The Budget targets ₹80,000 crore from disinvestment and asset monetisation in 2026-27, far above recent outcomes
Disinvestment targets have often been missed, with revised estimates scaled down year after year
Market-based sales and infrastructure monetisation delivered most receipts, while strategic sales lagged
Disinvestment can support capital expenditure while helping reduce the debt-to-GDP ratio
Lowering stakes in listed CPSEs and listing unlisted firms could unlock significant market value
Meeting the target hinges on a clear road map, sequencing, and political resolve, not just markets