HomeNewsBusinessMarketsPrivate capex may revive with GST reforms, but consumption offers upside: Experts

Private capex may revive with GST reforms, but consumption offers upside: Experts

Nandita Khemka • September 09, 2025 / 12:54 IST

Private capex could pick up as GST cuts prompt companies to expand capacity to meet higher demand. However, given the massive outperformance of industrials, further upside may be limited, says Ikigai’s Pankaj Tibrewal.

Consumption comeback on the cards, but will private capex keep pace?

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