“The Union Budget 2026–27 marks a decisive shift in positioning digital infrastructure as a strategic national asset. Long-term tax holiday for global cloud players using Indian data centres and safe harbour provisions provide much-needed certainty and the recognition of cloud and DCs alongside core infrastructure send position India as a credible hub for digital infrastructure serving global markets.
What stands out is the strong alignment between policy intent and execution, from sovereign cloud enablement and AI-ready data centre capacity to accelerated city-level digital infrastructure across Tier 2 and Tier 3 markets. This clearly favours players with pan-India footprints and the ability to deliver connectivity, data centres, cloud, and managed services as an integrated stack. As enterprises, governments, and high-tech industries increasingly run mission-critical, data-intensive workloads, continued support for compliant, India-hosted cloud and resilient networks will be essential. The Budget lays a solid foundation for infrastructure-led digital growth and positions integrated infrastructure providers to emerge as default digital partners in India’s next phase of industrial, cloud, and AI-driven expansion.” – Pinkesh Kotecha, Chairman and MD, Ishan Technologies.
