Catalogue of Research Reports on Infrastructure Sectors

June 2021

India Infrastructure Research www.indiainfrastructure.com 2 | Infrastructure Research www.indiainfrastructure.com ABOUT US

India Infrastructure Research is a division of India Infrastructure Publishing Private Limited, a company dedicated to providing information on the infrastructure sectors through magazines, conferences, newsletters and research reports.

India Infrastructure Research publishes research reports in the areas of power, oil & gas, ports & shipping, roads & bridges, telecommunications, aviation and water.

Our reports are acknowledged as high-quality, user-friendly, up-to-date, accurate and comprehensive sources of information. They range from sector overviews (Power in India, for example) to more intensive studies of seg- ments and subsegments (such as Power Transmission in India and Power Distribution in India).

Our clients include most organisations involved in the infrastructure sectors – multinationals, top Indian corporates, commercial and investment banks, consulting companies, public sector companies, government agencies, multilateral agencies and legal firms. TABLE OF CONTENTS ENERGY Power Market in South Asia 2021 ...... 5 India’s Renewable Energy Outlook 2021 ...... 6 Green Hydrogen Market in India 2021 ...... 7 Power Transmission in India 2021 ...... 8 Power Distribution in India 2021 ...... 9 City Gas Distribution Market in India 2021 ...... 10 Captive Power in India 2021 ...... 11 Solar Power in Africa 2021 ...... 16 Bangladesh Power Market 2020 ...... 12 Operational and Financial Performance of Discoms 2020 ...... 13 Solar Power Market in India (2020-2030) ...... 14 Small-scale LNG Market 2020 ...... 15 Charging Infrastructure for Electric Vehicles 2020 ...... 17 Commercial and Industrial Solar Market in India 2020 ...... 18 Coal-Based Power Generation in India 2020 ...... 19 Hydro Power Market in India 2020 ...... 20 Electricity Tariff Trends in India 2019 ...... 21 Cost of Power for Discoms and Industrial Users 2019 ...... 22 Wind-Solar Hybrid Market in India 2019 ...... 23 Floating and Canal-based Solar PV Market in India 2019 ...... 24 T&D Equipment Market Projections in India 2019 ...... 25 Rooftop Solar in India 2019 ...... 26 Open-Access for Renewables 2018 ...... 27 Underground Cables Market in India 2018 ...... 28 Future of Solar O&M in India 2018 ...... 29 Waste to Energy 2018 ...... 30 Competitive Bidding for Wind Projects 2018 ...... 31 Renewable Energy Development in Africa 2018 ...... 32 Distribution Franchise in India 2018 ...... 33 Solar Plant Performance in India 2017-18 ...... 34 TRANSPORTATION Logistics in India 2021 ...... 35 Container Market in India 2021 ...... 36 Urban Rail in India 2021 ...... 37 Airports in India 2021 ...... 38 Ports in India 2021 ...... 39 Railways in India 2021 ...... 40 Road Development in India 2021 ...... 41 Storage Infrastructure in India 2020 ...... 42 Dredging in India 2018 ...... 43 Clean Bus Market in India: Hybrid, Electric, Gas-Based 2018 ...... 44 CONSTRUCTION & MINING Construction in India 2021-22 ...... 45 Mining in India 2021 ...... 46 Tunnelling in India 2021 ...... 47 Mining Equipment Market 2020 ...... 48 URBAN INFRASTRUCTURE Desalination Market in India 2021 ...... 49 Affordable Housing in India 2021 ...... 50 Wastewater Treatment and Reuse Market in India 2020 ...... 51 Water in India 2020 ...... 52 Sewage Treatment Market in India 2020 ...... 53 Municipal Solid Waste Market in India 2020 ...... 54 Smart Cities in India 2020 ...... 55 TELECOM Small Cell Market in India 2021 ...... 56 Optic Fibre Cable Market in India 2021 ...... 57 Telecom Tower Infrastructure in India 2020 ...... 58 MULTI-SECTOR Investment and Market Opportunities in Africa 2021-22 ...... 59 Irrigation in India 2020 ...... 60 Infrastructure Investment and Market Opportunities in Southeast Asia 2020 ...... 61 Opportunities in the Indian Healthcare Market 2019 ...... 62 Opportunities in Indian Defence Market 2019 ...... 63 Banking Technology in India 2018 ...... 64 NEWSLETTERS ORDER FORM ENERGY Table of Contents Table Price: Rs 100,000 (USD 1,815) Rs 100,000 Price: India Infrastructure Research | 5 Trends; Power Sector Fuel-mix; Trend in Fuel Consumption; Key Key Consumption; in Fuel Trend Sector Fuel-mix; Power Trends; Future Upcoming Projects; Key Under-construction Projects; Market Opportunities;Outlook and Investment Requirements; Issues and Challenges Others Grid Power; Upcoming Key Investment Requirements; Completed Projects; Key Market Opportunities; Projects; and Outlook Transmission Issues and Challenges Projections; Significant Developments; Smartand Energy Sales; Recent Ongoing Projects; Key Initiatives; Targets; Metering: Progress; Market Opportunities;Discom Finances & Accounts Receivables; Issues and Challenges Outlook and Projections; Maldives - Generation and Developments; Power Trends Key Size and Growth; - Intended Nationally Determined Targets Contributions (INDC) - Potential Renewable - Analysis by Segment: Solar; Hydro; Off- Wind; Biomass and Biogas; - and Developments Emerging Trends - Upcoming Projects - Plans and Targets - Outlook and Projections - Market Opportunities - Issues and Challenges - Developments; Recent Network Size and Growth; Grid Reliability; - in System Losses; Consumer Mix Network Size and Growth; Trend - Growth Drivers - Benefits of CBET - Current status of CBET - Exchange Power South Asian Regional - and Regulatory Scenario Policy - Risks and Challenges - Forward Way - Nepal; Sri Lanka; Afghanistan; Bangladesh; Bhutan; India; Pakistan; - One Grid Initiative Sun One World One - Issues and Challenges - Outlook Future SECTION II: SEGMENT ANALYSIS: GROWTH TRENDS, UPCOMING PRO- SECTION II: SEGMENT ANALYSIS: JECTS AND OPPORTUNITIES -CONVENTIONAL11. GENERATION ...... 12. - RENEWABLES GENERATION ...... 13. TRANSMISSION ...... 14. DISTRIBUTION ...... 15. ELECTRICITY TRADING ...... PROFILES SECTION III: COUNTRY Each country profile will cover: Scenario; Institutional Macroeconomic and Consumption; Electricity Coverage; Existing Generation Structure; Power Sector and Distribution); Power Infrastructure (Generation, Transmission & Financial Performance Consumption; Operational of T&D Fuel Fuel-mix; Import; Power Capacity Addition Plans and Targets Trading; segment; Power will be available in a PDF format. The report (July 2021) (July (Draft ToC)

Proposed/Under-Construction Projects; Issues and challenges; Projects; Proposed/Under-Construction Outlook Future Financiers/Long-term Investors; Technology and Equipment Financiers/Long-term Investors; Technology Others Providers; Recent Financing Trends; Potential for Private Participation; for Private Focus Potential Financing Trends; Recent Participation; Financings; Investment on Foreign Recent Key IRRs; Investment Risks and Challenges; Project Requirements; Outlook Electricity Tariff Trends; Recent Developments; Future Outlook Developments; Future Recent Trends; Electricity Tariff Funding; Project Implementation and Bids Project Funding; Electricity Coverage; Recent Developments; Growth Drivers; Issues Developments; Growth Electricity Coverage; Recent Outlook and Challenges; Future - Growth Drivers Key - Existing Cross-border Interconnections - Interconnections Proposed - Benefits Derived; Growth Drivers; Existing Projects; - Pipeline Overall Project - Assessment: By Country; Pipeline Project Stage; Sector - Upcoming Projects Top - Market Opportunities for: Developers; Contractors; Consultants; - Demand Outlook Power - Investment Projections - Outlook Fuel - Outlook Trading Power - Capacity Addition Generation Projected - Network Addition T&D Projected - Issues and Concerns - Financing Landscape; Sources; Impact of Covid-19 on Funding Key - Purchase Costs; in Power in Generation Costs; Trend Trend - Country-wise for Economic Growth Forecasts - Country-wise (Short-term Market Outlook Power and Medium-term) - and Mitigation Strategies Response Policy - Overall Impact on the Region - Impact on Each Country’s: Demand-Supply; Investment and Power - Institutional Framework - Sector Policies Power Key - Regulatory and Developments Framework - Outlook Policy - and Consumption Trends; Generation Power GDP Growth Rates;

10. CROSS-BORDER TRANSMISSION INTERCONNECTIONS ...... 9. GENERATION PROJECTS WITH BILATERAL COOPERATION ...... PROJECTS 9. COOPERATION WITH GENERATION BILATERAL 8. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... 7. FUTURE AND OUTLOOK PROJECTIONS (till 2025-26) ...... 6. FINANCING AND INVESTMENT TRENDS ...... 5. COST AND TARIFF ...... 4. IMPACT 4. OF IMPACT COVID ON POWER SECTOR ...... 3. POLICY FRAMEWORK AND REGULATORY ...... 2. POWER MARKET SNAPSHOT AND TRENDS ...... 1. EXECUTIVE SUMMARY...... SECTION I: ANALYSIS, GROWTH DRIVERS AND OUTLOOK DRIVERS AND OUTLOOK GROWTH SECTION I: ANALYSIS,

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Trends, Developments, Projections and Opportunities Developments, Projections Trends, Power Market in South Asia 2021 2021 Asia in South Market Power ENERGY India’s Renewable EnergyOutlook2021 India’s Renewable 6 | India Infrastructure Research |India Infrastructure 6 Key trends, Opportunities andCapacityProjections Key trends,Opportunities Table ofContents 3. TENDER PIPELINE . PIPELINE TENDER 3. . COVID-19 IMPACTOF 2. .TRF RJCIN N ULO 22,22,23). . 2030) 2025, OUTLOOK(2021, TARIFFAND 5. PROJECTIONS . SEGMENTS GROWTH EMERGING AND NEW 4. (This highlightsthetenderconditionsandexpectedoutcome) . DEVELOPMENTS RECENT STATEAND 1. SECTOR THE OF SUMMARY ANDKEYINSIGHTS eettnes poigtnes oiyspot e sus andoutlook) keyissues, recent tenders,upcomingpolicysupport, viability, (This coversestimatedpotential,keycommissionedprojects,economic Wind,HybridsandRTC - Covid-19-relatedRelief Measures - ImpactonSupplyChainandO&M - ImpactonProject Development - ImpactonTender TimelinesandTargets - TimelineofKey Events - AnnualCapacityAdditionTargets andAchievements,bySegment - OffshoreWind - FloatingSolar - GreenHydrogen - CorporatePPAs - EnergyStorage - Round-the-Clock Power - Solar-Wind Hybrids - AnnouncedProjects - SolarPower - Overview - - Return AnalysisandOutlook Return - CostProjections - Tariff Projections - Tariff ComparisonwithConventionalsources - Key Recent Developments - EmergingEnergyMix - State-wisePotential andGrowthTrends - Segment-wiseAnnualGrowthTrends - z z z z z z z z z z z z z z GUVNL Tender forSolarPower -700MW MSEDCL Tender forSolarPower -1.3GW EPCTenderNTPC’s forSolarPower -735MW EPCTenderNTPC’s forSolarPower -1.2GW NTPC Tender forSolarPower -1GW SECI Tender forSolarPower inRajasthan -1.8GW Winning Tariff Trend Latest Tenders Results New Tender Designs Policy andRegulatory NTPC Tender forWind-SolarHybridPower- 600MW SECI Tender forRound-The-Clock Power -2.5GW SECI Tender forWind-SolarHybridPower -1.2GW SECI Tender forWindPower -1.2GW (May 2021) The report isavailableinaPDFformat. . CHALLENGES AND RISKS SECTOR KEY 8. 7. GENERATION. . PROJECTIONSANDOUTLOOK (2021,2025and2030) .CPCT RJCIN N ULO 22,22 n 00 . . . . 6. CAPACITY PROJECTIONSANDOUTLOOK (2021,2025and2030) TheWay Forward - Finance DifficultyinAccessingLow-Cost - GridIntegrationIssues - LandConstraints - Policy Uncertainty - Poor DiscomHealth - ContractualIssues - State-wiseGeneration - Segment-wiseShareinGenerationMix - GenerationRequirement Projections - Key Factors ImpactingGeneration - State-wiseProjected Capacity - Segment-wiseShareinCapacityMix - Total CapacityRequirement Projections - Power DemandProjections - z z z z z z High GrowthScenario Medium GrowthScenario Low GrowthScenario High GrowthScenario Medium GrowthScenario Low GrowthScenario Price: Rs.75,000(USD1,362) www.indiainfrastructure.com No. ofslides:93 ENERGY No. of slides: 113 No. of slides: Table of Contents Table Price: Rs. 75,000 (USD 1,362) Rs. 75,000 Price: India Infrastructure Research | 7 - NTPC Limited - IOCL - ACME - Biezel Green Energy - Greenko - Adani - Mahindra and Mahindra - Motors Tata - Business Models Potential - Early and Late Adopters - Estimated Demand Analysis - Installed - Estimated Demand Analysis - Upcoming - Short, Outlook and Long Term Medium, - Energy Capacity Renewable Required - Forward The Way - Akshay Bhardwaj, ACME Cleantech Solutions - Malhotra, Hydrogen Association of India Dr R.K. - Parveen Nanda, Greenko Group - Bob Oesterreich, Chart Industries - Industries Limited Reliance Anurag Pandey, - Developments Recent - and Initiatives Country-wise Targets - Noteworthy and Upcoming Investments Projects The report is available in a PDF format. The report 8. KEY STAKEHOLDERS: RECENT DEVELOPMENTS AND FUTURE PLANS AND FUTURE DEVELOPMENTS RECENT 8. KEY STAKEHOLDERS: 9. FUTURE OUTLOOK ...... 10. INDUSTRY INSIGHTS ...... 7. KEY INSIGHTS FROM MARKETGLOBAL ...... (May 2021) (May

Proton Exchange Membrane Proton Alkaline Electrolysers Other Drivers Roadblocks Opportunities Grey Hydrogen Blue Hydrogen Green Hydrogen z z z z z z z z z - Current Status - Global Uptake Trends - of Hydrogen Types - Applicability in Grid Management - Impact on Grid Stability - Management of Seasonal Storage - Opportunities for Utilities - Cost of Production - Strategies Cost Reduction - in India Cost Trends - Emerging Financing Options - Cell Technology Fuel - over EVs Cell Vehicles Benefits of Fuel - Government Incentives and Policies - Uptake in India - Innovations Recent - Hydrogen Storage and Safety - Hydrogen Transportation and Utilisation - Applicable Codes and Standards -Case Studies and Projects - of Electrolysers Types - (2006) National Hydrogen Energy Roadmap - Ongoing Projects and Cell Program DST’s Hydrogen and Fuel - Government Timeline of Key Initiatives - Policies Global Benchmarking of National Green Hydrogen - and Regulatory Interventions Policy Required -Market Addressable Future - Use Cases and Applications - Supply-Side Ecosystem - Market Dynamics

1. MARKET SIZE AND EMERGING LANDSCAPE ...... SUMMARY AND KEY INSIGHTS SUMMARY 6. IMPACT 6. ON IMPACT POWER GRID ...... 5. EMERGING COSTS AND FINANCING REQUIREMENTS ...... 4. FOCUS ON FUEL CELLS ...... 3. TECHNOLOGY TRENDS 3. AND TECHNOLOGY POTENTIAL USE CASES...... 2. POLICY FRAMEWORK AND ROADMAP ......

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Emerging Ecosystem, OpportunitiesEmerging and Outlook Green Hydrogen Market in India in India Market Hydrogen Green Power Transmission in India 2021 (January 2021) Price: Rs. 90,000 (USD 1,634) Network Growth, Key Developments, Market Opportunities and Projections No. of slides: 406 Table of Contents

1. EXECUTIVE SUMMARY ...... 10. CROSS-BORDER INTERCONNECTIONS ...... ENERGY - Overview, Existing Transmission Links with Neighbouring Countries, SECTION I: SECTOR ANALYSIS, TRENDS AND RECENT DEVELOPMENTS Recent Developments, Interconnections under Implementation, Planned Transmission Links, Issues & Concerns, The Way Forward 2. SECTOR SIZE AND GROWTH: INTERSTATE ...... - Growth in Transmission Line Length, Growth in Transmission 11. TRANSMISSION TARIFFS ...... Transformer Capacity, Trends in Substation Additions, Growth in - Impact of Sharing Regulations, Interstate Transmission Tariffs, Intra- Interregional Transfer Capacity, Growth in Total Transfer Capacity, state Transmission Tariff (Long-Term and STOA), SLDC Charges Trends in Network Reliability, One Nation One Grid, Capex and Investments SECTION II: FUTURE OUTLOOK AND OPPORTUNITIES (Till 2025)

3. SECTOR SIZE AND GROWTH: INTRASTATE ...... 12. NETWORK GROWTH AND INVESTMENT PROJECTIONS ...... - Growth in Transmission Line Length, Growth in Substation Capacity, - Growth drivers, Projected Line Length, Projected Transformer Trends in Substation Additions, Capex and Investments Capacity, Projected Number of Substation, Expansion in Inter- regional Transfer Capacity, Forecasted Investment, Issues & concerns 4. RECENT DEVELOPMENTS ...... - Key Commissioned Projects, Projects Awarded in last 12 months, 13. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... Recent M&A Deals, Recent Financings, InVIT Transactions, One Sun, - Expected Project Pipeline, Recently Awarded, Under Bidding, One World, One Grid Initiative, New technology initiatives, Other Deve- Proposed/Announced, Market Opportunities for, Project Developers lopments (Powergrid’s CTU status hive off, Mumbai grid outage, etc) and Investors, EPC Players and Contractors, Equipment Providers

5. POLICY INITIATIVES ...... 14. EQUIPMENT DEMAND ...... - MoP Restrictions in Equipment Import and Indigenisation - Impact, - Emerging Technology Trends, Projected Equipment Demand, Draft Electricity LPS Rules, 2020, Charges and Losses Waiver for Conductors, Towers, Insulators, Transformers, Switchgear, Reactors RE, Guidelines for Payment of Compensation for RoW for Lines in Urban Areas, Draft Electricity Amendment Bill, 2020, Draft SBDs for SECTION III: STATE TRANSCO COMPARISION TBCB, Others 15. NETWORK SIZE AND OPERATIONAL PERFORMANCE ...... 6. KEY REGULATORY MOVES AND IMPACT ...... - Transmission Line Length, Substation Capacity, Number of - CERC’s Sharing of Interstate Transmission Charges and Losses substations, Transmission Losses, System Availability Regulations and Procedures issued by POSOCO, CERC’s Sharing of Revenue Derived from Utilisation of Transmission Assets for Other 16. FINANCIAL PERFORMANCE ...... Business Regulations, 2020, CERC order on AGC Implementation, - Revenues, Expenditure, O&M Costs, Net Profit/Loss, Capex CERC’s DSM (Fifth Amendment) Regulations, CERC’s Power System Development Fund Regulations, CERC’s Recommendations 17. FUTURE TARGETS AND CAPEX PLANS ...... for TBCB Bidding Guidelines, CERC’s Draft Amendment to Detailed - Network Addition Plans, Planned Investments Procedure for Grant of Connectivity to Projects Based on Renewable Sources to Inter-State Transmission System, Intra-State Reserves SECTION IV: KEY PLAYER PROFILES and Ancillary Services for Balancing (SANTULAN) (FoR report), FoR’s Draft Model Regulation for Intra-State Essential Reliability 18. PROFILE OF POWERGRID ...... Services Operations Regulations, Update on SAMAST Framework, - Power Grid Corporation of India Limited Consolidated First Time Charging Procedures (POSOCO), Market- related Updates (FRAS, SCED, RTM, G-TAM, derivative), Recent 19. PROFILES OF OTHER CPSU PLAYERS ...... CEA Guidelines/Procedures - Damodar Valley Corporation, Bhakra Beas Management Board

7. IMPACT OF COVID-19 ...... 20. PROFILES OF STATE TRANSMISSION UTILITIES ...... - Overall Impact on Power Sector, Impact of 9 PM 9 Minutes event, - Gujarat Energy Transmission Corporation Limited, Impact on Demand and System Operations, Impact on Transcos State Electricity Transmission Company Limited, Power Plans and Capex, Impact on Projects and Capacity Addition, Impact Transmission Corporation Limited, Rajasthan Rajya Vidyut Prasaran on Equipment Providers and EPC Players, Mitigation Measures by Nigam Limited, Madhya Pradesh Power Transmission Company Stakeholders Limited, Uttar Pradesh Power Transmission Corporation Limited, Tamil Nadu Transmission Corporation Limited, Transmission 8. PRIVATE SECTOR EXPERIENCE ...... Corporation of Andhra Pradesh Limited, Transmission Corporation - Private Participation Experience So Far, Status of Projects Awarded of Telangana Limited, Haryana Vidyut Prasaran Nigam Limited, etc. through Tariff Based Competitive Bidding, Analysis of Recent Bids, Projects Under Bidding, Future Project Pipeline, Issues and Concerns 21. PROFILES OF PRIVATE NETWORK DEVELOPERS AND OPERATORS . . - Adani Transmission Limited, Sterlite Power Transmission Limited, 9. FOCUS ON RENEWABLE ENERGY INTEGRATION ...... IndiGrid, Kalpataru Power Transmission Limited, CLP India, Sekura - RE Growth So far, Expected Penetration of Renewables, Transmission Energy, Essel Infraprojects, Essar Power Transmission, L&T Scheme for RE Zones by 2022, Green Energy Corridors I and II, Infrastructure Development Projects, Others Projects for RE Evacuation, Battery Energy Storage Systems, Issues in RE Integration, Others (REMCs, Grid Operation during Eclipse- POSOCO report), State Initiatives for RE Evacuation The report is available in a PDF format

