Your ultimate source for
in-depth analysis and insights on
Union Budget 2026

This Union Budget strengthens India’s growth pathway while maintaining fiscal discipline, reinforcing the nation’s rising credibility on the global stage.

Download your copy now

Dun & Bradstreet Budget Manthan 2026: Impact Analysis

The report presents a comprehensive impact analysis of the Union Budget 2026-27, 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 2026: 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

Budget 2026: What Really Matters

Download Your E-Copy

By submitting your information, you are consenting to Dun & Bradstreet using this data for marketing and analytical purposes, see our Privacy Policy.

Union Budget 2026-27: Takeaways

Manufacturing, Industrial Policy and Technology

  • Launch of Biopharma SHAKTI with an outlay of ₹100 bn over five years to establish India as a global hub for biologics and biosimilars, supported by new and upgraded NIPERs, expanded clinical-trial networks, and strengthened drug regulation.
  • Announcement of India Semiconductor Mission 2.0 to build domestic capabilities across equipment, materials, full stack IP and skilled workforce development.
  • Enhancement of the Electronics Components Manufacturing Scheme outlay from ₹229.2 bn to ₹400 bn.
  • Establishment of Rare Earth Corridors, Chemical Parks, Hi Tech Tool Rooms, a Construction & Infrastructure Equipment Scheme, and a ₹100 bn Container Manufacturing Scheme.
  • Rollout of an Integrated Textile Programme, Mega Textile Parks, revival of 200 legacy industrial clusters, and initiatives for sports goods, khadi, handloom and handicrafts.

MSMEs, Entrepreneurship and Market Access

  • Creation of a ₹100 bn SME Growth Fund and a ₹20 bn top up of the Self Reliant India Fund.
  • Mandatory adoption of TReDS for CPSE procurement from MSMEs, with credit guarantees, securitisation of receivables, and integration with GeM.
  • Introduction of Corporate Mitras to provide affordable compliance and professional support to MSMEs.

Infrastructure, Logistics and Urban Development

  • Increase in public capital expenditure to ₹12.2 tn in FY27.
  • Establishment of an Infrastructure Risk Guarantee Fund and acceleration of CPSE asset monetisation through REITs.
  • Development of a new East–West Dedicated Freight Corridor, expansion of National Waterways, coastal cargo incentives, seaplane VGF, and ₹200 bn allocation for CCUS.
  • Funding for City Economic Regions and development of seven High Speed Rail corridors.

Financial Sector and Capital Markets

  • Constitution of a High Level Committee on Banking for Viksit Bharat.
  • Restructuring of PFC and REC, introduction of market making and derivatives for corporate bonds, and incentives for municipal bond issuances.
  • Liberalisation of equity investment limits for Persons Resident Outside India under the PIS framework.

Services, Education, Skills and Tourism

  • Measures to position the services sector as a growth driver, including AVGC labs in schools and colleges, new design and hospitality institutions, university townships, and tourism skilling initiatives.
  • Development of digital heritage infrastructure, eco tourism trails, archaeological sites, and launch of the Khelo India Mission.

Agriculture, Rural Economy and Inclusion

  • Integrated development of fisheries, animal husbandry, and high value agriculture, with targeted programmes for coconut, cashew, cocoa, sandalwood and nuts.
  • Launch of Bharat VISTAAR, SHE Marts for women led enterprises, Divyangjan skilling and assistive device schemes, and region focused corridor and tourism initiatives.

Taxation and Trade Facilitation

  • Wide ranging direct tax reforms to simplify compliance, reduce litigation, rationalise TDS/TCS, and provide relief to taxpayers.
  • Indirect tax and customs reforms to support exports, manufacturing, healthcare access, e commerce, and faster, technology enabled trade facilitation.