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Each City Economic Region will receive Rs 5,000 crore over five years, with funds released through a challenge mode and a reform-cum-results based financing mechanism, encouraging states and urban local bodies to accelerate infrastructure creation, connectivity and civic upgrades.
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.
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).
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
The Finance Minister also announced seaplane viability gap funding scheme to to provide support for operations.
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
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.
Three aspects need more attention: growth enhancing reforms, employment intensity of industrialisation and domestic saving
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
Maharashtra, Odisha and Andhra Pradesh emerge as key hubs as states drive India’s pumped hydro expansion.
The Union government had allocated Rs 11.21 lakh crore (budgetary estimates) towards capital expenditure in last year's Union Budget, a growth of around 10% over that of FY25
Centre looks to deepen power distribution reforms despite early financial turnaround at discoms.
India’s thermal share set to fall below 70% as demand cools, renewables surge.
The weakness in cement prices, amid input cost pressures and rupee depreciation, is a challenge for expansion in profit margins
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’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
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
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
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.
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.
Softer input costs are the silver lining that can support profit margins
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
Over the next decade, domestic capital will become as important as foreign capital in funding India’s infrastructure ambitions, Subahoo Chordia tells Moneycontrol