8 | India Infrastructure Research www.indiainfrastructure.com ENERGY No. of slides: 991 No. of slides: Table of Contents Table Price: Rs. 90,000 (USD 1,634) Rs. 90,000 Price: India Infrastructure Research | 9 GRAM JYOTI YOJANA GRAM (DDUGJY)YOJANA JYOTI ...... YAYA Payments; Genco-wise Analysis; Trends in dues to RE Generators; Analysis; Trends Genco-wise Payments; Details; Issues and Package Overdue Days; Discom Bailout Concerns; Outlook Losses; ACS-ARR Dues from Gap; Outstanding Covid-19; AT&C SmartPRAAPTI; under other Meter Installations; Progress metering, UJALA, (feeder Parameters etc.); Issues and Concerns; Scheme for Distribution; Based New Reforms -Linked Result Outlook Infrastructure Sanctioned Additions; Snapshot of IPDS Outcomes; Sanctions and Disbursements; System and Completed Projects; Strengthening; IT Enablement Phase II Smart Metering; Smart Meter Installations; Update under R-APDRP; GIS; Digital Technology Initiatives Developments; Issues Updates; Recent and Learnings so far; Tender and Concerns Progress So Far; State-wise Progress So Far; Progress Notable SG initiatives by Discoms; Issues NSGM-approved Projects; and Concerns New Power - DAM and TAM Procurement Exchange-based Power Issues and Concerns; Future and GTAM; Exchange Segments - RTM Outlook in Power Cost Break-up of Utilities; Trend Expenditure Trend; in O&M Costs Purchase Costs; Trend O&M costs break-up (Agricultural, Trends Category-wise Tariff Impacting Tariffs; Trends Revisions; Domestic, Industrial HT & Commercial); Tariff LT, in Cross-subsidy Surcharges Purchase Developments on Power Impact of Recent Cost Trend; Long-term Purchase Costs Trends; Costs; Source-wise Power Trends Short-term Trading Trends; Procurement Power Power Break-up; Capex Components; Planned Capex and Proposed Break-up of Major Discoms NBPDCL; SBPDCL; Chhattisgarh; CSPDCL; Delhi; BRPL; BYPL; Power; TPDDL; Gujarat; PGVCL; UGVCL; MGVCL; DGVCL; Torrent Goa; Goa PD; Haryana; Pradesh; Himachal DHBVN; UHBVN; HPSEB; Jammu and Kashmir; etc. JKPDD; Jharkhand; JBVNL; - Performance Utility-wise Overview; in Overdue Trends; State-wise - Overview; Losses; Financial Performance Aggregate Impact of - Coverage; Development Scheme (IPDS); Scheme Integrated Power - Experience State-wise Progress; Overview Targets; and Programme - Physical Scheme Coverage; Sanctions and Disbursements; - Learnings Pilot projects; Key from Pilots; Status of MoP-sanctioned - Pilot scheme for power procurement; in Long-term PPAs; Trends - Aggregate Utility-wise Aggregate Expenditure Trend; Year-wise - in utility-wise O&M costs; trends in O&M costs; Trends Year-wise - Developments Recent in Tariffs; State and Utility-wise Trends - Purchase Unit Power Per Purchase Cost Trend; Aggregate Power - Capex Key Capex; Discom-wise Capex Trends; in Year-wise Trends - APSPDCL; APEPDCL; Assam; APDCL; Bihar; Andhra Pradesh; 14. OUTSTANDING DISCOM 14. DUESOUTSTANDING ...... PROGRAMME UPDATES SECTION IV: REVIEW15. UDAY ...... 16. IPDS...... 17. SMART PROGRAMME METER (SMNP)NATIONAL ...... UPADH 18. DEEN DAYAL 19. NATIONAL SMART 19. GRID NATIONAL MISSION ...... AND TARIFFS COST, TRENDS IN POWER PROCUREMENT, SECTION V: EXPENDITURE 20. TRENDS IN DISCOM POWER PROCUREMENT ...... 21. EXPENDITURE ANALYSIS ...... 22. O&M COST ANALYSIS ...... TRENDS23. TARIFF ...... 24. POWER PURCHASE COSTS ...... EXPENDITURE25. CAPITAL ...... II PART SECTION VI: DISCOM PROFILES 26. DISCOM PROFILES ...... is available in a PDF format The report (February 2021) ACS-ARR Gap Trend; Trend in Outstanding Debt of Discoms; Trend Debt of Discoms; Trend in Outstanding Trend ACS-ARRGap Trend; Ratios in Key Trend in Outstanding Discom Dues; Subsidy Trend; SAIFI Indices; DT Failure Rates; Issues and Concerns; Way Forward Issues and Concerns; Rates; Way SAIFI Indices; DT Failure Franchises Recently Awarded Franchises Upcoming Opportunities Franchises Awarded Recently Franchises OpportunitiesIssues and Concerns Stakeholder-wise Outlook Readiness; Business Models; Recent and Upcoming Smart Business Models; Recent Readiness; Meter Opportunities; Stakeholder-wise Issues and Concerns; Tenders; Outlook Future Privatisation Models State-level Developments Stakeholder-wise Models State-level Developments Stakeholder-wise Privatisation Floated Issues and Concerns Opportunities Tenders Recent Outlook Projected Demand for Equipment; Cables; Conductors; Projected Switchgear; SmartTransformers; Meters Purchase Costs Tariff Outlook Projected Discom Losses Projected Discom Losses Projected Outlook Projected Purchase Costs Tariff Investments Issues and Concerns Substation Additions; Projected Distribution Transformer Capacity Distribution Transformer Substation Additions; Projected Metering Requirements Additions; Projected AT&C Losses; ACS-ARR Gap; Power Purchase Costs; Net Profits; Purchase Costs; Net Profits; Losses; ACS-ARR Gap; Power AT&C Indexes Metering Coverage; Reliability on Discom Finances and Revenues Discom Bailout Package Other Other Discom Bailout Package on Discom Finances and Revenues and Regulatory Measures Mitigation Measures by Relief Policy Covid Recovery and Strategies Discoms Post SMNP; Odisha Discoms Sale update; Reduction in LPS and Fixed SMNP; Odisha Discoms Sale update; Reduction Hikes; Tariff related Updates; Recent charges waiver; PPA- Initiatives Updates; New Technology Distribution Franchises (Blockchain, Digitalisation, EVs, etc.) process Discom Liquidity Package Draft Package process Discom Liquidity SBDs for Discom DraftPrivatisation New Tariff Electricity Amendment Bill 2020 2020 Covid Relief Rights of Consumers Rules Electricity Policy DraftMeasures by MoP and CERC 2020 DBT proposal LPS Rules Subsidies Others for Power Growth in Distribution Transformer Capacity; Trends in Substation in Substation Trends Capacity; Growth in Distribution Transformer Number of Consumers; Growth in Additions; Energy Sales Trends; Issues and Losses; Metering Coverage; Key in AT&C Trend ForwardConcerns; The Way

- Utility-wise Net Profits; in Trend in Utility-wise Revenues; Trend - Losses; Outages; SAIDI and Billing and Collection Efficiency; AT&C - DFs Performance Operational/Awarded So far Terminated - Initiatives; Industry Policy Current So Far; Scenario; Progress - Plans UT Privatisation Analysis of SBDs for Privatisation - Investments in Distribution Network; Growth Drivers; Projected - Power Scenario; Projected and Finances Overall Discom Tariffs - Line Length Additions; Projected Growth Drivers; Projected - Capacity; Transformer Consumer Base; Energy Sales; Line Length; - Discom Demand Impact Overall Sector Impact Impact of Covid on - Developments under Government Key Schemes Updates under - - 2021-22 Updates on UT privatisation Union Budget highlights - Growth in Distribution Line Network; Demand; in Power Trends

13. FINANCIAL PERFORMANCE ...... SECTION III: DISCOM OPERATIONAL AND FINANCIAL PERFORMANCE AND FINANCIAL SECTION III: DISCOM OPERATIONAL ANALYSIS PERFORMANCE12. OPERATIONAL ...... 11. DISTRIBUTION FRANCHISEES ...... 10. 250-MILLION SMART METERS ...... SECTION II: NEW FOCUS AREAS 9. FOCUS ON DISCOM ...... PRIVATISATION 8. PROJECTED EQUIPMENT REQUIREMENTS ...... 7. FUTURE FOR OUTLOOK AND COSTS, FINANCESTARIFFS ...... 6. FUTURE FOR OUTLOOK NETWORK GROWTH (till 2025-26) ...... 5. INTER-DISCOM COMPARISON 4. IMPACT OF COVID-19 ON DISCOMS 4. IMPACT 3. OTHER RECENT DEVELOPMENTS 2. KEY POLICY AND REGULATORY DEVELOPMENTS 2. KEY POLICY AND REGULATORY PART I: SECTOR ANALYSIS, DISCOM PERFORMANCE, MARKET OPPOR- PERFORMANCE, MARKET DISCOM ANALYSIS, I: SECTOR PART PROJECTIONS TUNITIES AND AND COVID-19 KEY DEVELOPMENTS SECTION I: SEGMENT ANALYSIS, IMPACT 1. SECTOR SIZE AND GROWTH

Sector Analysis, Discom Performance,Sector Analysis, Opportunities Market Projections and Power Distribution in India 2021 India in Distribution Power www.indiainfrastructure.com ENERGY 10 | India Infrastructure Research |India Infrastructure 10 City GasDistributioninIndia2021 Progress soFar, andOutlook Recent Developments,BusinessOpportunities Table ofContents 10. PROGRESS AND OPPORTUNITIES UNDER ROUND 9 . . 9 ROUND UNDER OPPORTUNITIES AND PROGRESS 10. . NETWORKS 9. PERFORMANCEOFKEYOPERATIONAL ANDUNDERCONSTRUCTION . EXPERIENCE BIDDING AND ROUNDS UPDATELICENSING 8. ON . LONGTERM) AND (MEDIUM OPPORTUNITIES MARKET 7. . 2025-26) (Till PROJECTIONS KEY OUTLOOKAND FUTURE 6. . REGULATORYRECENT DEVELOPMENTS 5. . PLANS CAPEX 4. IMPACT ONOPERATIONS, OFCOVID-19 NETWORKADDITIONAND . GROWTH AND SIZE - NETWORK PNG 3. . GROWTH AND SIZE - NETWORK CNG 2. . TRENDS KEY AND OVERVIEW 1. UPCOMING NETWORKSANDPROJECTIONS SECTION I:MARKETANALYSIS, IMPACT COVID-19 ASSESSMENT, KEY INSIGHTSANDTHEROADAHEAD SnapshotofGAs-Area,Population, State,AuthorisedCGDEntity, v Key Features -Area,Population, ConsumerMix,etc.;CNGStations v SnapshotofBidding Rounds; AmendmentstoBiddingCriteria; v EPCContractors;Technology Providers; Financiers/Lenders;Pipe v GrowthDrivers;MWPTargets; Projected NetworkAddition:CNG v SalientFeatures NewOpenAccessNorms: andExpectedImpact; v ImpactonOperations(CNGandPNG);Revenue (CNGand v GrowthintheLastFiveYears: ConsumerMix ByState;Operator; v GrowthintheLastFiveYears: Trends ByState;Operator; inCNG v GrowthinthePast FiveYears; Key ConsumerSegments;Notable v Opportunities Demand Projections; Top InvestmentDestinations;Upcoming Requirements &SupplySources;Pipeline Connectivity;GA-wiseGas tobeLaidinthe NextEightYears;& Infrastructure Gas Current etc.; Progress SoFar: CNG Stations;PNGConnections;MWPTargets Investment Requirements Supply Sources;NetworkExpansionPlans;Future GasDemand; Laid; GasSalesintheLastFiveYears; GasRequirements and Current Operational; PNGConnectionsProvided; SteelandMDPEPipeline Players; Key LessonLearnt Network andCompressionCharges;OtherTrends; ofNew Entry . . . Aggressive BiddingTrends; ImpactofPenalty Clause; Trends in Meter Manufacturers;Consultants Manufacturers; CompressionandDispensingEquipmentSuppliers; Outlook Investment Requirements (Till2025-26);Regulatory MDPE Pipelines;CNGCascade;Compressors;Sensors;Valves; Meters;Steeland Players; EquipmentDemandProjections: Smart Projections forOperationalandNewGAs;Projected GasSalesforKey Stations; PNGConnections(IndustrialandDomestic);GasDemand Developments Majeure GuidelinesandTimeExtensions;OtherRegulatory Code; IndianGasExchange:Key Benefits toCGDPlayers;NewForce Regulation; Recent AmendmentsinTechnical StandardsandAccess Implementation;EasingofLNGDistributionand Challenges in Networks; NewUnifiedTariff Policy: ImpactonCGDplayersand Rate ofTransportation forCGD New GuidelinesonDetermination Revival StrategiesandRelief Measures Overruns; EstimatedTimeandCost Impact onSupplyChainandLabour; PNG NetworkAdditions;PlannedCapex;InvocationofForce Majeure; Revenue andGasSales;CNG and Round Announcements;Impacton: GAs;NewGAsAwarded; New Bidding Ongoing/Under Construction PNG); ImpactonMWPTargets andAchievements;Impacton: New PNGConnectionstobeadded New GAs;MWPTargets &AchievementsunderRounds 9and10; (Industrial, CommercialandDomestic);PNGConnectionsAddedin Achievements underRounds 9&10;NewCNGstationstobeadded Sales; CNGNetworkAddedinNewGAs;MWPTargets & Future Outlook Challenges; MWPTargets; InvestmentRequirements (Till2025-26); 22: Key AnnouncementsandExpectedImpact;Issues InitiativesintheLight ofCovid-19;UnionBudget2021- Government Developments; Recent Authorisations(inthepast15to18months); (May 2021) The report willbeavailableinaPDFformat. 20. PROFILESOFKEYPLAYERS SECTION IV: KEYPLAYERS 19. NEWMODELSFORCNGSTATION DEVELOPMENT . PRACTICES METERING SMART 18. . MANAGEMENT ASSET AND O&M 17. OPPORTUNITIES SECTION III:NEWFOCUSAREAS:TRENDS,ADVANCEMENTSAND . . SMALL-SCALELNG FOR DEMAND POTENTIAL 16. . INFRASTRUCTURE PIPELINE UPDATEGAS ON 15. . 14. DOMESTICGASSUPPLY SUPPLY AVAILABILITY&R-LNG SCENARIO SECTION II:GASSUPPLY SCENARIO&FUTUREDEMANDPROJECTIONS . . . . ANDCOMPETITIVENESSOFCGDNETWORKS 13. COSTECONOMICS . ASSESSMENT DEMAND 12. OPPORTUNITIESUNDERTHE11THROUND:UPCOMINGGASAND . 10 ROUND UNDER OPPORTUNITIES AND PROGRESS 11. Aavantika GasLimited;AdaniTotal GasLimited;AG&P;Assam v Dealer OwnedDealerOperated(DODO)Model;LCNGStations;Bio v MeteringPractices; NewTrends Current andAdvancements(AMR, v O&MPractices; Technology Current Trends &Advancements v ExistingFacilities; CapexandOpexCosts;Cost -Overview; SSLNG v Projects Underway; StatusofPipelineInfrastructure; Current v DomesticGasProduction; Policy Current Enablers;Trends inLNG v Commercial ViabilityofCGDNetworks;ExpectedImpactNew v Geographical SpreadofGAsOffered;SalientFeatures -Area, v Entity, Snapshot ofGAs-Area,Population, State,AuthorisedCGD v Limited; IRMEnergyPrivate Limited;MahanagarGasetc. Private Limited;Indian OilCorporationLimited;IndraprasthaGas Hindustan Petroleum CorporationLimited;IndianOil-AdaniGas CityGasDistribution Limited; Limited; GujaratGasHaryana Limited; CentralUPGasGAILGreen Company Limited;BhagyanagarGasBharatResource CNG; HydrogenenrichedSimulatedNaturalGas ImplementationRoadblocks &BestPractices; FutureServices; Plans IoTmeters,etc.);BillingPractices &Online LoRAWAN, Prepaid, Roadblocks; Future Plans&Post-Covid-19 Requirement Implementation Management; Key Benefits&LessonsLearnt; Technologies -AI,MLandRobotics; BestPractices inAsset SAP, GIS,IoT,(SCADA, ERP, CRM, etc.);Role ofNext-Gen Future OutlookandInvestmentRequirements Developments; IssuesandChallenges;Key UpcomingFacilities; Competitiveness vis-à-visGasPipeline;Key Trends andRecent Networks Development andConnectivityIssuesImpactingCGD Domestic, Transnational; Investment Requirements; Pipeline Proposed Projects/Projects atInitialStagesofDevelopment: Spot LNGPricing Trends; SupplyOutlook(Domestic&LNGImports) Capacity; UpcomingLNGRe-gasification Capacity;DomesticGasand Production fromNewFields;India'sExistingLNGRe-gasification Gas SupplyProjections -ExistingDomesticFields;Expected SourcingOptionsforCGDPlayers(DomesticversusRLNG); Imports; and Tariffs; Key ExpectedReturns; RisksandChallenges Profitability/Margins ofCGDPlayers;ImpactCovid-19onRevenue Requirements; CostCompetitivenessofCNGandPNG; Regulations ontheEconomics&Viability;CapexRequirements; Opex Requirements; GasDemandProjections; Top InvestmentDestinations Criteria; PlansandTimelinesforBidAnnouncements;Investment Addition;NewBidding Sources; PlannedInfrastructure/Network Population, etc.;PipelineConnectivity&Proximity toGasSupply Opportunities Demand Projections; Top InvestmentDestinations;Upcoming Requirements &SupplySources;PipelineConnectivity;GA-wiseGas tobeLaidintheNextEightYears;& Infrastructure Gas Current etc.; Progress SoFar: CNGStations;PNGConnections;MWPTargets Price: Rs100,000(USD1,851) www.indiainfrastructure.com No. ofslides:434 ENERGY No. of slides: 227 No. of slides: Table of Contents Table Price: Rs. 75,000 (USD 1,362) Rs. 75,000 Price: India Infrastructure Research | 11 Renewables Renewables Coal Price Despatches; Coal Supply through E-Auctions; Domestic Coal Imports;Trends; International Measures to Prices; Coal Coal Imports;Reduce Coal Supply Commercial Coal Mining; Projections LNG Imports; Existing LNG Terminals; Spot LNG Prices; Pricing; Upcoming in India; Gas Pipeline Network; Upcoming LNG Terminals Gas Pipeline Infrastructure; Gas Supply Projection - Crude in Prices Oil - Diesel; Trend in Prices Trend - Overview - and Ownership Structures PPA - Group Captive Capacity Analysis of Existing - Draft to Electricity Rules Amendments - Projects Recent - Issues and Concerns - Outlook Future - Costs impacting Captive Power Factors - and across Coal, Gas, Liquid Fuel Capital Costs Comparison - Gas, Liquid fuels and Costs Comparison across Coal, Variable - Outlook Future - Coal: Coal Demand; Coal Offtake; Coal Coal Production; - and Consumption; Gas Offtake; Gas: Gas Production Domestic Gas - in Consumption and Production; - Trends Liquid Fuel Liquid Fuel: - Emission Norms Applicable to CPPs - and Compliance So Far Progress - FGD Implementation Status - Issues and Concerns - Short-term Market Overview Power - Trends and Volume Pricing - Major Buyers and Sellers - Participation by Industrial Consumers - Market Real-time -GTAM - of RECs Trading - Issues and Concerns 9. GROUP CAPTIVE MODEL ...... 10. POWER PLANT COST ECONOMICS ...... SCENARIO AND 11. OUTLOOKFUEL SUPPLY ...... 12. REVISED EMISSION NORMS ...... 13. MARKETOPPORTUNITIES IN THE SHORT-TERM ...... OF EXISTING PLANTS14. DATABASE ...... The report is available in a PDF format. The report About 2,900 CPPs from the following industries have been covered across the fuel types (Coal, Lignite, Natural gas, Bagasse, Co-generation, Solar Ground- Liquid fuels, Biomass, Wind, Recovery, Waste-heat Mounted, Rooftop Solar, Refineries, and etc). Metals and Minerals, Cement, Petrochemicals Mixed Fuels, Institutional Fertilisers, Sugar, and Paper, Engineering, Pulp Chemicals, Textiles, Users, Group Captive, etc. (April 2021) (April

By Location By Size By Fuel By Industry and status) z z z z - Market Analysis - Act (Amendment) Bill 2020 Highlights of Electricity - Policy Draft National Tariff - 2005 Amendments to Electricity Rules, - Sharing of ISTS Charges and Regulations - 2020 Electricity (Rights of Consumers) Rules, - MoEFCC’s Notification on Coal Washing - Extension of date for meeting emission norms for TPPs - and Regulatory Moves State-level Policy - Current Captive Capacity - Five Years Growth in the Past - Developments Recent - Impact of Covid - Trends New and Emerging - Issues and Challenges - Growth Drivers - Outlook and Opportunities - Growth Drivers - CPP Capacity Growth in Renewable-based - CPP capacity Power-based Analysis of Renewable - Industry Experience and Uptake by C&I consumers - and Regulatory Developments Policy Recent - for CPPs RPO Targets - Upcoming Capacity and Projects - New and Emerging Technologies - Issues and concerns - in Cross-subsidy Surcharges and Additional Charges Trends - in Open Access Charges Trends - Wheeling and Banking Charges - State-wise Orders relevant for CPPs - Issues and Challenges - Supply Scenario Grid Power - Reliability Grid Power - and HT Industrial and Commercial) (LT Trends Tariffs - and Revisions Trends Recent - Cross-subsidy charges - to Grid Sale by CPPs - Tariffs Outlook for Grid Power - Outlook for Economic and Industrial Growth - Upcoming Captive Capacity - industry state, Analysis of Upcoming Capacity (by fuel, industry, - Announced and Contracts Awarded Projects Key - Issues and Concerns - Forward The Way - Players Key

4. EXISTING CAPTIVE ANALYSISCAPACITY ...... 3. IMPACT 3. OF IMPACT POLICY MOVESAND REGULATORY ...... 2. KEY TRENDS IN POWER SECTOR ...... 1. EXECUTIVE SUMMARY ...... 8. CAPTIVE FROM RENEWABLE SOURCES ...... 7. CHARGES AND LEVIES FOR CPPS ...... 6. GRID POWER ECONOMICS ...... 5. FUTURE AND PROJECTIONSOUTLOOK CAPACITY ......

