said Mr Amit Sharma – Founder & Whole Time Director
The Union Budget 2026–27 sends a clear signal that India’s next phase of infrastructure growth will be driven as much by data and precision as by physical assets. With record capital expenditure of ₹12.2 lakh crore and a strong focus on transport, urban development, water systems, and digital ecosystems, infrastructure planning and execution are set to become more technology-led and outcome-focused. Large corridor projects, smart cities, flood mitigation, and logistics networks increasingly depend on accurate terrain models, authoritative base maps, and real-time geospatial intelligence to reduce risk and accelerate delivery. Continued policy support for drones, space technologies, and artificial intelligence reinforces the shift from static 2D drawings to integrated 3D and 4D planning environments. For project owners, PSUs, and EPC players, survey-grade, decision-ready geospatial data will now be as critical as construction itself. At Matrix Geo Solutions, we see this Budget as an execution accelerator, where precision, integration of engineering with GIS, and digital continuity from planning to operations will define timely, resilient, and cost-effective infrastructure delivery.
Mr. Amit Jain Chairman and Managing director of Arkade Developers Limited
Union Budget 2026 maintains an emphasis on capital expenditure and infrastructure investment as key levers for urban development further reinforcing a policy direction that markets have increasingly priced in. With infrastructure capital outlay budgeted at approximately ₹12 lakh crore in FY26 (~9% increase YoY), continued spending on mass transit, road networks and city infrastructure is likely to have a bearing on mobility, operating efficiencies and long-term liveability in major metros, where housing demand remains relatively stable. For the real estate sector, an infrastructure led approach may help improve project feasibility and provide greater demand visibility, though execution and timelines will remain critical. In mature markets such as Mumbai, sustained value creation will depend less on incremental policy signals and more on the pace of connectivity upgrades, redevelopment execution and effective urban planning. The Infrastructure Risk Guarantee Fund could play an important role in supporting housing, especially large urban, affordable and infrastructure-linked residential projects. By partially de-risking lending, it can improve access to finance, lower borrowing costs and help accelerate stalled but viable housing developments. While infrastructure remains the anchor, the budget is relatively light on direct, sector specific interventions for real estate, leaving outcomes largely dependent on broader macro execution and regulatory efficiency.
Dr. Sujata Seshadrinathan, Co-Founder & Director, Digital Transformation, Basiz
The budget clearly indicated GOI momentum towards optimum adoption and propagation of advanced technology. Digital enablement and its accruing progress has benefited all sectors including PSUs, manufacturing, health care, finance, and defence and is rightly empowering our growing economic status. At this juncture the respected FM taking cognizance of both the pros as well as seeking to address the cons like ecological impact and Labour displacement caused by technology, AI for instance, is very much a push in the right direction. Addressing AI possibilities for a broad spectrum of applications and its impact on youth, farmers, women in STEM, Divyang, with budgetary allocation for skilling as well as reskilling displaced labor has addressed the need of the hour. Policy stability as a requirement for this progress has also been recognised. Overall the placement of DeepTech as a catalyst for inclusive growth while addressing the necessary conditions for this has received the necessary focus and boost in the budget through the various schemes announced. The budget also recognised the need for research and development in several sectors like rare earth, semiconductor technology and DeepTech which will propel India towards development of products in these fields, where we are lacking now.
Subhasis Majumdar, Managing Director, Vertiv India
The Union Budget 2026-27 positions India as a serious global player in digital infrastructure and cloud services. The long-term tax holiday for foreign cloud companies until 2047 is a game-changing move. This move will dramatically improve investment and make India significantly more competitive. As a global leader in critical infrastructure that powers data centres, AI factories, hyperscale campuses, and cloud environments, we see this as a direct accelerator for the high-density, high-efficiency facilities that will define tomorrow’s digital economy. Our advanced power systems, liquid cooling technologies, and integrated rack solutions are purpose-built to support exactly this scale of sustainable, AI-ready build-out.
Equally important is the much-needed relief given to the broader IT services industry. These measures will bring huge relief in compliance burden and allow companies to focus on business growth and innovation. Together, this will attract large global cloud investment, drive massive new data centre capacity, create a huge multiplier effect for power, cooling, critical infrastructure and digital ecosystem players. We firmly believe that this budget will accelerate India’s emergence as a global digital infrastructure powerhouse.
