Union Budget 2026-27
100+ Stakeholder Impact Analysis Dashboard
Budget 2026-27 Headline Measures
Key policy measures used for stakeholder impact mapping and analysis
Source: Finance Minister's Budget Speech (Part A & B), Union Budget 2026-27, presented 01 Feb 2026 | Download Official Speech PDF | PIB Budget Portal
Manufacturing & Infrastructure
Budget Speech Part A, Paragraphs 15-48
- CapEx Capital expenditure raised to ₹12.2 trillion for FY27 [Para 18, Page 8]
- Priority Manufacturing reforms: pharma, semiconductors, rare-earth, chemicals, textiles, sports goods, capital goods [Para 20-25, Page 9-11]
- Rail Seven high-speed rail corridors: Mumbai-Pune, Pune-Hyderabad, Hyderabad-Bengaluru, Bengaluru-Chennai, Delhi-Varanasi [Para 32, Page 14]
- Bonds Corporate bond market framework; Infrastructure Risk Guarantee Fund for lenders [Para 45-46, Page 19]
Taxation & Finance
Budget Speech Part B, Paragraphs 85-135
- No Change No change in income tax slabs/rates [Para 92, Page 38]
- STT STT increased to 0.05% on equity derivatives (F&O) [Para 108, Page 44]
- Buyback Share buybacks taxed as capital gains at individual slab rates [Para 105, Page 43]
- States 16th Finance Commission: 41% share of divisible tax pool to states (2026-31) [Para 130, Page 52]
Innovation & Technology
Budget Speech Part A, Paragraphs 35-62
- Semi India Semiconductor Mission 2.0: ₹40,000 crore – chip production, research & training [Para 36, Page 15]
- Bio Biopharma Shakti: ₹10,000 crore over 5 years – R&D, manufacturing, innovation [Para 42, Page 17]
- MSME ₹10,000 crore SME Growth Fund + ₹2,000 crore Self-Reliant India Fund [Para 55, Page 23]
- Green ₹20,000 crore Carbon Capture (CCUS) over 5 years for power, steel, cement, refineries [Para 60, Page 25]
Compliance & Relief
Budget Speech Part B, Paragraphs 95-125
- Relief ITR revision deadline extended from Dec 31 to Mar 31 with nominal fee [Para 98, Page 40]
- MACT Income-tax exemption for MACT interest to natural persons [Para 102, Page 42]
- Customs Rationalisation of customs duty exemptions; support domestic manufacturing [Para 115, Page 46]
- NRI Simplified TDS on immovable property sale by NRIs – resident buyer deducts [Para 100, Page 41]
Top 15 Analysis: Winners, Losers & Missed Expectations
Directional assessment based on headline measures. Full scheme-by-scheme allocations may vary.
Top 15 Winners
Net Positive ImpactTop 15 Losers
Net Negative/Neutral ImpactTop 15 Missed Expectations
Pre-Budget Asks UnmetStakeholder Impact by Category
Detailed breakdown of budget impact across 10 stakeholder categories
105 Stakeholder Impact Matrix
Filter by category, impact score, confidence level, or search by keyword
| # | Category | Stakeholder | Benefits (Budget 2026-27) | Adverse Impact | What They Expected | Net Score | Confidence |
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How to Read This Analysis
Understanding the scoring framework and data sources
Net Impact Score
Ranges from -2 (strong negative) to +4 (strong positive). Based on explicit announcements and second-order effects.
Confidence Score
Indicates certainty of impact assessment based on directness of budget measure.
Missed Expectations
Captures pre-budget asks that were not addressed. Based on industry representations and media reports.
Data Sources
Analysis based on FM's Budget Speech (Part A & B), Finance Bill 2026, PIB releases, and Ministry documents.
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