In his 12th address from the Red Fort on the 79th Independence Day, Prime Minister Narendra Modi presented a roadmap for the next chapter of India’s development. His message was clear: India will write its own destiny, decide its rules on its own and will move towards the goal of becoming a developed nation by 2047. Experts told the CNBC Awaaz that the impact of the announcements made by Prime Minister Narendra Modi from the Red Fort will be seen on the stock market and select shares.
Semiconductor and important minerals – Vedanta, Tata Alexi
Nuclear Energy and Infrastructure – L&T, BHEL
Defense and Aerospace – HAL, India Forge, BEL
Renewable Energy – Adani Green, Tata Power
Consumer and Demand Growth – Dimart, Maruti Suzuki
Energy self -sufficiency – ONGC
1. Semiconductor – First Made in India Chip by the end of this year: Prime Minister Modi said that 50-60 years ago, efforts to set up semiconductor factory in India failed, while other countries moved forward. Now India is in mission mode and the first indigenous chip will be ready by the end of this year.
Effect- Positive trends for companies associated with semiconductor construction, design and electronics supply chain
Domestic chip production will reduce dependence on imports, which will reduce the cost of electronics, auto, mobile and defense areas.
Potential shares- Vedanta, Tata Alexi, Dixon Technologies, Sirma SGS, SPEL Semacist, Moschip Technologies
2. The target of increasing the nuclear power capacity by 10 times: The target is to increase the nuclear power generation capacity by 10 times over the next 20 years. For this, work is going on on 10 new nuclear reactors.
Effect- Nuclear power plant EPC (engineering, procurement and construction) companies, turbines and reactor equipment suppliers and uranium mining companies will benefit.
Potential shares: Larsen & Toubro, Bharat Heavy Electricals (BHEL), Hindustan Aeronautics (HAL), Nuclear Power Corporation (Public Sector Employees), Uranium and Important Minerals: Hindustan Copper, NMDC, Moil
3. Big GST reform on Diwali: The next generation GST reforms will be announced on Diwali, which will reduce taxes on essential commodities and provide relief to MSMES and common consumers.
Effect:- Increase in demand for FMCG, retail, auto, durable consumer goods and MSME area due to tax deduction. Potential Share:- FMCG: HUL, ITC, Dabur, Marico, Consumer Durables: Voltas, Havells, Crupton, Whirlpool, Retail: Avenue Supermarts (DMART), V-Mart Retail
4. Improvement work force for India of 10 trillion dollars: A special improvement work force will be formed, which aims to speed up economic development, eliminate red tape, modernize governance and make India a $ 10 trillion economy by 2047.
The areas associated with infrastructure, digital services, banking, logistics and business ease will benefit- Potential shares- Infra: L&T, Adani Ports, IRB Infra, KNR Constructions, Digital/IT: TCS, Infosys, Tech Mahindra, Banking/Financial: HDFC Bank, SBI
5. Pradhan Mantri Development Bharat Employment Scheme of ₹ 1 lakh crore: Under this scheme, 3 crore youths will be benefited, new jobs will be given ₹ 15,000 per month. Its purpose is to increase employment and move from independent India towards rich India.
Employment creation will increase consumer expenses, which will increase demand for auto, real estate, banking and consumer goods.
Potential Share: Auto: Maruti Suzuki, Mahindra & Mahindra, Tata Motors, Real Estate: DLF, Godrej Property, Santek Realty, Retail/FMCG: Avenue Supermarts, ITC, HUL
6. High-Power Development Mission: This mission will be run to remove the demographic imbalance caused by infiltration and illegal migration into the border areas. It aims to protect national unity, integrity and rights of citizens.
7. Energy self -sufficiency – The beginning of ocean churning: A big budget of India still spends on the import of petrol, diesel and gas. For this, investigation mission in national deep water will be started. Along with this, solar, hydrogen, hydroelectric and nuclear energy will be widely expanded.
Effect: Oil and gas exploration in deep water, offshore drilling, renewable energy companies will benefit.
Possible share-
Oil & Gas: ONGC, Oil India, Reliance Industries
Renewable Energy: Adani Green, NTPC, Tata Power, JSW Energy
8. Made in India Jet Engine – A national challenge- Prime Minister Modi challenged scientists and youth that as we created a vaccine during Kovid and brought a digital payment revolution through UPI, now also create our jet engines.
Aerospace construction, HAL suppliers, accurate engineering companies will benefit.
Potential Share- HAL, India Forge, MTAR Technologies, Dynamatic Technologies, Paras Defense
9- Search for important minerals continues in more than 1200 places across the country- Prime Minister Narendra Modi said that India is working fast towards becoming self-sufficient in the field of important minerals. Search for important minerals is going on in more than 1200 places across the country, as these minerals play an important role in many important areas. Prime Minister Modi said that today the whole world has become aware of important minerals and India is also taking steps in this direction. For this, the government is going to start the National Investigation Mission.
He also said that India is moving towards ‘Samudra Manthan’, that is, the exploitation of the mineral wealth in the depths of the sea is also being worked out, so that in future, no one has to depend on these resources.
The Lok Sabha on Tuesday passed the Mines and Minerals (Development and Regulation) Amendment Bill, 2025 with sounds. The bill makes six major changes in the Act of 1957, which aims to further the National Important Mineral Mission (NCMM) and provide additional income to the states. It was introduced by Union Mining Minister Kishan Reddy.
The Mining Minister had said that the government is working to facilitate the supply of important minerals like lithium and promote health and employment in mining affected areas. He assured that the government is committed to bringing transparency in the mining sector.
Flaws before 2014, now change- G. Kishan Reddy attacked the Congress and said that before 2014, the allocation of mines was on a piece of paper, but after the Modi government came, 2015, 2021, 2023 and now have been improved in 2025. He said that Prime Minister Modi discusses important minerals even during foreign tours.
