Union Budget 2026: Industry Expectations Driving India’s Growth

Union Budget 2026: What Industry Needs Now
As a co-founder of Hyphen SCS , I see India’s growth story today at a critical inflection point.
Persistently high interest rates, capital constraints, evolving global supply chains, and ambitious climate goals are redefining how businesses invest, expand, and manage risk.
As the Union Budget 2026 approaches, it is essential that policy conversations move beyond intent and focus squarely on execution and capital efficiency.
In this edition of the Resurgent India Knowledge Series, I look forward to joining senior leaders from real estate, renewable energy, logistics, solar manufacturing, finance, and banking to discuss what the next Budget must address—not in theory, but in practice.
🏗 Housing & Real Estate
Can greater uniformity in stamp duty, GST rationalisation on construction services, and a more realistic home-loan interest deduction help revive affordability in an increasingly high-price environment?
☀ Solar & Renewable Energy
From EPC execution risks and land acquisition norms to PLI bottlenecks, R&D incentives, energy storage policy, and PPA counterparty risk—what will it take to genuinely reduce the cost of capital and make India’s clean-energy ambitions truly bankable?
🚛 Logistics & Warehousing
As capacity expands and connectivity improves, should policy now shift toward technology-led warehousing, dedicated logistics zones, and targeted support for 3PL players navigating consolidation pressures?
🏦 Banking, MSMEs & Credit Flow
With deposit growth lagging credit, digital lending adoption slowing, and small-ticket loans becoming harder to originate, how can policy revive household savings, strengthen MSME financing, and expand new-to-credit lending?
🎙 Eminent Speakers
• Mr. Kunal Behrani , COO, Unity Group
• Mr. Ashish Jain , CFO, Rays Power Infra Ltd.
• Mr. Rachit Rajvanshi , Head – Partnerships & Alliances, Waaree Energie
• Mr. Anket Kapoor , Founding Partner & CEO, SolarfiX
• Mr. Ashok Kumar Pathak , Chief General Manager, Bank of India
🎤 Moderator
Ms. Sonal Mehta , Sr. Vice President, Resurgent India Limited
📅 30 January 2026
⏰ 4:00 PM – 5:00 PM
This is a timely and necessary discussion for stakeholders shaping policy priorities, capital allocation, and India’s next phase of sustainable economic growth.
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