₹6.01 lakh crore in just 90 days.
From 38 to 483 projects.
India’s infrastructure is in superfast lane.🛣⚡️🚉
The Q4 FY26 Infra Report Card presents significant numbers ✅
→ Projects added: 38 → 483 (12x jump).
→ Total cost: ₹53,213 cr → ₹6.01 lakh crore.
→ Roads & Highways leading with 439 projects (₹4.12 lakh cr).
→ Power, Coal, Urban Transport, Oil & Gas, Healthcare, Railways also saw solid additions.
This reflects a well-coordinated strategy across ministries, from Ministry of Road Transport & Highways to Power, Coal, Jal Shakti, and Railways, to fast-track projects under the Gati Shakti framework.
Broader Implications:
1. Accelerated economic activity in Tier-2/3 cities.
2. Employment generation at massive scale.
3. Improved Ease of Doing Business & logistics efficiency.
4.Strong foundation for ‘Make in India’ and export growth. #Infra
From 38 to 483 projects.
India’s infrastructure is in superfast lane.🛣⚡️🚉
The Q4 FY26 Infra Report Card presents significant numbers ✅
→ Projects added: 38 → 483 (12x jump).
→ Total cost: ₹53,213 cr → ₹6.01 lakh crore.
→ Roads & Highways leading with 439 projects (₹4.12 lakh cr).
→ Power, Coal, Urban Transport, Oil & Gas, Healthcare, Railways also saw solid additions.
This reflects a well-coordinated strategy across ministries, from Ministry of Road Transport & Highways to Power, Coal, Jal Shakti, and Railways, to fast-track projects under the Gati Shakti framework.
Broader Implications:
1. Accelerated economic activity in Tier-2/3 cities.
2. Employment generation at massive scale.
3. Improved Ease of Doing Business & logistics efficiency.
4.Strong foundation for ‘Make in India’ and export growth. #Infra
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India captured the global smartphone market share.
Now, PLI 2.0 is about winning the supply chain. Time to push local value addition past 55%. 📲
With PLI 1.0 wrapping up, the Finance Ministry and MeitY are tightening the screws for the next phase. The Expenditure Finance Committee is demanding stricter localization thresholds.
The Core Blueprint:
📍 PLI 2.0 will aggressively subsidize companies localizing high-value components (display assemblies, camera modules, batteries). It aligns perfectly with the 75 component manufacturing facilities currently being built under the ₹40,000 Cr ECMS umbrella.
📍 The Numbers: India is aiming to leapfrog from 18-20% local value addition to over 55%. This sits on top of a massive foundation: the previous scheme generated ₹11.01 Lakh Cr in total production, exceeding it's initial benchmark at 136%.
📍 While ratings firms like ICRA note that a 55% target is highly ambitious for a still-developing ecosystem, this is a necessary structural play. #MakeinIndia #Tech
Now, PLI 2.0 is about winning the supply chain. Time to push local value addition past 55%. 📲
With PLI 1.0 wrapping up, the Finance Ministry and MeitY are tightening the screws for the next phase. The Expenditure Finance Committee is demanding stricter localization thresholds.
The Core Blueprint:
📍 PLI 2.0 will aggressively subsidize companies localizing high-value components (display assemblies, camera modules, batteries). It aligns perfectly with the 75 component manufacturing facilities currently being built under the ₹40,000 Cr ECMS umbrella.
📍 The Numbers: India is aiming to leapfrog from 18-20% local value addition to over 55%. This sits on top of a massive foundation: the previous scheme generated ₹11.01 Lakh Cr in total production, exceeding it's initial benchmark at 136%.
📍 While ratings firms like ICRA note that a 55% target is highly ambitious for a still-developing ecosystem, this is a necessary structural play. #MakeinIndia #Tech
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The ₹1 lakh crore RDI Fund is rewriting India’s deeptech future.
India’s deeptech ecosystem is entering it's growth phase.
VCs are aggressively launching dedicated funds to tap into the government’s massive ₹1 lakh crore RDI (Research, Development & Innovation) Fund.
Key moves:
• Kalari Capital exploring ₹500-600 Cr deeptech fund.
• Blue Ashva Capital planning ₹300-400 Cr vehicle in 2026.
• Technology Development Board (TDB) has already selected 22 startups & started disbursing funds. Plans to directly deploy ₹500-600 Cr.
Deeptech funding in India has already touched nearly $1 Billion in FY26.
Focus areas: Spacetech, semiconductors & chips, robotics, defence, biotech, and energy transition.
