India’s macro narrative is less about speed and more about structure. FY26 tech revenues are set to touch $315 billion, growing 6.1% with AI already a $10–12 billion slice, signaling a shift from experimentation to productivity-driven deployment. Salary hikes average 9.1%, moderating as attrition cools, while the government’s ₹16.7 lakh crore NMP 2.0 plan aims to recycle mature public assets into fresh infrastructure without inflating debt. Net FDI turned negative by $1.6 billion in December, but gross inflows rose to $73 billion year-to-date—capital isn’t fleeing, it’s reallocating. A revised GDP series lowers FY24 growth from 9.2% to 7.2%, improving statistical consistency rather than rewriting reality. Meanwhile, Q3 FY26 data shows strong output volumes in electronics and autos but muted pricing power, pointing to volume-led growth without inflation heat. In short, India’s economy isn’t overheating—it’s recalibrating, where durability matters more than drama.

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India Tech $315B FY26, Net FDI $1 6B, GDP Revision to 7 2%, ₹16 7L Cr NMP 2 0 & Volume Led Growth