Capex
India to incentivize wafer, ingot manufacturing with upfront capex support: MNRE secy
The MNRE's new strategy aims to boost domestic production of wafers, ingots, and polysilicon, addressing gaps in previous incentive schemes. This move is crucial for India's ambitious green energy targets.
5 min read26 Feb 2026Hitachi Energy, ABB India to Astral: 10 capital goods stocks gain 10–33% in 2026. Do you own any?
The capital goods sector, led by Hitachi Energy and Apar Industries, is experiencing strong growth in 2026 due to improved investor sentiment, government spending, and favorable trade conditions. Analysts project continued strength amid healthy ordering trends and margin improvements.
2 min read23 Feb 2026Budget 2026: BSNL allocation jumps over 300% to ₹28,473 crore; telecom outlay up 38%
The finance ministry has also proposed to increase the outlay for the telecom ministry to ₹73,990 crore, mainly due to a significant rise in capital infusion for state-run telecom firm BSNL.
2 min read1 Feb 2026Budget 2026: Fiscal deficit to tax reliefs — 10 key things to watch in this year's Union Budget
Budget 2026: All eyes are now on Nirmala Sitharaman's budget speech as the country awaits the announcement of the biggest financial event of the year. From fiscal deficit to tax reliefs — 10 key things people should watch out for.
5 min read1 Feb 2026Budget 2026: Analysts expect policy continuity, capex-led growth to stay on track
The Union Budget 2026, presented by Finance Minister Nirmala Sitharaman, is expected to focus on policy continuity, capital expenditure, and fiscal prudence amid a challenging global environment.
3 min read31 Jan 2026Budget 2026: Capex can cross ₹12 trillion; minor income tax benefits possible, says Sunny Agrawal of SBI Securities
Over the last few years, the importance of the Union Budget as the only window for reform measures has reduced significantly, and reform measures have become round the clock process, says Sunny Agrawal, Head of Fundamental Research at SBI Securities.
3 min read27 Jan 2026Budget 2026: ‘Capex growth expected to be in focus this year’
Capex growth is expected to stay central on the agenda, but it is imperative to address opportunities of AI-led growth, digital infrastructure, manufacturing expansion and energy transition.
3 min read25 Jan 2026Budget 2026 playbook: Capex stocks or consumption themes — Where should portfolios lean?
Finance Minister Nirmala Sitharaman will unveil the government's fiscal roadmap for the next year on February 1 this year. According to Axis Securities, one of the key challenges for the Union Budget 2026 would be to balance capex-led growth with consumption support.
3 min read20 Jan 2026The government can’t do the heavy lifting forever: The Union budget needs to get private capex moving again
Our growth looks strong but the economy is still too reliant on public expenditure. Private firms remain hesitant to invest—not for lack of money, but confidence. Here’s what the budget must do to kick off private investment and give the Centre space to pare its debt to 50% of GDP by 2030-31.
4 min read6 Jan 2026Capex concentration: Why ₹10 trillion in new projects doesn't signal a broader revival
With private players only participating selectively and public spending remaining subdued, signs of a broader capex revival remain elusive.
2 min read2 Jan 2026