RBI projects a 21.5% jump in private sector capital expenditure to ₹2.67 lakh crore in FY26.

Infrastructure and power sectors expected to drive the bulk of new investment.

Supports rising confidence in macro fundamentals and liquidity.

Rate cuts and effective policy transmission are bolstering business appetite.

Accelerated capex hints at rising demand for capital goods and project firms.

Equity sectors with infra exposure may be long-term beneficiaries.

Stock investors can focus on project execution and order pipelines.

Capex uptick also aligns with domestic economic momentum post-GST.

Macro cycle may be turning positive for industrial expansion plays.

Capex narrative creates long-duration playbook for builders and allied sectors.