Delhi’s government says it is preparing to notify a city logistics plan aimed at boosting industrial investment, with Chief Minister Rekha Gupta citing the capital’s top “Exemplary” standing in the LEADS 2025 Logistics Ease Index. The plan will be folded into the incoming Warehousing and Logistics Policy 2025 and builds on reforms like the Delhi Single Window System for faster approvals, pothole-free road upgrades by the PWD, and ULIP for API-based real-time monitoring and data sharing.
SEBI has issued new guidelines for Infrastructure Investment Trusts (InvITs), allowing them to take on debt beyond the existing 49% cap relative to the value of their assets. The change opens a fresh funding route for InvITs to finance capital expenditure, upgrades, and repairs across infrastructure projects. While the move could improve liquidity for asset maintenance and growth plans, it also raises fresh questions about leverage levels, risk management, and how investors will weigh the new capital structure.
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Assam Chief Minister Himanta Biswa Sarma shared a video from Hollongapar Gibbon Wildlife Sanctuary showing an endangered Hoolock Gibbon safely crossing a railway track using a specially designed canopy bridge. Installed nearly a year earlier, the netted rope structure lets arboreal animals move above ground without touching trains or vehicles. Sarma called it a “small but significant” example of science-led conservation, noting the islanded forest movement issues primates face when connectivity is disrupted.
SEBI has widened the permitted use of fresh borrowings for Infrastructure Investment Trusts (InvITs) with net debt above 49% of asset value, effective immediately. The regulator now allows such funds for capital expenditure to improve performance or expand capacity, and also for major maintenance costs on road projects, defined as non routine expenses tied to concession obligations. SEBI further permits refinancing by the InvIT, SPV, or holding company, but only the principal can be refinanced—interest and fees cannot.
India is moving ahead with a ₹90,000 crore Great Nicobar project spanning 166 sq km, featuring a transshipment port and an international airport near the Malacca Strait. Backed as both strategic and economic, the port aims for 16 million containers annually, with the first phase targeting commissioning by 2028 at ₹18,000 crore and over 4 million containers per year. Defence figures cite Malacca’s role as Asia’s primary oil chokepoint, warning delays could advantage China.
Nisus Finance Services has invested Rs 90 crore in a residential project being developed by Realnet Ventures, a Paranjape Schemes subsidiary, via its Real Estate Special Opportunities Fund-I. The tower will come up on 1.09 acres in Hinjewadi Phase 1, delivering a total saleable area of 4.02 lakh sq ft. The project’s gross development value is Rs 370 crore and is expected to generate an operating surplus of Rs 143 crore, part of Paranjape’s Blue Ridge township.
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Goa’s Public Works Department is facing scrutiny after a contractor and civil engineer alleged a Rs 1000-crore tender fraud. The complainants say a private firm manipulated records to obtain Class IAA (Super) status, then secured lucrative Goa contracts by submitting forged or misleading documents that should have failed eligibility checks. Allegations include procedural lapses tied to the Mudi Tank Filling Scheme, including multiple versions of completion certificates and mismatched joint-venture partner details. Goa PWD’s response and any investigation are awaited.
IRB Infrastructure Trust has proposed a non-binding deal to sell two revenue-generating BOT highway assets, valued at about Rs 4,663 crore, to IRB InvIT Fund. The offer covers Solapur Yedeshi NH211 and Chittorgarh Gulabpura NH79, totaling 1,144 lane km. Valuation is based on an independent valuer’s assessment as of March 31, 2026. If approvals and clearances come through, IRB Infra Trust would use proceeds for future opportunities while IRB InvIT gains a larger asset portfolio and longer weighted average concession life, supporting its Rs 1,40,000 crore target by 2029.
Union Road Transport Minister Nitin Gadkari inaugurated Multi-Lane Free Flow (MLFF) tolling at the Mundka-Bakkarwala plaza on Delhi’s Urban Extension Road-II. The barrier-less system lets vehicles cross without stopping, using FASTag detection and Automatic Number Plate Recognition to automatically deduct tolls while in motion. It aims to cut waiting time and congestion, improve fuel efficiency, and lower emissions for daily commuters. If balance is insufficient or there’s a fault, an Electronic Notice provides 72 hours to pay.
