Union Budget 2026 is out and it’s thinking long term

With INR 53.5 lakh Cr in total expenditure, the government has doubled down on infrastructure, semiconductors, and MSMEs, signalling a clear push to strengthen India’s growth engine beyond the next cycle

But what does this really mean for businesses, investors, and markets?

We break it down:
- The macro signals that matter
- The policy priorities shaping the next decade
- Sector-wise opportunities and key risks to watch

Here’s our concise take on where value could be created and where caution is still warranted

What stood out to you in Budget 2026? Share your perspectives in the comments