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Market Trends, Economics, Outlook & Projections Economics, Market Trends, Captive Power in India 2021 in India Power Captive Solar Power in Africa 2021 (July 2021) (Draft ToC) Price: Rs 100,000 (USD 1,815) Opportunities for Suppliers, Developers and Investors Table of Contents

SECTION A: MARKET OVERVIEW AND SEGMENT REVIEW z By country ENERGY z By segment (utility-scale, C&I, minigrids)

1. KEY TRENDS AND RECENT DEVELOPMENTS ...... z By year

- Overview z By technology - Key growth drivers - Key issues and challenges - Cost competitiveness of solar power - Investment requirement

- Solar power's promising attributes z By country

- Targets and mandates for solar power, by country z By segment (utility-scale, C&I, minigrids) - Key policy and regulatory developments, by country - Recent M&A deals SECTION B: COUNTRY PROFILES - Emerging industry structure This section will have chapters pertaining to the solar power project pipeline, investment requirements and capacity outlook for 30 African 2. MARKET SIZE AND OPPORTUNITY ...... countries like Algeria, Angola, Botswana, Cameroon, Democratic Republic - Current solar power capacity, by country of the Congo, Egypt, Ethiopia, Ghana, Guinea, Kenya, Libya, Madagascar, - Share of solar power in the energy mix Mauritius, Morocco, Mozambique, Namibia, Niger, Nigeria, Rwanda, - Developer wise solar capacity Senegal, Seychelles, Sierra Leone, South Africa, Sudan, Tanzania, Togo, - Projected solar power capacity, by country (2021-2030) Tunisia, Uganda, Zambia and Zimbabwe. Each country profile chapter will - Investment requirements, by country (2021-2030) provide information on: - Solar power potential 3. LARGE-SCALE SOLAR UTILITY PROJECTS ...... - Growth of solar power capacity - Growth in capacity for utility-scale projects, by country - Key growth drivers - Key operational projects, by country - Evolving policy and regulatory scenario - Key players in the segment - Project allocation mechanism (FiT, competitive bidding, government - Project pipeline, by country schemes, etc.) - Emerging policy and regulatory regime - Recent tender results - Upcoming tenders and projects 4. SOLAR C&I MARKET ...... - Cost and tariff trends - Growth in capacity for C&I projects, by country - Key developers and plans - Key operational projects, by country - Contractor landscape - Key players in the segment - Risks and challenges - Project pipeline, by country - Power demand outlook - Policy incentives, by country - Solar capacity targets - Projected capacity (2021-30) 5. SOLAR MICROGRIDS AND MINIGRIDS ...... - Investment requirements (2021-30) - Growth in capacity for microgrids and minigrids, by country - Key operational projects, by country - Key players in the segment - Project pipeline, by country - Policy incentives, by country

6. CAPACITY AND INVESTMENT OUTLOOK (2021-30) ...... - Future growth drivers - Upcoming tenders, by country

- Projected solar capacity The report will be available in a PDF format.

12 | India Infrastructure Research www.indiainfrastructure.com ENERGY Bangladesh Power Market 2020 (Ocotber 2020) Price: Rs 100,000 (USD1,500) Market Trends, Developments, Opportunities and Outlook Table of Contents

1. EXECUTIVE SUMMARY ...... - Trends in Supply and Imports - Recent Significant Developments SECTION A: MACRO ANALYSIS, TRENDS, POLICY, AND OUTLOOK - Key Upcoming Projects - Investment Requirements 2. BANGLADESH POWER SECTOR OVERVIEW ...... - Outlook and Projections - Industry Structure - Energy and Peak Power Demand 9. GENERATION - RENEWABLES ...... - Electricity Coverage - Intended Nationally Determined Contributions (INDC) Targets - Power Generation - Renewable Potential - Key Trends - Analysis by Segment: Solar; Wind; Biomass and Biogas; Hydro; - Growth Drivers Off-Grid Power; Others - Future Plans and Targets - Recent Developments - Key Issues and Challenges - Upcoming Projects - Projected Investments - Outlook and Projections - Impact of Covid - Sector Outlook 10. TRANSMISSION ...... - Industry Structure 3. POLICY AND REGULATORY FRAMEWORK ...... - Network Size and Growth - Institutional Framework - Grid Reliability - Key Power Sector Policies - Recent Developments - Analysis of Power Sector Master Plan - Key Completed Projects - Regulatory Framework and Developments - Investment Requirements - Policy Outlook - Key Upcoming Transmission Projects - Growth Drivers 4. IMPACT OF COVID ON BANGLADESH’S POWER SECTOR ...... - Outlook and Projections - Impact on Power Demand - Impact on Project Implementation and Bids 11. DISTRIBUTION ...... - Impact on Labour Supply and Input Costs - Industry Structure and Key Players - Forecasts for Economic Growth - Network Size and Growth - Sector Outlook (Short Term and Medium Term) - Trend in System Losses - Response of Industry Stakeholders - Consumer Mix and Energy Sales - Discom Finances & Accounts Receivables 5. COSTS AND TARIFFS ...... - Recent Significant Developments - Trend in Generation Costs - Prepaid Metering - Trend in Power Purchase Costs - Key Ongoing Projects - Electricity Tariff Trends - Outlook and Projections - Outlook 12. ELECTRICITY TRADING ...... 6. FINANCING AND INVESTMENT TRENDS ...... - Cross-border Trading Scenario - Key Funding Sources - Trend in Energy Imports and Exports - Recent Financing Trends - Recent Deals Signed - Green Financing in Bangladesh - Planned Cross-border Transmission Projects - FDI Inflows - Outlook - Potential for Private Participation - Key Recent Deals SECTION C: MAJOR PLAYER PROFILES - Project IRRs - Risks and Challenges - Bangladesh Power Development Board - Power Grid Company of Bangladesh 7. FUTURE OUTLOOK AND PROJECTIONS (Till 2025) ...... - Dhaka Power Distribution Company - Power Demand Outlook - Summit Power International - Project Pipeline: Generation (Coal, Gas, Hydro, Nuclear, Others); - Ashuganj Power Station Company Limited Transmission Infrastructure; Distribution Network - EGCB - Investment Projections - NWPGCL - Top Upcoming Projects - BCPCL - Power Trading Outlook - Rural Power Company Limited - Issues and Concerns - BR Powergen - Market Opportunities for: Project Developers; EPC Contractors; - Orion Group Financiers; Technology and Equipment Providers - DESCO - WZPDCL SECTION B: SEGMENT ANALYSIS - Others

8. GENERATION - CONVENTIONAL ...... (Each profile would cover the company’s current infrastructure, financial perfor- - Industry Structure and Key Players mance, operational performance, key projects, contact details of key personnel, - Growth in Installed Capacity: Gas/ LNG; Liquid Fuel; Coal; Hydro among others) - Annual Power Generation Trends by Fuel and Sector - Capacity Mix by Ownership: Public; IPPs; Rental - Trend in Fuel Consumption The report is available in a PDF format.

www.indiainfrastructure.com India Infrastructure Research | 13 ENERGY 14 | India Infrastructure Research |India Infrastructure 14 Operational and Financial Performance ofDiscoms Operational andFinancialPerformance Table ofContents 6. OVERALL EXPENDITURE TRENDS . . TRENDS EXPENDITURE OVERALL 6. . PRIVATE COMPARISON- INTER-DISCOM 5. . PUBLIC COMPARISON- INTER-DISCOM 4. . PARAMETERS FINANCIAL KEY IN TRENDS OVERALL 3. . OPERATIONALKEY PARAMETERS IN TRENDS OVERALL 2. . GROWTH AND SIZE SECTOR DISTRIBUTION 1. - CostBreak-upofUtilities - Utility-wiseAggregateExpenditureTrend - Year-wise AggregateExpenditureTrend - SystemReliability Parameters - Power PurchaseCosts - T&DLosses - Transformer Capacity - LineLength - EnergySales - ConsumerBase - SystemReliability Parameters - MeteringCoverage - NetProfits - Per UnitPower PurchaseCostTrend Gap - ACS-ARR - AT&C Losses - Transformer Capacity - LineLength - EnergySales - ConsumerBase (ADITYA- ExpectedReforms Scheme) - ImpactofLCMechanism - Tariff Revisions - Trend inKey Ratios - SubsidyTrend - Trend inOutstandingDiscomDues - Trend inOutstandingDebtofDiscoms GapTrend- ACS-ARR - Trend inUtility-wiseNetProfits - Trend inUtility-wiseRevenues - UDAY Updates - TheWay Forward - IssuesandConcerns - DTFailure Rates - SAIDI&SAIFIIndices - State-wiseAverage NumberandDurationofOutages - Utility-wiseTrends inAT&C Losses - Billing&CollectionEfficiency - IssuesandConcerns Programmes- UpdatesonKey Government - Recent Policy Updates andRegulatory - EnergySalesTrends - ConsumerMix - AT&C LossesandTargets - SubstationAdditions - GrowthinDistributionTransformer Capacity - GrowthinDistributionLineNetwork - Trends inPower DemandandSupply 10. CATEGORY-WISE10. TARIFF . TRENDS . COSTS PURCHASE POWER 9. CAPITAL . EXPENDITURE 8. . COSTS O&M 7. The report isavailableinaPDFformat - Trends inCross-subsidySurcharges - Recent DevelopmentsImpactingTariffs - Tariff Revisions - StateandUtility-wiseTrends inTariffs - OverallTariff Trends (Agricultural,Domestic,IndustrialHT& Power Trading- Short-term Trends Power- Long-term Procurement Trends - Source-wisePower PurchaseCostsTrends - ImpactofRecent DevelopmentsonPower PurchaseCosts - AggregatePower PurchaseCostTrend - CapexBreak-upofMajorDiscoms - Break-upofProposed Capex - PlannedCapex - Key CapexComponents - Discom-wiseCapexTrends - Trends inYear-wise Capex - O&MCostsBreak-up - Trends inUtility-wiseO&MCosts - Year-wise Trends inO&MCosts LT, Commercial) (April 2020) Price: Rs.75,000(USD1,770) www.indiainfrastructure.com ENERGY No. of slides: 330 No. of slides: Table of Contents Table Price: Rs. 75,000 (USD 1,770) Rs. 75,000 Price: India Infrastructure Research | 15 - Size and Growth - Addition Analysis State-wise Capacity - Individual Set-ups Development Models: Solar Parks; Project - and Regulatory Framework Emerging Policy - PSUs SECI; NTPC; State-level; Other Results: Tender Recent - Risks and Concerns Key - Size and Growth - Capacity Trends - Development models Project - and Regulatory Framework Emerging Policy - State-wise Net Metering Regulations - Case Studies - Risks and Concerns Key - Outlook Future - Size and Growth - State-wise Capacity Analysis - Development Models Project - Models Business Developer-led - and Regulatory Framework Emerging Policy - Outlook Risks, Concerns Key and Future - Need/Growth Drivers - Benefits - Market Potential - Promotions Policy Key - State Level Developments - Cost Economics - at TPDDL, Delhi Case Study: 10 MW Energy Storage Project - Risks and Concerns Key - Outlook Future - Solar Open Access Potential - Open Access Business Model - Current State-wise Solar Open Access Projects - and Regulatory Framework Policy - State-wise Charges and Waivers - Risks and Concerns - Outlook Future - Pipeline: By Stage; Location Overall Solar Project - Impact of COVID-19 Pipeline on Project - Projections Capacity Requirement Total - Share in Capacity Mix Solar Power - Generation Mix Share in Power Solar Power - Forward The Way - Projections Tariff - Cost Projections - IRR Projections - Utility-scale - Rooftop Solar - Open Access - Investment Projections - Financing Requirements - Measures Mitigation - and Scheduling Regulations State-wise Forecasting - Settlement Mechanism State-wise Deviation (June 2020) (June SECTION III: SEGMENT ANALYSIS 10. SOLAR PV UTILITY-SCALE ...... 11. COMMERCIAL AND INDUSTRIAL PV...... 12. RESIDENTIAL PV ...... 13. SOLAR STORAGEPLUS ...... 14. SOLAR OPEN ACCESS MARKET ...... AND PROJECTIONS (Till 2030) OUTLOOK SECTION IV: 15. PROJECTIONS CAPACITY ...... 16. INVESTMENT AND IRR PROJECTIONS ...... is available in a PDF format The report

Regulations Developments;Regulations Competitive bidding guidelines; Safeguard Duties; Development-linked Manufacturing; Market Consolidation; GST; Mix; Changing Technology Determined in Tariffs and Regulatory Outlook Auctions Policy Recent Pradesh; Punjab; Rajasthan; Uttar Pradesh; Nadu; Tamil Telangana - Trends Solar Installation - Solar Capacity State-wise Installed - Generation Trends Solar Power - Mix Emerging Energy - Growth Drivers - New Industry Landscape - and Achievements Solar RPO Targets -Addition Targets Annual Capacity - Issues and Concerns Key - Impact of COVID-19; under Budget 2020; Provisions Crisis; PPA - Andhra Pradesh; Gujarat; Haryana; Karnataka; Maharashtra; Madhya - by SECI Tenders - by NTPC Tenders - by State-level Agencies Tenders - by PSUs Tenders - Others - Sources Current Funding - Equity Deals- Mergers, Acquisitions and Private Recent - Lines of Credits Recent - and Their Portfolios Funds Solar-focused - Emerging Sources of Finance- Green Bonds - Emerging Sources of Finance- IPOs -Bonds and InvITs Emerging Sources of Finance- Municipal - Investment Requirements - Events Key - Supply-side Impact - Demand-side Impact - Impact on Equipment Costs and Financing - Case for Make in India - of Discoms Credit Ratings - Achievements under UDAY - Scheme ADITYA Proposed UDAY: Post Roadmap - Defaults by Discoms Payment - Security Mechanisms New and Upcoming Payment - Mitigation and Outlook - Purchase Agreements Power - Structures Tariff - Security Payment - Timelines Development Project - Default and Termination - Evacuation Infrastructure Setting up Power - Outlook - Integration Solar Power - Current Status of Green Energy Corridors - Challenges Grid Related Key

SUMMARY SUMMARY AND KEY INSIGHTS...... INVESTMENTS AND DEVELOPMENTS SECTION I: MARKET ANALYSIS, 1. OF THE SECTOR CURRENT STATE ...... 2. RECENT DEVELOPMENTS...... ANALYSIS ...... 3. STATE-WISE 4. TENDER PIPELINE AND ANALYSIS...... 5. FINANCING AND INVESTMENT TRENDS ...... SECTION II: RISK MAPPING AND MITIGATION 6. OF IMPACT CORONAVIRUS ...... 7. CREDIBILITY OFF AND TAKERS’ FINANCIALS ...... 8. TERMS PPA AND CONDITIONS...... 9. SOLAR AND GRID MANAGEMENTINTEGRATION ......

Sector Trends, Risk Mapping, Segment Analysis and Growth Outlook and Growth Segment Analysis Risk Mapping, Sector Trends,

Solar Power Market in India (2020-2030) (2020-2030) in India Market Power Solar www.indiainfrastructure.com ENERGY 16 | India Infrastructure Research |India Infrastructure 16 Analysis, Demand,ChallengesandProspects Small-scale LNGMarket2020 Table ofContents 9. EXISTING LNG TERMINALS . . TERMINALS LNG EXISTING 9. . FORECASTS AND TRENDS PRICING 8. . OUTLOOK AND TRENDS MARKET LNG 7. INFRASTRUCTURE SECTION II:LNGMARKETTRENDS,SUPPLY OUTLOOK & . STUDIES CASE & GLOBALEXPERIENCE 6. . CONSUMERS GAS KEY FROM DEMAND POTENTIAL 5. . . VIABILITY & ECONOMICS COST 4. . OPPORTUNITIES MARKET AND POTENTIAL FUTURE 3. . SSLNG REGULATORYFOR 2. LANDSCAPE . OVERVIEW MARKET SMALL-SCALELNG 1. AND OPPORTUNITIES SECTION I:MARKETINSIGHTS,DEVELOPMENTS, FUTUREOUTLOOK EXECUTIVE SUMMARY ExistingCapacity; UtilisationLevels;PipelineConnectivity;Key - GlobalLNGPricing Trends; SpotLNGPrice Analysis;Long-term - Trends; Sourcing GasDemandSupplyScenario;LNGImport - MarketSize&Growth;Trends GlobalSSLNG andAdvancements; - GrowthinGasDemandthePast FiveYears; SourcingOptions; - CommercialViabilityandBusinessModels;CapexRequirements; - Key UpcomingFacilities; DemandOutlook;Investment - Regime; Authorities(PESO, Key Regulatory Regulatory Current - Value GrowthDrivers;SSLNG Chain;ExistingFacilities; Notable - Players; Future ExpansionPlans Contract Pricing; LNGPrice Forecasts Demand Contracts;SupplyOutlook;Projected LNG Options; Long-term Mode ofSupply, Pricing, etc.);Key LessonsandTakeaways &Capacity,Select CaseStudies(Infrastructure Key Consumers, and Challenges Potential UpcomingPlansandProjects; Issues DemandforSSLNG; Demand-Supply Gap;PipelineConnectivity;GasCostsandTariffs; Cost Competitivenessvis-à-visPipelineTransportation Opex Requirements; CostCompetitivenessvis-a-visOtherFuels; Outlook;MarketOpportunities Regulatory Outlook Challenges; Regulatory PNGRB, OISD,etc.);Technical andSafetyStandards;Issues Developments; InvestmentOutlook;,IssuesandChallenges andStakeholders;Recent Structure Ship); MajorPlayers/Industry andindustrialconsumers);ModeofSupply(Truck,power; Rail, Trends; DemandfromKey GasConsumersSegments(CGD,off-grid (April 2020) 0 LNE N EMNL N AAIIS. CAPACITIES AND TERMINALS LNG PLANNED 10. 14. L-CNG STATIONSL-CNG 14. . . . SATELLITE LNG STATIONS 13. . FACILITIES CAPACITYAND STORAGE 12. . LOADINGFACILITY TRUCK LNG 11. SECTION III:STORAGE,TRANSPORTATION &DISTRIBUTIONOFSSLNG nectivity, developer, currentstatus,expectedcompletiontimelines,etc. Each terminal’sprofilewillcoverprojectscope,capacity, investment,pipelinecon- The report isavailableinaPDFformat. - Under Construction LNGTerminals, UnderConstruction FSRUsandStorageTanks - Key IssuesandChallenges - InvestmentRequirements - Key UpcomingProjects - NewTrends andAdvancements - CapexandOpexRequirements - Projects ExistingInfrastructure/Noteworthy - Key IssuesandChallenges - InvestmentRequirements - Key UpcomingProjects - NewTrends andAdvancements - CapexandOpexRequirements - Projects ExistingInfrastructure/Noteworthy - IssuesandChallenges - InvestmentRequirements - UpcomingCapacity - Trends andAdvancements - ExistingFacilities/Capacity - Type ofStorageTanks - Projects; CapexandOpex ExistingInfrastructure/Noteworthy - Terminal) LNG Terminal, Kukrahati LNGTerminal, HaldiaDockComplexLNG (Kakinada LNGTerminal, KrishnapatnamLNGTerminal, Karaikal Proposed/Announced LNGTerminals, FSRUsandStorageTanks Terminal, DhamraLNGTerminal, JafrabadLNGTerminal); (Mundra LNGTerminal, LNGTerminal, Jaigarh ChharaLNG Projects; InvestmentRequirements; Key IssuesandChallenges Requirements; NewTrends andAdvancements;Key Upcoming Price: Rs.75,000(USD1,770) www.indiainfrastructure.com No. ofslides:194 ENERGY No. of slides: 193 No. of slides: Table of Contents Table Price: Rs 80,000Price: 1,888) (USD India Infrastructure Research | 17 (February 2020) Ultra Fast Charging Ultra Fast Battery Swapping Extension Systems Range Wireless Charging Energy Charging Renewable z z z z z - By Type - Overview - Demand Forecast Power - Battery Demand Forecast - Use, Location By Charging Type, Charging Station Demand Forecast: - Outlook and Insight - Cost of Battery Recycling - Government Efforts - Sector Initiatives Private - Market by 2025 Recycling Projected - Government and regulators - Battery suppliers - Auto OEMs - Utilities Power - Charging Infrastructure Developers - Oil and Gas Companies - Estate Firms Real - Financiers - Consumers - ULB Operated - PPP-led - Managed by Electric Utilities - by Public Transport Corporations and Cab Aggregators Facilitated - Set up by Automakers and Battery Manufacturers - Business Model Evaluation - Adoption in India - (ChargeGrid) Magenta Power - Ola - Fortum - NTPC - Volttic - Exicom - Power Tata - SmartE - eChargeBays - Transport Corporation Himachal Road - AC/DC Rating: By Output and Power - Charging and Ultra Fast Fast By Charging Speed: Slow, - CCS, GB/T and CHAdeMO By Connector Type: 9. TRENDS TECHNOLOGY ...... 8. PROJECTIONS AND OUTLOOK...... The report is available in a PDF format. 10. RECYCLING BATTERY ...... PROFILES CHAIN, BUSINESS MODELS AND PLAYER SECTION II: VALUE 11. AND THEIR PLANS RECENT DEVELOPMENTS KEY STAKEHOLDERS: . 12. EMERGING BUSINESS MODELS ...... 13. AND DEVELOPERSOPERATORS KEY CHARGING STATION ...... Administrations and Discoms, Private Players Administrations and Discoms, Private wheelers

