India’s private sector capex jumps 67% to ₹7.7 lakh crore in H1 FY26, led by manufacturing. A strong signal that the investment cycle is finally reviving after years of hesitation.
Expenditure Secretary has clearly stated that fiscal stress is “very much a reality,” especially in the backdrop of the ongoing West Asia conflict and disruptions in critical energy supply routes.
India’s central public sector enterprises (CPSEs) and key infrastructure bodies are set to exceed their FY26 capital expenditure targets for the fourth year in a row, reinforcing the government’s public capex-led growth model amid global headwinds.