Domestic consumption to pick up in 3QFY26, paving way for robust revival in the private capex: Report

Contributing sentiments towards policy:

64% : Core sectors with structural drivers like power and oil & gas are expected to grow at 23 per cent.
58% : With "RBI's October policy easing regulatory measures for banks and NBFCs," the report expects credit flows to accelerate further, reinforcing the momentum for a sustained private investment recovery.
50% : The government also "frontloaded capex spending and reduced income and GST tax rates," measures that have started showing results with auto sales surging 34 per cent in September 2025.
50% : We believe FY26 GDP could reach 7% if US tariff rates are reduced to at least 25% from the current 50% by November," noted the report The report pointed out that sectors such as "Power T&D, Coal, Telecom, Oil & Gas, Ports, Cement, Airlines, Defense, and Electronics are already expanding capacities," driven by structural rather than cyclical factors.

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