Abathumeli bempahla baseNdiya kulindeleke ukuthi babone ukukhula kwemali engenayo ngo-9-11% ngo-FY2025, okuqhutshwa ukuqedwa kwempahla yokudayisa kanye nokushintsha kwezinto emhlabeni jikelele kubheke e-India, ngokusho kwe-ICRA.

Naphezu kwezinselelo ezifana nenani eliphezulu lempahla, isidingo esiphansi kanye nokuncintisana ngo-FY2024, umbono wesikhathi eside usalokhu umuhle.

Izinyathelo zikahulumeni ezifana nohlelo lwe-PLI kanye nezivumelwano zohwebo lwamahhala zizothuthukisa ukukhula.

Abathumeli bezimpahla base-India balindeleke ukuthi babone ukukhula kwemali engenayo ngo-9-11% ngo-FY2025, ngokusho kwe-ejensi yokulinganisa isikweletu (i-ICRA). Ukukhula okulindelekile kudalwe ikakhulukazi ukuqedwa kancane kancane kwezimpahla ezithengiswayo ezimakethe eziyinhloko kanye nokushintsha kokutholwayo komhlaba kubheke eNdiya. Lokhu kulandela ukungasebenzi kahle ngo-FY2024, nokwehla kokuthunyelwa kwempahla kwamanye amazwe ngenxa yezimpahla ezithengisiwe eziphezulu, ukuncipha kwesidingo ezimakethe zokuphela konyaka, izindaba ezithinta ukuthengwa kwempahla okubandakanya inkinga yoLwandle Olubomvu, kanye nokwanda kokuncintisana okuvela emazweni angomakhelwane.

Umhlinzeki womshini wokuluka oyindilinga

Umbono wesikhathi eside wokuthunyelwa kwezimpahla zaseNdiya ezithunyelwa ngaphandle muhle, uqhutshwa ukwanda kokwamukelwa kwemikhiqizo ezimakethe zokugcina, izitayela ezishintshayo zabathengi kanye nokuthuthukiswa kukahulumeni ngendlela yohlelo lwe-Production Linked Incentive (PLI), izinxephezelo zokuthumela ngaphandle, izivumelwano zohwebo lwamahhala ezihlongozwayo I-UK ne-EU, njll.

Njengoba isidingo sibuya, i-ICRA ilindele ukuthi i-capex inyuke ngo-FY2025 kanye no-FY2026 futhi kungenzeka ihlale kububanzi obungu-5-8% wenzuzo.

Ngo-$9.3 billion onyakeni wekhalenda (CY23), isifunda sase-US kanye ne-European Union (EU) sibalele ngaphezu kwezingxenye ezimbili kwezintathu zezimpahla zaseNdiya ezithunyelwa ngaphandle futhi sihlala siyizindawo ezithandwayo.

Ukuthengiswa kwezimpahla zaseNdiya kuye kwalulama kancane kancane kulo nyaka, nakuba izimakethe ezithile zokuphela konyaka ziqhubeka nokubhekana nezimo ezinzima ngenxa yokungezwani kwezwe kanye nokwehla komnotho omkhulu. Ukuthunyelwa kwezimpahla ezithunyelwa ngaphandle kukhule cishe ngo-9% unyaka nonyaka kwafinyelela ku- $7.5 billion engxenyeni yokuqala ye-FY2025, kusho i-ICRA embikweni, eqhutshwa ukugunyazwa kwempahla kancane kancane, ukushintshela eNdiya emhlabeni jikelele njengengxenye yesu lokuphikisa ubungozi elamukelwa amakhasimende ambalwa, nama-oda anda enkathi ezayo yentwasahlobo nehlobo.