Expert Reactions
The Budget strikes a balanced and credible note, with a clear focus on growth, inclusivity and Yuva-Shakti. FICCI commends the Finance Minister for ensuring continuity and stability through sustained reforms, a strong public capex push, ease of doing business and a decisive emphasis on manufacturing, MSMEs, agriculture and services."
Anant Goenka, President, FICCI
"The Union Budget's proposal to establish regional medical hubs is a forward-looking step towards building an integrated, patient-centric healthcare ecosystem. By co-locating AYUSH systems with advanced diagnostics and post-treatment rehabilitation, these hubs will strengthen the continuum of care-enabling early detection, holistic treatment and structured recovery.
Dr Anand K, Managing Director & CEO, Agilus Diagnostics Ltd
The Union Budget maintains a measured, growth-oriented stance, prioritising strategic manufacturing and infrastructure while accepting a slower glide path on fiscal consolidation. Importantly, several announcements align well with our current portfolio positioning. Overall, the Budget reinforces long-duration growth themes already embedded in our portfolios.
Prateek Nigudkar, Senior Fund Manager, Shriram AMC
A growth-focused, simplification-heavy budget with strong welfare and infra underpinnings. The 2026-27 Union Budget, delivered from Kartavya Bhavan under the guiding principles of the three Kartavyas, delivers a robust, reform-oriented roadmap for Viksit Bharat. Specifically for the general insurance industry, the compassionate exemption of TDS (and full tax) on Motor Accident Claims Tribunal interest awards stands out as a victim-friendly relief, ensuring faster, untaxed access to compensation for those in distress — a thoughtful step toward ease of living.
Ashwani Dhanawat, Executive Director and Chief Investment Officer, Shriram General Insurance
From a capital markets point of view, Budget 2026 is all about building on the confidence factor rather than focusing on short-term momentum. The glide path on fiscal deficit, the commitment to capital expenditure of Rs 12.2 lakh crores, and the overall focus on manufacturing-driven growth indicate stability in the overall macro framework.
Manish Jain, Managing Director & CEO, Bajaj Broking
