Can I read FY26 Capex Cycle Insights and Portfolio on EtoBox?

FY26 Capex Cycle Insights and Portfolio by Pratip Bhattacharya is a document available to read on EtoBox.

What is FY26 Capex Cycle Insights and Portfolio about?

The government has initiated the FY26 capital expenditure cycle with a significant increase in spending, rising 54% to ₹2.21 trillion in April-May 2025 compared to the previous year. Corporate capital expenditure has also surged to ₹11 trillion in FY25, exceeding government spending, with private capex expected to reach ₹12.3 trillion in FY26. A portfolio of selected companies with strong outlooks and healthy balance sheets is proposed to capitalize on this capex cycle, aiming for decent returns over the ne

Author

Pratip Bhattacharya

Language

EN