Overview

Production-linked incentives, infrastructure missions and sector subsidies that drive capacity, capex and order books.
National Monetisation Pipeline (NMP)
A programme to raise capital by transferring the operating rights of completed public infrastructure to private operators for a defined period, while ownership stays with the government. Roads, transmission lines, airports, ports, railway stations, pipelines and telecom towers are the principal asset classes
Structures include toll-operate-transfer auctions, airport concessions, and InvITs that hold assets and distribute cash flows to unitholders
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National Logistics Policy
Launched Sep 2022 to cut logistics cost as a share of GDP and improve efficiency, complementing PM Gati Shakti's infrastructure coordination across 44 ministries. The sector also holds infrastructure status, giving access to cheaper long-term funding
It is a coordination and target framework rather than a spending scheme
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National Manufacturing Mission
Announced in Budget 2025-26 to give policy support, execution roadmaps and a governance framework for manufacturing across small, medium and large industry, covering ease of doing business, skilled workforce, MSME access to technology and quality standards
It sits above the sector-specific PLI schemes rather than replacing them, with clean-tech manufacturing named as a focus
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National Green Hydrogen Mission & SIGHT
A Rs 19,744 cr mission targeting at least 5 MMT a year of green hydrogen production capacity by 2030, with an associated ~125 GW of renewable capacity. SIGHT, the Strategic Interventions for Green Hydrogen Transition programme, carries Rs 17,490 cr for electrolyser manufacturing and hydrogen production incentives to 2029-30
A Green Hydrogen Standard defines the emission threshold that qualifies output as green
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Jal Jeevan / water missions
Jal Jeevan Mission targets a functional tap water connection for every rural household. Coverage rose from about 3.23 crore households (17%) at launch in Aug 2019 to over 15.5 crore (around 80%) by 2025, and the mission has been extended to 2028 with a revised outlay above Rs 8.5 lakh cr
AMRUT 2.0 runs the urban equivalent with a Rs 2.99 lakh cr outlay to 2026. Together they are the largest civil demand stream for pipes, pumps, valves and treatment plant
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AMRUT 2.0
Atal Mission for Rejuvenation and Urban Transformation 2.0, launched Oct 2021 for FY22-FY26 with an indicative outlay of ~Rs 2.99 lakh cr including a central share of ~Rs 76,760 cr
Targets universal tap water across ~4,800 statutory towns (2.68 cr connections) and full sewerage or septage coverage in the 500 original AMRUT cities (2.64 cr connections), with a circular-economy focus on treated-water reuse
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National Technical Textiles Mission
A mission to develop technical textiles - engineered fabrics for function rather than apparel, spanning geotextiles, agro-textiles, medical non-wovens, protective wear, mobiltech and industrial filtration. It funds research, standards, skilling and market development
India's penetration is far below developed markets
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PLI Scheme - pharmaceuticals
Production Linked Incentive scheme for pharmaceuticals, approved Feb 2021 with a Rs 15,000 cr outlay to FY29, paying incentives on incremental sales of high-value products - biopharmaceuticals, complex generics, patented and orphan drugs
55 companies selected including 22 MSMEs; a separate Bulk Drugs PLI (2020, Rs 6,940 cr) covers KSMs, intermediates and APIs
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PM MITRA & textile PLI
PM Mega Integrated Textile Regions and Apparel Parks develop large integrated sites with spinning, weaving, processing and garmenting plus common utilities and effluent treatment; the textile PLI incentivises man-made fibre fabric, garments and technical textiles
Both target the MMF and value-added segments where India lags
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National Steel Policy 300 MT target & capex supercycle
The National Steel Policy 2017 targets 300 MT of capacity and 160 kg per capita consumption by 2030-31, implying over 200 MT of new capacity and investment estimated near Rs 10 lakh cr
Capacity rose from 97 MT in 2012-13 to 138 MT by 2017-18 and has expanded since, with roughly 15 MT added over recent quarters and more in the pipeline
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Airport privatisation under NMP
Transfer of operations at government-run airports to private concessionaires under the National Monetisation Pipeline, with 25 airports being pursued through PPP models
Bidders typically compete on revenue share per passenger offered to the Airports Authority
