Union Budget Analysis 2015 16
Analysis of
UNION
BUDGET
2015-16
Credit Analysis & Research Ltd.
1
TABLE OF CONTENTS
Foreword.............................................................................................. 2
Macro Economic Backdrop................................................................ 3-5
Union Budget 2015-16.................................................................... 6-13
Railway Budget 2015-16................................................................ 14-16
Industry Allocation Sectors
Airlines......................................................17
IT and ITES.................................................39
Airports.....................................................18
Media and Entertainment.........................40
Auto Components.....................................19
Mining and Minerals.................................41
Automobiles..............................................20
Non-ferrous Metals..............................42-43
Banking and Financial Services.............21-22
Oil and Gas...........................................44-45
Cement.................................................23-24
Paper.........................................................46
Coal........................................................... 25
Pharmaceuticals........................................47
Construction.........................................26-27
Pipes..........................................................48
Consumer Durables...................................28
Ports.......................................................... 49
Education...................................................29
Power (incl renewables)............................50
Engineering and Capital Goods............30-31
Real Estate.................................................51
Fertilizers..............................................32-33
Roads and highways..................................52
UNION
BUDGET
2015-16
Credit Analysis & Research Ltd.
1
TABLE OF CONTENTS
Foreword.............................................................................................. 2
Macro Economic Backdrop................................................................ 3-5
Union Budget 2015-16.................................................................... 6-13
Railway Budget 2015-16................................................................ 14-16
Industry Allocation Sectors
Airlines......................................................17
IT and ITES.................................................39
Airports.....................................................18
Media and Entertainment.........................40
Auto Components.....................................19
Mining and Minerals.................................41
Automobiles..............................................20
Non-ferrous Metals..............................42-43
Banking and Financial Services.............21-22
Oil and Gas...........................................44-45
Cement.................................................23-24
Paper.........................................................46
Coal........................................................... 25
Pharmaceuticals........................................47
Construction.........................................26-27
Pipes..........................................................48
Consumer Durables...................................28
Ports.......................................................... 49
Education...................................................29
Power (incl renewables)............................50
Engineering and Capital Goods............30-31
Real Estate.................................................51
Fertilizers..............................................32-33
Roads and highways..................................52