on readymade garments with price of Rs 1000 or more raised to 2% without input tax credit. Negative for Arvind

Company

Price

Change

Arvind

271.55

-2.50

Nandan Denim

117.55

-0.65

Finance - Housing

16:23 pm

Deduction for additional interest of Rs 50K/yr for loans up to Rs 35 lakh sanctioned in 2016-17 for 1st time home buyers. Positive for Gruh Fin, DHFL

Company

Price

Change

HDFC

1125.95

14.60

Indiabulls Hsg

636.05

-13.60

LIC Housing Fin

445.75

-8.20

Transport & Logistics

15:22 pm

Basic custom and excise duty on refrigerated containers reduced to 5%. Positive for Snowman Logistics

Company

Price

Change

Interglobe Avi

801.85

1.75

Container Corp

1154.10

5.00

Jet Airways

528.55

-2.25

Finance - General

15:18 pm

NBFC shall be eligible for deduction to extent of 5% of its income in respect of provision for bad debts. Positive for SKS, M&M Fin

Company

Price

Change

SKS Microfin

522.85

0.10

IIFL Holdings

189.05

1.75

Edelweiss

56.55

-0.60

Finance - General

15:18 pm

NBFC shall be eligible for deduction to extent of 5% of its income in respect of provision for bad debts. Positive for SKS, M&M Fin

Company

Price

Change

SKS Microfin

522.85

0.10

IIFL Holdings

189.05

1.75

Edelweiss

56.55

-0.60

Steel - Medium & Small

15:05 pm

Benefit of section 10AA to new SEZ units will be available to those units which commence activity before 31.3.2020. Positive for Divis Labs

Company

Price

Change

Majesco

571.85

-11.15

Arvind Infra

81.35

0.00

Finance - General

14:59 pm

Target of amount sanctioned under Pradhan Mantri Mudra Yojana. Positive for SKS Microfinance, Satin Creditcare

Company

Price

Change

SKS Microfin

522.85

0.10

IIFL Holdings

189.05

1.75

Edelweiss

56.55

-0.60

Finance - General

14:53 pm

Amendments in SARFAESI Act 2002 to enable sponsor of an ARC to hold up to 100% stake in ARC. Positive for Reliance Capital, Kotak

Company

Price

Change

SKS Microfin

522.85

0.10

IIFL Holdings

189.05

1.75

Edelweiss

56.55

-0.60

Steel - Medium & Small

14:51 pm

New derivative products will be developed by SEBI in the Commodity. Positive for MCX

Company

Price

Change

Majesco

571.85

-11.15

Arvind Infra

81.35

0.00

Food Processing

14:50 pm

100% FDI to be allowed through FIPB route in marketing of food. Positive for food processing cos

Company

Price

Change

Nestle

5011.75

-42.00

Britannia

2720.30

-38.45

GlaxoSmith Con

5743.45

93.50

Infrastructure - General

14:44 pm

Investment in road sector, including PMGSY allocation, would be Rs 97000 cr in FY17. Positive for IRB, ITNL, HCC, Sadbha, L&T, NCC, Ashoka Buildcon

Company

Price

Change

Larsen

1183.20

2.45

Adani Ports

228.55

0.30

Siemens

1004.60

-17.20

Computers - Software

14:33 pm

Digital depository for school leaving certificates, college degrees: Positive for IT companies

Company

Price

Change

TCS

2327.05

-2.85

Infosys

1152.45

18.05

Wipro

538.45

5.25

Computers - Software - Training

14:32 pm

Regulatory architecture to be provided to ten public and ten private cos. Positive for Aptech, NIIT

Company

Price

Change

NIIT

78.00

-1.25

Zee Learn

30.90

0.20

MT Educare

156.55

1.10

Hospitals & Medical Services

14:29 pm

Allocation of Rs 1.5 lakh cr for social sector including education, healthcare. Positive for Aptech, Apollo Hospitals

Company

Price

Change

Apollo Hospital

1360.00

5.80

Fortis Health

176.90

5.20

Narayana Hruda

295.45

1.70

Plastics

14:24 pm

28.5 lakh hectares will be brought under irrigation. Positive for Jain Irrigation, EPC

Company

Price

Change

Supreme Ind

777.15

3.10

Astral Poly Tec

403.45

4.00

Jain Irrigation

54.90

-0.80

Mining & Minerals

14:18 pm

Propose to scrap export duty on low grade iron ore. Positive for NMDC

Company

Price

Change

Coal India

295.65

0.00

NMDC

93.10

-0.95

Vedanta

86.30

-1.80

Finance - General

14:16 pm

Foreign investment in insurance, pension sectors up to 49% via automatic route. Positive Insurance cos

Company

Price

Change

SKS Microfin

522.85

0.10

IIFL Holdings

189.05

1.75

Edelweiss

56.55

-0.60

Oil Drilling And Exploration

13:36 pm

Cess on crude reduced from Rs 4500/MT to 20% ad valorem. Positive for ONGC

Company

Price

Change

ONGC

206.50

-0.90

GAIL

339.70

-0.95

Cairn India

148.30

-1.50

Transport & Logistics

13:33 pm

Excise duty on aviation fuel increased to 14% from 8%. Negative for SpiceJet, Jet, InterGlobe

Company

Price

Change

Interglobe Avi

801.85

1.75

Container Corp

1154.10

5.00

Jet Airways

528.55

-2.25

Refineries

13:23 pm

No reimposition of custom duty on crude

Company

Price

Change

Reliance

1021.75

1.25

IOC

388.60

-3.60

BPCL

818.40

7.50

Mining & Minerals

13:02 pm

Clean energy cess for coal Rs 400/tonne. Negative for JSW

Company

Price

Change

Coal India

295.65

0.00

NMDC

93.10

-0.95

Vedanta

86.30

-1.80

Auto - LCVs & HCVs

12:44 pm

2.5% tax on diesel vehicle. Negative for M&M, Ashok Leyland, Eicher Motors

Company

Price

Change

Tata Motors

359.55

-0.85

Eicher Motors

18693.45

-854.85

Ashok Leyland

96.25

0.30

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