Press Note 3 tweak — Pressing the pedal on ties with China?
India’s move signals a pragmatic shift toward selective economic engagement with China while retaining safeguards for national security
NHAI-backed Raajmarg Infra Investment Trust's Rs 6,000-crore IPO to open on March 11
Raajmarg Infra Investment Trust IPO | The public InvIT aims to unlock the monetisation potential of the National Highway assets while creating a high-quality, long-term investment instrument primarily targeting retail and domestic investors.
Chart of the Day: Road construction pace falls to a near-decadal low
Order flows in the EPC sector linked largely to road projects fell sharply in Q3FY26
Multiple tailwinds driving a strong upcycle in CVs
The domestic demand for commercial vehicles is supported by healthy fleet utilisation, freight movement and truck rentals
Working on expanding credit support, says DEA secretary
The government is in talks with public financial institutions to see if there is a demand for long-term loans, Anuradha Thakur said at a pos-Budget interaction
India Inc backs budget 2026’s infrastructure push and demand revival
Industry leaders across cement, logistics, energy, manufacturing, consumer goods and pharmaceuticals said the budget’s emphasis on infrastructure-led growth, technology adoption, tax rationalisation, supply-chain resilience and healthcare innovation provides policy visibility and confidence at a time of global uncertainty.
Budget 2026 focuses on long term growth but falls short on reviving private sector investment: Experts
Economists say that the budget clearly resisted any temptation to push growth higher this fiscal, or even fight the global situation.
Budget 2026 fiscally prudent, private sector must lead growth, says Amitabh Kant
Calling the Budget ‘on course for Viksit Bharat 2047’, Kant said that the private sector needs to invest in infrastructure and pointed out the need for higher Foreign Direct Investments (FDI).
Centre keeps foot on capex pedal, provides incentives for private sector to step up
With few signs of animal spirits reviving in private sector capex, the Budget spelt out innovative financing measures and new areas of growth to sustain momentum
Union Budget 2026: Railways capital outlay raised to Rs 2.81 lakh crore
Finance Minister Nirmala Sitharaman further announced development of seven high-speed rail corridors between cities as ‘growth connectors’ between Mumbai-Pune, Pune-Hyderabad, Hyderabad-Bengaluru, Hyderabad-Chennai, Chennai-Bengaluru, Delhi-Varanasi, and Varanasi-Siliguri.
Union Budget 2026 | Ports and shipping sector gets Rs 5,164.8 crore push
The Finance Minister also announced seaplane viability gap funding scheme to to provide support for operations.
Budget 2026 doubles down on public capex, widens infra pipeline
Finance minister Nirmala Sitharaman raised capital expenditure to Rs 12.2 lakh crore in FY27, up from Rs 11.2 lakh crore in the previous year
Union Budget proposes Infra Risk Guarantee Fund to de-risk real estate, construction projects
Experts say that the proposed fund aims to reduce risk perception among lenders and private developers, a key hurdle that has constrained funding for large real estate, urban infrastructure and construction projects.
Budget 2026: 7 high-speed rail corridors to connect cities, 'growth corridors'
New corridors will be developed between Mumbai to Pune, Pune to Hyderabad, Hyderabad to Bengaluru, Hyderabad to Chennai, Chennai to Bengaluru, Delhi to Varanasi, and Varanasi to Siliguri
From rail to semiconductors, Budget capex enhancement bets on corporate growth
Capital expenditure raised to ₹12.2 lakh crore from ₹11.11 lakh crore last year as government doubles down on infrastructure and manufacturing
India’s ultra-mega Atlanta Bay port plan puts North Andaman at the heart of Bay of Bengal strategy, say experts
Designed to handle some of the world’s largest dry-bulk vessels, the port, say defence analysts, can enable large warships to refuel, resupply and operate closer to key shipping lanes
Cement sector banks on infra push in Budget as pricing pressure looms
The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins
OPINION | From Infrastructure Scale to Reliability: Budget 2026’s real test
India has built infrastructure at scale; Budget 2026 must now ensure reliable execution, stronger transmission networks, and system readiness so public investment delivers consistent outcomes for citizens and industry
Margins crack raising financial viability concerns for road construction firms
Large sized firms are better poised to weather the risks arising from high competition, weak order flows and long working capital cycles
Ambuja Cements: Structural rejig to drive superior returns
Capacity increase and operation cost reduction to aid profits in the long run
Chart of the Day | Demand-supply imbalance could keep cement prices subdued
Softer input costs are the silver lining that can support profit margins
Chart of the Day | EPC firms’ working capital cycle deteriorates, margins slip
Slower execution of projects and payment issues mainly in roads sector put EPC firms in a tight spot
OPINION | India's Transmission Infrastructure: Bridging the gap for green energy growth
India's transmission infrastructure lags behind the rapid growth in power generation and consumption, leading to bottlenecks and delays. Strategic investments, policy reforms, and integrated planning are essential to support the renewable energy transition
Brookfield’s Nawal Saini says its portfolio is adding 10 percent of India’s incremental green capacity this year
Brookfield is one of the largest renewable energy platforms globally, with around $140 billion of AUM across solar, wind, hydro, pumped storage, battery storage, sustainable aviation fuel and carbon capture.
Chart of the Day | Will compliance of new emission norms turn the tide for construction equipment makers?
The CEV-VI emission norms that were rolled out in January put the Indian industry on par with global counterparts