- Demand Side Impact - Impact Side Revenue - Impact on the Grid - Case Study - Discom’s Approach - Forward The Way - Implementation Models - Guidelines Tariff - CAPEX Components - Return Assessment: With Capital Subsidy - Return Assessment: Without Capital Subsidy - Analysis Competitive Fuel - Charging Station Guidelines - Fiscal and Non-fiscal Incentives - Regime Licensing Norms and Evolving Tax - EV Charging in City Plans for Provisions - Charging Infrastructure for Buildings Requirements - Emerging Standards and Practices - Institutional Framework - of State Policies Features Key - City-Level Facilitation - Outlook Policy - Introduction - under NEMMP Progress - I Learnings Key from FAME - II and Plans under FAME Targets - Phased Manufacturing Program - Union Budget 2020 Provisions - State-level Electric Mobility Targets - Supply Side Ecosystem - Issues and Challenges Key - Current Status - States, City Demand Creation Initiatives: EESL, PSUs, - Opportunities Drivers, Restraints, Market Dynamics: - Addressable Market Future - EV Opportunity Size - India EV Ecosystem in - Four wheelers, Three wheelers, Growth: Two Segment-wise EV

7. ON IMPACT DISCOMS ...... 6. TRENDS, EMERGING COSTS TARIFF AND RETURNS ...... 5. REGIME REGULATORY ...... 4. POLICY FRAMEWORK AND ROADMAP FOR EV CHARGING INFRASTRUCTURE ACROSS ...... STATES 3. KEY EV POLICY INITIATIVES ...... 2. CHARGING INFRASTRUCTURE LANDSCAPE ...... 1. EV MARKET SIZE AND OPPORTUNITY ...... SECTION I: KEY TRENDS, EMERGING LANDSCAPE AND GROWTH PRO- SECTION I: KEY TRENDS, JECTIONS EXECUTIVE SUMMARY

Emerging Ecosystem, Policy Framework, Challenges and Outlook Framework, Ecosystem, Policy Emerging Charging Infrastructure for Electric Vehicles Electric for Infrastructure Charging www.indiainfrastructure.com Commercial and Industrial Solar Market in India (May 2020) Price: Rs 75,000 (USD 1,770) Key Trends, Regulatory Landscape and Demand Projections for Open Access-based and Captive Projects Table of Contents

1. EXECUTIVE SUMMARY ...... - Projected APPC Rates ENERGY - Power Demand Projections SECTION I: MARKET OVERVIEW - Banking Provision - State-wise Addressable C&I Solar Potential 2. SIZE AND GROWTH ...... - State-wise Projected Capacity in the C&I Solar Segment - Market Overview z High Growth-Scenario - Open Access and Captive Solar z Medium Growth-Scenario - Focus on Captive Solar Segment z Low Growth-Scenario - Focus on Rooftop solar z Growth Trend in C&I space SECTION II: STATE FOCUS z State-wise Installed Capacity in C&I Space - Key Growth Drivers 7. STATE PROFILES ...... - Addressable C&I Solar Market, by State - Andhra Pradesh - Key Risks and Challenges - Chhattisgarh - Impact of COVID-19 on Sector Outlook - Haryana - Insights - Gujarat - Karnataka 3. KEY TRENDS AND DEMAND DRIVERS ...... - Madhya Pradesh - Drivers and Roadblocks - Maharashtra z Impact of COVID-19 on Supply Chain, Project Development and - Rajasthan Electricity Demand - Tamil Nadu z State-wise Open Access Charges - Telangana z Solar Policy Targets in Focus States - Uttarakhand z State-wise Retail Tariffs - Uttar Pradesh z Discom Health across States - List of Open Access Solar Projects z State-wise APPC Trends z RPO Trajectory SECTION III: KEY PROJECTS AND MARKET PLAYERS z Energy Demand Outlook - Impact of Electricity Act Amendment on C&I Solar 8. CURRENT PROJECTS AND PLANNED SOLAR CAPACITY IN THE C&I - Government measures to mitigate coronavirus impact SEGMENT ...... - Policy and Regulatory Outlook - Overview - Potential Challenges - Commercial Segment - State-wise C&I Solar Score z Airports - Insights z Mass Transit Systems z Ports 4. TARIFF TRENDS, COST STRUCTURES AND PROJECT RETURNS . . . . . z Indian Railways - Annual HT Industrial Tariff Trends z Others - Annual Commercial Tariff Trends - Industrial consumers - Solar Tariff Trends across States z Key operational projects - Project Cost Economics z Upcoming projects z Rooftop Solar Projects - Impact of Covid-19 on z Ground-Mounted Solar Projects z Supply chain - O&M Cost Trends z Projects under construction - Return Analysis z New projects/tenders z Equipment costs 5. INDUSTRY STRUCTURE AND BUSINESS MODELS ...... z Project financing - Power Sale Options - Current Business Models 9. KEY DEVELOPER PROFILES ...... z CAPEX - Amplus Solar (PETRONAS Group) z OPEX - Azure Power z Industry Structure for open access solar projects - CleanMax Solar - Emerging Business Models - Cleantech Solar z Aggregator - Fourth Partner Energy z Solar as a Service - ReNew Power z Proposed Green Term Ahead Market - SunSource Energy - Tata Power Solar 6. PROJECTIONS FOR C&I SOLAR MARKET ...... - Impact of COVID-19 on z Power Demand z C&I Solar Demand The report is available in a PDF format.

18 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table India Infrastructure Research | 19 No. of slides: 323 slides: 323 No. of (USD 1,770) Rs. 75,000 Price: NLC India Limited Vidyut Utpadan Nigam Limited; Rajya Company; Uttar Pradesh Nadu Generation Vidyut Utpadan Nigam Limited; Tamil Rajasthan Bengal Power and Distribution Corporation Limited; West Corporation Development Corporation Limited; Karnataka Power Generating Company Limited; Power Limited; Madhya Pradesh Gujarat State Electricity Corporation Limited; Chhattisgarh State State Power Generation Company Limited; Telangana Power Generation Power Generation Corporation Limited; Andhra Pradesh Corporation Limited; Haryana Generation Corporation Power Limited; Singareni Collieries Company Limited Limited; JSW Energy Limited; Jindal Power Power Limited; Reliance Limited; GMR Energy Limited; RattanIndia Limited; Essar Power Limited; Limited; Lanco Infratech Limited; CLP India Private Power Limited; Bajaj Limited; Vedanta GVK Energy Limited; Nabha Power Ventures Energy Limited; ACB (India) Limited; Jaiprakash Power Limited; Hindustan Limited; KSK Energy Venture Limited; DB Power CESC Limited; Sembcorp Energy India Limited Powerprojects; - Plants of Coal with Power Availability - Update on Coal Linkages - and Trends Volume E-auction and Captive - Trends Pricing - Projects Power Stressed Coal-based - Causing Stress Reasons Key - Stressed Assets Measures to Revive - Impact of COVID-19 on IBC - Restructuring Options - Solutions Challenges and Workable - Size of Plants and Units - Profile State-wise and Sector-wise - Units Subcritical, Supercritical and Ultra-supercritical - Age of Units - Makes Boiler and Turbine - PLF Trends - of Thermal Age Profile Units - Drivers Key - Experience so Far - Plants for R&M Potential - Plants for Closure Potential - Issues and Challenges - of Generation and Tariffs Affecting Cost Factors - Trends Tariff - in PPAs Trends Tariff - and 2 Bids Discovered under Case 1 Tariff - Short-term on Exchanges Prices Power - E-bidding under DEEP - Costs in Fixed and Variable Trends - in Other Costs Trends - Options Cost Comparison with Other Fuel - Generation Cost of New Plants - State-wise Marginal Cost - Outlook Future - Corporation; Central Sector Players NTPC Limited; Damodar Valley - Generation State Sector Players: Maharashtra State Power - Company Power Limited; Tata Players: Adani Power Sector Private 9. UPDATE ON 9. STRESSED UPDATE ASSETS ...... AND COSTS TARIFFS SECTION II: PLANT PERFORMANCE, PLANTSOF OPERATIONAL ...... 10. ANALYSIS AND 11. MODERNISATIONRENOVATION ...... AND 12. PRICESTARIFFS ...... COSTS13. GENERATION ...... COMPANIES SECTION III: PROFILES OF GENERATION 14. PROFILES OF KEY POWER COAL-BASED PRODUCERS ...... is available in a PDF format. The report (July 2020)

Mining; Recent Policy Changes Policy Mining; Recent Tariffs; Stressed Assets Tariffs; Providers approved); By Sector; By Expected CoD; By Size; By Technology approved); By Sector; By Expected CoD; By Size; By Technology (subcritical, supercritical, ultra-supercritical); By Location Generation; Under Construction Capacity, New Bids and Financing; New Bids and Financing; Generation; Under Construction Capacity, Generation Input Costs and Supply Chain; Coal-based Power Revenues of units; Type of coal of units; Type - Plants Demand from Power - in Emissions from Coal-based Plants Trends - Overview of Environmental Standards - Technologies Identified Key - Plans and Current Status - Impact on Cost of Generation - Issues and Challenges - Analysis and Forecast Load Pattern - Flexible Generation Options for Coal-based Plants - Equipment Modifications to Enhance Flexibility - Cost Implications - The Experience So Far - Challenges Issues and Key - Coal Reserves - and Supply Coal Production - in Coal Imports Trends - Update on Coal Mining Auctions - Commercial Coal Reforms to Enhance Domestic Coal Production: - Emission Norms Compliance - on Coal-based Power Impact of Renewables - Plants in Grid Balancing of Coal-based Role - Market Opportunities for: Developers; Financers; Equipment Project - by 2024 Capacity Addition Projections - Demand Projections Power - Supply; Capacity Utilisation and PLFs; Generation Outlook for: Fuel - Current status of capacity under consideration - Expected Time and Cost Overruns in Upcoming Projects - Stalled Projects - Issues and Concerns - Upcoming Projects Top - Pipeline Overall Project - construction, Analysis of Upcoming Capacity: Stage (Under stalled, - Measures Announced/Expected Relief - Based on Industry Recommendations Key Interactions - LC Mechanism - Procurement for Power Phase II of Pilot Scheme - of Stressed Assets of HLEC for Resolution Recommendations - Update on Coal Washing - Update on Coal Emission Norms - Allowing use of Coal Linkage for Short-term Procurement Power - Other Developments - Supply and Demand; Coal-based Demand; Coal Impact on: Power - Capacity Trends - Generation Trends - in PLF Trends - Coal-based Capacity: By sector; Analysis of Existing Location; Size

6. FOCUS ON EMISSION CONTROL ...... 7. OF OPERATIONS FLEXIBILISATION ...... 8. AND OUTLOOK COAL SUPPLY ...... 5. FUTURE OUTLOOK ...... 4. PROJECT PIPELINE ASSESSMENT IN LIGHT OF COVID-19 ...... 2. RECENT POLICY DEVELOPMENTSAND REGULATORY ...... 3. OF IMPACT COVID-19...... SECTION I: MARKET TRENDS, IMPACT OF COVID-19 AND FUTURE OUT- TRENDS, IMPACT SECTION I: MARKET LOOK 1. SECTOR SIZE AND GROWTH ......

Market Trends, Plant Performance Pipeline Project and Market Trends,

www.indiainfrastructure.com Coal-Based Power Generation in India 2020 India in Generation Power Coal-Based Hydro Power Market in India 2020 (July 2020) Price: Rs 75,000 (USD 1,770) Market Developments, New Hydro Policy, Project Pipeline and Future Outlook No. of slides: 219 Table of Contents

EXECUTIVE SUMMARY - Technical and Non-technical Barriers ENERGY - Technologies and Solutions Available 1. SECTOR SIZE AND GROWTH ...... - Cost Comparison of Storage Technologies - Hydro Power Potential and Development: Basin-wise; Region-wise - The Way Forward - Installed Capacity Addition Trends - Sector and Utility-wise Additions 8. PLANT PERFORMANCE ANALYSIS ...... - Hydro Power Generation Trends - Installed Capacity Analysis: By Project Size; Player; Equipment - Share of Hydro Power in Electricity Generation Mix Make; State; Age - Small-hydro Power Capacity - Generation Trend: Historical Trend; Inter-plant Comparison; - Pumped-hydro Storage Capacity Inter-developer Comparison - Key Barriers to Development - Operating Availability Analysis - Trends in Outages 2. IMPACT OF COVID-19 ...... - Renovation and Modernization - Impact on z Overall Power Sector 9. ANALYSIS OF STALLED CAPACITY ...... z Power Demand and Generation - Current Stalled Capacity z Hydro Power Generation Revenues - Key reasons for Slippages z New Bids and Projects - Time and Cost Overruns - Relief Measures for Power Generation Plants - Mitigation Strategies and Policies - Key Recommendations Based on Industry Interactions 10. INVESTMENT SCENARIO AND STRESSED ASSETS ...... 3. RECENT DEVELOPMENTS ...... - Key Funding Sources and Recent Financings - Updates on Key Projects - M&A Deals - Key Agreements Signed - Cost Overruns of Stressed Assets - Impact of COVID-19 on Under-construction Capacity - Measures to Revive Stressed Assets - Amendments to Electricity Act, 2003 - Impact of Reclassification to Renewables on Financial Viability z Purchase of Electricity from Hydro Power Sources - Investment Needs and Requirements z Penalties for Non-compliance of Hydropower Purchase Obligation - Innovative Funding Mechanisms - Other Key Developments - Key Challenges

4. IMPACT OF NEW HYDRO POWER POLICY ...... 11. COST, TARIFFS AND VIABILITY ...... - Key Features of Approved Policy Measure - Project Cost Trends - Capacity Benefit Analysis - Trends in Tariffs - Tariff Rationalisation - Tariff Norms for 2020-24 - Hydropower Purchase Obligation - Return Analysis of Hydro Power Projects - Impact on Tariff Competitiveness - Key Issues and Concerns - Impact on Cost of Generation - Key Challenges 12. CROSS-BORDER COLLABORATIONS ...... - Industry Perspective - Overview - Existing Power Ties 5. UPCOMING PROJECT PIPELINE ...... - Status on Upcoming Project in Nepal - Capacity Under Construction - Status on Upcoming Project in Bhutan - Analysis of Upcoming Projects by - Existing and Proposed Transmission Interconnections z Year of Commissioning z Ownership 13. PROFILES OF KEY DEVELOPERS ...... z Unit Size - Central Sector Players: BBMB; NHPC; SJVNL; NHDC; THDC; z Location NEEPCO; NTPC; DVC z Equipment-make - State Sector Players: Karnataka Power Corporation Limited; z Type Maharashtra State Power Generation Corporation; Telangana State z Projects Under Planning, Survey and Investigation Power Generation Corporation; Tamil Nadu Generation and z Upcoming Capacity for Pumped Storage Distribution Corporation; Odisha Hydro Power Corporation; Kerala - Stalled Capacity State Electricity Board; Andhra Pradesh Power Generation Corporation; Sardar Sarovar Narmada Nigam Limited; Uttarakhand 6. FUTURE OUTLOOK AND PROJECTIONS ...... Jal Vidyut Nigam Limited; Teesta Urja Limited - Installed Capacity Projections - Private Sector: JSW Energy; Tata Power Company Limited; JP - Costs and Tariff Outlook Power Ventures; AHPC - Policy and Regulatory Outlook - Others: Malana Power Company Limited; Gati Infrastructure; Everest - Investment Outlook Power Private Limited; Dans Group; Sneha Kinetic Power Projects - Equipment Projections Limited - O&M Needs and Requirements - Risks and Challenges

7. PROJECTED ROLE IN LOAD BALANCING AND STORAGE ...... - Hydro under FRAS - Balancing Requirements for Renewable Integration The report is available in a PDF format.

20 | India Infrastructure Research www.indiainfrastructure.com ENERGY No. of slides: 126 No. of slides: Table of Contents Table Price: Rs 55,000 (USD 1,298) Rs 55,000 Price: India Infrastructure Research | 21 Sale of Power to Residential Consumers to Residential Sale of Power Sales Power Consumers in Total Share of Residential to Agricultural Consumers Sale of Power Sales Power Share of Agricultural Consumers in Total z z z z - Historical Trends - Outlook and Projections - Revisions Tariff Residential All-India Average - of Sale of Power Rate Average in Trends State- and Utility-wise - Changes in Tariffs Year-on-year - Historical Trends - Outlook and Projections - Revisions Tariff Agricultural All-India Average - of Sale of Power Rate in Average State- and Utility-wise Trends - Changes in Tariffs Year-on-year SECTION IV: RESIDENTIAL CONSUMERS MARKET RESIDENTIAL CONSUMERS SECTION IV: 8. MARKET OVERVIEW ...... The report is available in a PDF format. 9. TRENDS TARIFF ...... CONSUMERS MARKET AGRICULTURAL SECTION V: 10. MARKET OVERVIEW ...... 11. TRENDS TARIFF ...... (December 2019) (December Sale of Power to Commercial Consumers Sale of Power Sales Power Share of Commercial Consumers in Total Sale of Power to LT Consumers to LT Sale of Power Sales Power Consumers in Total Share of LT Sale of Power to HT Consumers Sale of Power Sales Power Share of HT Consumers in Total HT Industrial Segment Industrial Segment LT Commercial Segment Segment Residential Agricultural Segment z z z z z z z z z z z

- Demand and Supply Trends Power - Generation Power Fuel-wise - Market Structure Power Retail - Revisions Commercial Tariff All-India Average - of Sale of Power Rate in Average State- and Utility-wise Trends - Changes in Tariffs Year-on-year - Outlook and Projections - Historical Trends - Revisions Industrial Tariff LT All-India Average - of Sale of Power Rate in Average State- and Utility-wise Trends - Changes in Tariffs Year-on-year - Outlook and Projections - Historical Trends - Revisions Industrial Tariff HT All-India Average - of Sale of Power Rate in Average State- and Utility-wise Trends - Cost of Supply of Average as a Percentage HT Tariffs - Changes in Tariffs Year-on-year -Consumers in Cross Subsidy Surcharges for HT Industrial Trends - in Short-term Trading Trends Power Retail - Outlook and Projections - Historical Trends - Developments Recent Key -Trends Tariff Overall Power - Purchase Cost Power in National Average Trends - Issues and Challenges

1. POWER SECTOR MARKET OVERVIEW...... EXECUTIVE SUMMARY 7. TRENDS TARIFF ...... 6. MARKET OVERVIEW...... SECTION III: COMMERCIAL CONSUMERS MARKET 5. TRENDS TARIFF ...... SECTION II: LT INDUSTRIAL CONSUMERS MARKET INDUSTRIAL SECTION II: LT 4. MARKET OVERVIEW ...... 3. TRENDS TARIFF ...... SECTION I: HT INDUSTRIAL CONSUMERS MARKET 2. MARKET OVERVIEW ......

Agriculture; Analysis by State and Time Period Analysis by State Agriculture; Analyses by Consumers: HT/LT Industrial, Commercial, Residential and Commercial, Residential Industrial, by Consumers: HT/LT Analyses

www.indiainfrastructure.com Electricity Tariff Trends in India India in Trends Tariff Electricity Cost of Power for Discoms and Industrial Users (December 2019) Price: Rs 55,000 (USD 1,298) Analyses by Marketplace: PPAs/E-auction/Trading/Open Access No. of slides: 193 Analyses by Source: Coal, Hydro, Gas and Renewable Table of Contents

EXECUTIVE SUMMARY - Trends in Overall Cost of Renewable Power to Discoms ENERGY - Tariff and Capital Cost Outlook 1. POWER SECTOR OVERVIEW AND INDUSTRY STRUCTURE ...... - REC Trading and Pricing Trends - Trends in power generation - Fuel-wise share in power generation 7. COST OF COAL-BASED POWER ...... - Energy Consumption Trends - Key Trends in Coal-based Power Segment - Discom Consumer Mix - Coal Price Trends - Key recent developments z Domestic Coal Price Trends - Current Power procurement models z E-auction Based Pricing - Industrial power procurement Trends z Imported Coal Pricing - Existing generation scheduling procedure - Capital Cost Trends - Opex Trends SECTION I: TRENDS IN DISCOM POWER PROCUREMENT - Trends in Overall Cost of Power Generation - Tariffs of Coal-based Power Stations 2. LONG-TERM PPAS ...... - Ministry of Power’s Scheme for Flexibility in Generation and - Tariff Trends in PPAs Before Competitive Bidding/Under cost-plus Scheduling mechanism - Impact of Stringent Environmental Regulations on Cost of Power - Tariff Trends in Case I and Case II Bidding - Tariffs Discovered Under Recent PPA Auctions Pilot Scheme - Trends in PPAs with CPSUs - Capacity Outlook and Projections

3. SHORT/MEDIUM TERM PPAs ...... 8. COST OF NATURAL GAS-BASED POWER ...... - Trends in Short/Medium-term PPAs - Natural Gas-based Power Generation Trends - Procurement of Aggregate Power/Pilot Schemes I and II - Natural Gas Price Trends - Trends from DEEP Portal - Capital Cost Trends - Opex Trends 4. POWER TRADING AT EXCHANGES ...... - Trends in Overall Cost of Power Generation - Overview - Tariffs of Natural Gas-based Power Stations - Day-ahead Market - Capacity Outlook and Projections (2019-20 to 2024-25) - Term-ahead Market - Major Buyers and Sellers 9. COST OF HYDRO-BASED POWER ...... - Trends in Volume of Power Procured/Sold by Discoms - Hydropower Generation Trends - Capital Cost Trends SECTION II: OPTIONS FOR INDUSTRIAL POWER - Tariff Trends - Outlook and Projections (2019-20 to 2024-25) 5. INDUSTRIAL POWER PROCUREMENT ...... - Grid Power Procurement SECTION IV: EVOLUTION OF POWER PROCUREMENT MARKET z HT Industrial Power Procurement trends z LT Industrial Power Procurement Trends 10. PEAKING POWER AND ANCILLARY SERVICES ...... 1. HT Industrial Tariff Trends - Management of Peaking Power 2. LT Industrial Tariff Trends - Re-designing Ancillary Services Market - Captive Power Generation z Overview 11. SCED OF ISGS ...... z Distribution of Tracked Captive Capacity - Overview 1. Generation Cost Analysis of Captive Power Plants - Pilot project Regulations by CERC 2. Upcoming Captive Capacity - Methodology by POSOCO - Open Access - Pilot project findings and cost savings z Trends in Open Access Charges - Outlook z Policy and Regulatory Scenario in Key States 1. Landed Cost of Open Access Sourced Power 12. OUTLOOK AND FUTURE TRENDS ...... - Procurement From Power Exchanges - Outlook for Total Cost of Power Generation z Trends in Open Access Consumers - Evolving Power Procurement Model z Open Access Power Volumes - Future Cost Management Strategies z Price Trends in Open Access - Impact of Increasing Renewable Energy Capacity - Key Issues and Challenges SECTION III: SOURCE-WISE COST OF POWER

6. COST OF WIND AND SOLAR POWER ...... - Wind and Solar Energy Generation Trends - Tariff Trends - Capital Cost Structures The report is available in a PDF format.