Pratap Mane, President & Country Head – India, Colt DCS
The Union Budget 2026-27 marks a pivotal moment in accelerating India’s digital infrastructure ambitions. The extension of the tax holiday to 2047 for foreign cloud providers leveraging Indian data centre capacity is a bold, investor-attractive policy that stands out globally for its long-term horizon. This provides the fiscal predictability essential for committing to large-scale, capital-intensive developments, directly supporting our ongoing expansion and efforts to deliver hundreds of megawatts of AI-ready, hyperscale capacity.The 15% safe harbour for related-party data centre services further streamlines operations for international players building in India, reducing complexity and enhancing cost efficiency in a high-growth environment. We see this as a clear catalyst for India’s rise as a preferred global hub, enabling operators like Colt DCS to scale sustainably and deliver the trusted, customer-centric infrastructure that global hyperscalers demand.
Narendra Sen, Founder & CEO, RackBank Data Centers, an AI Infrastructure Company
We welcome the Union Budget 2026–27 as a strong and investor-positive signal at a time when global capital is actively comparing India with other data centre markets. India already contributes nearly 20 percent of the global data economy, while the global data centre market stands at approximately 120 GW. Even capturing one percent of this opportunity highlights the scale of the current capacity gap and the headroom for growth.
With deployed capacity still at an early stage, India has the potential to reach nearly 10 GW over the next five years, translating into investments of close to USD 70–100 billion across data centre infrastructure. Long-term tax certainty through the proposed tax holiday significantly improves return visibility for global investors, including infrastructure funds and real estate-focused capital, and makes Indian data centre platforms more attractive as a long-term asset class.
India’s advantage is not limited to policy support. Build costs in India are among the lowest globally at approximately USD 5 million per megawatt, compared to USD 10–12 million in several international markets, materially improving project economics. Combined with domestic manufacturing capability, reduced import dependence, and a strong clean energy ecosystem across solar and wind, the operating environment is structurally competitive.
Equally important is India’s geographic positioning. From locations across eastern and western India, data centres can serve South Asia, Southeast Asia, the Middle East and parts of Africa within low latency thresholds, enabling access to nearly half of the world’s population. This combination of market scale, cost efficiency, energy availability and policy clarity positions India as a credible regional and global hub for digital infrastructure.
For companies like RackBank, this Budget strengthens confidence to expand capacity, attract global capital and support the delivery of scalable, secure and sovereign digital infrastructure for both Indian and international customers.
Sachin Panicker, Chief AI Officer, Fulcrum Digital
The Union Budget 2026-27 recognises that artificial intelligence is no longer an experimental technology but a strategic lever for governance, productivity and economic growth. It has specifically highlighted AI applications to enhance governance and introduced measures such as the AI Mission, National Quantum Mission and significant new funding through the Anusandhan National Research Foundation and the Research and Development and Innovation Fund. At Fulcrum Digital, we believe the 21st century’s true potential lies in shifting from simple automation to Intelligence Amplification (IA). By backing R&D and innovation funds, the government is providing the essential fuel for enterprises to move beyond experimentation to real-world, scalable impact.
Equally important is the decision to substantially enhance the safe harbour threshold for IT services from ₹300 crore to ₹2,000 crore, which will significantly reduce compliance friction and improve operating certainty for a much broader set of technology firms. This move aims to strengthen India’s technology ecosystem by expanding research capacity, supporting translational innovation and building future capabilities in sectors such as agriculture, healthcare, education and public services. For this framework to create measurable impact we need coordinated implementation with industry and academia, greater focus on data and compute infrastructure, and skilling pathways that align with the evolving demand for specialised AI talent.
Pinkesh Kotecha, Chairman and MD, Ishan Technologies
The Union Budget 2026–27 marks a decisive shift in positioning digital infrastructure as a strategic national asset. Long-term tax holiday for global cloud players using Indian data centres and safe harbour provisions provide much-needed certainty and the recognition of cloud and DCs alongside core infrastructure send position India as a credible hub for digital infrastructure serving global markets.
