By:- Dr. Amit Goenka, Founder, Chairman and MD at Nisus Finance
“The Union Budget 2026 is a definitive move from the realm of intention to implementation. With the allocation of ₹12.2 lakh crore to public capex, the creation of a SME Growth Fund of ₹10,000 crore, the mandatory use of TReDS, setting up dedicated REITs for Central Public Sector Enterprises (CPSE) land and real estate assets, and the establishment of the Infrastructure Risk Guarantee Fund, the government has set the tone for growth. Infrastructure will be the backbone of India’s next growth phase, with the development of seven high-growth corridors acting as a powerful catalyst for connectivity, logistics efficiency, investment in data centre and regional development. The renewed push towards urban infrastructure in cities will further unlock sustained demand across housing, mobility, and commercial assets. At Nisus Finance, we are aligned with the approach and are working towards enhancing our alternative investment and structured credit products to help the urban infrastructure sector in a risk-managed manner.”
By:- Abhishek Arora, CEO, TimesPro:
“The Union Budget 2026–27 sets a clear and welcome direction: aligning learning with employability at scale. It reinforces the shift from education as mere access to education as outcomes, placing enterprise readiness at the centre of India’s services-led growth ambition. The proposed Education to Employment and Enterprises (E2E) Standing Committee has the potential to convert this vision into action by tightening the link between curriculum, credentials and real industry demand, while building a forward view of how emerging technologies such as AI will reshape roles and skill requirements. This mandate will be best served if it meaningfully includes leading education technology platforms. For years, these platforms have addressed workforce requirements and invested in modern, scalable learning infrastructure to deliver outcomes across sectors.
We also welcome the support for the Indian Institute of Creative Technologies in Mumbai to seed AVGC content creator labs across 15,000 secondary schools and 500 colleges. This is a timely intervention that will build creator capabilities early and strengthen the talent pipeline for a sector projected to require two million professionals by 2030. To maximise outcomes, we would like to see these labs co-developed with the private sector and edtech, thus acting as a force multiplier for digital skilling and content innovation at scale. Finally, to deepen the penetration of professional upskilling nationwide, we look forward to a rationalised GST regime on job-linked, career-advancing learning, which will accelerate adoption and support lifelong employability. By encouraging collaboration between academia, industry, and technology partners, the Budget signals a new chapter in ensuring education translates into quality employability pathways and lifelong learning.”
By:- Saurav Ghosh, Co-founder, Jiraaf
“Budget 2026–27 reinforces the government’s commitment to fiscal discipline and policy continuity, steering clear of populist measures. The fiscal deficit at 4.3 percent of GDP and net market borrowing of ₹11.7 lakh crore are largely in line with expectations, offering comfort to bond markets. The higher gross borrowing target of ₹17.2 lakh crore is the key variable to watch and could keep G-sec yields under mild pressure in the near term until supply dynamics become clearer. The budget also delivers important structural signals for fixed-income markets. The proposed market-making framework for corporate bonds is a meaningful step toward improving liquidity and price discovery, especially for retail investors. The introduction of total return swaps on corporate bonds adds depth and flexibility to the market. Incentivising large municipal bond issuances under the Amrit framework further strengthens India’s bond market ecosystem and supports long-term infrastructure financing.”