Union Budget 2026–27 Reinforces Confidence in Infrastructure Growth: Ramky Infrastructure
Commenting on the Union Budget 2026–27, Sunil Nair, Chief Executive Officer, Ramky Infrastructure Ltd, said the Budget reflects continuity and confidence in India’s infrastructure growth story, with a strong emphasis on de-risking and capital efficiency.
He said the proposal to set up an Infrastructure Risk Guarantee Fund is a forward-looking measure that directly addresses risk perception during the early stages of project development and construction. According to him, partial credit guarantees to lenders will help ease financing constraints and encourage greater private sector participation in large-scale infrastructure projects.
Nair also welcomed the move to accelerate asset monetisation through dedicated Real Estate Investment Trusts (REITs) for Central Public Sector Enterprise (CPSE) owned real estate. He said this would unlock dormant capital, improve liquidity and spur fresh investments across allied sectors such as logistics, housing and industrial infrastructure.
Highlighting the Budget’s focus on industrial infrastructure, he said initiatives such as the Chemical Park, bulk drug park and the ₹10,000 crore Biopharma Shakti scheme would strengthen India’s manufacturing and innovation ecosystem. He added that the creation of plug-and-play industrial clusters and expansion of research and regulatory infrastructure would reduce import dependence and support globally competitive industries.
Nair noted that the proposed capital expenditure of ₹12.2 lakh crore for FY 2026–27 reaffirms infrastructure as a key driver of economic growth. According to him, the combined measures create a balanced, de-risked ecosystem that supports sustainable and high-velocity growth, enabling deeper public-private collaboration in infrastructure development.
