capex

March 10, 2025 5:02 PM

Capex boom ahead in India, infra projects to accelerate at state level: Jefferies

There has been a significant increase in capital expenditure in India, with growth expected to continue in the coming months as several sectors witness strong investments, according to a new report by global brokerage Jefferies. Mahesh Nandurkar, Head of Research and Managing Director at Jefferies, expects capital expenditure growth to remain robust in February and March. This aligns with the government’s revised budget estimates, indicating a continued push for infrastructure and industrial...

Budget boosts consumption, fiscal prudence, capex: report

The Union Budget 2025–26 has been crafted as a bold move toward fiscal consolidation and long-term structural reforms, with the government keeping the fiscal deficit at 4.4% for FY26 while boosting capital spending by 10% to ₹11.2 lakh crore, according to a report by PL Capital on Monday. The report highlights that the Budget strikes a delicate balance, ensuring credibility in debt management without compromising growth. The government has not only provided for an increase in Capex but cen...