Quote on Budget 2026 by Subahoo Chordia, CEO, EAAA Alternatives
Below the Quote on Budget 2026 by Subahoo Chordia, CEO, EAAA Alternatives
The Union Budget 2026 reinforces India’s position as one of the most compelling long-term investment destinations globally. The Government’s sustained commitment to infrastructure-led economic growth with increase in capital expenditure to a record Rs 12.2 lakh crore, alongside the proposed Infrastructure Risk Guarantee Fund, meaningfully improves project viability, enhances risk-sharing, and will further mobilises long-duration institutional capital.
The continued emphasis on highways, freight corridors, inland waterways, and coastal logistics, including the phased operationalisation of 20 inland waterways over the next five years, will enhance connectivity and productivity across the economy, supporting the next phase of industrial and urban expansion. At the same time, the Government’s strong focus on energy sustainability, with a Rs 20,000 crore outlay for carbon capture initiatives and duty reductions on select solar equipment components, reinforces India’s commitment to a scalable, lower-carbon growth pathway.
Alongside this, the Budget’s continued focus on manufacturing, innovation, and Make in India is expected to drive sustained growth in Global Capability Centres, supporting long-term demand for high-quality commercial office space in major and emerging cities. The recognition of data centres as critical infrastructure, combined with long-term tax incentives for cloud service providers, positions India as a structurally important market for digital infrastructure investment.
The Budget’s fcoused on expanding REITs and InvITs, including dedicated structures for CPSE asset recycling, is a decisive step towards unlocking value from mature assets, deepening capital markets, and broadening institutional-grade alternative investment opportunities in India. Overall, the Budget strengthens the investability of India’s real asset ecosystem across infrastructure, energy, digital assets, and commercial real estate, creating durable opportunities for long-term capital aligned with the country’s growth ambitions.
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