Infrastructure

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

NPCIL to target state government joint ventures as SHANTI Act clears key hurdle

State partnerships are expected to ease land and other clearances, as well as ensure power offtake, as NPCIL eyes faster execution of its 50-GW share in India’s 100-GW nuclear plan.

Navi Mumbai housing prices jump 22% in 4 years as infra growth drives demand

Navi Mumbai’s pricing growth remains closely tied to infrastructural projects such as the airport and metro, experts say. As these projects progress, analysts expect steady price growth

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

Centre fast tracks hydropower in J&K; Ratle project to be ready by 2028-end, Dulhasti clears green hurdle

With Indus Waters Treaty in abeyance, the Centre reviews Salal, Ratle and Dulhasti projects, as it looks to unlock hydropower potential across the Indus basin

India's cement industry to grow 6-7% in FY27, aided by housing and infra sector: ICRA

ICRA expects India's cement industry to grow about 6 to 7 per cent in FY27, and touch 6.5 to 7.5 per cent growth in the current fiscal year FY26.

Year Ahead: Private capex seen taking the baton in 2026 as public-led infra spend peaks

The growth outlook for 2026 for public and private capex appears to be more balanced, say economists. Private capex would be supported by continuing low levels of global crude prices, likely easing of global supply situations, and India’s FTA push.

Chart of the Day | Demand-supply imbalance could keep cement prices subdued

Softer input costs are the silver lining that can support profit margins

Macquarie Asset Management appoints Avendus’ Prateek Jhawar as head of real assets for India

Jhawar, who will join Macquarie in January, will be responsible for MAM’s infrastructure and green investments teams in India, leading origination and investment strategies

Domestic investors emerging as key infrastructure financiers, says EAAA CEO Chordia

Over the next decade, domestic capital will become as important as foreign capital in funding India’s infrastructure ambitions, Subahoo Chordia tells Moneycontrol

HG Infra Eng Consolidated September 2025 Net Sales at Rs 904.50 crore, up 0.23% Y-o-Y

Likhitha Consolidated September 2025 Net Sales at Rs 102.24 crore, down 23.28% Y-o-Y

Afcons Infra Consolidated September 2025 Net Sales at Rs 2,988.39 crore, up 0.97% Y-o-Y

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

Likhitha Standalone September 2025 Net Sales at Rs 102.24 crore, down 18.47% Y-o-Y

HG Infra Eng Standalone September 2025 Net Sales at Rs 1,153.75 crore, up 8.39% Y-o-Y

RUDRABHISHEK Consolidated September 2025 Net Sales at Rs 21.59 crore, up 6.66% Y-o-Y

RUDRABHISHEK Standalone September 2025 Net Sales at Rs 18.60 crore, up 2.21% Y-o-Y

Afcons Infra Standalone September 2025 Net Sales at Rs 2,987.67 crore, up 1.39% Y-o-Y

Denta Water Standalone September 2025 Net Sales at Rs 74.27 crore, up 53.8% Y-o-Y

Adani Ports and SEZ Q2 net profit rises 29% YoY to Rs 3,120 crore; revenue up 30%

Adani Ports and Special Economic Zone Ltd Q2 FY26 results: Net profit, revenue from operations see healthy growth.

India eyes 208 hydel projects on Brahmaputra basin against China’s 60 GW mega dam

India has drawn a plan to build hydro projects totaling 65,000 MW across its Brahmaputra basin against China’s 60,000 MW plant, construction of which began in July this year.

Rising domestic investor demand spurs record secondary trades in InvITs

In the last two months, seven InvITs have seen secondary transactions worth almost Rs 6,000 crore, data from stock exchanges shows

L&T wins large orders worth Rs 2,500-5,000 crore for Minerals and Metals business

L&T said its Minerals & Metals (M&M) business has secured multiple large orders in India, including one from Hindalco Industries for setting up a 180 KTPA aluminium smelter and gas treatment centre for a greenfield project in Odisha.

L&T wins Rs 2,500-5,000 crore grid infrastructure orders in Middle East; stock trades mildly lower

Larsen & Toubro said it has won large orders in the range of Rs 2,500-5,000 crore for its Power Transmission & Distribution business for grid infrastructure in the Middle East.