22 | India Infrastructure Research www.indiainfrastructure.com ENERGY Wind-Solar Hybrid Market in India (October 2019) No. of slides: 111 Price: Rs 60,000 (USD 1,416) Potential, Projects, Economics and Projections Table of Contents

1. EXECUTIVE SUMMARY ...... 7. COST ECONOMICS, SYNERGIES AND RETURNS ......

- Capex and Opex

2. RENEWABLE ENERGY POTENTIAL IN INDIA ...... - Cost and Infrastructure Synergies

- Market Potential by Source - Tariffs Discovered under Recent Tenders

- Source-wise Capacity - Return Analysis

- Generation Analysis - Cost and Return Comparison with Pure-play Solar and

- Key Recent Developments Wind Projects

- Growth Drivers

- Issues and Challenges 8. OUTLOOK AND PROJECTIONS ......

- Future Growth Drivers

3. WIND SOLAR HYBRIDS OVERVIEW ...... - Potential Risks

- State-wise Potential Estimated by NIWE - Tariff Outlook

- Current Status - Installed Capacity Projections

- Key Growth Drivers - Investment Requirements

- Policy and Regulatory Developments

z Central level 9. KEY CASE STUDIES ......

z State level - Kavithal, Karnataka - Hero Future Energies

- Issues and Challenges - Kudgi, Karnataka - NTPC

- Industry Perspective - Red Lake Falls, Minnesota, US - Juhl Energy

- Wheatridge, Oregon, US - NextEra and PGE

4. PROJECT PIPELINE ...... - La Plana, Zargosa, Spain - Siemens Gamesa

- Announced Tenders - Parc Cynog, Wales, the UK - Vattenfall

- Auctioned Projects - Haringvliet, the Netherlands - Vattenfall

- Cancelled Projects - Kennedy Energy Park, Queensland, Australia - Windlab and Eurus

5. PPA TERMS AND STRUCTURING ...... 10. OTHER RENEWABLE ENERGY HYBRID MODELS ......

- Key Terms - Solar-natural gas Hybrids

- Tariff Structures - Solar-hydro Hybrids

- Metering Arrangements - Wind-hydro Hybrids

- Treatment of Infrastructure - Solar-wind-hydro Hybrids

- Payment Security Mechanism

- Legal Terms

- Legal Perspective

6. ROLE OF STORAGE ......

- Upcoming Wind-Solar Storage Projects

- Policy Developments

- Future Outlook The report is available in a PDF format.

www.indiainfrastructure.com India Infrastructure Research | 23 Floating and Canal-based Solar PV Market in India (October 2019) No. of slides: 111 Scope, Demand, Challenges and Prospects Price: Rs 60,000 (USD 1,416) Table of Contents

1. EXECUTIVE SUMMARY ...... z Solar Island ENERGY z Floating Grid

2. POTENTIAL AND OVERVIEW ...... z Polyculture-based Platform

- Introduction z Tracking Type Floating Solar - Market Potential - Key Suppliers - Current Capacity - Domestic Manufacturing of Floats - Key Benefits - Growth Drivers 6. OUTLOOK AND PROJECTIONS ...... - Policy and Regulatory Scenario - Future Growth Drivers - Global Scenario - Perceived Challenges - Risks and Challenges - Projections - Insights SECTION II: CANAL-BASED SOLAR SECTION I: FLOATING SOLAR ...... 7. CURRENT PROJECTS, PIPELINE AND CASE STUDIES ...... 3. Current Projects, Pipeline and Case Studies - Canal-top Projects - Current Spread - Introduction - Operational Canal-top Projects - Installed Projects - Canal-top Project Pipeline - Project Pipeline - Canal-bank Projects - Current Spread

z By NTPC - Installed Canal-bank Projects

z By SECI - Case Studies

z By Other Agencies z 1 MW Canal-top in Vadodara, Gujarat

- Case Studies z 10 MW canal-top and 5 MW canal-bank in Gujarat

z 2 MW project at Mudasarlova reservoir in Vishakhapatnam z 2.5 MW projects each on Sidhwan and Ghaggar Branch Canals in

z 500 kWp project at Banasura Sagar reservoir in Wayanad Punjab

z 100 kWp plant at NTPC Kayamkulam in Kerala z 6 MW canal-top set up by Cochin International Airport Limited

z 100 kWp plant at IOCL Panipat in Haryana

z 10 kW project in New Town, Kolkata 8. COST ECONOMICS, TARIFFS AND IRRS ...... - Capital Cost Break-up 4. COST ECONOMICS, TARIFFS AND IRRS ...... - Cost Trends of Canal-top Projects - Capital Cost Break-up - Cost Comparison with Ground-mounted Plants - Capital Cost Trends - State-wise Cost Trends - Cost Comparison - State-wise Tariff Trends - O&M Cost Trends - O&M Cost Trends - Tariffs Trends - Project Returns - Project Returns - Sensitivity Analysis - Sensitivity Analysis 9. OUTLOOK AND PROJECTIONS ...... 5. TECHNOLOGY AND SUPPLIER ECOSYSTEM ...... - Future Growth Drivers - Application and Key Components - Perceived Challenges - Float Characterisation - Projections - Technology Types

z Liquid Solar Array

z HDPE Floating Platform The report is available in a PDF format.

24 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table Price: Rs. 90,000 (USD 2,124) Rs. 90,000 Price: India Infrastructure Research | 25 (August 2019) (August Players, Projected Distribution Line Length Additions, Projected Distribution Line Length Additions, Projected Players, Projected for Reconductoring Demand for Cables and Conductors, Potential and Replacement Demand for SmartMeters, Utility Initiatives, Projected Meters (till 2023-24) and and Industrial Solutions Limited, Diamond Power Power Infrastructure Limited, Finolex Cables Limited, GE T&D India Limited, KEC International Limited, LS Cable and Systems, Limited, KEI Industries Limited, Kalpataru Transmission Power Kirloskar Electric Company Limited, Schneider Electric Infrastructure Limited, Delton Cables Limited, T&D India Private Limited, Toshiba InfrastructuresGenus Power Limited, Cable Corporation of India, Siemens Limited, Sterlite Power L&T, Itron, Landis & Gyr, & Rectifiers Limited, Skipper Limited, Transformers Transmission Limited, WEG Industries Transformers (India) Limited, Voltamp Limited, United Limited, Star Delta Transformers (India) Private Other Manufacturers Limited, Transformers - Key Players - Key Demand for Overhead- Projected Conductors Demand for Underground Cables - Projected and Replacement Reconductoring For - Potential - Overview and Advances - New Technologies Players - Key Capacity for Transformation - Projections Transformers Demand for Power - Projected - Issues and Challenges - Overview and Advances - New Technologies Players - Key Demand for Insulators - Projected - Overview Trends - Technology Players - Key Additions - Projected - Bus Reactors - Line Reactors - Dynamic Compensation Equipment Utility Initiatives, Key and Advances, New Technologies - Overview, - Overview and Advances - New Technologies Players - Key (till 2023-24) Capacity for Distribution Transformer - Projections (till 2023-24) Demand for Distribution Transformers - Projected - Overview and Advances Trends - Recent Players - Key Demand for Switchgears (till 2023-24) - Projected Growth Drivers, Smart- Overview, Meters, Net Meters, Prepaid - ABB, Aditya Birla Insulators, Apar Industries Limited, BHEL, CG No. of slides: 378 No. of slides: 11. POWER TRANSFORMERS...... 12. INSULATORS ...... 13. REACTIVE POWER EQUIPMENT...... AND PROJECTIONS ANALYSIS C - DISTRIBUTION EQUIPMENT PART (Till 2023-24) 14. DISTRIBUTION CONDUCTORS AND CABLES ...... 15. DISTRIBUTION TRANSFORMERS ...... 16. DISTRIBUTION SWITCHGEAR ...... 17. SMART METERS ...... AND SUPPLIER PROFILES18. KEY EQUIPMENT MANUFACTURER . . . . . is available in a PDF format. The report

Capacity, Trends in Network Reliability, Recent Developments, Developments, Recent in Network Reliability, Trends Capacity, New M&A Deals, TBCB Update, Investment Projections, Recent Pipeline, Issues and ConcernsProject - Sector Size and Growth - Performance under UDAY and Regulatory Reforms Policy Recent - Key - Utility Capex Plans - Growth Drivers - Issues and Concerns for All - 24x7 Power - IPDS Energy by 2022 - 175 GW Renewable - Central and State Initiatives for Smart Metering - Green Energy Corridor Projects Electrification - Mission 41K for Rail - Smart and Smart Grid Initiatives Cities Mission - Interstate and Intra-state TBCB Opportunities - National Mission on E-Mobility Awards And Distribution Transmission - Recent - Announced and Upcoming Bids - Other Ongoing Tenders Growth Drivers - Key - Network Addition Projections and Distribution Companies Capex of Transmission - Projected - T&D Equipment Market Projections Investments - Projected Outlook - Future - Overview and Advances Trends - Technology Players - Key for Substations - Projections for Digitalisation and Automation - Potential for Switchgear - Projections - Overview Trends - Emerging Technology and Advances in Construction Trends - Recent Players - Key Line Length Projections - Transmission Demand for Towers - Projected - Issues and Challenges - Overview and Designs - New Technologies - Underground Cabling: Experience and Outlook - Demand and Supply Analysis - Historical Power Projections - Future Growth Drivers and Trends - Key - Outlook in Transformer Line Length, Growth - Growth in Transmission

4. DISTRIBUTION SEGMENT ANALYSIS ...... 4. DISTRIBUTION SEGMENT ANALYSIS SUPPORTING T&D EQUIPMENT MARKET5. GOVERNMENT INITIATIVES . 6. RECENT CONTRACTS AND AWARDS ...... 7. EQUIPMENT MARKET AND OUTLOOK PROJECTIONS ...... AND PROJECTIONS B - TRANSMISSION EQUIPMENT ANALYSIS PART (Till 2023-24) 8. SWITCHGEAR...... 9. TRANSMISSION TOWERS ...... 10. CABLES AND CONDUCTORS ...... 3. TRANSMISSION SEGMENT ANALYSIS ...... 3. TRANSMISSION SEGMENT ANALYSIS 1. EXECUTIVE SUMMARY ...... A - MARKET TRENDS AND OUTLOOK PART 2. POWER SECTOR OVERVIEW ......

Market Analysis, Growth Drivers, Outlook and Projections Projections Outlook and Growth Drivers, Market Analysis,

www.indiainfrastructure.com T&D Equipment Market Projections in India 2019 in India Projections Market Equipment T&D ENERGY Rooftop SolarinIndia2019 Rooftop 26 | India Infrastructure Research |India Infrastructure 26 Table ofContents .TRFS OTEOOISADBSNS OES. MODELS BUSINESS AND TARIFFS,ECONOMICS 5. COST . IMPLEMENTATION REGULATIONSTHEIR METERING AND 4. . . PIPELINE PROJECT 3. . SEGMENT-WISE2. ANALYSIS .MRE VRIW. OVERVIEW MARKET 1. . SUMMARY EXECUTIVE .IPC NDSOS. . DISCOMS IMPACTON 6. BusinessModels - Project CostEconomics - SolarTariffs Rooftop vs.Gridtariffs - SolarTariffs Rooftop - O&MPrice Trends - Capitalcosttrends - SolarEquipmentPrice Trends - Capitalcostbreakdown - Key IssuesandChallenges - Key Features ofMeteringPolicies acrossStates - ImplementationExperience - EmergingMeteringArrangements - OngoingandAnnouncedTenders byStateLevelAgencies - OngoingandAnnouncedTenders byCentralLevelAgencies - Tender Results: IssuedbySECIandOtherAgencies - Residential - andInstitutions Government - CommercialandIndustrial - Introduction - Future Outlook - andChallenges Barriers - GrowthDrivers - Policies Rooftop andIncentives - Key Stakeholders - SizeandGrowth - ImpactonRevenue - ImpactonDemand - z z z z z z z z z z z Case Studies Utility-led BusinessModels Developer-led Business Models Project Returns Industrial Commercial State Level Central Level By State By Segment By Year (May 2019) 8. ADDRESSABLE MARKET FOR ROOFTOP SOLAR BY 2024-25 . 2024-25 BY SOLAR ROOFTOP FOR MARKET ADDRESSABLE 8. The report isavailableinaPDFformat. . PLAYERS KEY 10. . . SOLAR EQUIPMENTMARKETOUTLOOK9. ROOFTOP (Upto2024-25) 7. FINANCING TRENDS, INSTRUMENTS AND STRUCTURES . STRUCTURES AND INSTRUMENTS TRENDS, FINANCING 7. AddressableSolarMarket - Solar GrowthinShareofRooftop - Power DemandOutlook - Future InvestmentRequirement - RisksandChallenges - Tata Power Solar - ReNew Power - SunSourceEnergy - CleantechSolar - AmplusSolar - CleanMaxSolar - Energy Partner Fourth - AzurePower - OtherKey BoSequipment - MountingStructures - SolarInverters - Modules - SolarDemandOutlook - Recent Financings - Solar EmergingFinancingModelsforRooftop - DebtandEquityOptions - CaseStudies - StateDiscom’sApproach - ImpactonGrid - z z z z z z z z z z z z Others IPOs Multilateral/Bilateral Financing Funding andDevelopmentInstitutions byGovernment Domestic CommercialLoans/NBFCs Green, MasalaandMunicipalBonds Equity Deals High Scenario Medium Scenario Low Scenario By State By Segment No. ofslides:241Price:Rs.75,000(USD1,770) www.indiainfrastructure.com ENERGY Table of Contents Table India Infrastructure Research | 27 No. of slides: 168 Price: Rs 60,000 (USD 1,416) (USD Rs 60,000 Price: slides: 168 No. of Banking Charge, Banking Period, Buy-back Rate, Restrictions on Restrictions Rate, Buy-back Banking Charge, Banking Period, Other Attributes Time of Injection, Withdrawal of the Banked Energy, (seasonality constraints, buy-back rates, accounting etc.) for RPO, Losses, Distribution Losses, Wheeling Charges, Cross Transmission Energy Charges, Subsidy Surcharge, Additional Surcharge, Reactive Scheduling of Standby Charges, Banking of Surplus Solar Power, Energy Metering Power, Overall Wind, Wind Open Access - Open Access Projects: State-wise Energy Banking Mechanism for - State-wise Emerging Energy Banking Framework - and Scheduling State-wise Forecasting - Deviation Settlement Charges - Solar and Wind Power: Open Access Charges and Exemptions for -Access, Solar Open Players and Capacities: Overall Solar, Key - Landed Cost and Return Analysis - and Approvals for Open Access Projects Process -and Corporate Clusters: Existing, Upcoming Industrial Key - Short-term (2019-23) and Long-term (2024-28) Projections - Open Access Capacity Projections Renewable-based - Trends and Pricing Tariff Open Access Projected - IRR Projections - Growth Drivers Future - Expected Market Restraints - for Changes in Regulatory Provision Charges - Penalties - Legal Terms 6. ROLE OF ENERGY BANKING, F&S AND DEVIATION SETTLEMENT BANKING, F&S AND DEVIATION 6. ROLE OF ENERGY MECHANISM ...... key role in the success of solar and wind power- Energy banking will play a upon Banking is presently allowed by SERCs based open access projects. which differs in magnitude across states. the levy of a banking charge, types of documents around energy banking are specified in different Rules of the energy banking various attributes in various states. Additionally, states. framework also differ across PROFILES7. STATE ...... Karnataka,This chapter will include profiles of Andhra Pradesh, Tamil Uttar Telangana, Madhya Pradesh, Nadu, Maharashtra, Gujarat, Rajasthan, Chhattisgarh,Pradesh, Haryana, Delhi, Punjab, etc. 8. PROJECTED OPEN ACCESS MARKET ...... Over 2 GW of green power is being sold to big corporates through direct agreements and the trend is northbound as more and more corporates and industries are joining in the race. The business case for renewable energy based open access is getting stronger with the decreasing cost of green power and increasing cost of thermal power. EXPERT OPINION ...... The report will feature 5-8 interviews of senior representatives at regulatory commissions, large open access consumers and key open access project developers, and experienced industry consultants is available in a PDF format. The report (December 2018)

For Wind Projects For Source-wise Share Trends Price Trends, Volume - Time Period - Extension Provision - and Escalations Tariff - sale options: Bilateral, Collective, REC Power - Industry Structure - Capacities: Solar Segment, Wind Segment Players and Key - Risks and Concerns - Overview Solar Projects, For of Open Access Charges and Losses: - for Intra-state Open Access and Group Captive Model Regulations - Captive State-wise Orders of Open Access/Group - State-wise Implementation Status Overview - Demand and Supply Overview State-wise Power - for Open Access Consumers RPO Trajectory - Challenges Issues and Key - Amendments Pertaining to Open Access for Renewables - PPAs Likely Impact on Growth of Open Access-based - Unaddressed Issues - Industry Experts’ Opinions and Recommendations - Participation Consumers in the REC Market: of Open Access - Leading States - Growth Drivers Key - in Open Access through Solar and Wind Trends Tariff - Issues and Challenges Key - Projects of Open Access-based Power Size and Growth - Trends, Year-wise Projects: Energy-based Open Access Renewable

5. TERMS OF POWER THIRD-PARTY SALE CONTRACTS ...... It is important for both the buyers and sellers to clarify and list out their expectations and accordingly draw up the commercial power sale contract as per the applicable regulatory framework in the respective state. 4. INDUSTRY STRUCTURE AND BUSINESS MODELS ...... The industry structure in the renewable open access segment has been emerging gradually with more number of players entering into this space. developers and investors are currentlyProject cautious of investing signifi- cantly in this segment, but the trend is now changing. 3. EXISTING OPEN ACCESS POLICY AND REGULATORY SCENARIO . . . . . SCENARIO. . . 3. EXISTING OPEN ACCESS POLICY AND REGULATORY . The policy and regulatory currently framework in this space is highly dis- over the years. persed and varied across states, and is not even stable year on year, There is always a risk of open access charges changing making it a risky proposition to invest in. 2. IMPACT 2. OF IMPACT 2003AMENDMENTS IN ELECTRICITY ACT, ...... 1. MARKET OVERVIEW, KEY TRENDS AND RECENT DEVELOPMENTS KEY TRENDS AND 1. MARKET OVERVIEW, . . . among developers, especially renewable energy There is a rising popularity players, to go for third-party States of Karnataka, direct sale agreements. in the southern region of India and Telangana Pradesh Nadu, Andhra Tamil Punjab and Haryanaand Rajasthan, in the northern region of the country open access transactions. But there are signifi- are fast catching up with of this segment, especially those pertainingcant challenges in the growth let go of their high-end consumers. to discoms’ resistance to

Emerging Economics, Evolving Regulatory Economics, Evolving Emerging Increasing Opportunities Framework, Risks and Changing

Open-Access for Renewables for Open-Access www.indiainfrastructure.com Underground Cables Market in India (November 2018) Price: Rs 50,000 (USD 1,180) Market Trends, Outlook and Opportunities No. of slides: 139 Table of Contents

EXECUTIVE SUMMARY ...... 4. OPPORTUNITIES UNDER KEY CENTRAL/STATE GOVERNMENT ENERGY With the growing demand for power in urban areas and industries, under- PROGRAMMES ...... ground cable systems are becoming an increasingly indispensable part of Underground cables are an important part of several central government power transmission and distribution systems. With improved technologies initiatives for improving T&D networks under IPDS. This chapter provides and increased reliability, the cost differential between underground cables the details of plans and targets of works proposed to be taken up under and overhead power lines is narrowing and utilities are acknowledging the various schemes. benefits associated with underground cabling. This report will attempt to - Snapshot of Key Government Programmes (IPDS, Green Energy take a look at the key trends in the deployment of underground cables so Corridors, State Government Initiatives, etc.) far; analyse the plans and proposal of T&D utilities; examine new and - Physical Targets for UG Cabling Works evolving technology improvements and solutions being offered by the - Funding Availability for UG Cabling Projects industry; as well as assess the key issues and challenges. - Issues and Concerns

