Capex

Experts said meeting the gross tax revenue budget target of ₹42.7 trillion would be difficult as it would require a Y-o-Y expansion of 22 per cent in the November-March FY26 period.

Adani Group plans to raise ₹90,000 crore in FY27 to fund a ₹1.5-trillion annual capex push across power, logistics, airports, data centres and potential Sahara asset acquisitions

Economist Sajjid Chinoy has pitched for a relook into the government's curb on foreign direct investments from China, arguing that allowing Chinese investments in the country will be more advantageous than slapping tariffs on imports from the northern neighbour. Chinoy, the chief India economist at J P Morgan, who is also a part-time member in the Economic Advisory Council to the Prime Minister (EAC-PM), said that the private capital expenditure is down due to the lack of demand visibility amid the flood of cheaper Chinese imports. Chinese exports into the US were a free flowing river, but the 32 per cent tariff slapped by the Donald Trump administration is acting like a wall, leading to the same goods being spilled out into other emerging markets like India, he said. Speaking at an event organised by the Asia Society on Monday, Chinoy said the flood of Chinese goods at cheaper prices is creating challenges for emerging markets looking to increase their exports. "I would argue Indi

Consumer affairs and railways lead FY26 spending so far, as FinMin launches early pre-budget consultations to ensure fiscal prudence and even-paced expenditure

Citi said that it prefers execution leaders exposed to key thematics, with Cummins India and Bharat Electronics as its top picks

Some of the key sectors where the capex was utilised included safety work, capacity augmentation, customer amenities, and rolling stock

Remember that the government had for the first time in the last five years projected a single-digit growth in capex in 2025-26 to just 6.5 per cent

Overall, government capex averaged 4.1 per cent of gross domestic product (GDP) over FY22-25, up from 2.8 per cent in the pre-pandemic days

India is poised to become the next major player in the global petrochemicals industry, backed by a planned capital expenditure of USD 37 billion aimed at boosting self-sufficiency, S&P Global Ratings said in a new report. The report, 'First China, Now India: Self-Sufficiency Goals Will Add To Petrochemicals Supply', warns that India's aggressive capacity expansion - following similar moves by China - will intensify oversupply pressures in Asia's petrochemical sector. India, the world's third-largest petrochemical consumer after China and the US, has historically relied on imports to meet domestic demand. But a shift toward self-sufficiency is underway, and S&P expects India to account for a third of global capacity additions by 2030. S&P Global Ratings, in the report, anticipates that India will stick with major investment plans to reduce import dependency on chemicals used in everyday goods, from plastic bags to auto parts. Overcapacity in Asia-Pacific petrochemicals ...

States spent 27% of FY26 budgeted capex in April-August, with Telangana leading and Tripura lagging, even as rising borrowings raise fiscal concerns

A recent article by the Reserve Bank of India (RBI) noted that private sector capital investment is expected to grow by 21.5 per cent to ₹2.67 trillion in 2025-26

Despite delays, FY26 budget supports ₹11.2 trillion capex with strong order pipeline in power, transport and real estate

A growth rate of close to 8 per cent in Q1 should help the fiscal end with a decent growth print. However, challenges posed by global headwinds will commence from the second quarter

NSO data shows broad-based demand recovery with rural growth, higher wages, and strong public capex

Despite the healthy corporate sheets supporting fresh investments, the imposition of the tariffs is likely to hit sentiments

India Inc's credit profile is set to remain stable in Q2FY26 with improved margins and ICR, but US tariffs and global tensions could delay the private capex recovery

Reliance Retail has increased its capital expenditure by 37.5 per cent to Rs 33,696 crore in FY2025-26, as the country's leading retailer is expanding its network and infrastructure, according to the latest annual report of Reliance Industries. However, segment liabilities of the retail business of Mukesh Ambani-led Reliance Industries were up 17.33 per cent to Rs 87,554 crore. Revenue (Value of Sales and Services) of Reliance Retail, which was operating nearly 20,000 stores, the largest footprint for any retailer in India, was up 7.85 per cent to Rs 3.3 lakh crore, helped by its consumption baskets in consumer electronics, grocery, fashion and lifestyle segments. Moreover, retail business EBITDA grew 8.6 per cent in FY26, benefitting from productivity gains through network optimisation and improved operating metrics, the annual report said. With this, Reliance Retail is ranked 40th in Deloitte's Global Powers of Retailing and the only Indian retailer in the Top 100, it said. "Ret

The net tax revenue of ₹5.4 trillion stood at 19 per cent of the BE in Q1FY26 compared to 21.3 per cent in Q1FY25, registering a contraction of 2 per cent year-on-year (Y-o-Y)

Disinvestment as a policy was launched in the early 1990s to bolster revenue and use the reduced government stake in PSUs to help enhance their autonomy

The company has lined up investment of about ₹6,000 crore in FY26 for capital expenditure through 14 greenfield facilities