Ngokusho kwe-ICRA, abathengisi bezingubo baseNdiya kulindeleke ukuthi babone ukukhula kwemali engenayo ngo-9-11% ngonyaka ka-2025, okubangelwa ukuvalwa kwempahla ethengiswayo kanye nokushintshela kokuthengwa kwezimpahla emhlabeni wonke eNdiya.

Naphezu kwezinselele ezifana nokuthengwa kwezimpahla eziningi, isidingo esinciphile kanye nokuncintisana ngonyaka ka-2024, umbono wesikhathi eside usalokhu uhle.

Imizamo kahulumeni efana nohlelo lwe-PLI kanye nezivumelwano zokuhweba ngokukhululekile izothuthukisa ukukhula.

Abathengisi bezingubo baseNdiya kulindeleke ukuthi babone ukukhula kwemali engenayo okungu-9-11% ngonyaka ka-2025, ngokusho kwe-ejensi yokulinganisa isikweletu (i-ICRA). Ukukhula okulindelekile kungenxa yokuvalwa kancane kancane kwempahla yokuthengisa emakethe ebalulekile kanye nokushintshela kokuthola impahla emhlabeni wonke eNdiya. Lokhu kulandela ukusebenza okungenamsebenzi ngonyaka ka-2024, lapho ukuthunyelwa kwempahla kwamanye amazwe kuhlupheka ngenxa yempahla ephezulu yokuthengisa, isidingo esinciphile emakethe ebalulekile, izinkinga zochungechunge lokuhlinzekwa kwempahla okuhlanganisa nenkinga yoLwandle Olubomvu, kanye nokuncintisana okwandisiwe okuvela emazweni angomakhelwane.

Umhlinzeki Womshini Wokuluka Ojikelezayo

Umbono wesikhathi eside wokuthunyelwa kwezingubo zaseNdiya uhle, uqhutshwa ukwanda kokwamukelwa kwemikhiqizo emakethe yokugcina, ukuthambekela kwabathengi okuguqukayo kanye nokwenyuswa kukahulumeni ngesimo sohlelo lwe-Production Linked Incentive (PLI), izikhuthazo zokuthumela kwamanye amazwe, izivumelwano zokuhweba mahhala eziphakanyisiwe ne-UK kanye ne-EU, njll.

Njengoba isidingo sibuya, i-ICRA ilindele ukuthi i-capex ikhuphuke ngo-FY2025 kanye no-FY2026 futhi kungenzeka ukuthi ihlale ku-5-8% yenzuzo.

Ku-$9.3 billion ngonyaka wekhalenda (CY23), isifunda sase-US kanye ne-European Union (EU) sabamba ngaphezu kwezingxenye ezimbili kwezintathu zokuthunyelwa kwezingubo eNdiya futhi sihlala siyizindawo ezikhethwayo.

Ukuthunyelwa kwezingubo eNdiya kuye kwathuthuka kancane kancane kulo nyaka, yize ezinye izimakethe zokugcina ziqhubeka nokubhekana nezimo ezinzima ngenxa yokungezwani kwezepolitiki kanye nokwehla komnotho. Ukuthunyelwa kwezingubo kukhule cishe ngo-9% unyaka nonyaka kwafinyelela ku-$7.5 billion engxenyeni yokuqala ye-FY2025, kusho i-ICRA embikweni, oqhutshwa ukusulwa kancane kancane kwezinto ezisetshenziswayo, ukushintshela ekutholeni impahla emhlabeni wonke eNdiya njengengxenye yesu lokugwema ingozi elamukelwe amakhasimende amaningana, kanye nokwanda kwama-oda esizini ezayo yasentwasahlobo nehlobo.