Infrastructure & Construction
Infrastructure is one sector where expectations are the highest. Companies are hoping for measures to resolve issues pertaining to delays in project execution, project funding, high interest cost and lower than planned spending on various segments.
On a macro level, higher budgetary allocation for irrigation, road, port and, rural and urban infrastructure projects could provide the desired flip to the sector.
Analysts believe there could be more action in the irrigation and road segments, which could be positive for IVRCL Infra, HCC, Nagarjuna Construction and IRB.
An increase in the viability gap funding limits is also expected and is seen as a step towards improving the fund-flow for projects.