The International Monetary Fund (IMF) has revised India's GDP growth forecast for 2025-26 to 6.6 per cent, up from its earlier estimate of 6.4 per cent

Growth Opportunities In India :  Bolster infrastructure in sectors
  • Growth Opportunities :  The demand for structural steel tubes is driven by a substantial government commitment to bolster infrastructure in sectors such as construction, oil & gas, water supply, and agriculture  
  • Warehousing According to JLL, the Indian warehousing sector is projected to experience significant growth, with demand expected to reach approximately 1.2 billion square feet by 2027 across Grade A, B, and C facilities.
  • Metro India’s metro rail network is set to become the world’s secondlargest in 3-4 years, surpassing the U.S. and China. Currently spanning 973 km across 23 cities, the government has approved three new metro projects worth ₹31,000 crore to boost urban transport. This will create a lucrative opportunity for ERW pipes, as metro networks have a high density of stations where these pipes can be used in plenty. 
  • Airports India's civil aviation industry is expected to grow significantly, requiring 4,000 more aircraft and 200 additional airports over the next 20 years. Currently, there are 157 airports, doubling in the last decade, with plans to add 50 more in the next 5 years to meet rising demand 
  • Jal Jeevan Mission Government allotted ₹70,163 crore for 2024- 25, the initiative has already equipped over 77% of rural households with water connections, up from 17% at launch in 2019. The aim is to provide clean drinking water to over 180 million rural households by 2024. 
  • Affordable Housing India’s housing market is projected to grow from approximately $450 billion today to between $6,000– $8,000 billion by 2050, driven by rapid urbanization and rising disposable incomes. Residential real estate is expected to maintain an annual growth rate of 10–12%, bolstered by schemes like the Pradhan Mantri Awas Yojana (PMAY). 
  • Indian Railways The Amrit Bharat Station Scheme is set to transform 1,300 railway stations across the country, backed by a substantial investment of approximately ₹24,470 crore.       

The International Monetary Fund (IMF) has revised India's GDP growth forecast for 2025-26 to 6.6 per cent, up from its earlier estimate of 6.4 per cent

The International Monetary Fund (IMF) has revised India's GDP growth forecast for 2025-26 to 6.6 per cent, up from its earlier estimate of 6.4 per cent, citing strong economic momentum that has helped offset the impact of US tariffs on Indian exports. 

The update came as part of the IMF's latest World Economic Outlook (WEO) report released on Tuesday. "Compared with the July WEO Update, this is an upward revision for 2025, with carryover from a strong first quarter more than offsetting the increase in the US effective tariff rate on imports from India since July, and a downward revision for 2026," the report said.

Growth momentum amid tariff challenges

India's economy recorded a robust 7.8 per cent growth in the April–June quarter, marking the strongest performance in five quarters before the US imposed new tariffs on Indian goods. The IMF's upward revision reflects resilience in domestic demand, manufacturing activity and continued government-led capital spending. Earlier this month, the World Bank also raised India's GDP forecast for the current fiscal to 6.5 per cent, up from 6.3 per cent, reiterating that India will remain the world's fastest-growing major economy in the near term.

Slight moderation expected in 2026-27

While the IMF has turned more optimistic for the ongoing fiscal year, it has slightly lowered India's GDP forecast for 2026-27 to 6.2 per cent, trimming it by 20 basis points from its previous projection. In its July 2025 outlook, the IMF had projected India’s GDP growth at 6.4 per cent for both 2025 and 2026. Earlier in its April 2025 report, it forecasted 6.2 per cent growth for 2025 and 6.3 per cent for 2026.

