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Thursday 15 March 2012

Morning Budget 2012-13 overview

16th March 2012,Friday

Brokers are expecting an eventful Budget as the FM is under pressure to boost revenues to reduce the fiscal deficit, while excessive increases in tax rates could hurt companies. These are some of the measures that could be brought in by the government and their implications:

Automobile

Hike in excise duty, diesel tax

Banking

Fiscal consolidation, capital infusion in PSUs, clarity on new bank licences, Interest subvention fund for power sector

Capital Goods

Import duty on power generation equipment, increased govt spending on infrastructure schemes, mandatory domestic power equipment procurement for future UMPPs using domestic coal

Cement

Hike in excise duty, hike in diesel prices, waiver of import duty on thermal coal, higher allocation for infra projects, VAT reduction

FMCG

Hike in excise duty, increase in personal tax slabs, measures to discourage gold import

Fertilisers

Cut in per unit subsidy on non-urea fertilisers, raising urea retail price, cutting custom duty on inputs like naphtha, LNG, etc

Infrastructure

Higher budgetary allocation, long- term funding for projects, new services in tax net

Infotech

Incremental allocation under schemes to digitize various departments

Media

Waiver of custom duty on set-top boxes, increase in FDI limit for cable TV multi-system operators

Metals & Mining

Increase in import duty on manganese ore and waiver of import duty on thermal coal, iron ore lumps

Oil & Gas

Increase in prices of petroleum products and waiver of custom duty on LNG, extension sun-set clause on tax incentives

Logistics

Concrete steps to expedite work on the Dedicated Freight corridors and Delhi-Mumbai Industrial Corridor

Pharmaceuticals

Higher budgetary allocation for healthcare and increase in tax sops on R&D, extension of Tax holiday on healthcare in Tier II and III towns, infrastructure status for healthcare

Retail
Roll-back (partial or full) of 10% excise duty on retail price of branded garments

Real Estate

Increase in limit of income-tax deduction for interest on housing loans to Rs 3 lakhs

Power

Import duty on power generation equipment, waiver of duty on imported coal, Incentives/measures for SEB reforms with pre-conditions

Telecom

Budget estimates likely to include inflows from 2G auctions, Imposition of import duty on mobile handsets & focus on promoting domestic manufacturing of electronics

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