Budget 2026 mein Finance Minister ne saaf kar diya hai ki desh ki infrastructure growth ko top priority rakha gaya hai. Ministry of Road Transport and Highways ke liye budget 8% badha kar ₹3.09 lakh crore kar diya gaya hai. Ye bada step liya gaya hai taaki desh bhar mein roads aur highways ka kaam tez ho sake aur connectivity badhe.
Is fund mein se, National Highways Authority of India (NHAI) ko milega ₹1.87 lakh crore, jo pichle saal ke ₹1.70 lakh crore se zyada hai. Sabse achhi baat yeh hai ki NHAI apne total debt ko March tak ₹2 lakh crore se neeche lane ki race mein hai. Yaad hoga, FY22 mein inka debt ₹3.5 lakh crore tak pahunch gaya tha. Ye funding boost NHAI ko projects jaldi award karne aur khatam karne mein help karega.
Overall, FY27 ke liye sector mein total public capital expenditure ₹12.2 lakh crore set kiya gaya hai. Isse sirf connectivity hi nahi sudhregi, balki cement, steel jaise allied industries mein bhi demand badhegi aur jobs bhi create hongi.
Budget ke din, L&T aur IRB Infrastructure Developers jaise infra stocks mein initial buying pressure dikha. L&T, jiska market cap lagbhag ₹5.41 lakh crore hai, budget din 2% tak upar gaya tha. Waise hi, IRB Infrastructure Developers, jiska market cap ₹25,000 crore ke aas paas hai, ne bhi 4% tak ki tezi pakdi thi. Haalanki, market mein overall volatility thi, par ye budget announcement infra companies ke liye ek long-term positive signal hai.