KeyAnnouncementImpactTaxfreeinfrastructurebondsfortheprojectsintherail,roadandirrigationsectorsWillleadtoincreasedcapitalforinfraprojects.positiveforallcompaniesinthesectorplanexpenditureoncapitalaccountincreasedfromRs1tnto1.35tnHigherinvestmentsinthedomesticmarketwouldbepositiveforthesectorTargetofrenewableenergycapacityrevisedto175GWtill2022positiveforcompaniesintorenewableenergylikeSuzlon,MoserbaerAllocationforDelhi-MumbaiIndustrialcorridor(DMIC)hasbeenalmostdoubledtoRs12bnpositiveforcompanieslikeIRB,SadbhavEngg,L&TExpenditureonroadsandhighwaysbyNHAIandforroadsinNEandcertainotherareasincreasedtoRs400bnfromRs271bn(FY15BE)positiveforcompanieslikeIRB,SadbhavEngg,L&T5newUltraMegapowerprojects,eachof4GW,intheplug和 - playmodepositiveforBTGplayerslikeBHEL,L&T,ThermaxModeofinfrastructuredevelopmenttoberevisitedandrevitalisedpositiveforthesectoroverthelongtermBasicfacilityof24x7power,cleandrinkingwater,atoiletandroadconnectivityforallpositiveforthesectoroverthelongtermCustomsdutyoncompresso R,曲轴&overloadprotectorforuseofrefrigeratorcompressorsreducedfrom7.5%TO5%positiveforcompanieslikeVoltas,蓝星,WhirpoolExcisedutyreducedforinputsforuseinmanufactureofLEDdriversandMCpCBforLEDlights,fixturesandLEDlampsfrom12%TO6%.ReductioninSADfrom4%到0%.positiveforcompanieslikeHavells,BajajElectricals,VGuardAllocationofRs200bntoNationalfundforinfrastructurepositiveforentireinfrasectorIncreasedallocationforrailwayby100bn(up33%同比)allowedtoraisetaxfreebondspositiveforRailwaysectorstocklikeL&T,Kalindeerail,KEC,Titagrahwagon,TexmacorailetcAllocationtodefenseincreasedby10%yoypositiveforcompanieslikeBEL,BEML,L&T, AstramicrowaveetcTheNationalOpticalFibreNetworkprogramme(NOFNp)tobespeededupbyallowingwillingstatestoexecuteonreimbursementofcostfromDoTpositiveforFinolexCables,SterliteTechnologiesCustomsDutyonEthylene - 丙烯 - 非共轭DieneRubber(EPDM),WaterblockingtapeandMicaglasstape,foruseinthemanufactureofinsulatedwiresandcables,reducedfrom10%to7.5%positiveforCableindustryCusto MSDUTYONHDPEFORESENTHEMANUFAFTUREETECOMMUNICATUREGREETICHFIBRECABLEDUMBUTMER7.5%TONILPOSIVEFORFINOLEXCABLES,SterliteteChnologiessource:
IIFL研究
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