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BFSI Seeks NBFC Refinance Window as IT Flags AI Compute, H‑1B Costs in Sitharaman’s Budget Talks

The ministry will fold sectoral feedback into Budget 2026–27 after this week’s meetings.

Overview

  • Finance Minister Nirmala Sitharaman on November 19 held separate pre‑Budget consultations in New Delhi with leaders from the banking, financial services and insurance sector and the information technology industry.
  • BFSI representatives urged a dedicated refinance window for NBFCs, a lower SARFAESI recovery threshold, removal of TDS on non‑individual borrowers, and alignment of long‑term capital gains tax treatment with fixed deposits.
  • FIDC said cutting the SARFAESI threshold from Rs 20 lakh to Rs 1 lakh would bring smaller NBFCs into the mechanism and strengthen debt recovery.
  • IT executives focused on AI readiness through domestic compute capacity and skilling, while warning that the H‑1B fee hike to $100,000 from September 2025 and the proposed HIRE Act’s 25% levy could raise costs for Indian firms.
  • The consultation cycle runs November 18–26, following earlier meetings with capital markets and startups, with further sessions slated on infrastructure, energy and urban development.