印度的2026年预算目标是通过道路项目的推动和增加开支来恢复基础设施。 India's 2026 budget targets infrastructure recovery with road project boosts and increased spending.

印度的2026年联邦预算预计将促进基础设施和资本商品部门的发展,因为道路项目获赔量在26财政年度头九个月急剧下降1,951公里,而25财政年度为7,538公里。 India’s Union Budget 2026 is expected to boost infrastructure and capital goods sectors after a sharp drop in road project awards—1,951 km in FY26’s first nine months versus 7,538 km in FY25. 尽管施工和投标拖延较慢,但强有力的输油管道以及国家投资保险协会更严格的投标准则都支持了复苏的希望。 Despite slower construction and bidding delays, strong pipelines and NHAI’s stricter bidder norms support recovery hopes. 政府高额支出可在年终前推动5 000亿卢比的公路奖,后期激增。 Higher government spending could drive Rs 500 billion in road awards by year-end, with a back-end surge. Jal Jeeevan Mission为EPC公司提供资金,缓解流动性,而私人投资在可再生能源、数据中心和半导体方面增长。 Jal Jeevan Mission funding easing liquidity for EPC firms, while private investment grows in renewables, data centers, and semiconductors. EPC公司正在向太阳能、输电和铁路扩张。 EPC firms are expanding into solar, transmission, and railways. 由于估值低,预算带动的复苏可能会引发全部门的收入增长和重新评级。 With valuations low, a budget-led revival may trigger sector-wide earnings growth and re-rating.