Mr. Bharanidharan Pandyan, Joint Managing & Whole-time Director, Quality Power Electrical Equipments Ltd.
“I would rate this budget at 8/10 to me it looks as a confident and steady statement of intent. Many of the ‘big-ticket’ reforms which were initiated last year have been taken ahead this year. In an uncertain world, the govt has tried its best to provide stability by allocating Rs 12.2 lakh crore in Capex while not levying any new tax on the corporate side. Given the international environment, this is a prudent and responsible approach.
For the power sector, the Budget sends an important long-term signal. Data centres and AI infrastructure, that are now fundamental to the digital economy are extremely power-intensive. A single upcoming facility like the Google data centre in Vizag is close to 1 GW, and new developments in Texas are touching 11 GW, equivalent to powering an entire city such as Pune. With tax holidays and favourable policies for software and technology players, the resulting demand could far exceed current power infrastructure and capacity-addition trajectories. In that sense, the Budget indirectly but very powerfully incentivises the entire energy sector, creating a strategic opportunity for utilities and power developers to accelerate investment and build the backbone of India’s digital future.”
Mr. Keyur Girishchandra Shah, Managing Director, Yash Highvoltage Ltd.
“India’s Union Budget 2026 reinforces the Government’s commitment to infrastructure-led growth and building resilient, future-ready power systems. The sustained focus on capital expenditure and modernising infrastructure, coupled with the increasing adoption of digital and technology-enabled solutions, provides a supportive backdrop for strengthening the nation’s electrical ecosystem. With infrastructure projects and grid systems becoming more complex and data-driven, the emphasis on efficient project execution, operational performance, and advanced engineering solutions will support the evolution of power transmission and generation networks. This environment underscores the importance of quality, innovation and reliability in power equipment.
For Yash Highvoltage Ltd, the Budget’s policy direction is well aligned with our strategic focus on engineering excellence, robust manufacturing, and technology-integrated solutions. It instils confidence to continue investing in advanced capabilities, digitalisation, and skilled talent while contributing to India’s secure, efficient and sustainable power infrastructure.”