What stands out is the strong alignment between policy intent and execution, from sovereign cloud enablement and AI-ready data centre capacity to accelerated city-level digital infrastructure across Tier 2 and Tier 3 markets. This clearly favours players with pan-India footprints and the ability to deliver connectivity, data centres, cloud, and managed services as an integrated stack. As enterprises, governments, and high-tech industries increasingly run mission-critical, data-intensive workloads, continued support for compliant, India-hosted cloud and resilient networks will be essential. The Budget lays a solid foundation for infrastructure-led digital growth and positions integrated infrastructure providers to emerge as default digital partners in India’s next phase of industrial, cloud, and AI-driven expansion.
Mr. Amit Sharma, MD & CEO, Tata Consulting Engineers
The Union Budget 2026–27 sets a clear direction for India’s long term growth, with a strong focus on capital investment, manufacturing competitiveness and technology led development. Continued high spending on infrastructure strengthens confidence in execution and supports progress across transportation, urban development and logistics. The emphasis on high speed rail, alongside roads, metros, ports and urban infrastructure, signals a move towards next generation connectivity. Policy continuity on clean energy and grid strengthening supports energy security and transition, while the focus on advanced facilities such as semiconductors, electronics, data centres and pharmaceuticals builds domestic capability. Measures supporting hydrocarbons and chemicals, and metals and mining including rare earth corridors, strengthen critical supply chains. Overall, the Budget underlines the importance of delivery quality alongside investment scale, and Tata Consulting Engineers remains committed to converting this policy intent into future ready assets for the nation.
Mr Ankur Shah, Managing Director, Krishna Defence and Allied Industries Limited
While global developments such as US tariffs are being closely observed, the government is signalling that India is ready to think beyond reliance on any single market, expand opportunities in Europe, and improve ease of doing business. The Union Budget 2026–27’s announcement of a significant increase in defence capital expenditure to ₹2.3 lakh crore underscores a strong commitment to modernisation, self-reliance, and indigenisation. For domestic manufacturers, this presents a strategic opportunity to scale production, invest in advanced R&D, and develop mission-critical technologies. With domestic manufacturing capacity projected to grow 7%, India is not only reducing import dependency but also enhancing its defence readiness. At Krishna Defence, we view this renewed focus on embedding defence manufacturing into India’s broader industrial ecosystem as a pivotal moment. It positions us to deliver resilient, homegrown solutions that strengthen national security, foster technological innovation, and elevate India’s standing as a globally competitive defence manufacturer.
Mr Deep Chanda, CEO at Ampcus Cyber
The Union Budget 2026 lays a strong foundation for India’s next phase of digital and industrial growth. While global developments such as US tariffs are being monitored, the government is signaling that India is prepared to think beyond dependency on any single market, expanding opportunities in Europe, and improving ease of doing business. Initiatives across healthcare, semiconductor manufacturing under the GaN-focused Semiconductor 2.0 plan, and the expansion of Digital Public Infrastructure (DPI) into agriculture, compliance, taxation, infrastructure, and healthcare reflect India’s intent to build globally competitive and resilient ecosystems. With this rapid digital and industrial growth, cybersecurity is no longer optional but essential, creating an urgent need for enterprises to adopt advanced solutions to protect critical data and enable trusted, scalable growth.
Mr Hari Krishna, Founder & CEO at Green Drive Mobility
India’s shift towards India’s push for electric mobility, with the government focusing on electric mobility with a specific focus on public transportation and sustainable last-mile delivery. The PM-eBus Sewa scheme will deploy 4,000 new electric buses, complemented by ₹2,000 crore under the PM E-DRIVE scheme for pan-India EV charging infrastructure, accelerating clean transport adoption. For last-mile delivery, this opens opportunities to electrify logistics fleets, reduce emissions, and enhance operational efficiency. At Green Drive, we see this industry’s expectations for 38,000 e-buses by 2029; the government’s continued policy support provides the clarity and stability needed to drive India’s green mobility transition.
Mr. Ankush Jain, CFO at Proventus Agrocom Limited (ProV)
The Union Budget 2026-27 seeks to push high-value agriculture as a forward-looking move that could meaningfully redefine farm incomes. Promoting high-density cultivation of almonds, cashews, walnuts, and pine nuts while linking production to processing, branding, and exports shows a clear shift from volume to value. Creating sustainable crop clusters can help farmers in hilly and coastal regions diversify beyond climate-vulnerable staples. If backed by strong infrastructure, extension support, and market access, this strategy can reduce import dependence and position Indian growers more competitively in the global premium agri-produce market.
