印度将重点从道路转向水、环境卫生和数字基础设施,预计增长放缓。 India shifts capex focus from roads to water, sanitation, and digital infrastructure, projecting slower growth.

印度政府正在将其资本支出(上限)从公路等传统部门转移到供水、卫生、数字基础设施、城市发展和灌溉等领域。 The Indian government is redirecting its capital expenditure (capex) from traditional sectors like roads to areas such as water supply, sanitation, digital infrastructure, urban development, and irrigation. Elara证券公司的报告预测,Capex的增长率从过去两年的平均23.4%下降至26财政年度的同比年增长率15.9%,低于过去两年的平均增长率23.4%。 The report by Elara Securities projects a slowdown in capex growth to 15.9% year-on-year in FY26, down from an average 23.4% growth in the past two years. 预计这一转变将为这些部门的基础设施公司创造新机会。 This shift is expected to create new opportunities for infrastructure companies in these sectors.