Page 3 - CII ARTHA
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Contents
1. FOREWORD 02
2. FOCUS OF THE MONTH 06
From Protection to Competition: 07
Strengthening the Resilience of India’s Economy
R&D as a Driver of Economic Resilience 10
3. DOMESTIC TRENDS 13
Taking Stock of India’s Growth Momentum 14
Accelerating India’s Manufacturing Transformation: 19
Insights from the ASI Data
Corporate India in Q1FY26: 24
Profitability Rises Amid Soft Sales and Easing Input Costs
Business Confidence Rises for Second Straight 28
Quarter in Q2FY26
Public Capex Rebounds Strongly in FY26, Reinforcing 30
Growth Momentum
4. GLOBAL TRENDS 33
Global Economic Prospects Improve Modestly, 34
But Road to Sustained Recovery Remains Strenuous
5. SECTOR IN FOCUS: GREEN GROWTH 39
How Green Hydrogen and its Derivatives are 41
Rewiring India’s Energy and Industrial Landscape
Decarbonizing India’s Steel Sector 43
6. SPECIAL ARTICLE 47
The Ascent of India’s Chemical Sector 48
7. ANNEXURE: ECONOMY DASHBOARD 50
