As macro stability and public capex persist, expectations from Union Budget 2026 are shifting from stimulus to execution-focused policy clarity, with industry seeking targeted measures to improve investment viability, manage costs, and sustain credit flow.
The manufacturing sector is seeking an expansion of the PLI framework beyond the current 14 sectors, along with the revival of the 15% concessional corporate tax under Section 115BAB with an extended sunset period. Infrastructure stakeholders are calling for a new NIP (2026–32), while the real estate sector seeks a higher affordable housing price cap—from ₹45 lakh to ₹90 lakh—to reflect cost inflation.
Startups want deferred taxation on ESOPs, and EV manufacturers are seeking duty relief on critical components that account for a significant share of vehicle costs. Credit access remains a unifying concern. MSMEs are pushing for enhanced CGTMSE coverage beyond the recently raised ₹10 crore limit, while NBFCs seek a dedicated refinance window through SIDBI to address the ₹18 lakh crore MSME credit gap.
Overall, the industry expects Budget 2026 to prioritise capital efficiency, regulatory predictability, and institutional support. The webinar will offer participants an opportunity to share perspectives, exchange ideas, and deliberate on these expectations.
Key Discussion Points
- Budget priorities aimed at boosting investment and credit flow
- PLI expansion and Section 115BAB tax revival
- New infrastructure pipeline and higher housing caps
- ESOP tax deferral and EV component duty relief
- CGTMSE expansion and NBFC refinance window
