Aniruddha Mehta, Chairman and Managing Director, Umiya Buildcon Ltd said:
“Budget 2026 reinforces that stability, predictability and execution clarity are central to sustainable growth in the real estate sector. The continued focus on infrastructure development, streamlined approvals and policy continuity directly supports faster project execution and improved cash flow visibility for developers. With renewed emphasis on affordable housing and infrastructure-led growth, alongside a sharper focus on Tier 1 and Tier 2 cities, the sector is set to benefit from more balanced and scalable urban expansion.
Measures such as the Infrastructure Risk Guarantee Fund and proactive asset monetisation are expected to ease financing constraints, improve access to capital and reduce risk for large-scale developments. The launch of SWAMIH Fund 2, a ₹15,000 crore blended finance facility to complete one lakh stalled housing units, is particularly significant in addressing legacy stress, unlocking stuck capital and restoring project viability, building on the outcomes of SWAMIH Fund 1. Continued tax incentives for home buyers, including the extension of nil annual value benefits to two self-occupied properties, should further support demand and sales momentum.
Taken together, these measures strengthen developer confidence, improve execution certainty and reinforce real estate’s role as a key enabler of urban infrastructure, housing delivery and long-term economic growth.”
Group Capt. C.S. Krishnadas, Chief Executive Officer, Umiya Buildcon said:
“The Union Budget 2026–27 marks a decisive shift from signalling intent to enabling execution in India’s digital and telecom infrastructure journey. With overall capital expenditure raised to ₹12.2 lakh crore, an 8.8% increase year-on-year, the government has reaffirmed infrastructure—both physical and digital—as the foundation for a ‘Viksit Bharat’. The continued prioritisation of telecom networks, broadband expansion, and data-led infrastructure provides long-term visibility and confidence for the sector.
The recognition of artificial intelligence as core digital infrastructure, alongside a sharper focus on data centres, cloud ecosystems, and next-generation networks, reflects a forward-looking approach to connectivity-led growth. Equally significant is the enhanced outlay of ₹40,000 crore under the Electronic Components Manufacturing Scheme, which signals a clear move toward deeper localisation and value creation beyond assembly, thereby strengthening India’s telecom manufacturing supply chain. Sustained support for national connectivity programmes such as BharatNet, along with continued investments in the revival of public sector telecom operators including BSNL and MTNL, will accelerate rural broadband penetration and the modernisation of mission-critical networks.
As India crosses 400 million 5G users, the emphasis on increasing tower density, fibreisation, and R&D for 5G evolution and 6G technologies is timely and essential. Overall, the Budget provides policy continuity, scale, and strategic direction for telecom infrastructure, indigenous manufacturing, and secure networks. It creates an enabling environment for Indian companies to invest in future-ready technologies, strengthen public digital infrastructure, and support India’s emergence as a global hub for telecom equipment manufacturing and exports”
