Abathengisi bempahla baseIndiya kulindeleke ukuba babone ukukhula kwengeniso ye-9-11% kwi-FY2025, okubangelwa kukuvalwa kwempahla yokuthengisa kunye nokutshintshwa kwempahla yehlabathi ukuya eIndiya, ngokutsho kwe-ICRA.

Nangona kukho imingeni efana nobuninzi bempahla efunekayo, imfuno ephantsi kunye nokhuphiswano kwi-FY2024, umbono wexesha elide usahleli ulungile.

Amaphulo karhulumente afana nesicwangciso se-PLI kunye nezivumelwano zorhwebo olukhululekileyo ziya kuphucula ukukhula.

Abathengisi bempahla baseIndiya kulindeleke ukuba babone ukukhula kwengeniso ye-9-11% kwi-FY2025, ngokutsho kwe-arhente yokulinganisa iikhredithi (i-ICRA). Ukukhula okulindelekileyo kungenxa yokuvalwa kancinci kancinci kwezinto ezithengiswayo kwiimarike eziphambili kunye notshintsho lokufumana izinto kwihlabathi liphela oluya eIndiya. Oku kulandela ukusebenza okungekuhle kwi-FY2024, apho ukuthunyelwa kwamanye amazwe kubandezeleka ngenxa yezinto eziphezulu ezithengiswayo, ukunqongophala kwemfuno kwiimarike eziphambili, imiba yothungelwano lokubonelela kuquka ingxaki yoLwandle oluBomvu, kunye nokhuphiswano olukhulayo oluvela kumazwe angabamelwane.

Umthengisi woMshini wokuluka ojikelezayo

Imbono yexesha elide yokuthunyelwa kweempahla eIndiya ilungile, iqhutywa kukwanda kokwamkelwa kweemveliso kwiimarike zokugqibela, iindlela ezitshintshayo zabathengi kunye nokunyusa urhulumente ngohlobo lwesicwangciso seProduction Linked Incentive (PLI), izibonelelo zokuthumela impahla kwamanye amazwe, izivumelwano zorhwebo olukhululekileyo ezicetywayo ne-UK kunye ne-EU, njl.

Njengoko imfuno ibuyela kwimeko yesiqhelo, i-ICRA ilindele ukuba i-capex inyuke kwi-FY2025 nakwi-FY2026 kwaye kusenokwenzeka ukuba ihlale ikwi-5-8% yengeniso.

Kwi-$9.3 yeebhiliyoni kunyaka-mali (CY23), i-US kunye ne-European Union (EU) zithengise ngaphezulu kwesibini kwisithathu sempahla ethunyelwa ngaphandle eIndiya kwaye zihlala ziindawo ezikhethwayo.

Ukuthunyelwa kwempahla eIndiya kwamanye amazwe kuye kwanda kancinci kancinci kulo nyaka, nangona ezinye iimarike zokugqibela ziqhubeka nokujongana neengxaki ngenxa yoxinzelelo lwezopolitiko kunye nokuhla koqoqosho. Ukuthunyelwa kwempahla kwamanye amazwe kukhule malunga ne-9% unyaka nonyaka ukuya kwi-$7.5 yeebhiliyoni kwisiqingatha sokuqala se-FY2025, itshilo i-ICRA kwingxelo, eqhutywa kukucocwa kancinci kwezinto ezikhoyo, ukutshintshela ekufumaneni impahla kwihlabathi liphela eIndiya njengenxalenye yesicwangciso sokuthintela umngcipheko esamkelwe ngabathengi abaninzi, kunye nokwanda kwee-odolo zexesha elizayo lentwasahlobo nehlobo.