INFRASTRUCTURE Betting on Indian Growth Story
Indian Economy & Market|January 2023
Higher government spending and start of new capex cycle are some of the tailwinds that will make Infrastructure as best investment theme in 2023
IE&M Research Team
INFRASTRUCTURE Betting on Indian Growth Story

Infrastructure sector is a key driver for any economy. The sector is highly responsible for propelling India's overall development and enjoys intense focus from Government for initiating policies that would ensure time-bound creation of world class infrastructure in the country. It will certainly act as a catalyst for India's economic growth as it drives the growth of the allied sectors like townships, housing, built-up infrastructure and construction development projects. The government has launched the National Infrastructure Pipeline (NIP) combined with other initiatives such as 'Make in India' and the production-linked incentives (PLI) scheme to augment the growth of infrastructure sector.

The ambitious target of India becoming US$ 5 trillion economy by 2025 need a strong support from infrastructure sector. It will play a pivotal role in making the dream closer to reality. Power, bridges, dams, highways, and urban infrastructure development are all included in the infrastructure sector. The government places a strong emphasis on this sector because world-class infrastructure will act as catalyst to GDP growth.

This clearly reflected in the April-November FY23 fiscal deficit numbers that expanded to 59% of budget estimate vs. 46%, both in the previous month and previous year. Capital expenditure remained strong at 60% of budget estimate. Chemicals, railways, roads, rural development and PDS has seen a strong spending by government. This shows the government has frontloaded the capex plan.

Focus on Infrastructure

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