By:- Ravi Krishnamoorthi, Group President Strategic Initiatives, Rosmerta Technologies.
“ The Government’s infrastructure-led growth strategy sends a strong and unambiguous signal. At a time when private investment is re-engaging, the nearly 20 percent increase in capital expenditure to INR 12.2 lakh crore provides both scale and certainty to the growth agenda. This push is underpinned by disciplined fiscal management. The ability to invest decisively while keeping the fiscal deficit on a stable path, projected at 4.3 percent through FY27, reinforces macroeconomic stability and investor confidence.
The focus on infrastructure is structural and long term. The INR 40,000 crore ECMS allocation, seven new Dedicated Freight Corridors, upgrades to coastal infrastructure, and a sharper emphasis on domestic tooling and component manufacturing directly address efficiency gaps and strengthen national capabilities. These initiatives improve logistics, deepen supply chains, and enhance India’s competitiveness in global markets. Alongside this, the rationalisation of income tax and Basic Customs Duty improves ease of doing business and supports capital formation. Combined with the cumulative impact of GST and income tax reforms, these measures are expected to sustain consumer demand and economic momentum.
The direction is clear. India is investing with intent, executing with discipline, and building durable foundations for long-term growth. As business leaders, this is the kind of clarity and consistency that allows us to plan, invest, and build with confidence.
