Welcome to the EY India Insights podcast - https://www.ey.com/en_in/media/podcasts, In this episode, the host, Ritik, is conversing with Ajit Krishnan, a Tax Partner at EY India with nearly three decades of experience in strategy, transactions, and tax services. Together, they deep-dive into the Union Budget 2025, focusing on critical highlights for the manufacturing sector driving the Indian economic trajectory.

Episode Highlights

Growth in the Manufacturing Sector

• Gain insight into the government's sustained push for manufacturing through key policy measures like the Production-Linked Incentive scheme.

Tax Incentives for Manufacturing

• Custom Duties and International Trade Possible impact of changes in customs duties on manufacturers dependent on imported raw materials.

MSME Competitiveness

• Other measures include the MSME's relief on capital gains tax and easier access to capital markets besides budgetary allocations to defence and automobile sectors.

Green Manufacturing and Sustainability

• Discuss the promotion of green manufacturing through tax breaks and increased funding for clean technologies.

• Ajit Krishnan provides actionable insights into how Budget 2025 can align with India's long-term growth aspirations while addressing immediate manufacturing, sustainability, and global trade challenges.

Join us

Discover what key strategies and fiscal policies can spell India's shot at ensuring its economic future. Keep an ear on more episodes in the series Budget 2025 by EY India Insights.

Listen now: Budget 2025: Insights on expectations for the manufacturing sector

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Welcome to the EY India Insights podcast - https://www.ey.com/en_in/media/podcasts, your go-to source for transformative ideas and in-depth analysis shaping the business and economic landscape.

In this episode of the Union Budget 2025-26 series, host Tarrung is joined by Dr. D.K. Srivastava, a distinguished economist, member of the Advisory Council to the 16th Finance Commission, and EY India Chief Policy Advisor. Together, they decode the macroeconomic implications of the Union Budget 2025-26 and provide actionable insights into India’s economic trajectory.

Episode Highlights:

• Macroeconomic Trends: Discussion on the GDP growth for FY25, the downward revision to 6.4%, and expectations for FY26 amid global economic headwinds.

• Infrastructure Investment: Insights into the importance of domestic demand as a growth driver, along with suggestions for a renewed infrastructure pipeline to strengthen India’s economic foundation.

• Industrial Growth and Private Consumption: Exploring the potential impact of reduced repo rates and fiscal measures on private consumption expenditure and manufacturing growth.

• Tax Reforms: Discussion on much-needed reforms in personal income tax to boost disposable income and consumption, alongside strategic changes in import tariffs to protect domestic manufacturers.

Dr. Srivastava emphasizes the need for robust fiscal interventions, rationalized tax structures, and a focus on infrastructure and domestic demand to ensure sustained growth amidst global uncertainties.

Listen now: Macro-Economic Expectations and Policy Priorities for FY26 | EY - India

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Welcome to the EY India Insights podcast - https://www.ey.com/en_in/media/podcasts where we explore the intersection of artificial intelligence and marketing. In this episode, our host Digvijay Ghosh, EY-Parthenon India Consumer Product and Retail Partner - https://www.ey.com/en_in/people/digvijay-ghosh, engages in a thought-provoking conversation with Nitin Saini, VP of Marketing for Mondelez India- https://www.linkedin.com/in/nitin-saini-9555091?originalSubdomain=in, and a seasoned leader with 20 years of experience at Mondelez International.

Episode Highlights:

• Nitin Saini's journey with Mondelez and his role in leading iconic brands like Oreo.
• The evolution of AI in marketing and its early influences on brand communication.
• The impact of generative AI on consumer experience, content creation, and service experience.
• Mondelez's innovative campaigns that leverage AI for personalized consumer engagement.
• The role of AI in enhancing media buying, measurement, and internal capabilities.
• The importance of first-party data in shaping marketing strategies and consumer insights.
• The skills marketers need to cultivate to stay ahead in the AI-driven marketing landscape.
• The 'test and learn' culture at Mondelez and the role of leadership in fostering innovation.

Join us as we delve into the ways AI is reshaping marketing strategies, enhancing consumer experiences, and transforming the digital commerce landscape. Nitin shares his expertise and insights on how Mondelez is leveraging AI to create personalized campaigns, improve service experiences, and drive brand objectives.

Listen now: AI at the helm; understanding marketing’s next frontier | EY - India

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