1. T&D INDUSTRY OVERVIEW ...... 5. OPPORTUNITIES UNDER SMART CITIES MISSION ...... The T&D industry has been growing steadily with investments being made The Smart Cities Mission offers significant opportunities for underground in system strengthening and capacity additions. This chapter gives an cabling in key cities. Some cities such as Indore, Belagavi, Dharamshala, overview of the T&D industry and will focus on: Lucknow, Kanpur and Tirupati are implementing projects for setting up - Growth and Size of Existing T&D Networks underground cabling network for utilities such as electric wires, water - Recent T&D Network Additions pipelines, stormwater drains, sewers and telecommunication cables. This - Projected T&D Network Additions chapter provides the details of plans and targets of works proposed to be - Projected Capex (till 2022-23) taken up under various schemes. - Future Outlook - Snapshot of the Mission - Issues and Challenges - Physical Targets for UG Cabling Works - Projects Completed so Far in Key Cities 2. MARKET SIZE AND GROWTH FOR UNDERGROUND CABLES ...... - Projects Under Construction/ Awarded Most of India’s T&D network continues to be strung overhead across the - Proposed Projects country; however, concerns about reliability and quality of supply are mak- - Issues and concerns ing utilities gradually replace their networks with underground lines. This chapter gives an overview on the new and emerging utility requirements in 6. OUTLOOK AND PROJECTIONS (till 2022) ...... the underground cabling segment and will cover the following: This chapter will give a snapshot of the investments and physical targets - Experience so far in T&D Networks proposed for underground cabling networks by transcos and discoms. The - Emerging Utility Requirements information presented in this chapter is based on both primary and sec-

z Transmission ondary information collected from transcos and discoms.

z Distribution - Growth Drivers for UG Cabling - Major Projects Commissioned - Expected Demand for UG Cables

z Transmission - Plans and Targets of Utilities by Segment

z Distribution z Transmission

- Major Projects Awarded/Under Construction z Distribution

z Transmission - Budgeted Capital Expenditures on UG Cabling

z Distribution - Future Outlook - Key Recent Tenders - Issues and Challenges 7. LEADING PLAYERS ...... This chapter primarily focuses on the profiles of key vendors and technolo- 3. RECENT TRENDS AND ADVANCES ...... gy providers for underground cabling. Each profile covers the following Well-designed and well-installed underground cable systems are expected information: to have a service life of 30-40 years. Utility providers, transmission com- - Brief Company Overview panies and cable manufacturers are hence, looking for new technologies - Key Product Offerings and solutions to respond to new grid challenges. This chapter looks at the - Existing Manufacturing Capacity new and promising technologies, designs and solutions for underground - Financial Performance cable networks. - Future Plans - Design, Laying and Construction Processes - Product and Technology Trends - Market Trends and Developments (JVs/Acquisitions/Partnership

Deals) The report is available in a PDF format. - Pricing and Cost Trends

28 | India Infrastructure Research www.indiainfrastructure.com ENERGY Future of Solar O&M in India (September 2018) No. of slides: 149 Price: Rs 60,000 (USD 1,416) Changing Landscape, Growing Role of Digitisation and New Opportunities Table of Contents

1. EXECUTIVE SUMMARY ...... ™ Forecasting and scheduling Solar plants are built to last 20-25 years. After the engineering procurement ™ Deviation settlement management and construction period is completed, developers need to ensure that the ™ Integration of energy storage into existing plants operations and maintenance (O&M) activities are seamless for sustained ™ Cost implications energy generation over the project lifetime. The report will highlight the ™ Experience so far emerging opportunities in this space and the growing role of new technolo- gies like automation and artificial intelligence. 7. O&M COMPANY PROFILES ...... A large number of O&M focused players are coming up, some as hive-offs 2. MARKET OVERVIEW ...... from existing EPC companies and others as independent specialists. This In the initial years of solar power development in India, O&M was often cou- chapter will have 5-8 profiles of key O&M players in India covering the fol- pled with EPC and performed by the same vendors, but of late, solar O&M lowing: has emerged as a separate market with its own landscape, trends and ™ Project portfolio dynamics. This chapter will cover the following areas: ™ Service offerings ™ Current size of the solar O&M market ™ Technology tie-ups ™ Market size by segment ™ On-ground experience z Utility-scale, Rooftop, Canal-top & floating solar ™ In-pipeline capacity ™ Key growth trends and drivers ™ Etc. ™ O&M Evolution - Reactive to Predictive Analysis z Applications in solar O&M, Cost and time savings 8. DIGITALISATION AND AUTOMATION AT PLANT LEVEL ...... ™ Emerging Role of Energy Storage Digitalisation and automation will play a key role in providing efficient O&M ser- ™ Key issues and concerns vices, thereby changing the current O&M cost composition, which is current- ly dominated by manpower expenses. New technologies are being adopted for 3. COST TRENDS ...... improving asset lifecycle management, predictive maintenance, remote sen- The cost of O&M services has been declining over the past few years and soring and control, cloud computing, and use of drones for visual imaging. A the downward trend is expected to continue. The cost composition itself is number of companies have also already started using robotics for cleaning changing due to greater automation and use of advanced tools. This chapter modules. This chapter will cover the following areas: will cover the following areas: ™ Emerging role, applications and use case for the following ™ Solar O&M cost trajectory (2012-18) z Manpower and material management, Automated monitoring and ™ Cost breakup analysis big data analytics, Robotics, drones and wearables z Vehicles and logistics, Equipment and tools, Overheads, Personnel/ ™ Growing role of artificial intelligence Manpower, Digital, Others z Machine learning applications, AI field assistants and predictive ™ Cost projections (2019-24) analytics, Existing use cases z Business model evolution, Key cost considerations, Impact of ™ Key technology providers scale, Impact of energy storage, Future cost estimates ™ Industry Perspective (Views of key personnel from the solar O&M industry and technology 4. EMERGING O&M BUSINESS MODELS ...... providers on the growing role of AI, robotics and data analytics) Globally, there has been a rise of third party solar O&M service providers. As more sophisticated and structured approach emerges in the solar O&M mar- 9. KEY CHALLENGES, BEST PRACTICES AND CASE STUDIES ...... ket, third party providers are able to deliver more value to solar investors and The lack of attention given to O&M practices is one of the primary challenges owners. This chapter will cover the following areas: that the segment is facing. If the plant is not maintained properly, developers ™ Capex-based can lose up to 15 per cent of the returns. This chapter will cover the follow- ™ Profit-sharing ing areas: ™ Fixed cost ™ O&M challenges matrix ™ O&M extensions ™ Best practices (Globally and in India) ™ Others ™ Case studies (This will cover successes and failures of various technologies, business models and strategies adopted by O&M 5. TERMS OF O&M CONTRACTS ...... players) It is important for both developers and O&M service providers to clarify and list out their expectations and accordingly draw up a long-term contract. An 10. PROJECTED O&M MARKET SIZE (FROM 2019-20 TO 2024-25) . . . . . effective contract will result in higher plant efficiencies. This chapter will The total addressable market for solar PV O&M is expected to reach 30 GW cover the following areas: in 2018-19. It is likely to more than triple by 2022 to exceed 100 GW. In fact, ™ Time periods going forward, as the installed base gets larger, O&M revenue may even ™ Product warranties exceed the development and construction revenue. This chapter will cover ™ Performance guarantees/SLAs the following areas: ™ Penalties ™ Impact factors ™ Ownership ™ Emerging O&M industry structure ™ Legal terms ™ Short-term projections ™ Medium-term projections 6. GRID MANAGEMENT BY O&M PLAYERS ...... ™ Long-term projections As the government becomes stricter in its implementation of forecasting, scheduling and deviation settlement mechanism regulations, grid manage- ment will become a key component of O&M players. Integration of energy storage on to existing plants will lead to a greater O&M play. This chapter will The report is available in a PDF format. cover the following areas:

www.indiainfrastructure.com India Infrastructure Research | 29 ENERGY 30 | India Infrastructure Research |India Infrastructure 30 Segment Analysis,Trends andOutlook Waste toEnergy2018 Table ofContents 5. ANALYSIS5. . OPERATIONALOF PROJECTS . OPPORTUNITIES MARKET OUTLOOKAND FUTURE 4. . FRAMEWORK POLICY ENABLING 3. SCENARIO . CURRENT 2. MARKETOVERVIEW,SECTION A: TRENDSANDOUTLOOK . SUMMARY EXECUTIVE 1. 6. ECONOMICS AND FINANCING . . FINANCING AND ECONOMICS 6. Segment-wiseAnalysis:MSWPower Plants;GridPower Projects in - Technology-wise Analysis - City-wiseAnalysisofWaste toEnergyCapacity - TheWay Forward - MarketOpportunities - City-wisePotential andOpportunities - InvestmentProjections - CapacityAdditionOutlook - Key GrowthDrivers - MNRE’sTargets - State-wiseWtEPolicies andRegulations - WtETariffs byCERC andSERCs Determined - GSTforWtEProjects - forWtEProjects EnvironmentalNorms - SolidWaste ManagementRules, 2016 - NationalTariff Policy, 2016 - SchemesforWaste-based Government Projects - CitiesMission Smart - SwachhBharatMission - Future Outlook - Key IssuesandChallenges - MarketforWaste Residues/Byproducts - NewTechnology Advancements - Waste Treatment andProcessing Practices - Structure Industry Current - LeadingCitiesinWaste toEnergyDevelopment - SizeandGrowthofWaste toEnergy - Waste GenerationPotential inIndia - Project IRRs - Key RisksandConcerns - EmergingBusiness ModelsforProject Development - NewFinancing Tools andInstruments - Year-wise CFA andSanctions - Key Financiers - CostEconomics - Bio-CNG Projects Projects; BiogasforCaptiveThermal; Industries; Captiveoff-grid (May 2018) The report isavailableinaPDFformat. The report . PROJECTS BIO-CNG 10. . PROJECTS BIOGAS 9. . OFF-GRID) 8. INDUSTRIALWASTE-BASEDPOWERPROJECTS(INCLUDING CAPTIVE . PROJECTS POWER MSW-BASED 7. SECTION B:SEGMENTANALYSIS Key Project CaseStudies:Key Features; Waste CollectionSystem; - Future Outlook - Key IssuesandChallenges - UpcomingProjects - GrowthDrivers - MarketPotential - SizeandGrowth - Key Project CaseStudies:Key Features; Waste CollectionSystem; - Future Outlook - Key IssuesandChallenges - UpcomingProjects - GrowthDrivers - MarketPotential - SizeandGrowth - Key Project CaseStudies:Key Features; Waste CollectionSystem; - Future Outlook - Key IssuesandChallenges - UpcomingProjects - GrowthDrivers - Potential Industry-wise - SizeandGrowth - Key Project CaseStudies:Key Features; Waste Collection System; - Future Outlook - Key IssuesandChallenges - UpcomingProjects - GrowthDrivers - MSWGenerationinMajorCitiesofIndia - SizeandGrowth - Waste Management Practices; CriticalSuccessFactors Waste ManagementPractices; CriticalSuccessFactors Waste ManagementPractices; CriticalSuccessFactors Success Factors Trends;Waste ManagementPractices; Performance Critical No. ofslides:140 Price: Rs50,000 www.indiainfrastructure.com (USD 1,180) ENERGY USD 1,180) USD No. of slides: 140 No. of slides: Table of Contents Table Price: Rs 50,000 Rs 50,000 Price: ( India Infrastructure Research | 31 - Growth Drivers Future - Impact on Capacity Addition Outlook - Impact on Investment Requirements - Challenges Risks and Key - Bidding Costs Post-Competitive Change in Project - Sources of Funds Key - Developers Power Emerging Sources of Financing for Wind - Financing Outlook - Trends Wind Tariff - DeterminedBidding Through Competitive Tariffs - Purchase Cost Power Average - Trends and Volume REC Price - Return Analysis and Comparison on Investment - in Market Share Trends - Developers Landscape Emerging Project - Industry Impact on Manufacturing - Industry Structurepost-Competitive Bidding - Industry Consolidation The report is available in a PDF format. The report 11. IMPACT 11. ON ADDITION IMPACT CAPACITY AND INVESTMENT ...... 10. FINANCING OF COMPETITIVELY BID 10. PROJECTSFINANCING OF COMPETITIVELY ...... 9. CHANGING COST ECONOMICS...... 8. IMPACT 8. ON IMPACT INDUSTRY STRUCTURE...... (May 2018) (May

- Certificates Energy Renewable (REC) - Open Access - Exchanges Sale On Power - Sale Options Alternative Power For And Cons Pros - And Regulatory Risks Policy - Legal Challenges - Issues Financing-Related - Of Upcoming tenders Features Key - Challenges Issues and Key - And Overall Experience Bidding Processes - IV Tenders I To Analysis Of SECI Tranche Result - Tenders Analysis Of State-Wise Result - Wind Projects For Of Competitive Bidding Guidelines Features Key - And Guidelines State-wise Competitive Bidding Policies - Of Older PPAs Renegotiation - And Regulatory Needs And Outlook Policy - Trends Capacity Addition - Achievements and Targets Yearly - Capacity Growth Trends State-Wise - Milestones And Developments Key - Bidding On Capacity Addition Impact Of Competitive - Emerging Growth Drivers - Emerging Areas of Opportunity - Issues And Challenges Key

7. ALTERNATIVE WIND POWER SELLING OPTIONS7. ALTERNATIVE ...... 6. RISKS AND CHALLENGES ...... 5. UPCOMING WIND TENDERS ...... 4. EXPERIENCE OF COMPLETED WIND TENDERS ...... 3. POLICY FRAMEWORKAND REGULATORY ...... 2. WIND SECTOR OVERVIEW...... 1. EXECUTIVE SUMMARY ......

Key Trends, Risks, Alternatives Risks, and Outlook Trends, Key Competitive Bidding for Wind Projects Wind for Bidding Competitive www.indiainfrastructure.com ENERGY Renewable EnergyDevelopmentinAfrica Renewable 32 | India Infrastructure Research |India Infrastructure 32 Trends, Outlook, Opportunities andProjectionsTrends, Outlook,Opportunities Table ofContents .BONRY. BIOENERGY 6. . POWER WIND 5. . . POWER SOLAR 4. . HYDROPOWER 3. OUTLOOK . AND ENERGYTRENDS RENEWABLE 2. . SCENARIO POWER CURRENT 1. EMERGINGPOWERSCENARIOINAFRICA SECTION A: Outlookand Projections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostsandExpenses - BioenergyTargets - SizeandGrowth - Overview - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - WindPower Targets - SizeandGrowth - Overview - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - SolarEnergyTargets - SizeandGrowth - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - HydropowerTargets - SizeandGrowth - Overview - SectorOutlook - EmergingOpportunities - IssuesandChallenges - Key GrowthDrivers - AnalysisofPolicy Inter-country andInstitutionalFramework - LCoETrends - Segment-wiseShare - SizeandGrowth - OutlookandOpportunities - Key IssuesandChallenges - Resource Availability andPotential - EnergyMix - Status Current - No. ofslides:504 The report isavailableinaPDFformat. on: profileprovidesinformation Each country Zimbabwe. Leone, SouthAfrica,Sudan,Tanzania, Togo, Tunisia, Uganda,Zambiaand Mozambique, Namibia,Niger, Nigeria,Rwanda,Senegal,Seychelles,Sierra Ghana, Guinea,Kenya, Libya,Madagascar, Mauritius,Morocco, Botswana, Cameroon,DemocraticRepublic oftheCongo,Egypt,Ethiopia, and outlookfor30Africancountries.TheseincludesAlgeria,Angola, totherenewableenergyscenario This sectionhas30chapterspertaining SECTION B:COUNTRY PROFILES . FINANCING AND INVESTMENT 8. . RENEWABLES OFFGRID DECENTRALISED 7. (April 2018) Renewable EnergyInvestmentOutlook - Renewable EnergyDemandOutlook - Focus Renewables onOff-grid - Segment-wiseTargets andOutlook - Key PlayersandPlans - Segment-wiseCostandTariff Trends - Recent Developments - EvolvingPolicy Scenario andRegulatory - Key GrowthDrivers - Segment-wiseSizeandGrowth(Solar, Wind,Bioenergy, etc.) - Resource-wise Renewable EnergyPotential - Power DemandandSupplyScenario - EconomicScenarioandDemography - InvestmentRequirements andOutlook - Key RisksandConcerns - MergersandAcquisitions - EmergingFinancialInstruments - Proposed Investments - Funding Sources - InvestmentTrends Current - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - CaseStudies - EmergingBusinessModels - EstimatedOffgridPotential - rc:R 2000(USD 3,200) Price: Rs200,000 www.indiainfrastructure.com ENERGY (USD 1,180) (USD Table of Contents Table Rs 50,000 Rs 50,000 India Infrastructure Research | 33 No. of slides: 90 Price: slides: 90 No. of Angul (Enzen Global Solutions Private Limited) Angul (Enzen Global Solutions Private Distribution Company Limited) Limited) Utilities Private deficit, Revenue Realised) Realised) deficit, Revenue - Limited) Power Bhiwandi (Torrent - Nagpur (Spanco Nagpur Discom Limited) - Limited) Power Agra (Torrent - Limited) Muzaffarpur (Essel Vidyut Vitaran (Muzaffarpur) - Bhagalpur (SPML Infra Limited) - Corporation Limited) Gaya (India Power - Talcher Dhenkanal, Division I & II, Jagatsinghpur, Kendarapara and - Electricity Khurda, Balugaon, Puri and Nayagarh (Feedback - City Electrical Division (Cuttack), Athagarh and Salipur (Riverside - Limited) Nimapara (Seaside Utilities Private - and Bikaner (CESC Limited) Bharatpur Kota, - Company Limited) Power Ajmer (Tata - of Award Year - Served Area and No of Consumers - Validity of Franchise Term - Bid Details - Issues and Challenges Key - Current Infrastructurearea in DF - Gap, Energy loss reduction, Revenue Performance (AT&C Review - Major Initiatives undertaken by DF The report is available in a PDF format. The report The franchises covered include: 5. PROFILES OF DISTRIBUTION FRANCHISES...... (April 2018) (April SBD for IBF-IRS by MoP SBD for IBF-IRS for appointment of DF Analysis of RFPs Input plus Investment-based Others Collection-based Input-based Sharing Revenue Input-based Franchisee-Incremental z z z z z z z

- Growth Drivers -Factors Success Key - Upcoming Opportunities - Evolving DF Models - Issues and Challenges - Franchises Operational/Awarded - Franchises Terminated - Franchises Awarded Recently - Bids Recent - of DF contracts Types - Distribution Segment in Power Trends Key - for DFs Needs and Requirements - Distribution in Power PPP Experience - Evolution of DF model - and Regulatory Environment Policy - Current Scenario - Initiatives/Developments Recent - NEP’s on DF Recommendations - Players Key - Features Key - and Utility of Franchisee Responsibilities - Advantages and Limitations - Bidding criteria and considerations