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Defence indigenisation
The policy drive to source defence equipment domestically, through positive indigenisation lists, procurement preference for Indian vendors and private sector participation alongside DRDO design and state-owned production
Over 150 of roughly 175 ammunition variants used by the Army are now made domestically, with imported share down from about a third to below 10%
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Dedicated Freight Corridors (DFC)
Dedicated Freight Corridors are segregated freight-only tracks that remove goods traffic from mixed-use lines; station redevelopment rebuilds major stations as commercial complexes, often with real estate monetisation attached
Both are large civil programmes distinct from routine track and rolling stock spend
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Indian Railways annual capital outlay
Indian Railways' annual capital outlay, sustained at record levels for several years and running around Rs 2.6-2.8 lakh cr. It funds new lines, doubling, electrification, rolling stock, signalling and station redevelopment
It is the single largest infrastructure demand stream after roads, and is announced annually in the Union Budget rather than under a named mission
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Inland waterways (NW programme)
Development of National Waterways for cargo movement on rivers and canals, requiring channel dredging, terminals, navigation aids and vessels. NW-1 on the Ganga is the most developed
Waterway transport is cheaper per tonne-km than road or rail where the route exists
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Green Energy Corridors
Dedicated transmission built to evacuate renewable power from resource-rich zones. Phase I covered about 9,700 ckm of lines and 22,600 MVA of substation capacity across eight states; Phase II targets roughly 10,750 ckm and 27,500 MVA at a cost near Rs 12,031 cr with 33% central assistance
The National Transmission Plan seeks 648,190 ckm by FY32
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Panchamrit 500 GW non-fossil capacity target
One of the five Panchamrit commitments announced at COP26 - 500 GW of non-fossil generating capacity by 2030, alongside 50% of energy requirement from renewables, a 1 bn tonne reduction in projected emissions, 45% cut in emissions intensity of GDP, and net zero by 2070
The capacity milestone was reached early: non-fossil crossed 53% of installed base by Mar 2026, at 283 GW of 533 GW total, with record additions of 23.8 GW in FY25
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FDRE (firm & dispatchable renewable energy) & BESS tenders
Firm and Dispatchable Renewable Energy tenders require the developer to supply committed power in defined blocks, combining solar, wind and storage rather than selling intermittent output
BESS capacity under construction reached ~10,659 MW with a further ~22,347 MW under tendering as of Jan 2026
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PM Surya Ghar rooftop solar scheme
India's residential rooftop solar programme, launched Feb 2024 with an outlay above Rs 75,000 cr, targeting 1 crore households by FY2026-27 and about 30 GW of added capacity. Subsidy is Rs 30,000/kW for the first 2 kW and Rs 18,000/kW for the third, capped at Rs 78,000
By mid-2026 roughly 40 lakh installations were done and Rs 22,750 cr disbursed, against a 75 lakh target for Dec 2026
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Biopharma SHAKTI
Strategy for Healthcare Advancement through Knowledge, Technology and Innovation - announced in Budget 2026-27 with Rs 10,000 cr over five years from FY27 to build a domestic biologics and biosimilars ecosystem
Covers R&D, manufacturing and faster trials, with 3 new NIPERs, 7 upgraded and 1,000+ accredited trial sites; targets ~5% of the global biopharma market
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PLI Scheme (Medical Devices)
Production Linked Incentive scheme for medical devices, outlay Rs 3,420 cr over FY23-FY27, paying 5% on incremental sales of devices made in India across four target segments - cancer care and radiotherapy, radiology and imaging, anaesthetics/cardio-respiratory/renal care, and implants
Supported by a Rs 300 cr Medical Device Parks scheme giving up to Rs 100 cr per park for shared testing and sterilisation infrastructure
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PLI / component scheme
A layered incentive stack for electronics. PLI for large-scale electronics targets finished goods; SPECS gives 25% capex support for components; the Electronics Components Manufacturing Scheme, with an outlay raised to around Rs 40,000 cr in Budget 2026-27, targets sub-assemblies and components
In Jan 2026 MeitY approved 22 ECMS proposals attracting projected investment of Rs 41,863 cr
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PLI ACC (advanced chemistry cell) battery scheme