Why it matters: Deeptech requires patient capital with longer gestation periods (5-10+ years). The govt + VC combo is finally providing that dry powder.
Implication: This could be the foundation for India’s next wave of unicorns and national champions in critical technologies. #Economy #Aatmarnirbharbharat
India’s deeptech ecosystem is entering it's growth phase.
VCs are aggressively launching dedicated funds to tap into the government’s massive ₹1 lakh crore RDI (Research, Development & Innovation) Fund.
Key moves:
• Kalari Capital exploring ₹500-600 Cr deeptech fund.
• Blue Ashva Capital planning ₹300-400 Cr vehicle in 2026.
• Technology Development Board (TDB) has already selected 22 startups & started disbursing funds. Plans to directly deploy ₹500-600 Cr.
Deeptech funding in India has already touched nearly $1 Billion in FY26.
Focus areas: Spacetech, semiconductors & chips, robotics, defence, biotech, and energy transition.
Why it matters: Deeptech requires patient capital with longer gestation periods (5-10+ years). The govt + VC combo is finally providing that dry powder.
Implication: This could be the foundation for India’s next wave of unicorns and national champions in critical technologies. #Economy #Aatmarnirbharbharat
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Electricity prices increased by 10% surcharge in Uttar Pradesh #Policy
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Indian Development News 🇮🇳
India will launch a “smart border” project within 1 year to secure over 6,000 km of borders with Pakistan and Bangladesh using drones, radars and smart cameras. India’s Bangladesh border spans 4,096.7 km and Pakistan border 3,323 km across 9 states and UTs.…
Zen Technologies unveils India's first Integrated Smart Border Suite (ISBS)
The Smart Border Suite is designed to function as a 24x7 intelligent digital shield enabling faster detection, tracking, neutralization of hostile activity across difficult terrain and high risk sectors
The announcement comes days after Union Home Minister Amit Shah declared that India would roll out a nationwide “Smart Border” project aimed at securing nearly 6,000 km of border with Pakistan and Bangladesh using advanced technologies including drones, radars and smart surveillance systems #Defense
The Smart Border Suite is designed to function as a 24x7 intelligent digital shield enabling faster detection, tracking, neutralization of hostile activity across difficult terrain and high risk sectors
The announcement comes days after Union Home Minister Amit Shah declared that India would roll out a nationwide “Smart Border” project aimed at securing nearly 6,000 km of border with Pakistan and Bangladesh using advanced technologies including drones, radars and smart surveillance systems #Defense
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Lupin’s oral solid tumor drug LNP8701 showed positive Phase I results in 20 stage IV cancer patients with no/failed treatment options.
Drug blocks SOS1-mediated RAS activation to limit tumor growth. Well tolerated: main side effects were anemia, vomiting, extremity pain. Given once daily for 6 cycles of 28 days.
5 patients had stable disease, 1 had partial response. 2 stayed on therapy 12 cycles, 1 for 14 cycles. 15 discontinued due to disease progression.
Lupin CEO Vinita Gupta said results highlight emerging potential and commitment to patient outcomes. Data published by ASCO 2026. #Health
[Source]
Drug blocks SOS1-mediated RAS activation to limit tumor growth. Well tolerated: main side effects were anemia, vomiting, extremity pain. Given once daily for 6 cycles of 28 days.
5 patients had stable disease, 1 had partial response. 2 stayed on therapy 12 cycles, 1 for 14 cycles. 15 discontinued due to disease progression.
Lupin CEO Vinita Gupta said results highlight emerging potential and commitment to patient outcomes. Data published by ASCO 2026. #Health
[Source]
ETPharma.com
Lupin’s solid tumor candidate meets Phase 1 study key endpoints
The multicenter open-label trial, involved 20 stage IV cancer patients of median age 50.5 and the drug (LNP8701) was found to be, “well tolerated with desirable safety, PK and preliminary efficacy profile.
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Indian Development News 🇮🇳
Some days back Ghaziabad based Goodluck India also vowed to invest Rs 400 Cr in expanding artillery shell business #Defence https://www.livemint.com/news/goodluck-india-400-crore-boost-artillery-shell-production-steel-defence-sector-global-trade-tariff…
Goodluck India Limited has secured a domestic defence manufacturing order valued at approximately ₹52.20 crore for the supply of 20,000 units of 155mm shells under Ready to Fill conditions. The execution timeline for the order is within three months, subject to requisite approvals from competent authorities. #Defense
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‘Technical glitch’ delays CUET-UG 2026 exam at some centres - The Hindu
🤣
#Education #Corruption
https://share.google/XBkeVz1R9JZImkAEp
🤣
#Education #Corruption
https://share.google/XBkeVz1R9JZImkAEp
The Hindu
‘Technical glitch’ delays CUET-UG 2026 exam at some centres
Technical issues delayed the CUET-UG 2026 exam, but the NTA ensured compensatory time for affected candidates.
