Bhavesh Shah Managing Director, Head- Investment Banking, Equirus Capital :
“Economic Survey 2026 reinforces that India is set for a steady growth trajectory, backed by projected ~7% medium-term potential, disciplined fiscal metrics, and ongoing reforms that aim to enhance productivity and investment appeal. Execution will determine how effectively these projections translate into tangible outcomes, but the data-driven narrative offers a clear, credible compass for policymakers, investors, and industry alike.
This outlook builds on India’s relative resilience; recent estimates point to inflation that has been benign through much of 2025, with the CPI largely contained and food price pressures easing. The Survey’s emphasis on private investment, manufacturing competitiveness, and export diversification is grounded in data showing continued formalisation of the economy and improving business conditions. Fiscal prudence remains a theme, with the broader goal of balancing long-term growth with sustainable public finances. The projected growth path signals confidence in domestic drivers rather than over-reliance on external demand.
Building on the Economic Survey 2026, the Budget should prioritize quality growth over headline expansion. It must emphasis on building India’s manufacturing capabilities, and it should sustain public capex while accelerating private investment through faster project execution, tax certainty, and deeper credit access”
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