National Programme on Advanced Chemistry Cell Battery Storage, approved May 2021 with an outlay of Rs 18,100 cr to build 50 GWh of giga-scale cell manufacturing plus 5 GWh of niche technologies
40 GWh was allocated in earlier rounds; the remaining 10 GWh was tendered in Jul 2026 specifically for grid-scale stationary storage, with bids closing 13 Oct 2026. Facilities must commission within two years, with subsidy paid over five
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IT hardware PLI & assembly shift
The PLI scheme for IT hardware incentivises domestic manufacture of laptops, tablets, servers and networking equipment. Most activity begins as assembly of imported components rather than component manufacture
Data centre and enterprise networking demand is the fastest-growing domestic segment
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PM E-DRIVE
PM Electric Drive Revolution in Innovative Vehicle Enhancement - the successor to FAME II, launched Oct 2024 with an outlay of Rs 10,900 cr covering demand incentives for e-2W, e-3W, e-buses, e-trucks and ambulances plus charging infrastructure
The e-2W incentive was halved from 1 Apr 2025 to Rs 2,500/kWh capped at Rs 5,000 a vehicle, with an ex-factory price ceiling of Rs 1.5 lakh
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Indigenisation & MoD dependence
Positive indigenisation lists bar import of specified items, now covering over 500 systems and sub-systems, backed by a defence budget of roughly Rs 6.81 lakh crore. iDEX and ADITI fund private and start-up innovation
The Ministry of Defence is effectively the single domestic customer
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FAME I & II subsidy scheme (and the absent FAME III)
Faster Adoption and Manufacturing of Hybrid and Electric Vehicles - the demand-incentive regime that preceded PM E-DRIVE. FAME I ran from 2015; FAME II from 2019 with an outlay raised from Rs 10,000 cr to Rs 11,500 cr
It supported ~16 lakh EVs and funded 9,332 public charging points, then lapsed in Mar 2024 and was bridged by the short-lived EMPS 2024 before PM E-DRIVE took over
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NCMM (National Critical Mineral Mission) & minerals list
The National Critical Mineral Mission aims to build an end-to-end domestic value chain for minerals essential to batteries, electronics, defence and clean energy - lithium, cobalt, nickel, graphite and rare earths
The MMDR Amendment 2023 opened lithium and five other minerals to private mining, critical mineral projects are exempt from mandatory public hearings, and royalties were cut to 3% for lithium, 2% for high-purity graphite and 1% for rare earths
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REPM (rare earth permanent magnet) manufacturing scheme
The Scheme to Promote Manufacturing of Sintered Rare Earth Permanent Magnets, notified 15 Dec 2025 with an outlay of Rs 7,280 cr to build 6,000 MTPA of integrated NdFeB magnet capacity across five beneficiaries
It covers the full chain from rare earth oxide to finished magnet. IREL is currently the only Indian producer of rare earth oxides, with NdPr oxide capacity of 400 MTPA
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SHAKTI coal linkage auctions for power plants
Scheme for Harnessing and Allocating Koyala Transparently in India - the framework under which Coal India allocates long-term coal supply to power plants through auctions and tariff-based bidding rather than administrative allotment
The policy was revised to widen eligibility and allow linkage auctions for plants without long-term PPAs
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Wind capacity targets vs actual run rate
India's wind capacity target of 100 GW by 2030 against about 52 GW installed and 28 GW under construction, leaving a substantial gap. The National Electricity Plan target for 2032 is 124 GW
Closing it implies annual additions of roughly 8.8 GW against around 3.5 GW added in a recent year
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MMTPA refining capacity roadmap to 2030
India's plan to expand refining capacity, measured in million metric tonnes per annum, from roughly 250 MMTPA toward 400+ MMTPA by 2030 through brownfield debottlenecking and new integrated complexes
Most additions are refinery-petrochemical projects rather than fuel-only refineries, and several involve foreign or upstream partners taking equity
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River interlinking
The National Perspective Plan to connect surplus and deficit river basins through link canals and reservoirs, covering 30 identified links. Ken-Betwa, the first under implementation, was approved at about Rs 44,605 cr with completion targeted for 2030-31
Parbati-Kalisindh-Chambal and Godavari-Cauvery are at earlier stages
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Shipbuilding Financial Assistance