Global growth outlook turns cautious

On the global front, the IMF projected world growth to slow from 3.3 per cent in 2024 to 3.2 per cent in 2025 and further to 3.1 per cent in 2026. The report noted that while this marks a slight improvement from the July update, it remains 0.2 percentage points lower than pre-policy-shift forecasts made in October 2024. The IMF attributed this slowdown to protectionist policies, trade uncertainties, and broader macroeconomic headwinds, though it said the tariff shock was smaller than initially expected. For emerging and developing economies, growth is likely to ease from 4.3 per cent in 2024 to 4.2 per cent in 2025 and 4 per cent in 2026.


https://youtu.be/lSIj06PJbjM?si=uD7kFStvlWctmMP1

 

  • India's GDP growth accelerates to 8.4% in Q3; FY24 growth pegged at 7.6%

    • India's gross domestic product (GDP) grew 8.4 percent in the December quarter, data released by the Ministry of Statistics and Programme Implementation on February 29 showed, blowing all expectations out of the water.
    • Commenting on the GDP data, Prime Minister Narendra Modi said in a post on X: "Robust 8.4% GDP growth in Q3 2023-24 shows the strength of Indian economy and its potential. Our efforts will continue to bring fast economic growth which shall help 140 crore Indians lead a better life and create a Viksit Bharat!."
    • Growth in the third quarter of the current financial year was propelled by double-digit growth in the manufacturing sector, with construction not too far behind, posting a growth rate of 9.5 percent.

 Thank you for contacting Rounaq! Please let us know how we can help you. 

Whatsapp: 7838491131

SEBI registered RA : Rounaq Bakshi
Waheguru

Comments

Post a Comment

Popular posts from this blog

Transcript of NMDC Limited post Q4 & FY 2024-25 Results

Image
Transcript of NMDC Limited post Q4 & FY 2024-25 Results Growth in PAT on an annual or a year-on-year 12-month basis of around 19% and PBT after exceptional item of around 16% Gold operations in Legacy, the first year was have also stabilized Legacy in the last 2 months, 3 months.  And hopefully, in this financial year, Legacy would also be showing good profits IMPORTS India which imports around 55 million, 60 million tons is likely to go up to 150 million to 160 million tons of import for India in terms of coking coal.  Have entered into arrangement with SAIL 60% of total sales as of date is routed through SAIL because send it to their stocking yard.  So based on the user charge, they also market mmdc products 40% still Nmdc market directly in terms of HR coils 2025 year will be much more substantially action packed in terms of NMDC Open new mines within India, coal and iron ore Outside India, we hope to acquire a few mines.  This will be a year where it will be ...
Read more

Looking to park some excess funds for the short term.?

Image
Looking to park some excess funds for the short term.  LiquidBeES by Nippon - has been the default choice for years. But lately, it’s become muscle memory to run everything past ChatGPT.  Just a quick: “Is there a better option than LiquidBeES?” It turns out, there is.  LIQUIDCASE by Zerodha AMC.  Difference was not subtle and decision was easier : - Expense ratio: Less than half of LiquidBeES - Net returns: ~6.2% vs ~5.7% (1-year annualized) - Same safety, same liquidity - AUM already >1/3rd of LiquidBeES in record time This is how discovery is changing. And this is how smart products go viral. Zerodha didn’t try to educate the market.  Discovery is no longer driven by ads or advisors.  It’s driven by habit, trust, and tools like ChatGPT. And when you get it right, traction follows fast. I won’t be surprised if LIQUIDCASE overtakes LiquidBeES in under 18 months. Thank you for contacting Rounaq! Please let us know how we can help you.  About me :...
Read more

𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚?

Image
  𝐖𝐡𝐲 𝐃𝐨 𝐍𝐑𝐈𝐬 𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐈𝐧𝐝𝐢𝐚? Whether you're living in the US, UAE, UK, or Singapore; India continues to be a hotspot for wealth creation. But why do so many NRIs still invest here? Here’s why 👇 ✅ Higher Returns – Indian equity markets, mutual funds, and even fixed deposits offer attractive long-term returns. ✅ Tax-Free Income – Interest from NRE and FCNR deposits is tax-free in India. Plus, DTAA helps avoid double taxation. ✅ Currency Edge – You invest in INR, and with the right timing, your gains in foreign currency terms could be even higher. ✅ Diversification – Indian assets like gold, real estate, and stocks add balance to a global portfolio. ✅ Future Ready – Planning to return to India someday? Build your base early with property or retirement-focused investments. ✅ Emotional Roots – Beyond numbers, India is still home. 💡 Whether it’s for wealth creation, retirement planning, or building assets back home, India offers a solid mix of growth + stability...
Read more