Union Budget 2026 Impact: Sector Winners & Market Reactions

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Volatile Market Reaction

Stock markets fell sharply on budget day with Sensex, Nifty dropping millions points on concerns like rising transaction taxes

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Biopharma Gets Boost

Initiatives like Biopharma Shakti aim to build India into a global pharma manufacturing hub

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Semiconductors & Tech Push

New schemes back semiconductors and R&D, aiming to strengthen India’s tech supply chain

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Rare Earth & Mining Support

Dedicated rare earth corridors help mining, processing, and mineral deep value creation

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Infrastructure & Logistics

₹12.2 lakh crore capex and risk-guarantee funds aim to revive infrastructure and logistics networks

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Textiles & Handloom Revival

New schemes like National Fibre Scheme and mega parks fuel textile and export growth

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With Our Subscription Plans

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Union Budget 2026 Impact: Sector Winners & Market Reactions

Volatile Market Reaction Stock markets fell sharply on budget day with Sensex, Nifty dropping millions points on concerns like rising transaction taxes

Biopharma Gets Boost Initiatives like Biopharma Shakti aim to build India into a global pharma manufacturing hub

Semiconductors & Tech Push New schemes back semiconductors and R&D, aiming to strengthen India’s tech supply chain

Rare Earth & Mining Support Dedicated rare earth corridors help mining, processing, and mineral deep value creation

Infrastructure & Logistics ₹12.2 lakh crore capex and risk-guarantee funds aim to revive infrastructure and logistics networks

Textiles & Handloom Revival New schemes like National Fibre Scheme and mega parks fuel textile and export growth