India’s higher education sector eyes $100 bn build-out as enrolments surge
Nearly 30,000 acres of new campus land and approximately 2.7 billion square feet of academic infrastructure are set to be developed to meet surging student demand.
Nearly 30,000 acres of new campus land and approximately 2.7 billion square feet of academic infrastructure are set to be developed to meet surging student demand.
Increased imports from China, due to higher US tariffs, and global market competitiveness may suppress realisations in segments, namely chemicals and petrochemicals, limiting benefits.
The union government’s focus on fiscal consolidation has established fiscal credibility among investors and stakeholders over the years.
As of end-2024, India housed over 1,700 GCCs employing more than 1.9 million professionals.
Residential sales across India’s top eight cities remained steady in 2025 at over 348,000 units, with H2 2025 volumes reaching their highest level since 2013.
While growth in home loans is also anticipated to be steady at ~18-20%, the loan against property (LAP) segment should see some moderation in growth.
This year’s Budget while maintaining continuity has attempted a careful structural transformation.
Four sectors - automobiles, cement, pharmaceuticals and aluminium - which account for more than 20% of the revenue of the companies analysed, are expected to have lifted the overall numbers.
The Survey strongly emphasises maintaining fiscal credibility and highlights improvements in public expenditure quality by both the union and state governments.
The report pegs credit growth at ~10–12% CAGR over the next five years with the expectation of continued deepening of banking assets as a share of GDP.