A subsidy paying Indian shipyards a percentage of contract value to offset the cost disadvantage against Korean, Chinese and Japanese yards. The revamped scheme carries an outlay of Rs 24,736 cr within a wider Rs 69,725 cr maritime package approved in 2025-26
Higher assistance applies to green, hybrid and specialised vessels
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Maritime Development Fund
A Rs 25,000 cr corpus providing long-term financing to shipbuilding and the maritime sector, comprising a Rs 20,000 cr Maritime Investment Fund and a Rs 5,000 cr Interest Incentivisation Fund
Commercial vessels have also been granted infrastructure status, which unlocks cheaper long-tenor lending
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SHANTI Act & private nuclear entry
The Sustainable Harnessing and Advancement of Nuclear Energy for Transforming India Act opens nuclear generation to private and foreign participation, amending the Atomic Energy Act 1962 bar on private ownership and the supplier-liability clause of the Civil Liability for Nuclear Damage Act 2010
It underpins a target of 100 GW of nuclear capacity by 2047 - staged at 22 GW by 2032, 47 GW by 2037 and 67 GW by 2042 - against roughly 8-9 GW today
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Electric two-wheeler price hikes on anvil as PM E-Drive nears target
12 Years of Transformative Growth in Pharmaceuticals Sector Driving Affordable Healthcare and Atmanirbhar Bharat
12 Years of Transformative Growth in Pharmaceuticals Sector Driving Affordable Healthcare and Atmanirbhar Bharat
A welcome pivot to logistics reform in the budget, but time for a commission
30 minutes from factory to flight: Inside Noida International Airport’s supply chain revolution
SECI launches 4,800MWh FDRE tender backed by co-located energy storage
Centre Says No to AP Proposal on River Interlinking
India’s energy vulnerability has a tyre problem
How India achieved a global first by running double-stack container trains under an electrified railway network
Biopharmaceuticals Are Shaping the Future of Modern Healthcare; India Well-Positioned to Emerge as a Global Leader : Smt. Anupriya Patel
Textile Sector witnesses unprecedented growth and transformation under Prime Minister Narendra Modi’s Leadership: Giriraj Singh
India’s Textile Sector Surges to $190 Billion Under PM Modi , Targets $350 Billion by 2030 : Giriraj Singh
India’s Textile Industry Targets US$ 350 Billion Milestone as Sector Enters New Growth Phase
Textile Sector witnesses unprecedented growth and transformation under Prime Minister Narendra Modi’s Leadership: Giriraj Singh
India’s Textile Sector Surges to $190 Billion Under PM Modi , Targets $350 Billion by 2030 : Giriraj Singh
India’s textile industry poised to achieve $350 billion target by 2030: Giriraj Singh
Dirty water despite ?5,000 cr investment in MP: AMRUT 2.0 faces ?1,800-crore cost overrun; 8 projects in 4 ...
There’s a paradox hidden behind India’s water success story
India's green hydrogen ambitions face a reality check
Norship secures SIDF funding to support major maritime sustainment project in Cairns
Indian government reiterates commitment to high-speed rail
Reform Linked MoUs signed with Manipur and Bihar under Jal Jeevan Mission 2.0
Big push to asset, land monetisation and disinvestment
India's exports rising steadily due to policy push, reforms: Official
Reform-Linked MoU signed with Sikkim under Jal Jeevan Mission 2.0
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UP's green energy roadmap gets ?5,400 crore booster for solar expansion
Rs 1.5 Lakh Crore Needed for Urban Development
Beyond tap connections: Rethinking water governance and sustainability in Jal Jeevan Mission 2.0
Coal India offers record 35 MT coal under linkage auction to curb imports
CIL to offer 35 million tonnes of coal under linkage auction window, aims to improve operational flexibility
PM Surya Ghar Scheme
India joins elite heavy-haul railway club, targets lower logistical costs: DFCCIL MD
Thane Traffic Update: Police Announces Restrictions Near Majivada Till June 8 Due To AMRUT 2.0 Pipeline Work
What Drives Rooftop Solar Installation Decisions in Indian Homes?
Too Many Renewable Tenders, Too Few PPAs? SJVN Flags Demand-Supply Mismatch
Minister Narayana reviews urban projects worth Rs 21k crore
EU Prioritises Renewable Energy Cooperation with Azerbaijan
Why the Caspian Is Becoming Eurasia’s New Energy Crossroads
Kazakh Parliament Backs Caspian Green Energy Corridor Linking Central Asia to Europe
Water management is not merely service delivery mechanism but movement driven by Jan Bhagidari: Union Minister Manohar Lal | Akashvani News
Centre signs MoUs with four states and Puducherry under Jal Jeevan Mission 2.0
PLI Scheme Boosts Domestic Production of Medical Equipment in India
Southern energy corridors set to dominate supplies to Europe, global leaders say
Reform Linked MoUs signed with Arunachal Pradesh, Jharkhand, Tamil Nadu, Puducherry and Nagaland under Jal Jeevan Mission 2.0
