The Union Budget 2025–26 has generated a wave of positive responses from the clean energy and infrastructure industries, with many leaders highlighting it as a well-balanced roadmap for sustainable growth, domestic manufacturing, and energy security. Across four major publications—Energetica India, Renewable Watch, BioEnergy Times, and CEO Insights India—thought leaders provided detailed insights into how the budget could reshape India’s development trajectory.
A Clean Energy Leap: Budgetary Commitments and Policy Direction
Finance Minister Nirmala Sitharaman’s announcement of INR 1,500 crore for the solar grid sector, along with the introduction of the National Manufacturing Mission, signals a strong governmental push toward renewable energy and self-reliance. Tariff reductions on solar cells, modules, and smart meters aim to make clean technologies more accessible and promote adoption across sectors.
In addition, the launch of the Nuclear Energy Mission and an INR 20,000 crore investment in Small Modular Reactors (SMRs) shows long-term strategic thinking around sustainable and diversified energy sources.
Reactions from Industry Experts
Several CEOs and industry veterans praised the forward-looking budget. Pratik Agarwal, MD of Sterlite Power, called the focus on high-voltage transmission equipment a smart strategy to boost India’s export potential. Ashish Bhandari of Thermax highlighted the National Manufacturing Mission’s potential to streamline domestic manufacturing and skill development.
Baroruchi Mishra’s Perspective: A Systems View on Energy and Economics
Baroruchi Mishra, Group CEO of NET Enterprise, offered a comprehensive view that integrates both macroeconomic stability and environmental responsibility. Writing for BioEnergy Times and quoted in CEO Insights India, Mishra emphasized that for India to withstand global trade volatility, structural reforms in the export economy are essential. He advocated for shifting focus from devaluation tactics to enhancing productivity—particularly in agriculture and core manufacturing.
Mishra also underscored the need to simplify key government schemes like the Production Linked Incentive (PLI) to make them more accessible for MSMEs. Echoing the importance of behavioral change, he noted in Energetica India that “energy-efficient behavior has to become a part of our behavior repertoire,” linking policy frameworks directly with individual and institutional responsibility.
A Budget with Both Vision and Grounding
Overall, the Union Budget 2025–26 has been hailed not just for its ambitious goals but for its attention to implementation, localization, and long-term sustainability. With a clear signal to boost clean energy manufacturing, invest in nuclear alternatives, and digitize key infrastructure systems, the budget aligns economic ambition with ecological stewardship.
🔗 Energetica India – INR 1500 Cr Allocation for Solar Power
🔗 Renewable Watch – Industry Reactions to Budget 2025–26
🔗 BioEnergy Times – Budget Expectation 2025: Global Trade and Economic Growth
🔗 CEO Insights India – Energy Transition & Leadership
