{"id":340757,"date":"2026-11-05T15:13:16","date_gmt":"2026-11-05T09:43:16","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=340757"},"modified":"2026-11-05T15:13:16","modified_gmt":"2026-11-05T09:43:16","slug":"infra-capex-government-spending-next-12-months","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/infra-capex-government-spending-next-12-months\/","title":{"rendered":"Infra and Capex in Samvat 2083: What the Next 12 Months of Government Spending Could Mean for Infrastructure Stocks"},"content":{"rendered":"

FY27 central capex budget: Rs 12.22 trn, up 11.5%. Effective capex: Rs 17.15 trn. Apr-Aug spend: Rs 5.10 trn (42%). L&T Q2 order inflow: Rs 1.48 lakh crore.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

Government capex is budgeted at a record Rs 12.22 trillion for FY27, up 11.5% from the previous year, and it is running ahead of schedule. The Centre spent Rs 5.10 trillion, or about 42% of the target, in April to August 2026, up 18% year on year, though August alone fell 30%. For infrastructure stocks, the next 12 months depend on whether spending stays on track and whether order wins, like L&T's record Rs 1.48 lakh crore quarter, turn into revenue and margins.<\/p>\n<\/p><\/div>\n

Government capex<\/strong> is set at a record Rs 12.22 trillion for FY27, and how it is spent over the next 12 months will shape the outlook for infrastructure and capital goods stocks in Samvat 2083. The Union Budget raised central capital spending by 11.5% from the FY26 revised estimate of Rs 10.96 trillion. Including grants to states for capital assets, effective capex is projected at Rs 17.15 trillion, up 22.1%.<\/p>\n

This article covers where government capex<\/strong> is going, how spending is tracking so far, what company order books show and what investors should watch through the year.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

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