4. FUTURE OUTLOOK ...... 3. EXPERIENCE SO FAR ...... 2. DF CONTRACTS FOR AND BIDDINGSTRATEGIES ...... 1. OVERVIEW......

www.indiainfrastructure.com Distribution Franchise in India Franchise Distribution ENERGY (January 2018) (January inIndia2017-18 Solar PlantPerformance 34 | India Infrastructure Research |India Infrastructure 34 Table ofContents .SLRPWRSCO VRIW. OVERVIEW SECTOR POWER SOLAR 1. 6. PLANT PERFORMANCE BY TECHNOLOGY (2012- 2017) . TECHNOLOGYBY2017) PERFORMANCE (2012- PLANT 6. . (2012-2017) SIZE PLANT BY PERFORMANCE 5. . STATEBY PERFORMANCE PLANT 4. (2012-2017) . 3. PLANTPERFORMANCEBY YEAROFCOMMISSIONING(2012-2017) . (2012-2017) PERFORMANCE PLANT SOLAR OF REVIEW 2. SizeandGrowth - - Comparative Performance Analysis Comparative Performance - Technology-wise DistributionofPlantsTracked - Analysis ComparativePerformance - Size-wiseDistributionofPlantsTracked - InterstateComparison - State-wiseDistributionofPlantsTracked - SeasonalityTrends - AnnualTrends inCUF - Power AnnualTrends inGeneration/NetExported - Year-wise DistributionofPlantsTracked - Trends OverallPerformance - Key Demographics - Future Outlook - AssessmentofKey Challenges - Tariff Trends - Recent Developments - EmergingMarketStructure - Key GrowthDrivers - Intra-stateComparison - z z z z z z z z z z z z z z z z z z z z z z z Developer Type-wise Performance Technology-wise Performance State-wise Performance Project Size-wisePerformance Year-wise Performance Policy Updates andRegulatory Capacity PlannedtobeAllocated Capacity Recently Allocated By Technology By Programmes/Schemes By State Thin Film Silicon Crystalline >100 MW 50-100 MW 20-50 MW 10-20 MW 5-10 MW < 5MW Seasonality Trends Annual Trends Seasonality Trends Annual Trends The report isavailableinaPDFformat. The report . DATABASE13. TRACKED PLANTS OF . STUDIES CASE 12. . . (2012-2017) 11. PLANTPERFORMANCEBY KEYINVERTERMANUFACTURERS PLANTPERFORMANCEBY KEYEPCCONTRACTORS(2012-2017) . . 10. . (2012-2017) PLANTPERFORMANCEBY KEYMODULEMANUFACTURERS 9. . DEVELOPERS(2012-2017) KEY BY PERFORMANCE PLANT 8. . (2012-2017) DEVELOPERBYTYPE PERFORMANCE PLANT 7. location, size,EPCcontractor, etc.) (The databaseincludesmonth-wisepowergeneration,developer, Manufacturers:ABB,Delta,Hitachi, ofKey Inverter Performance - Analysis ComparativePerformance - ManufacturersinPlantsTracked ShareofKey Inverter - Manufacturers MarketShareofKey Inverter Current - ofKey EPCContractors:GamesaSolar, Performance LancoSolar, - Analysis ComparativePerformance - ShareofKey EPCContractorsinPlantsTracked - MarketShareofKey EPCContractors Current - ofModuleManufacturers:BHEL, CanadianSolar, Performance First - Analysis ComparativePerformance - ShareofKey ModuleManufacturersinPlantsTracked - MarketShareofKey ModuleManufacturers Current - ofKey Developers:ACMESolar, Performance Greenko,SBEnergy, - Analysis ComparativePerformance - ShareofKey DevelopersinPlantsTracked - MarketShareofKey Developers Current - Integrated SolarProject Analysis: ComparativePerformance - ShareofProjects Tracked byDeveloperType - Huawei, Schneider Electric, SMA, Sungrow,Huawei, SchneiderElectric,SMA, TMEIC,Etc. Rays Power Infra,Sterling&Wilson,Tata Power Solar, Ujaas,Etc. Larsen &Toubro, MahindraSusten,MoserBaer, Premier Solar, Solar, VikramSolar, Waaree Energies,Etc. Solar, Hanwha,MoserBaer, ReneSola, Tata Power Solar, Trina Energy Limited,ShapoorjiPallonji, Etc. Hero SolarEnergy, NTPC,Renew Power, Tata Power Renewable AdaniPower,Mahindra Susten,Fortum, AzurePower, FirstSolar, Companies, DiversifiedPlayers Developers, IndependentPower Producers, Power Generation scheme, operationalchallenges,O&Mpractices,etc.) analysis, location,plantsize,implementation challenges,tariff, covering detailsrelatedtotechnology, vendors,performance (This includes10-12casestudiesofoperationalsolarprojects No. ofslides:195PriceRs.60,000(USD1,416) www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 100,000 (USD 1,815) (USD Rs 100,000 Price: India Infrastructure Research | 35 and Developments; Market Structureand Developments; Market Impact of Players; and Key Issues and COVID-19 Growth Drivers; Key on Demand and Rentals; Outlook and Projections Projections; Challenges; Warehousing Players; Impact of COVID-19 and Key on Demand and Rentals; Smart and Challenges; Issues Drivers; Key Growth Warehouses; Outlook and Projections and Developments; Construction Issues and of Steel Silos; Key Challenges; Outlook and Projections Issues and Challenges; Outlook and Projections Drivers; Key Cold Storages; Market and Developments; Demand for Palettised Structure Challenges; Outlook and Projections Players; Key and Key Services; Container Reefer Container Train and Initiatives; Reefer Port at Airports; Services; Facilities Reefer Impact of Covid-19 and Challenges; Outlook and Players; Key Induced Demand; Key Projections Players; Expected Demand; Key and Initiatives; Plans of Key Challenges; Outlook and Projections Port Delivery on CFSs/ICDs; Market Structure Players; and Key Issues and Challenges; Key Growth Drivers; Upcoming Projects; Outlook and Projections and Players; Growth Drivers; Upcoming Projects and Key Issues and Challenges; Segment Outlook Investments; Key and Players; Growth Drivers; Upcoming Projects and Key Issues and Challenges; Segment Outlook Investments; Key Outlook; Demand Projections Issues and Concerns;Key Future for New Entrants; Competitive Landscape; Major Players; Key 3PL Verticals; Issues and Challenges; Growth Outlook on Key Future Outlook; Demand Projections Issues and Concerns; Major Players; Key Trends; Drivers; Key Outlook and Projections Future Engineering Goods; E-commerce; Electronics; Chemicals; Textiles; Brick and Mortar Cement; Steel Retail; - Government Size and Growth; Trends Schemes and Initiatives; Key - Structure and Developments; Market Trends Key Size and Growth; - Government Size and Growth; Trends Schemes and Initiatives; Key - Growth and Developments; Key Trends Size and Growth; Key - Size and Growth; Government Trends Key Schemes and Initiatives; - Government Segment Size and Growth; Growth Drivers; Schemes - Current Infrastructure Gaps; Growth Drivers; Government Schemes - and Developments; Impact of Direct Trends Size and Growth; Key - and Developments; Market Structure Trends Size and Growth; Key - and Developments; Market Structure Trends Size and Growth; Key - Growth Drivers; Major Players; Trends; Market Size and Growth; Key - Demand Drivers; Enablers Trends; Market Size and Growth; Recent - Government Market Size and Growth; Key Initiatives; Growth - Healthcare; Pharmaceutical; Processing; Automobiles; Food SECTION III: WARESHOUSING INFRASTRUCTURE: TRENDS, INITIA- TRENDS, WARESHOUSING INFRASTRUCTURE: SECTION III: & OPPORTUNITIES TIVES, PLANS WAREHOUSING14. AGRICULTURAL ...... 15. INDUSTRIAL WAREHOUSING ...... 16. STORAGESILO ...... 17. LIQUID AND GAS STORAGE...... GAPS, NEW CONTROLLED LOGISTICS: TEMPERATURE SECTION IV: OPPORTUNITIES AND FUTURE OUTLOOK 18. COLD STORAGES ...... 19. COLD CHAIN AND REEFER CONTAINERS ...... 20. OPPORTUNITIES IN PHARMA LOGISTICS ...... INFRASTRUCTURE: TRENDS, REQUIREMENTS & LOGISTICS SECTION V: OPPORTUNITIES (CFSS)/ INLAND CONTAINER FREIGHT STATIONS 21. CONTAINER DEPOTS (ICDS) ...... LOGISTICS PARKS22. LOGISTICS PARKS/MULTI-MODAL ...... 23. FREE TRADE WAREHOUSING ZONES ...... AND MARKET ANALYSIS CHAIN MANAGEMENT: SECTION VI: SUPPLY OPPORTUNITIES & LABELING AND ADDED SERVICES: PACKAGING 24. VALUE INVENTORY MANAGEMENT ...... 25. 3PL, 4PL AND REVERSE LOGISTICS ...... 26. FREIGHT FORWARDING ...... SECTION VII: DEMAND FROM USER INDUSTRIES 27. KEY END USER INDUSTRIES ...... Each of the above industries will include size and growth, trends and developments, logistics and warehousing needs and requirements, and industry outlook. The report will be available in a PDF format. (DraftToC) (August 2021) (August Investment Opportunities; Outlook Expansion Plans; Future Industry Landscape; Impact of Covid-19; Emerging Needs and and Developments; Issues and Trends Key Requirements; Challenges; Sector Outlook and Projections tions; Private Equity; Mergers and Acquisitions; Key Successful Equity; Mergers and Acquisitions; Key tions; Private Exits; Historical and Expected Returns; Upcoming Opportunities Outlook for Investors; Risks in Light of Covid-19; Investment Capacity; Recent Capacity Additions; Impact of Covid-19 on Capacity; Recent Planned Capacity Initiatives; Ongoing Projects; Operations; Key Outlook and Investment Requirement; Addition; Upcoming Projects and Market Opportunities; Short, and Long-term Medium Freight (2021-22 to Projections Traffic 2025-26) Growth Areas and Requirements; Impact and Timelines of Mega Growth Areas and Requirements; (DFC, DMIC, NWs, JalProjects Freight Marg Vikas Project, Market Opportunities; Upcoming Projects; Corridors, etc.); Top Industry and Views on Sector’s Responses Outlook Impact of Covid-19 on Operations; Upcoming Projects; Outlook and Impact of Covid-19 on Operations; Upcoming Projects; Market Opportunities; Planned Capacity Investment Requirement; Issues and Challenges; Short,Addition; Key Medium and Long-term Projections Traffic Freight (2021-22 to 2025-26) Projections; Projected Demand for Temperature Controlled Demand for Temperature Projected Projections; Addition Expected Capacity Warehousing; Trends in the Trucking Industry; in the Trucking Impact of Covid-19 on Operations; Trends Disruptions; Planned Capacity Addition; Technology Trends; Pricing Issues; Outlook and Market Opportunities; Key Upcoming Projects; Short,Investment Requirement; Medium and Long-term Freight (2021-22 Projections Traffic to 2025-26) Expected Timelines Commodity-wise Freight Trends; Government Freight-related Trends; Commodity-wise Freight Initiatives; Impact of Covid-19 on Operations; Planned Capacity Outlook and Market Opportunities;Addition and Upcoming Projects; Short,Investment Requirement; Medium and Long-term Freight (2021-22 to 2025-26) Projections Traffic Impact of the Second Wave; Impact on Operations; Impact on Impact on Operations; Impact Impact of the Second Wave; of Key Plans Viability; Impact on Future Investments and Business Measures; Emerging OpportunityPlayers; Strategies & Mitigation Areas Needs and Initiatives in Light of Covid-19; Key Examples of Supply Needs and Initiatives in Light of Covid-19; Key Deployment of Chain Automation; Smart Tools; Warehousing in the Indian Market; Cost Effectiveness of Key Logistics Robots Outlook; Opportunities Players; Future Solutions; Key for Technology Providers Technology Trends in the Sector; Developments; Logistics Ease Across Recent Trends Different States (LEADS) Survey Outcomes; Impact of Infrastructure Modal Transportation Mix: Current and Expected; Status and GST; of Role Needs and Requirements; Growth Drivers; Emerging Automation; Issues and Challenges; Outlook and and Technology (2021-22 to 2025-26) Projections

- Business Strategies; Activity; Raising Areas of Operations; Fund - Business Models; Segment Size and Growth; Emerging Trends; - Deals and Transac- Recent Raising; in Investments and Fund Trends - Size and Growth; Cargo Infrastructure at AAI Airports; Existing - Emerging Investment Projections; Outlook; Growth Drivers; Policy - Government Schemes and Initiatives; By Terminal Trends; Traffic - Demand and Supply Warehousing Projections; Traffic Freight - Projects/Programmes/Initiatives; Segment Size and Growth; Key - Areas; Industry and Expectations; Objectives; Focus Response Key - and Earnings; Traffic Freight Size and Growth; Network Size; IR’s - Expected First Wave; of Logistics Market post Covid-19 Progression - Emerging in Automation; Deployment; Trends Current Technology - Segments; Top Scenario; Size and Growth of Key Macroeconomic

7. LOGISTICS START-UPS: OPERATIONS, PERFORMANCE AND PLANS OPERATIONS, START-UPS: . 7. LOGISTICS . 13. EXPRESS LOGISTICS ...... 6. INVESTMENT AND FUNDING SCENARIO ...... 12. AIR CARGO ...... 5. FUTURE AND OUTLOOK MARKET OPPORTUNITIES ...... 11. PORTS, COASTAL 11. SHIPPING PORTS, AND COASTAL IWT ...... 4. KEY PROJECTIONS (2021-22 to 2025-26) ...... 10. ROADS ...... 3. DRAFT NATIONAL LOGISTICS POLICY: EXPECTED IMPACT AND EXPECTED IMPACT POLICY: LOGISTICS 3. DRAFT NATIONAL INDUSTRY EXPECTATIONS ...... SECTION II: FREIGHT SEGMENT: RECENT TRENDS, NEW INITIATIVES SECTION II: FREIGHT SEGMENT: AND OPPORTUNITIES ...... 9. RAILWAYS 2. IMPACT OF COVID-19 ON OPERATIONS, INVESTMENTS AND FUTURE OF COVID-19 ON OPERATIONS, 2. IMPACT PLANS This chapter will cover profiles of 10-15 top start-ups in the logistics industry REQUIREMENTSAND 8. AUTOMATION TECHNOLOGY ...... SUMMARY AND KEY INSIGHTS SUMMARY AND KEY PRO- NEW GROWTH AREAS SCENARIO, SECTION I: CURRENT JECTIONS 1. INDUSTRY TRENDS AND DEVELOPMENTS ......

Trends, Opportunities,Trends, and Projections Outlook Logistics in India 2021 in India Logistics www.indiainfrastructure.com TRANSPORTATION Analysis, Insights, Business Opportunities andOutlook Analysis, Insights,BusinessOpportunities Container Marketin 36 | India Infrastructure Research |India Infrastructure 36 Table ofContents RGAMS. PROGRAMMES CONTAINER INFRASTRUCTURE DEVELOPMENT UNDEROTHERKEY 7. . INFRASTRUCTURE 6. INVESTMENTTRENDSANDRETURNS:CONTAINER ANDALLIED . . . . . 5. OPPORTUNITIES,OUTLOOK. ANDPROJECTIONS(Till2025-26) . CONTAINERMOVEMENT 4. EXPECTEDIMPACT OFDEDICATED FREIGHTCORRIDORSON and . WATERWAYS INLAND AND SHIPPING ANALYSIS: INTER-MODAL ROADS,PORTS,RAILWAYS, COASTAL3. . INVESTMENTS 2. IMPACT ONVOLUMES, OFCOVID-19 CAPACITY ADDITIONPLANAND . SCENARIO CURRENT AND TRENDS MARKET 1. PROJECTIONS SECTION I:TRENDS,ANALYSIS, NEWOPPORTUNITIESANDFUTURE . INSIGHTS AND SUMMARY .RAS. ROADS 9. . PORTS 8. OPPORTUNITIES SECTION II:CONTAINER MOVEMENT: SEGMENTANALYSIS, TRENDS& container movementacrossthecountry. andoverallimpacton timelines, containerinfrastructuredevelopmentopportunities This chapterwillcoveradetailedstatusupdateontheseprogrammes,expected - Sagarmala Programme; BharatmalaPariyojana; Sagarmala Delhi-Mumbai - Trends inInvestment;Key Recent DealsandTransactions; Key - GrowthDrivers;Policy Outlook;Investment andRegulatory - Project Scope&Features; Progress SoFar &Key Milestones; - Share;ComparativeCostEstimates;OverallTraffic Current Trends; - ImpactonContainerVolumes; ImpactonProjects andCapacity - MacroeconomicIndicators;Trade Trends Performance; inLevelof - - Size and Growth; Existing Infrastructure; UpcomingProjects and SizeandGrowth; ExistingInfrastructure; - Traffic Trends; Trends inCapacityAddition&UtilisationLevels; - Multi-Modal Transit Project Transport JalMargVikasProject; 106NewNWs;Kaladan Industrial Corridor; forInvestors;RisksinLightof Covid-19 Upcoming Opportunities Successful Exits;HistoricalandExpectedRates ofReturns; toLookOutFor: 2021andBeyond Big-ticket Opportunities Areas; Traffic Projections byMode;Key UpcomingProjects; Projections; ExpectedCapacity/NetworkAdditions;EmergingGrowth Upcoming Contracts&Tenders; Traffic Projections Identified; Strategies; Issues&Challenges;NewFreight Corridors TargetsCOVID-19; &ExpectedTimelines;Future Benefits;Pricing dueto Financing Experience&Funding Options;Disruptions/Delays Capacity Analysis: TargetsGovernment’s toAchievean‘OptimalModalMix’;Traffic Strategies;PostRecovery Covid-19Outlook Operator Revenues; ImpactonInvestments;Relief Measures& Renegotiation; ImpactonInputCostsandSupplyChain; Addition Plans;InvocationofForce MajeureandContract Issues andChallenges;OutlookforContainerVolumes Expected Impact;ExperiencewiththeLogisticsDataBankSystem; Technology, DigitisationandAutomation;Policy Changesand Containerisation; NewGrowthAreasandEmergingTrends; Role of Outlook andProjections (Till2025-26) andKey Players;IssuesandChallenges; MarketStructure Overview; Trucking Industry Connectivity toContainerHandlingPorts; Planned CapacityAddition;CostofContainer Movement;Port-road sectors Outlook &Projections (Till2025-26)-mentiontillwhatyearforall UpcomingProjects &Investments;IssuesChallenges; COVID-19; ContainerTrafficScheme; InitiativestoImprovePort inLightof Delivery Global ContainerShippingScenario;ImpactofDirectPort India 2021 Jn 01 (Draft ToC) (June 2021) The report willbeavailableinaPDFformat. The report company stepstakeninlightofCovid-19,andfutureplanseach and financialperformance, offered,operational Each profilewillcoverdetailsoncurrentinfrastructure, services KEYROADTRANSPORTOPERATORS 18. stepstakeninlight ofCovid-19,andfutureplans. and financialperformance, offered,operational Each profilewillcoverdetailsoncurrentinfrastructure,services KEYCONTAINER TRAINOPERATORS 17. handled, recenttechnologicaldevelopments,andstepstakeninlightofCovid-19. Each profilewillcoverdetailsonterminalinfrastructure,capacityavailable,traffic 16. KEYPORTCONTAINER TERMINALS SECTION IV: KEYPROFILES . ZONES WAREHOUSING TRADE FREE 15. . PARKS/MULTI-MODAL LOGISTICS PARKS LOGISTICS 14. . (ICDS) DEPOTS CONTAINER FREIGHTSTATIONS (CFSS)/INLANDCONTAINER 13. . CONTAINERS REEFER AND STORAGES COLD 12. MOVEMENT SECTION III:OTHERLOGISTICS INFRASTRUCTUREFORCONTAINER WATERWAYSINLAND COASTALAND SHIPPING . 11. RAILWAYS . 10. - Transport CorporationofIndiaLimited;AllcargoLogistics Transport - Limited; AdaniLogisticsLimited;ArshiyaRail Infrastructure - AdaniCMAMundraTerminal; AdaniEnnoreContainerTerminal; - SizeandGrowth;Key Trends andDevelopments;MarketStructure - SizeandGrowth;Key Trends andDevelopments;MarketStructure - SizeandGrowth;Key Trends andDevelopments;ImpactofDirect - SegmentSizeandGrowth;Policy Framework; Key Government - SizeandGrowth;Growthofcoastalinlandcontainertraffic; - Traffic Trends; ShareofContainerinIR’s Freight Traffic and - Logistics; EastWest Private Freight Limited;Others Carriers Limited;CoastalRoadways;Associated Road Darcl Carriers Mahindra LogisticsLimited;Future SupplyChainSolutionsLimited; Gateway Rail Freight Limited;HindTerminals Private Limited;etc. Private Limited; Corporation; DistributionLogisticsInfrastructure Container CorporationofIndiaLimited;CentralWarehousing Container Terminal; etc. Limited; DakshinBharatGatewayHaldiaInternational Container Terminal Terminals Limited;ChennaiInternational Private Terminal (PhaseI);BharatKolkata ContainerTerminal; Chennai Mumbai; APMTerminals Pipavav;BharatMumbaiContainer Terminal; AdaniMundraContainerTerminal; APMTerminals Adani HaziraContainerTerminal; Container AdaniInternational Investments; Key IssuesandChallenges;SegmentOutlook and Key Players;GrowthDrivers;UpcomingProjects and Investments; Key IssuesandChallenges;SegmentOutlook and Key Players;GrowthDrivers;UpcomingProjects and Outlook andProjections Growth Drivers;UpcomingProjects; Key IssuesandChallenges; andKey Players; onCFSs/ICDs; MarketStructure Delivery Port and Challenges;Future OutlookandProjections Covid-19 andInducedDemand;Key Players;GrowthDrivers;Issues Impactof Reefer Facilities Services; atAirports; Container Port Schemes andInitiatives;Reefer ContainerTrain Reefer Services; and Challenges;OutlookProjections (Till2025-26) SchemesandInitiatives; ImpactofCovid-19;Issues Government Issues andChallenges;OutlookProjections (Till2025-26) Operators; UpcomingProjects andPlannedCapacityAddition; Improve Rail ContainerTraffic ContainerTrain inLightofCOVID-19; Recent Developments/Initiatives;Initiativesto Handling Ports; Trends ConnectivitytoContainer Earnings; Port-rail inEarnings; Price: Rs80,000(USD1,888) www.indiainfrastructure.com TRANSPORTATION ,000 (USD 1,770) (USD ,000 Table of Contents Table India Infrastructure Research | 37 No. of slides: 394 Rs 75 Rs slides: 394 No. of Players; Focus on Indigenous Production; New Manufacturing Indigenous Production; on Players; Focus Players; Contract Landscape and Key Competitive Facilities; Innovations in Design in Supply of Coaches; Recent Trends Awards; Innovations; Open Other Trains; and Introduction of Driverless and Projections Outlook Tenders; Competitive Launch of i-ATS; Upgrades and Innovations; Recent Players; Contracts Awards; of Key Landscape; Profiles Outlook and Projections Developments; Open Tenders; Upgrades and Innovations in Fare Integration and Interoperability; Media and Developments; Trends Key and Open Tenders; Contract Awards Media; Outlook and Plans for Deployment of Advanced Fare Projections Contracts; Contractors; Recent Market Share of Key Techniques; in on Mechanised Construction; (Telematics Focus Best Practices Outlook Trends; Key Equipment, IoT Devices); Upcoming Tenders; and Projections Design; Recent and Innovations in Tunnel Players; Best Practices Developments; Outlook and Recent Contracts; Open Tenders; Opportunities Energy Consumption and Emerging Electrification Requirements; Expenditure; Energy Conservation Initiatives; New Innovations; Contracts; Open Tenders; Players; Recent Solar Energy Use; Key Outlook and Projections Contracts; New Innovations; Global Best Practices; Players; Recent Outlook and Projections Upcoming Tenders; Phase II; Project Phase I; Ahmedabad-Gandhinagar Metro Rail Bengaluru Phase I; Bengaluru Project Project Metro Rail Metro Rail Phase II; Bengaluru Phase 2A; Project etc. Metro Rail Project Chennai Metro Rail Project; Metro Rail Bhubaneswar-Cuttack Greater Noida - Jewar Project; Phase II; Coimbatore Metro Rail Aiport Metro Rail Gurgaon-Manesar-Bawal Project; Metro Rail Old Gurugram-NewProject; Gurugram Gurgaon- Project; Metro Rail Phase I; Project Guwahati Metro Rail Project; Metro Rail Faridabad Vijayawada Light Phases II, III & IV; Project Navi Mumbai Metro Rail Hyderabad Metro Rail Project; Gorakhpur Light Rail Project; Rail Metro - Phase II; Kochi Project Phase II; Jaipur Metro Rail Project Line 8; etc. Project Phase II; Mumbai Metro Rail Project Rail - System and Systems in Use; Growth; Technologies Market Size and - Growth; Specifications of Systems in Use; Level of Market Size and - Players; of Key Profiles Global Advances; Competitive Landscape; - Construction Methods and Cost; Prevalent Size and Growth; Per-km - Market Share of Key Size and Growth; Analysis of TBM Market; - and E&M Systems; Size and Growth; Specifications of Traction - Components of Station Design; Key Market Size and Growth; Key - Project Metro Rail Ahmedabad-Gandhinagar Project; Agra Metro Rail - Bengaluru Airport Metro Line Phase 2B (Airport Line); 12. SIGNALLING, TRAIN CONTROL AND TELECOMMUNICATIONS ...... 13. COLLECTION FARE AND TICKETING NEXT-GEN SYSTEMS ...... 14. NEAR-FIELD(NFC)-ENABLED DEVICESCOMMUNICATION ...... STRUCTURES 14. AND CONSTRUCTION: AT-GRADE ELEVATED ...... 15. CONSTRUCTION: METRO TUNNELS ...... 16. TRACTION AND E&M...... DESIGN AND DEVELOPMENT17. STATION ...... SECTION III: PROJECT PROFILES AND 18. UNDER OPERATIONAL CONSTRUCTION PROJECTS ...... 19. UPCOMING PROJECTS ...... The report is available in a PDF format. (February 2021) Guidelines on Rolling Stock Standardisation; Growing Role of Indian Stock Standardisation; Growing Role Guidelines on Rolling Estate and Commercial Development; First and Last-Mile leasing Connectivity; Solar Energy Use and Solar Rooftops; Train and Digital Solutions; Others and O&M Outsourcing; Technology Failure; Potential for Unbundled PPPs (Fare Collection, Installation & (Fare for Unbundled PPPs Potential Failure; Revenue Systems, O&M, Non-Fare Maintenance Contracts for Rail Streams); Risks and Challenges; Outlook and Opportunities of Multilateral Agencies; Value Capture Financing Framework; Cost Capture Financing Framework; of Multilateral Agencies; Value Sources of Revenue; Economics; Key Components and Project Streams; Innovative Funding Impact of Covid-19; New Revenue TOD Policy, Capture, Options (Land Value Deferred Capex, Bonds, etc.); Investment Outlook Investment; Key Open Tenders; Investment Projections; Big-ticket Investment Projections; Open Tenders; Investment; Key Opportunities Out For to Look Mode of Implementation; By Location; By Alignment; By Expected Mode of Implementation; By Location; By Alignment; of Investment; Key in Terms Upcoming Projects Completion; Top Upcoming Tenders with PPPs; Scope for Private Participation Scope for Private with PPPs; in O&M; Creation of Unified Metropolitan Transport Authorities; Industry Expectations Expected Amendments and Recommendations; Pricing Trends; Financials of Key Metro Rail Corporations; Fare Box Corporations; Fare Metro Rail Financials of Key Trends; Pricing Projections Ridership and Revenue Trends; & Non-fare Box Revenue Non-fare); Impact on Contracts; Impact on Project Viability; Impact on Project Non-fare); Impact on Contracts; Expected Impact on; Impact on Supply Chain; Industry Opinion; Capacity Addition, Capex plans and O&M Optimisation Developments; Role of ‘Make in India’ and Focus on Indigenisation; of ‘Make in India’ and Focus Developments; Role Emerging Growth in Budgetary Ridership Trends; Outlays; Risks Light of Covid-19; Investment Requirements; in Technologies Opportunities;and Challenges; Emerging Outlook Future

