On 1 February 2025, when Finance Minister Nirmala Sitharaman presented the budget, there was a stir in the stock market. Shares of Consumer Durables companies made such a jump that everyone was just watching. Analysts of CLSA and UBS have indicated a great future for this sector.
CLSA announcement: Now will come in durables!
Indrajit Aggarwal, Senior Research Analyst of CLSA, says that more money is going to come in the pocket of mid-incomplete family’s pockets in the budget. This means more shopping, and shopping for more durables. He said, “It will get direct benefit to Havels, Voltas, Crumpton and TTK.”
Speed of shares: Legendary reached height
Havells: A gain of 6.53% to reach ₹ 1,669.
Voltas: 5.55% jumped to ₹ 1,331.
Crumpton: 7.42% rose to ₹ 368.40.
TTK: Jump of about 2%.
UBS also with: Urban market will increase demand
UBS analyst Ashutosh Jyoti said that this time the budget is going to increase tremendous demand in urban markets. Especially things like home improvement, retail, clothes, Quick Service Restaurants (QSRs), packaged foods and personal care will be seen.
Tax exemption: Good news for mid-incommunications
The biggest relief income tax exemption limit in the budget has been increased to ₹ 12 lakh. Now there will be no tax on annual income of up to ₹ 12 lakh. Earlier this limit was ₹ 7 lakh.
Savings of ₹ 80,000 on income of ₹ 12 lakh
₹ 70,000 savings at ₹ 18 lakhs
Savings of ₹ 1,10,000 at ₹ 25 lakh
FMCG shares out
After the budget, the FMCG sector also made a tremendous jump. The BSE FMCG index jumped 4.24% to 21,428.35.
Godfrey Philips: 11.5% gained
Pratap Snack: 11.3% jump
Radiko Khaitan: 7% rose
Money increased, the market blossomed!
Budget 2025 has given relief to the mid-incomplete familys and has given a new life in the stock market. Now it has to be seen how far this fast goes in the coming days.