The union budget and its effect on various sectors and stocks are mentioned below

1. Positive Announcement Likely To Benefit Scripts 2.Rs. 25,000 Crore Disinvestment Hind Copper, NMDC 3.RBI Mulling giving banking licences to Pvt.Players & NBFC's Tata Investment,Rel Capital, Ind.Lease Development, IL&FS 4.Extended Interest subvention for export credit for 1 year Rajesh Export,S Kumar,Timex,Emmby Poly 5.Recapitalisation of Banks(RRB) UCO,CBI,Dena,Syndicate 6.Rs. 300 Crore for Agri Inputs Rungta Irrigation 7.42% higher allocation for Infrastructure RIIL,GTL Infra,Sobha,Ultratech Cement 8.Increase Allocation for road projects by 13% IRB infra,RIIL,LT,Ultratech Cement 9.Power Capacity more than double allocation R Power,JP Power,Suzlon,Websol 10.61% more fund allocation for renewable enerdy development Websol,Suzlon,JP Power 11.Clean Energy Fund Websol,Suzlon,JP Power 12.Extended Interest subvention for low cost housing Sobha,LIC,ICICI,Gruh Fin.,Ind.lease 13.Allocates Rs. 19 Bln for Unique ID project Geodesic,Bartronics 14.MAT increased to 18% from 15% All co's paying higher MAT will have negative impact 15.Surcharge Tax reduced to 7.5% from 10% All co's paying higher ST will have positive impact 16.Rs.16,500 Crore allocation to PSU banks PSU Banks 17.Rs.400 Crore for Green Eastern States Rungta Irrigation 18.To Set up more 5 mega food park Godrej Consumer,Godrej Ind. 19.To provide Facility for storage like cold storage,Cold room BOC 20.To provide finance of Rs. 25000 Crore in next 3 years for infrastructure Infrasturcture companies like RIIL,GTL Infra 21.Competitive bidding process for allocation coal blocks RNRL,Sesagoa,Guj NRE,Electrosteel Casting 22.Solar,Small hydro & micro power projects of Rs. 500 Crore JP Power,Websol 23.Rs.200 Crore Grant for Knitwear industry TT,Emmby Poly 24.16% more allocation & state alllocation of Rs.3675 crores for education Educomp,Everon,Hathway Cable 25.Almost Rs.3000 crore more alllocation for health Indraprashth Medi,Fortis 26.Rs.66,100 crore provided for Rural Development Godrej Ind.,Rungta Irrigation,RCF,NFL 27.Cash Allocation for Fertilizer companies RCF,NFL 28.Rs.48,000 Crore allocated for rural dev.under Bharat Nirman Sobha,Godrej Ind.,RIIL,GTL Infra 29.Rs.1270 Crore allocated to Rajiv Awas Yojana Sobha 30.National Skill Development Educomp,Everon,Hathway Cable 31.Increase Allocation for Defense BEL,BEML,Ashok Leyland 32.To Encourage R&D of Science & Lab, weighted deduction increased Anu Lab,Sandu Pharma,Wanbury,Jupitor Bio,Glenmark 33.To Encourage R&D of Statistical Research weighted deduction increased Crisil 34.Full Exemption from customs duty to refrigeration units BOC,Whirlpool,Godrej 35.Full Exemption from customs duty to Trailers & Semi Trailers VST Tillers, M&M 36.Exempt the testing & certification of Agri seed from ST Kaveri Seed,Advanta 37.Cereals & pulses transportation to be exempt from service tax Nutraplus Products 38.Solar photovolatic & solar thermal power gen units exempted Websol,Moser baer 39.Blades for wind energy generators from CED Suzlon 40.CED reduced to 4% for LED light MIC Electronics 41Exemption for mobile phone accessories,parts of batter chargers Spice,Videocon 42.Exemption for medical equipments Span Diagno 43.Toy Ballons fully exempted from CED OK play,Hanung Toys 44.Reduction in CED on household type water filter Ion Exchange,Hind Liver 45.Reduction in CED on corrugated boxes & cartons Ras propack,Essel Packaging,Karur KCP 46.Partial rollback of excise duty relief on large cars Negative Impact onM&M,Maruti,Telco 47.No import duty on some equipment in road projects Guj Appollo Equipments 48.Petroleum products: basic excise duty of 5% crude, 7.5% on diesel & petrol; 10% on other products RIL,IOC,BPCL,HPCL will impact negatively 49.Real estate sector now gets 5 years for completion instead of 4 years before Sobha 50.Microwave oven's part exempted Whirlpool,Godrej 51.Infrastructure Boost Sobha,RIIL,Ultratech Cement 52.Surcharge Reduction FMCG like Godrej Ind,Godrej Consumer 53.Hotel Industries Hotel Leela