Dedicated freight corridors, AI-led logistics, manufacturing are CONCOR’s growth engines: CMD Swarup
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DFCCIL MD reviews infrastructure, employee welfare and CSR initiatives
India’s Green Hydrogen Roadmap
India’s pursuit of defence indigenisation & self | Akashvani News
FM Nirmala Sitharaman launches second phase of asset monetisation pipeline of Central ministries & public sector entities | Akashvani News
Andhra proposes Green Energy Corridor Phase-III with Rs 22,000 crore outlay
Andhra Pradesh Unveils ?22,000 Crore Green Energy Corridor
Rs 11,560 crore uban projects underway in Raj under AMRUT 2.0: CM
EXCLUSIVE: India's maritime lender set to launch country's first blue bond, top exec says
PM Surya Ghar scheme achieves major milestone as 40 lakh households embrace rooftop solar
India will need 215 next-gen multimodal logistics parks to meet freight demand in 2047: Report
NHAI Shortlists 17 Highway Projects Across Nine States For FY27 Monetisation Under TOT And InvIT Models
Ship-building scheme gets 12 applications seeking incentives
REPM scheme aims to build India’s first integrated domestic manufacturing ecosystem for high-value magnets
Minister of Chemicals & Fertilisers Highlights BioPharma SHAKTI Mission to Make India Global Leader in Biologics
Centre Issues Guidelines for Rollout of 72,300 EV Charging Stations Under PM E-DRIVE
Government proposes Biopharma SHAKTI initiative to boost India’s biopharmaceutical sector
Centre approves ?50 lakh grants each for 7 startups in technical textiles to boost innovation and sustainability
Railways initiated fast-track action to complete Dankuni -Surat dedicated freight corridor
Assam Rolls Out ?861 Crore AMRUT 2.0 Mission to Boost Water Supply, Urban Infrastructure
NMP 2.0 Expected to Boost India’s GDP by ?40 Lakh Crore: NITI Aayog | Akashvani News
Finance Minister Nirmala Sitharaman Launches National Monetisation Pipeline 2.0 in New Delhi
Remodelling Maritime Finance in India
Remodelling Maritime Finance in India
Renewable Energy in India
Department of Drinking Water and Sanitation reviews Jal Jeevan Mission 2.0 implementation with district officials
Govt plans water metro systems in 18 cities under draft national policy
Heavy Industries Extends Tender Deadline for REPM Scheme
Transmission gaps are beginning to constrain India’s rapid renewables integration
Rail-Led Industrial Corridors in India: Dedicated Freight Corridors (DFC), PM Gati Shakti
SBI Ventures to manage Rs 20,000 crore Maritime Fund
Delhi To Unveil New City Logistics Plan Under Warehousing Policy 2025 After Securing Top ‘Exemplary’ Ranking In National LEADS Index
Tamil Nadu, UP, Mizoram and Delhi top in logistics performance rankings | LEADS 2025
Magnet scheme tender deadline extended to June 29 to attract more bidders
Government widens rare earth magnet push, extends ?7,280-crore tender amid supply-chain scramble
Govt extends bid deadline for ?7,280 crore rare earth magnet manufacturing scheme
India extends deadline for Rs 7,280-cr rare earth magnet scheme; bids now due June 29
MHI Extends Bid Submission Deadline for Rare Earth Magnet Manufacturing Scheme
Green corridors: Reimagining India’s ports as engines of the energy transition
LEADS 2025 Report, Objectives, Key Features, Categorisation
UP gets ‘Exemplar’ status in national logistics rankings
Lee pledges stronger support for shipbuilding industry, including financial backing
Tamil Nadu, UP and Mizoram outperform other states in logistics performance ranking
Government Committed to Building a Future-Ready EV Ecosystem: Union Minister Shri H. D. Kumaraswamy
Railway utilised 98 pc capex by Feb-end; trains to dominate flights in new corridors: Vaishnaw
India to invest substantially in green energy corridors to support renewable energy expansion: MNRE Secretary
Seeking to scale investment in green energy corridor for maintaining RE grid stability: MNRE Secretary
?16 trn investment plan for high speed trains on track: Ashwini Vaishnaw
Logistics reforms urgent for Bangladesh to sustain export growth: Masrur Reaz
Govt weighs scheme to support local manufacturing of shipbuilding components
Govt weighs scheme to support local manufacturing of shipbuilding components
Vision to Reality: Decoding the Success of India’s Dedicated Freight Corridors : Book Discussion
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SECI Issues Draft RfS For 5 Lakh MT Green Methanol Production Under National Green Hydrogen Mission
Seci invites bids for 500k tonne green methanol supply under SIGHT scheme
DFCCIL seeks appointment of nodal officer from Jharkhand to speed up East-West Dedicated Freight Corridor
Strengthening India’s Supply Chains through Inland Waterways
Green hydrogen for energy security
Rare Earth Revolution of India: How Rs. 44,000 crore project is set to break 30 year Chinese monopoly
India's Private Nuclear Sector Opened. The First Movers Are Already Here
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