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Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

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Tuesday, March 2, 2010

Budget beneficiaries:-

The Budget has been a fine balancing act between growth, cutting the fiscal deficit and increasing disposable incomes. All this will be reflected in the long term growth. Unless the external shocks cripple us again, the finance minister has just put the Indian bull on steroids.The Budget''s push to close the gap between the haves and have nots is set to boost aam aadmi''s consumption for sure.Investors can take a cue from this and look at companies which will be benefitted by the budget proposals.:-

1)Larsen & Toubro, GMR Infrastructure, Jaiprakash Associates, Gammon Infra etc would benefit from the higher allocation to infrastructure.

2)Realty firms such as DLF, Unitech would benefit from the proposed tax deductions to developers on existing projects and relaxed norms for built-up area.

3)Dr Reddy's Laboratories, Cipla,glenmark etc will benefit from the weighted deduction on in-house research and development expenses which is to be raised to 200 per cent from 150 per cent now.

4)Hotel companies such as Indian Hotels, EIH,Royal orchid hotels would benefit on allowance of setting up new two-star and above hotels to claim investment-linked tax deduction.

5)State-run bank shares such as State Bank of India, Andhra Bank, Canara Bank and Bank of India on proposal to provide 165 billion rupees for recapitalisation.

6)Education service providers such as Educomp Solutions,Core projects,Everonn education, NIIT Ltd and Aptech would benefit from the increased allocation to the education sector to 1.38 trillion rupees.

7)Shriram Transport,Bajaj Auto Finance,IDFC,IFCI, Reliance Capital etc would benefit as RBI may grant banking licenses to non-banking financial companies if they meet the criteria.
8)ACC, Shree Cement, India Cements, Saurashtra Cements, UltraTech Cements, Ambuja Cements, Binani Cement etc would gain from the partial rollback of excise duty on cement and cement products.

9)Zen Technologies, Bharat Electronics,Nelco and Astra Microwave Products would benefit from proposed allocation to the defence sector at over Rs 147000 crore.

10)Chambal Fertilizers & Chemicals, Gujarat State Fertilizers Company,Rashtriya Chemicals and Fertilizers would benefit as the Finance Minister proposed to provide government subsidy in cash instead of bonds for fertilizer.

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