PVC stabilisation and channel restocking signal an improving outlook for Q4
Government spending drives growth but creates limited jobs. Household sector accounts for 42% of capex. Bringing it into the formal economy can improve investment quality and incomes
Investment intentions drop to Rs 9.55 lakh crore for FY27 even as firms deliver strongly on current year plans
Antique Stock Broking expects the Centre’s fiscal deficit at 4.2 percent of GDP for FY26, lower than the revised estimate of 4.4 percent, while states are likely to meet their target of 3.2 percent of GDP.
The investments, according to a statement from the Adani Group, spans core businesses such as renewable energy, thermal power, ports, airports, cement, as well as emerging businesses such as energy storage, metals, and defence
The company is capitalising on a rare alignment where GE, Rolls-Royce, and Siemens are all raising bets simultaneously
The foray into related categories could support the next phase of growth
Premium products, pricing discipline, and new-category entry driving medium-term earnings visibility
Long-term leadership intact, positioned for summer recovery and export acceleration
The company is back to double-digit volume growth after several quarters
The government is confident of meeting its capital expenditure target for FY27, supported by diversification across sectors and higher infrastructure loans to states, Anuradha Thakur tells Moneycontrol
We even want global businesses to come to India, says Sitharaman
The fiscal deficit target for FY27 is just 10 percentage points lower than the aim for the current financial year.
To discipline excessive speculation by retail investors, the finance minister could have chosen a non-fiscal path
The hike in capital expenditure has been in line with market expectations, and it would continue to maintain the investment momentum seen over the past several years
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
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
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 debt to GDP ratio was below 50 percent in FY19, but rose to 51.9 percent in FY20 and further to 62 percent during the pandemic
It wants Indian companies to take bigger risks, make investments with longer time horizons, become globally competitive, and avoid rent-seeking, oligopolistic tendencies
A central argument in the survey is that India’s cost of capital remains structurally high, limiting the appetite for long-gestation private projects.
The survey contrasts capital spending with transfer-heavy expenditure, warning that the latter offers only transient welfare gains, while capex delivers durable improvements in productivity, incomes and competitiveness
On capital expenditure, 15 respondents said their companies would significantly increase spending over the next 12 months, while another 18 executives indicated a slight increase
Capital expenditure seen holding near 3% of GDP even as total Budget size crosses Rs 53 lakh crore