Key Highlights
- As hopes for a significant push into the infrastructure sector rise, experts are turning more positive about the sector.
- "A Budget that sustains infrastructure capex, strengthens export support and enhances sector-specific competitiveness will both bolster domestic growth and signal confidence to investors," said Sreeram Ramdas, Vice President at Green Portfolio PMS.
- Experts believe the government will announce an increase in infrastructure spending in the Budget 2026.
- According to Radhika Rao, Senior Economist and Executive Director at DBS Bank, the Budget will likely announce higher capital expenditure outlays for infrastructure, which includes railways, roads, highways, defence, and transfers to states, collectively representing around 80% of effective capex.
- Sujan Hajra, Chief Economist and Executive Director at Anand Rathi Group, believes that while overall capex should remain strong, its distribution is likely to change.