India’s listed REITs and InvITs are a key pipeline for long-term infrastructure capital, backed by distribution rules and a mostly single-layer tax design. But Budget 2026’s revised treatment of MAT credits creates a structural dilemma for REIT/InvIT SPVs: shifting to the new corporate tax regime may make dividends taxable for unit holders, cutting yields, while staying outside risks MAT credit lapse and future liabilities. Either way, cash-flow uncertainty could raise the cost of capital. Policy design must protect predictability.
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Bollywood actor Ranbir Kapoor has acquired a land parcel in Ayodhya for Rs 3.31 crore, in a project near the Sarayu river. The purchase adds to a growing wave of investor attention as infrastructure expands and tourism picks up, turning Ayodhya into a more active real estate and development destination.
The Railway Board has pulled up Indian Railways zones for lagging behind on environmental initiatives, urging faster execution and timely completion. The push is tied to the 2030 goal of becoming a net zero carbon emitter. Despite a significant fund allocation last year, overall progress has been slow, prompting the Board to demand speed and accountability.
The Centre has allocated Rs 4,900 crore to Arunachal Pradesh under the new Pride of Hills scheme. The funds are meant to address key infrastructure and development gaps, with a focus on improving connectivity in remote areas. Chief Minister Pema Khandu thanked the government, saying the initiative will support long-term economic growth across the state.
Road InvITs are projected to expand their assets by about 30% this fiscal year, reaching roughly Rs 3.9 lakh crore by March 2027. The jump is attributed to accelerated monetisation of toll-road assets by NHAI and asset sales under the hybrid annuity model. With a widening investor base and controlled leverage, analysts expect sturdier credit profiles.
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Union minister Nitin Gadkari said major works on the Pandharpur pilgrimage route are almost complete, with nearly 80% finished. Remaining stretches are expected to be completed in four to six months. Dedicated lanes for warkaris and Foot Over Bridges are planned to improve safety, as large projects like the Dnyaneshwar Maharaj Palkhi Marg and Sant Tukaram Maharaj Palkhi Marg move toward completion.
Adani Enterprises shares jumped more than 5% after a large block deal worth Rs 1,435 crore saw nearly 60 lakh shares change hands. The move comes even as the company reported a Q4 net loss, though revenue rose 20%. It pointed to an infrastructure-led model where infrastructure and utility segments power 80% of EBITDA and future cash generation.
Indian markets are staying volatile as inflation pressure and supply chain issues build toward an impending slowdown. Foreign investors are trimming exposure, adding to the turbulence. Pashupati Advani of Global Foray says investors should stay cautious, focus on strong fundamentals, and look selectively at themes like infrastructure, exporters, and pharma aligned with government spending priorities.
India has cleared a Rs 37.5k crore coal gasification scheme aimed at boosting energy security. Support to developers will cover up to 20% of plant and machinery costs via competitive bidding, with incentives released in four equal, milestone-linked instalments. The scheme also sets strict ceilings: Rs 5,000 crore per project, Rs 9,000 crore per product (with exceptions), and Rs 12,000 crore per entity group.
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A new modern semi-fast rail link is set to launch between Ahmedabad and Dholera, aiming to cut travel time to just 48 minutes. The project, backed by an investment of Rs 20,667 crore, is designed to strengthen connectivity in Gujarat—turning longer trips into quick daily commutes and enabling same day getaways for travelers.
India’s logistics performance ranking for 2025 spotlights Tamil Nadu, Uttar Pradesh, Mizoram and Delhi as “exemplars,” while 11 states or territories are “high performers.” Eighteen are “accelerators” improving their systems, and four “growth seekers” are still building capacity. The classification is designed to guide targeted logistics reforms across regions.
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