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Nifty earnings are expected to remain subdued in FY25 but rise significantly in FY26, with an 18.3% EPS growth forecast. This outlook is supported by a consumption-focused Budget, tax rebates, improved rural economy conditions, and better government capex growth. Analysts also anticipate a rate cut cycle starting soon, boosting market sentiment.
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Private plates are increasingly being seen as an investment, often never even being used on a car, say experts.
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The Union Budget 2025 focuses on fiscal discipline, capital expenditure, and consumption to drive long-term growth. Key measures include tax incentives for the middle class, a INR 1.5 lakh crore interest-free loan for states, and infrastructure reforms. Emphasis on deregulation and business-friendly policies aims to foster a conducive environment for economic expansion.
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