Índia Desempenho da Industria de Construção

The infrastructure output in India rose by 1.8% from the previous year in November of 2025, gaining traction following the revised 0.1% decrease in the previous month, which was the first drop in over one year. The rebound for the infrastructure aggregate, which makes up nearly 40% of India's total industrial production, indicated that the cutback in capacity from the aggressive hike in US tariffs was short-lived, aligned with other indicators pointing to some resilience for goods producers. Growth was sharp for cement (14.5% vs 5.2% in October) and steel (6.1% vs 5.9%) for a robust month in construction inputs, while a rebound in coal (2.1% vs -8.5%) was also observed. In turn, output fell for other energy with crude oil (-3.2% vs -1.2%), natural gas (-2.5% vs -5%) extending their contraction streaks.