Abathumeli ngaphandle i-Indiya kulindeleke ukuba babone ukukhula kwengeniso kwe-9-11% kwi-FY2025, abaqhutywa yi-Invening Uluhlu lweempahla ezithengisayo kunye nokufumana i-ICRA.

Ngaphandle kwemiceli mngeni efana ne-inventri ephakamileyo, ifunwa imfuno kunye nokhuphiswano kwi-FY2024, umbono wexesha elide uhlala unethemba.

Amanyathelo kaRhulumente afana neskimu se-PLI kunye nezivumelwano zorhwebo zasimahla ziya kukhulisa ukukhula.

Abathumeli ngaphandle i-Indiya kulindeleke ukuba babone ukukhula kwengeniso kwe-9-11% kwi-FY2025, ngokwe-Arhente yokuQala yeTyala (ICRA). Ukukhula okulindelweyo kubangelwa ikakhulu kukubuyiselwa kwempahla ngokuthe ngcembe kwiimarike zesiphelo eziphambili kunye nokufumana i-shift yehlabathi ukuya eIndiya. Oku kulandela oku ukusebenza kwe-FY2024, ngokuthumela kwelinye ilizwe ukubandezeleka ngenxa yempahla ephezulu yeRetail, i-Cloun Caneds kwiZithuthi eziPhambili, kunye noKhuphiswano oluvela kumazwe angabamelwane.

Umthengisi we-ndlongo

Imbonakalo yexesha elide yokuthumela ngaphandle i-India Shrintarel iyodwa, iqhutywa ngokwandisa ukwamkelwa kwemveliso kwimarike, inkuthazo yokuhambisa umthengi, i-ofisi ye-ofisi ye-PLI), iZivumelwano zeRhwebo zasimahla ze-UK kunye ne-EU, njl njl.

Njengoko imfuno ibuyisa, i-ICRA ilindele ukuba i-Capex inyuke kwi-FY2025 kunye ne-FY2026 kwaye inokuhlala kuluhlu lwe-5-8% ye-zungud.

Kwi- $ 9.3 yezigidigidi kwiKhalenda yonyaka (CY23), iManyano yase-European (i-EU) ibala ngaphezulu kwesibini kwisithathu sentengiso yokuthumela ngaphandle impahla yokuthumela ngaphandle ye-India.

Ukuthunyelwa ngaphandle kwengubo ye-India khwela ngokuthe ngcembe kulo nyaka, nangona iimakethi ezithile zokuphela ziqhubeka nokujongana nezikhuni ngenxa ye-geopolical ye-geopolical kunye ne-macroeconomic ishushu. Ukuthumela ngaphandle impahla kufikelela malunga ne-9% yonyaka ukuya kwi-9 yeebhiliyoni kwisiqingatha sokuqala se-FY2025, i-ICRA iguqukele kwiNgxelo ye-India, kunye nokunyuka kwee-odolo zentwasahlobo yentwasahlobo kunye nehlobo.