EY ki report ke anusar, sarkar ko apne Capital Expenditure (Capex) ko advanced sectors jaise AI, GenAI, space technology aur robotics ki or badhana chahiye. Defence sector par bhi focus jari rakhne ki salah di gayi hai. Firm ka kehna hai ki tax reforms ke liye scope kam hone ke karan, seedha capex hi growth badhane ka mukhya tarika hai. EY ka anuman hai ki sarkar FY26 mein 4.4% aur FY27 mein 4.0% fiscal deficit ke lakshya ko hasil kar legi. Nifty India Defence Index pichhle ek saal mein lagbhag 40% badha hai, jo dikhata hai ki niveshak in sectors mein policy support ki ummeed kar rahe hain. HAL aur BEL jaisi sarkari companiyon ko iska seedha fayda ho sakta hai. HAL ka P/E ratio lagbhag 34-36 hai, jabki BEL ka order book ₹730 billion ka hai. Larsen & Toubro (L&T) bhi defence aur infrastructure mein apni bhumika ke karan mahatvapurna hai, jiska P/E lagbhag 32 hai. EY ko ummeed hai ki Bharat ki GDP growth 2026-27 mein 6.5% rahegi.
EY Ki Salah: Capex AI Aur Defence Stocks Ki Or Modein
ECONOMY
Overview
EY ne budget se pehle Bharat sarkar ko salah di hai ki Capital Expenditure (Capex) ko AI, space, robotics aur defence jaise sectors mein badhaya jaye. Firm ka manna hai ki tax reforms ke mauke kam hone par yeh zaroori hai. EY ko umeed hai ki Bharat FY26 ke liye 4.4% aur FY27 ke liye 4.0% fiscal deficit target hasil kar lega.
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