Adani group is spending at a scale that is creating winners well beyond its own companies.
₹1.53 lakh crore spent last year. ₹2.1 lakh ccapexplanned this year. $125 billion over five years.
And because much of this work goes to outside partners, the spending is turning into orders and revenue for companies across construction, power, transmission and engineering.
That’s the second-order effect of Adani’s capex, one company’s spending can become another company’s revenue, earnings and growth.
Spending $125 billion on infrastructure is huge, but keeping 80% of that with local vendors is the real headline. That money stays right here in India, feeding into our own factories, engineers, and supply chains.
Adani’s $125 billion capex programme is not just about the group’s own growth.
Around 80% of the spending is being routed through external vendors. That capital is flowing into domestic contractors, equipment manufacturers and grid technology companies, turning them into long-term strategic partners rather than just suppliers.
Names like BHEL, Hitachi Energy and PSP are already seeing the impact through larger order books and stronger project pipelines.
This model creates a capital multiplier effect. #Adani brings the scale and project pipeline. These companies bring the execution capability.
Together they are expanding India’s industrial and infrastructure capacity at a pace that would be difficult for either side to achieve alone.
#CapexBoom #JobCreation #AtmanirbharBharat #IndiaGrowthStory
https://t.co/Ezh97BKvRc
Adani’s capex is effectively pulling a network of suppliers into a larger infrastructure cycle.
The market value is visible in stock prices, but the more fundamental change is happening through order books, capacity and execution capabilities.
A large private infrastructure push is creating a clear ripple effect on Dalal Street. 🧵
Adani Group’s ₹1.53 lakh crore capex last year, the highest by any Indian corporate and roughly in the range of 10% of the government’s total infra spend is largely flowing to external vendors.
The result: expanding order books and strong stock moves for a growing set of companies.
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https://t.co/qOVXZuNZPF
कभी-कभी अच्छे आइडिया को सिर्फ फंडिंग नहीं, सही लोगों तक पहुंचने की जरूरत होती है। वंदे भारतम में इनोवेटर्स को बिजनेस लीडर्स, एंटरप्रेन्योर्स और एक्सपर्ट्स से जोड़ने की कोशिश इसी वजह से महत्वपूर्ण है।
Adani’s Vande Bharatam is positioning itself as more than a competition. The stated aim is to connect promising innovators with mentors, industry leaders and institutions that can help take their ideas forward.
First answer this basic question-
1) what is a “job” according to you? Only permanent desk work counts, everything else is failure?
2) Reels, Instagram and WhatsApp addiction is not created by any Indian company. These platforms are 100% Western (Meta and Google). You are screaming Adani’s name, yet Adani Group alone engages nearly 4 lakh employees, partners and contractors across 700+ sites. That is real employment, not reels.
3) Stop disrespecting delivery boys, drivers, Blinkit workers and manual labour. These jobs keep the country running every single day.
4) Kerala has the highest literacy rate in India and still faces the same unemployment problem.
So if you come to power, what new magic will you invent that even high literacy Kerala couldn’t solve?
Localized AI orchestration is incredibly hard engineering. Loving the fact that an Indian startup is building world-class tech out of Noida and getting real enterprise adoption.
One of the more interesting technical plays in the Indian cloud market right now: Coredge quietly crossing ₹100Cr in revenue.
They’re building the localized AI orchestration stack, which is hard enough on its own. But it's their integration into Adani group’s ecosystem via Sirius Digitech that makes this actually work.
Group's vision isn’t just about real estate; it's about building the fundamental AI infra backbone for India. Established players including Nutanix, VMware and Red Hat have serious homegrown competition in India.
https://t.co/Ft1jxVdN7l
Vinay Dube has put the focus where it belongs, on passengers. India's aviation market is growing rapidly, and more airlines mean more choices, better connectivity, and stronger competition. If regulators are doing their job, competition should be encouraged, not feared.
Akasa Air CEO Vinay Dube is saying the quiet part out loud.
India needs more airlines. Customers deserve more choices. He is supportive of airport operators owning stakes in airlines because he trusts the regulator, the ministry, and the Competition Commission to do their job.
That is the correct position.
The strongest pushback is coming from the player with the largest existing share. When the response to fresh capital and potential new capacity is “conflict of interest,” it usually means the real fear is competition, not consumer harm.
If the group already running multiple major airports wants to put money into the airline business, the starting point should be more competition, not protection of the status quo.
Dube gets it. More players. Better for passengers.
https://t.co/B99nkxpjfS
Akasa Air CEO Vinay Dube has taken the right stand. By supporting airport operators owning airlines, he is putting customers and competition first. India still needs more players in aviation, not tighter walls around the existing ones. Dube’s confidence in the regulator and Competition Commission shows maturity real competition with strong rules is better than protecting market share in the name of “conflict of interest.”
More choices for passengers should always come before protecting the status quo.
https://t.co/gt4U40ohDh
Saving rs 1 lakh crore annually in forex import bills is a game-changer. This isn’t just capital expenditure; it’s an investment in national financial sovereignty.
Watching India’s upstream sector closely, this is the scale of ambition our offshore potential has always demanded.
The Cabinet’s Rs.84,084 crore Samudra Manthan scheme (till FY 2030-31) is not incremental reform it is mission-mode execution. With Rs.43,200 crore for 60 deepwater wells (government support up to 50% or Ra.675 crore per well), Rs.28,534 crore for modern seismic data, Rs.10,000 crore for shared infrastructure hubs, and focused manufacturing zones, the scheme targets >600 MMTOE of new reserves and a jump in domestic oil & gas output from ~62 MMTOE to 80 MMTOE annually.
In a country still importing nearly 89% of its crude, unlocking the estimated 5,600+ MMTOE potential in our eastern and western offshore basins is the only realistic path to meaningful energy security.
He is right - this is the foundation for an energy-secure #ViksitBharat.
Now industry must match the government’s intent with speed and capital.
I am deeply moved by Shri Gautam Adani Ji’s quiet contribution of Rs. 11 crore to the Chief Minister’s Relief Fund. Working away from the limelight, he is also mobilising resources on the ground for thousands of flood-affected families in Assam.
The state machinery under CM Himanta Biswa Sarma is working tirelessly to bring relief, and every rupee is being handled with care and accountability. But what stands out most for me is how Adani Ji always steps forward when Assam needs him consistently, sincerely, and without seeking a single moment of credit.
I feel a deep sense of respect and gratitude. Leaders who put people first in silence are rare. Gautam Adani Ji is one of them.
Assam will remember this.
Thank you, @gautam_adani Ji. 🙏
Assam is reeling under devastating floods, and thousands of families are in deep pain.
Shri Gautam Adani Ji’s quiet contribution of Rs.11 crore to the Chief Minister’s Relief Fund and his silent efforts on the ground bring real support when our people need it most.
Genuine help like this matters. Grateful. 🙏