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Indian Development News 🇮🇳
Odisha Govt laid the foundation stone for JSW’s ₹1.25 lakh crore mega Steel project near Paradip 13.2 MTPA capacity, ~32,000 jobs expected with the integrated steel plant targeted for completion by 2029. #MakeInIndia
JSW Steel, Tata Steel, SAIL and AMNS India are accelerating expansion plans as India targets 300 MTPA steel capacity by 2030 from about 200 MTPA currently. Industry capex is estimated at ₹3–4 lakh crore over the next 4–5 years, with brownfield and greenfield projects under execution. #MakeinIndia
[Source]
[Source]
The Economic Times
Steel giants step on capex pedal
JSW, Tata, SAIL, JSPL are set to hike capex up to 65%; spending surge defies West Asia cost pressures.
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🇮🇳🤝🇳🇵India and Nepal jointly lay foundation stone for a new hospital in Manang district, funded by Indian aid of NPR 56 million to boost local healthcare access #Health #Infra #ForeignAffairs
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NTA informs Supreme Court that #AI will handle 85% of NEET paper translation going forward given a human translator was among those arrested in the NEET-UG 2026 paper leak. The same expert who helped set the questions also translated them, giving access to a far wider portion of the paper than anyone knew. #Education #Reforms
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FläktGroup is investing €5.7 million in a new 13,826 sq m manufacturing facility in Pune under Project GAGAN. The plant will produce up to 6,500 HVAC and data-centre cooling units annually and is scheduled to become operational in June 2026. #MakeinIndia
[Source]
[Source]
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Indian Development News 🇮🇳
NSA Ajit Doval : “Nations, whether powerful or weak, rise & fall not because of their size or might, but bcoz of their governance. When govt become weak, confused, or driven by self-interest, consequences are inevitable.” “Recent changes of regimes through…
If BJ Party can't comprehend the words of their own NSA, then maybe they can understand the LoP better
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CDS General Anil Chauhan retires after over four decades of military service.
Chief of Defence Staff General Anil Chauhan today bid farewell to military service after receiving a ceremonial Tri-Services Guard of Honour at the National War Memorial in New Delhi. The ceremony marked the culmination of his distinguished tenure as the country’s top military officer. #Defense
Chief of Defence Staff General Anil Chauhan today bid farewell to military service after receiving a ceremonial Tri-Services Guard of Honour at the National War Memorial in New Delhi. The ceremony marked the culmination of his distinguished tenure as the country’s top military officer. #Defense
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US GDP growth is slowing down despite increasing inflation. #Economy #InternationalNews
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Indian Development News 🇮🇳
1,000 8-coach VandeBharat -Rs 65,000 cr 2,000 locomotives -Rs 36,000 cr 10,000 LHB coaches -Rs 27,500 cr 300 Vande metros -Rs 22,500 cr 35 hydrogen trains, 50,000 advanced technology freight wagons 51,000 regular freight wagons in the pipeline #Railways…
Indian Railways is set to award ₹40,000 crore worth of orders for 100,000 new freight wagons.
Government Strategy: Moving away from stop-start ordering to multi-year assured procurement. This gives companies confidence to invest further, improve technology, and scale operations.
Why it matters:
1. Builds on 2022’s ₹32k Cr order.
2. Designed to absorb expanded industry capacity.
3. Ensures 3-4 years of healthy order pipeline.
4. Supports faster freight movement & dedicated freight corridors.
This will create trong tailwind for "Make in India" in heavy engineering, better capacity utilization, employment generation in eastern & central India (where most wagon plants are), and positive sentiment for the entire railway ecosystem. #Railways
Government Strategy: Moving away from stop-start ordering to multi-year assured procurement. This gives companies confidence to invest further, improve technology, and scale operations.
Why it matters:
1. Builds on 2022’s ₹32k Cr order.
2. Designed to absorb expanded industry capacity.
3. Ensures 3-4 years of healthy order pipeline.
4. Supports faster freight movement & dedicated freight corridors.
This will create trong tailwind for "Make in India" in heavy engineering, better capacity utilization, employment generation in eastern & central India (where most wagon plants are), and positive sentiment for the entire railway ecosystem. #Railways
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