The ongoing West Asia conflict could add inflationary pressure to India’s infrastructure sector, but investment is still expected to grow 45–50% over the current and next fiscals, supported by strong domestic demand and policy backing, according to Crisil Ratings. Investments across key sectors—including renewables, roads, real estate and emerging segments—are projected to rise to Rs 23–24 lakh crore, broadly in line with growth seen in the past two years. While largely insulated from direct geopolitical impact, these sectors may face indirect cost pressures if the conflict persists.