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Union Budget 2025

The Union Budget has laid the foundation for promoting India's growth while maintaining fiscal prudence, solidifying India's growing credibility in the global economy.

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Dun & Bradstreet Budget Manthan 2025: Impact Analysis

The report presents a comprehensive impact analysis of the Union Budget 2025-26, which covers the overall macro-economy and around 21 major sectors with ratings assigned to them based on the likely impact of the announcements on each individual sector. This can be a useful guide for businesses and decision makers to plan their activities for the current fiscal year. We sincerely hope you enjoy reading this report and find it informative and enriching. Download your copy now!

What The Budget Manthan 2025: Impact Analysis Report Covers

Budget at a glance

Budget profile

Macroeconomic Perspective

Sectoral Impact

Expenditure of Ministries and Departments

Outlay of major schemes

Receipts & Expenditure

Key economic indicators

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Union Budget 2025-26: Takeaways

  • The Union Budget yet again focuses on boosting farmer’s income to augment rural demand. However, the growth in income of farmer’s and rural households needs to be monitored through regular national level surveys.
  • A 5-year scheme to achieve Atmanirbharta in edible oil, after achieving near self-sufficiency in Pulses to support reducing food inflation.
  • Budget focuses on prioritizing agriculture, with Makhana Board to support processing and value addition in Bihar. Support for cotton farming, seeds, fisheries aim crop diversification towards self-sufficiency on agriculture items.
  • Doubling of MSME classification turnover limits and 2.5x investment limits would support continued investment by MSMEs without losing their classification helping them become more efficient and support Make in India agenda.
  • Additional credit to well-run exporter MSMSEs to be provided 2 crores term loans and Udhyam registered micro enterprises to be provided 5 lakh limit credit cards.
  • The ‘National Manufacturing Hub for Toys’ initiative promises a boost for Indigenous manufacturing. By addressing a domestic market gap, it also opens new export opportunities.
  • Leveraging India Post’s vast network to boost logistics infrastructure is a strategic move to strengthen the sector and enhance overall economic connectivity.
  • Mudra loans for homestays to enhance self-employment, increase localized tourism experience and forex generation (services export).
  • Transforming cities into growth hubs is a step forward, but synergy with existing programs like ‘Smart Cities’ and addressing the needs of smaller urban centers is key for balanced national development.
  • The new National Geo-Spatial Mission will modernize land records, track urban growth, and optimize resource allocation, driving inclusive development across regions.
  • The reduction of the fiscal deficit target from 4.8% to 4.4% in FY26 will help control borrowing costs and reduce the Debt-to-GDP ratio, supporting fiscal discipline.
  • The model Bilateral Investment Treaty should create the right balance between investor protection and regulatory autonomy.
  • The development of 50 tourism sites could boost forex earnings from tourism to one-sixth of India’s services exports, up from less than one-tenth today.
  • Exempting Basic Customs Duty (BCD) on capital goods for manufacturing lithium-ion cells for EV batteries will reduce setup costs, accelerating the growth of India’s electric vehicle sector.
  • A Maritime Development Fund in the Union Budget, as recommended by the Rangarajan Commission, is crucial for India's shipbuilding industry (currently at a meager 1-2% global share), providing vital working capital and long-term finance to boost competitiveness and maritime strength.
  • Significant boost to consumption from enhanced zero personal income tax up to 12 lakh rupees from current 7 lakh is much needed relief to consumers.