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By:- Manish Sharma, Sector Leader – Infrastructure, Transport and Logistics, PwC India After more than 30% increase in capex between FY23 and FY25, the budget has now settled down to a modest growth of around 11% in FY26 and now to 9% for FY27. The emphasis is now shifting towards…

By – Rishi Anand, MD & CEO, Aadhar Housing Finance Limited “The Budget reinforces confidence in India’s financial ecosystem and signals continued support for inclusive and sustainable growth. With clear targets for credit expansion, technology adoption, and reforms in Banking and NBFCs, there is a clear direction to scale responsibly. The…

By:- Samir Jasuja, founder and CEO, PropEquity,  The Budget’s emphasis on infrastructure-led growth, development of industrial corridors and manufacturing hubs, data centres, high speed rail corridors, dedicated freight corridor, recycling of significant real estate assets of CPSEs through dedicated REITs, Rs 5000 crore allocation per city economic regions (CER) over…

Mr. Rohit Mahajan, Founder and Managing Partner, plutos ONE The Union Budget 2026 is a decisive step in India’s journey towards becoming a Viksit Bharat, with a strong, execution-led focus on SMEs, MSMEs, skill development, and travel-driven demand creation. The Finance Minister, Nirmala Sitharaman, has clearly shifted the narrative from…

By:- Sripad Nandiraj, Founder and CEO, WeHouse ”The Budget sends a positive signal for the housing and home construction ecosystem through its continued push on urban infrastructure, City Economic Regions, and risk mitigation during the construction phase. Increased public capex, development of Tier II and Tier III cities, and the…

By – Mr. Arif Aga, Director at SgurrEnergy “The strong emphasis on capacity building through the National Centres of Excellence for Skilling—including collaborations in sectors like renewable energy—is vital for equipping the nation with the specialized workforce needed to deploy large-scale solar, wind, green hydrogen, and other clean energy projects,…

By Mr. Sanjay Jain, Group CEO of PDS Ltd, commenting on the developments relating to textile, manufacturing, and exports in India. “We welcome the integrated vision for the Indian textile and apparel sector outlined in the Union Budget 2026. As a sector that provides direct employment to over 45 million…

Mr. Sanjeev Agarwal, Executive Director & Chief Manufacturing Officer, Lava International Limited, said: “The expansion of the Electronics Components Manufacturing Scheme to ₹40,000 crore is an encouraging move to strengthen India’s electronics manufacturing ecosystem. For ECMS to deliver its intended impact, it will be important to ensure that the necessary…

By Mr. Vinay Pai, Head Fixed income, Equirus Capital on Fixed Income for your perusal.  Gross market borrowing is pegged at ₹17.2 lakh crore, slightly higher than the expected ₹16.8 lakh crore, including over ₹1 lakh crore in bond switches. Net borrowing, however, remains contained at ₹11.7 lakh crore. As a result, bond markets may witness a marginal uptick in yields, with…