Abathengisi bempahla yaseIndiya balindeleke ukuba babone ukukhula kwengeniso nge-9-11% kwi-FY2025, eqhutywa kukuthengiswa kwezinto ezithengiswayo kunye nokutshintsha kwemveliso yehlabathi ukuya eIndiya, ngokutsho kwe-ICRA.

Ngaphandle kwemingeni efana ne-inventri ephezulu, imfuno ephantsi kunye nokhuphiswano kwi-FY2024, imbonakalo yexesha elide ihlala ilungile.

Amanyathelo karhulumente afana nenkqubo ye-PLI kunye nezivumelwano zorhwebo zasimahla ziya kukhulisa ukukhula ngakumbi.

Abathengisi bempahla yaseIndiya balindeleke ukuba babone ukukhula kwengeniso ye-9-11% kwi-FY2025, ngokutsho kwe-arhente yokulinganisa ngetyala (ICRA). Ukukhula okulindelweyo kubangelwe ikakhulu kukubhangiswa koluhlu lweempahla kwiimarike eziphambili kunye nokutshintsha kwemveliso yehlabathi ukuya eIndiya. Oku kulandela ukusilela kwentsebenzo kwi-FY2024, kunye nokubandezeleka kokuthunyelwa kwempahla kumazwe angaphandle ngenxa yoluhlu lwezinto ezithengiweyo eziphezulu, ukuthotywa kwemfuno kwiimarike ezingundoqo, imiba yobonelelo oluquka ingxaki yoLwandle oluBomvu, kunye nokwanda kokhuphiswano oluvela kumazwe angabamelwane.

UMboneleli woMatshini wokunitha oSetyhula

Imbonakalo yexesha elide yokuthunyelwa kwempahla yaseIndiya kumazwe angaphandle ilungile, iqhutywa kukwanda kokwamkelwa kwemveliso kwiimarike zokuphela, ukuguquka kwemikhwa yabathengi kunye nokunyusa kukarhulumente ngendlela yeskim seProduction Linked Incentive (PLI), inkuthazo yokuthumela ngaphandle, izivumelwano zorhwebo ezisimahla kunye nezindululo. UK kunye ne-EU, njl.

Njengoko imfuno iyachacha, i-ICRA ilindele ukuba i-capex inyuke kwi-FY2025 kunye ne-FY2026 kwaye kusenokwenzeka ukuba ihlale kuluhlu lwe-5-8% yengeniso.

Kwi-9.3 yeebhiliyoni zeedola kunyaka wekhalenda (CY23), i-US kunye ne-European Union (EU) ingingqi ithathe ngaphezu kwesibini kwisithathu sempahla ethunyelwa ngaphandle yaseIndiya kwaye ihlala iyeyona ndawo ikhethwayo.

Ukuthunyelwa kwempahla ethunyelwa ngaphandle kweIndiya kuye kwabuyela kancinci kulo nyaka, nangona ezinye iimarike zokuphela ziqhubeka nokujongana neentloko ngenxa yoxinzelelo lwelizwe kunye nokudodobala koqoqosho olukhulu. Ukuthunyelwa kwempahla kumazwe angaphandle kukhule malunga ne-9% unyaka nonyaka ukuya kwi-7.5 yeebhiliyoni zeedola kwisiqingatha sokuqala se-FY2025, i-ICRA yatsho kwingxelo, eqhutywa kukucocwa koluhlu lweempahla, utshintsho lwehlabathi oluya eIndiya njengenxalenye yesicwangciso somngcipheko esamkelwe ngabathengi abaninzi, kunye nee-odolo ezandisiweyo zexesha elizayo lentwasahlobo nehlobo.