The economy grew 7.8%.
You weren't the reason.

April–June 2026 was not a shopping quarter. It was a buying-machines quarter.

34.3%

of India’s GDP went into fixed investment last quarter — factories, machines, roads, buildings. That share has moved 2.9 percentage points in a single year.

A year ago: 31.4% → 34.3%

Real growth, Apr–Jun 2026

Year-on-year, at constant 2022-23 prices

Investment (GFCF)

11.9%

Whole economy (GDP)

7.8%

Household spending

7.1%

Government spending

4.3%

Investment grew 1.7× faster than household spending. A year earlier the order was reversed — investment 5.8%, households 6.8%.

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The number nobody expected

+51.5%

Import of machinery & equipment, Q1 FY27.
Indian companies are re-tooling — and buying the tools abroad.

The capex trail

Year-on-year growth, Apr–Jun 2026

+27.0%

Electrical equipment output (IIP)

+20.1%

Goods-transport vehicle registrations

+18.3%

Commercial vehicle sales

+15.2%

Capital goods output (IIP)

Why this lands on your desk

SalariedHiring follows capex with a lag. Construction value added grew 16.5% in rupee terms (7.7% after inflation) and capital-goods output 15.2% — engineering, projects, plant and infra roles are where the openings are forming, not in consumer-facing teams.
FoundersHousehold spending grew 7.1%; business investment grew 11.9%. For now, the faster-growing rupee is a B2B rupee.
LeadersImports rose 30.9% in value while exports rose 25.8%. A capex cycle funded by imported equipment widens the trade gap before it widens capacity.

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The economy grew 7.8%.
You weren't the reason.

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There is no single inflation rate.

The PF line sat at ₹15,000 for 12 years. It just moved to ₹25,000.

The economy grew 7.8%.
You weren't the reason.