INDIA MARKET LENS
Economy & Policy▲ Positive

LTCG tax rollback: What investors want from Budget 2027 and will the government deliver?

· Business Today Mkts

Investors are seeking a rollback of the 12.5% long-term capital gains (LTCG) tax on eligible equity gains, along with changes to securities transaction tax (STT), ahead of Budget 2027. However, the government has not announced any tax relief, leaving investors waiting for clarity on potential changes.

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • This is a market-wide development — its reach goes beyond any single stock.
  • Sector exposure: Capital Goods & Engineering, Capital Markets.
  • The immediate tone of coverage reads positive.
Capital Goods & EngineeringCapital Markets