New Delhi, Jan. 2 -- India's investment recovery in the Financial Year (FY) 2026 is being driven overwhelmingly by infrastructure and capital-intensive industries, rather than consumer-facing sectors, highlighting an uneven yet policy-driven growth cycle.

According to Bank of Baroda Economic Research, new investment announcements during the first nine months of FY26 rose to Rs 26.62 lakh crore, higher than the Rs 23.88 lakh crore recorded in the same period last year.

Nearly 80 per cent of total investment intentions came from just five sectors, including electricity, chemicals, metals, information technology and transport services. Infrastructure-oriented industries alone accounted for approximately 48% of the announced investments, wh...