- Size and Growth; Nature of Fleet and Specifications; MoHUA’s - Oriented Development; Real on Integrated Mobility; Transit Focus - for Success Factors/Reasons Case Studies; Key Experience So Far; - Metrolite; MetroNeo - and Impact Emerging Business Models; Role Trends; Financing Key - Expected Network Addition; Market Opportunities for; Projected - By of Mass Transit; Overall Pipeline Analysis; By Status; By Forms - Benefits; Progress and Potential Salient Features Impact So Far; - in Ridership; in Network Addition; Trends Existing Network; Trends - and (Fare and Ridership; Impact on Revenues Impact on Operations - and Trends Growth; Growth Drivers; Key Network Size and

SECTION II: SEGMENT ANALYSIS: TRENDS, NEW DEVELOPMENTS, SECTION II: SEGMENT ANALYSIS: OPPORTUNITIES AND PROSPECTS 11. ROLLING STOCK ...... 10. NEW GROWTH AREAS AND EMERGING OPPORTUNITIES ...... 9. PPP EXPERIENCE AND POTENTIAL ...... 7. EMERGING MODES OF MASS RAIL-BASED TRANSIT ...... 8. INVESTMENT TRENDS AND NEW FUNDING SOURCES ...... 6. FUTURE AND OUTLOOK PROJECTIONS ...... 5. PROJECT PIPELINE: REALISTIC ASSESSMENT IN LIGHT OF COVID-195. PROJECT PIPELINE: REALISTIC ASSESSMENT 4. IMPACT OF METRO RAIL POLICY, 2017 4. OF IMPACT METRO RAIL POLICY, ...... 3. OPERATIONAL NETWORK, RIDERSHIP AND REVENUE ANALYSIS3. OPERATIONAL . . . . 2. IMPACT OF COVID-19 ON OPERATIONS, CONSTRUCTION AND CAPEX OF COVID-19 ON OPERATIONS, 2. IMPACT PLANS ...... SUMMARY SUMMARY AND INSIGHTS ...... AND ASSESSMENT COVID-19 IMPACT SECTION I: MARKET ANALYSIS, FUTURE OUTLOOK 1. MARKET SIZE AND RECENT TRENDS......

Sector Analysis, New Projects, Emerging Opportunities Emerging New Projects, Sector Analysis, Outlook and Market Urban RailUrban 2021 India In Market www.indiainfrastructure.com TRANSPORTATION Market Trends, New Opportunities, FutureMarket Trends, StrategiesandOutlook NewOpportunities, inIndia2021 Airports 38 | India Infrastructure Research |India Infrastructure 38 Table ofContents 0 NETETTED N XEINE. EXPERIENCE AND TRENDS INVESTMENT 10. . RCS UNDER PROGRESS AND LANDSCAPE POLICY 9. . . . 8. OPERATIONAL ANDFINANCIALPERFORMANCEOFKEYPLAYERS . . 7. PROGRESSANDPOTENTIALUNDERAIRPORTPRIVATISATION . . . . . TARGETSOUTLOOK FUTURE AND OPPORTUNITIES, NEW 6. . . PIPELINE PROJECT 5. . . PROJECTIONS 4. DEMANDASSESSMENT, CAPACITY FORECASTANDINVESTMENT ...... 3. IMPACT ONPROJECTS,REVENUESANDCAPEX OFCOVID-19 . CAPACITYANALYSIS AND TRAFFIC 2. . DEVELOPMENTS AND TRENDS INDUSTRY 1. CASTS ANDFUTUREPROJECTIONS SECTION I:CURRENTSCENARIO, NEWINITIATIVES, DEMANDFORE- . SUMMARY EXECUTIVE InvestmentTrends; Regulations andImpactonInvestor Interest; - ImpactofNCAP, Regime: Evolution andImpact; 2016;Regulatory - AuthorityofIndia;Private Operators’Performance Airports - Progress SoFar; BiddingExperience;ExpectedInvestments; - AcquisitionOpportunities; intheSector; Big-ticketOpportunities - Realistic Project Pipeline;AnalysisbyType; AnalysisbyStageof - Passenger Segment;CargoCapacityGaps&Incremental - ImpactonTraffic andRevenues; ImpactonContracts; - Traffic Trends inPast FiveYears; onTraffic ImpactofCOVID-19 - SectorSizeandGrowth;Key Trends; GrowthDrivers;Recent - Investors’ Perspective; EmergingSourcesofInvestment;Private on UDAN Policy ChangesandInitiativesDuringCovid-19;Update for Airports; AERA (Amendment)Bill,2019;NationalAirCargoPolicy; FDIPolicy Expectations; UpcomingOpportunities Potential Response andPlans;Key and Recommendations; Industry Future Keys IssuesandChallenges;UpcomingOpportunities; Global Investors;ImpactofCovid-19onValuations andReturns; Lender/Investor InterestinBrownfieldAssets;Potential Role of toLookOutFor Future Outlook;Big-ticketOpportunities Opportunities; TargetsInvestment Opportunities; underVision2040;Market Projects Awaiting Clearances/LandAcquisition/FinancialClosure Implementation; Top UpcomingProjects inTerms ofInvestment; Development; AnalysisbyLocation;Modeof MediumandLong-term) InvestmentProjections (Short, Airports; Capacity Requirements; CitiesinNeedforSecondandThird Plans; O&MOptimisationStrategies Impact onTechnology Deployment;CapacityAdditionandCapex Projects, NewBids,Projects andProjectstruction Viability; Ongoing/Under-con- Consolidation;ExpectedImpacton: Industry 2025-26 Recent CapacityAdditions;AdditionalRequirement by Volumes; Comparison;CapacityUtilisationTrends; Inter-Airport and Challenges;Future Targets; SectorOutlook Initiatives inLightofCovid-19;Risks Developments; Government (March 2021) The report isavailableinaPDFformat. The report . AIRPORTS CONSTRUCTION UPCOMING/UNDER 16. . OPERATIONAL/COMPLETEDKEY AIRPORTS 15. SECTION III:PROJECTPROFILES . OVERHAUL REPAIRAND MAINTENANCE, 14. . 13. EQUIPMENT: COMMUNICATION, NAVIGATION ANDSURVEILLANCE . DEVELOPMENT INFRASTRUCTURE CARGO 12. SECTION II:FOCUSONANCILLARY SEGMENTS . TECHNOLOGYDIGITALOF & SOLUTIONS ROLE 11. - , Uttar Pradesh; , Goa;NaviMumbai UttarPradesh; MopaAirport, JewarAirport, - (IGIA),Delhi;ChhatrapatiShivaji Airport IndiraGandhiInternational - Scenario; DemandforMRO;IndiaasaPotential Currently MRO - Recent Trends Infrastructure; Current andAdvancements;Key - ExistingCapacity;OperationalFacilities; NewCapacityAdditions; - Recent Trends andAdvancements;Potential Technology - Other Greenfield & RCS Airports Other Greenfield&RCS Tamil UttarPradesh; Airport, Nadu;Ayodhya Airport, Sriperumbudur Tamil Kerala; Parandur Airport, Nadu; , Gujarat; Pradesh; , Arunachal Holongi Airport, West Bengal; Maharashtra;KalyaniAirport, Purandar Airport, HimachalPradesh; MandiAirport, Puducherry; Karaikal Airport, Karnataka; ShimogaAirport, Karnataka; Pradesh; BijapurAirport, Madhya AndhraPradesh; DabraAirport, Airport, Dagadarthi Jharkhand; UttarPradesh; DeogharAirport, , Karnataka; Gujarat;HassanAirport, Pradesh; DholeraAirport, Andhra Maharashtra;BhogapuramAirport, Airport, International Assam Odisha;, , Bihar; Airport, Karnataka; Pradesh; /KalaburagiAirport, Andhra Airport, Maharashtra;Orvakal Maharashtra; ShirdiAirport, Kerala; SindhudurgAirport, Sikkim;KannurAirport, Airport, West Bengal;Pakyong IslamAirport, Kerala; KaziNazrul Airport, Hyderabad;CochinInternational Airport, Gandhi International (NSCIA),Kolkata; Rajiv Airport Subhash ChandraBoseInternational Tamil Airport, Nadu;Netaji ChennaiInternational Bengaluru; Airport, Mumbai;Kempegowda International (CSIA), Airport International Future Outlook Upcoming Projects andOpportunities; forMROinIndia;CompetitiveAdvantage; Support Hub; Government forEquipment Suppliers Growth Drivers;UpcomingOpportunities Key Investment PlansforProcurement ofANSInfrastructure; Suppliers; Procurement Targets forEquipmentatAirports; Future Outlook Investments; UpcomingProjects andOpportunities; Key TrendsInfrastructure; andRecent Developments;Planned Capacity AdditionPlans;Potential forTemperature-controlled Solution Providers forTechnology UpcomingOpportunities and at Key Airports; Solutions;Technology-focusedSafety andVideoSurveillance Plans Key Solutions:Experience&FutureDisruptions; Potential; New for Investors;Key RisksandProjected IRRs. Equity Trends; M&ADeals;Recent FinancialClosures;Opportunities No. ofslides:415 Price: Rs 110,000 (USD1,997) www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 110,000 (USD 1,997) Rs 110,000 Price: India Infrastructure Research | 39 Capacity Additions & Utilisation Levels (2015-16 toCapacity Additions & Utilisation 2019-20), Impact of Covid-19 on Performance of Commodities in 2020-21, & Upcoming Projects Strategies, & Revival Recovery Trend Projections Future Investments, Issues & Challenges, Handling Cost, Financial Tonne Output per Ship per Berth-Day, Per Performance Initiatives in Light of (2015-16 to 2019-20), Key Covid-19 in Light of Covid-19, Tariff Revisions Tariff Recent Tariffs/Charges, Guidelines for Major Ports, Issues & Recommendations Key Road-Port Upcoming Connectivity Projects, Connectivity Projects, and Investments, Impact of DFC on Rail-PortProjects Connectivity, Issues and Challenges Key on 106 New NWs, Update on Jal Marg Vikas, Indo-Bangladesh International Protocol, Agreements for Use of Waterways, Key Issues and Concerns, Key Traffic Ongoing & Upcoming Projects, & New (till 2025-26), Investment Requirements Projections Opportunity Segment Outlook Areas, GovernmentCommodity-wise Analysis, Coast-wise Analysis, Key Schemes and Initiatives, Industry Structure Players, Fleet and Key Ongoing & Key Emerging Trends, Size of Indian Shipping Industry, Issues (till 2025-26), Key Projections Traffic Upcoming Projects, Outlook and Concerns , Future Multi-modal Logistics Energy, Renewable Cities, LNG Terminals, Zones, Shipbuilding Facilities, Warehousing Trade Free Parks, Ship-Repair/Dry Docks Gujarat (erstwhile Kandla Port), Jawaharlal Nehru Port Trust, Port, Nadu,Kolkata West Maharashtra, Kamarajar Port, Tamil Bengal, Mumbai Port, Maharashtra, Mormugao Port, Goa,New Mangalore Port, Port, Karnataka, Paradip Odisha, etc. Gujarat, Dighi Port, Maharashtra, Gangavaram Port, Andhra Gopalpur Port,Pradesh, Odisha, Hazira port, JSW Jaigarh Gujarat, Port, Maharashtra, Kakinada Seaports, etc. Andhra Pradesh, - in to 2019-20), Trends (2015-16 in Commodity-wise Traffic Trends - Pre-Berthing Time, Average Time, Average Turnaround Average - Port Operating Costs, Existing Port Logistics Costs, Shipping - Mode of Evacuation of Cargo, Rail-Port in Current Trends - Developments, Update Recent Trends, Existing Infrastructure, Traffic - Port-wise Analysis, Major and Non-Major, Trends: Traffic - Cruise (Ro-ro), roll-off Roll-on, Shipping, Smart Industrial Port - Nadu,Cochin Port, Port, Kerala,Deendayal Chennai Port, Tamil - Angre Port, Maharashtra, Dahej Port, Gujarat, Dhamra Port, 14. CONTAINERS...... 15. FERTILISERS ...... the following: Chapters 10 to 14 will cover 16. & EFFICIENCY FINANCIAL INDICATORS PERFORMANCE ...... 17. TRENDS IN COSTS, CHARGES & TARIFFS...... NEW PROJECTS AND SECTION III: SEGMENT ANAYLSIS: OPPORTUNITIES 18. PORT CONNECTIVITY ...... 19. INLAND WATERWAYS ...... SHIPPING20. COASTAL ...... 21. EMERGING FOCUS AREAS ...... PORT PROFILES OPERATIONAL SECTION IV: 22. MAJOR PORT PROFILES...... Each profile provides information on current infrastructure, traffic & capacity analysis, ongoing & upcoming projects, etc. OF KEY PROJECTS DATABASE SECTION V: The database is a compilation of upcoming projects (ongoing and planned) in the location, sector with details on project name, segment/component, cost, capacity, status, mode of implementation, etc. current implementing agency, The report is available in a PDF format. Each profile provides information on current infrastructure, traffic & capacity analysis, vessel traffic, efficiency and financial performance, projects, etc. ongoing & upcoming 23. KEY NON-MAJOR PORT PROFILES ...... (February 2021) Future Technologies in the Post-Covid World in the Post-Covid Technologies Future Utilisation Analysis, Efficiency Trends, Policy Framework: Evolution Framework: Policy Trends, Utilisation Analysis, Efficiency Developments and Completion, Recent Awards and Gaps, Project Government(in the past 15 to 18 months), Initiatives in the Light of and Tar- 2030, Investment Requirements Covid-19, Maritime Vision Outlook Future Projections, Traffic Risks & Challenges, gets under NIP, Requirements, Capacity Addition Plans & Targets, Future Future Capacity Addition Plans & Targets, Requirements, Opportunities Issues and Challenges Stakeholders, Key for Key in Project Awards and Completion, Overall Impact of Covid, Balance and Completion, Overall Awards in Project Contracts, Recent & Funding, Requirements Investment for Award, Ticket Opportunities, Big Upcoming Tenders Targets, Future Covid-19 on Capacity Addition Plans in 2020-21, Upcoming Strategies & Revival Recovery Trend Contracts & Tenders, Projections (till 2025-26) , Mega/Big Ticket Projects under (till 2025-26) , Mega/Big Ticket Projects Projections Investment and Completion Targets, Construction, Award Project (Medium-termRequirements and Long-term), Market Opportunities, Sector Outlook Outlook, Post-Covid Policy Monthly Traffic in 2020-21, Recovery Trend & Revival Strategies & Revival in 2020-21, Recovery Trend Monthly Traffic and Non-Major, Analysis by Stage of Development, Analysis by and Non-Major, & State, Analysis by Ownership, Analysis by Coast, Region in terms Projects Upcoming of Investments, Top Completion Period, Closure, Big- Clearances/Land Acquisition/Financial Awaiting Projects Upcoming Contracts & Tenders ticket Opportunities to Look Out For, Sector Experience, Formats & Models, Key Completed Projects, Completed Projects, & Models, Key Sector Experience, Formats New and Emerging Funding Ongoing and Upcoming PPP Projects, Economics, OpportunitiesSources, Project Global Investors, for ForwardIssues and Concerns, The Way Projects Since April 2020, Impact on Project Delivery Since April 2020, Impact on Project Projects & Supply Overall Impact on Capacity Addition, Chain, Impact on Investments, Measures & RecoveryRelief Strategies

- Current Milestones, Investment Status & Key Features, Key - Trends Components, under Four Milestones, Progress & Key Targets - (2015-16 to 2019-20), Impact of Capacity Addition Trends - in 2020-21, Traffic Growth Drivers, Expected Capacity Addition - (2015-16 to 2019-20), Impact of Covid-19 on Growth Trends - Pipeline, Port-wise Assessment of Project Realistic Analysis: Major - Private Deals and Transactions, Sources, Recent Funding Key - Non-Major Ports, Major and by made Progress Impact on Traffic: Ease of Doing Business Initiatives, Digital Solutions & Initiatives, - Major and Non-Major Ports, Analysis: Existing Capacity and Traffic

6. FOCUS ON KEY UPCOMING GREENFIELD PORTS ...... 11. COAL ...... 12. IRON ORE ...... 13. POL...... 5. SAGARMALA PROGRAMME: PROGRESS AND OPPORTUNITIES ...... 10. CAPACITY 10. TRENDS CAPACITY AND EXPECTED ADDITIONS ...... 4. FUTURE OUTLOOK, PROJECTIONS AND MARKET OPPORTUNITIES 4. FUTURE OUTLOOK, (Medium and Long Term)...... SECTION II: OPERATIONAL AND FINANCIAL PERFORMANCE OF PORTS AND FINANCIAL PERFORMANCE SECTION II: OPERATIONAL INDICATORS AND KEY COMMODITY ANALYSIS TRAFFIC, CAPACITY, 9. TRAFFIC ANALYSIS ...... 3. PROJECT PIPELINE ANALYSIS: RE-ASSESSMENT OF OPPORTUNITIES 3. PROJECT PIPELINE ANALYSIS: IN LIGHT OF COVID-19 (Till 2025-26) ...... 7. PORT MODERNISATION & DIGITALISATION INITIATIVES 7. & PORT DIGITALISATION MODERNISATION ...... 8. INVESTMENT TRENDS AND PPP EXPERIENCE ...... This chapter covers detailed profiles of Astaranga, Azhikkal, Beypore, Bhavanapadu, Chudamani, Dahej, Devbhumi Dwarka, Kulpi, Machilipatnam, Nargol, Ponnani, Ramayapatnam,Kakinada, Rewas, Riverine Port on River Mahanadi, Subarnarekha, Vijaydurg, Vizhinjam and Yogayatan Tajpur, Tadadi, KEY TAKEAWAYS AND THE ROAD KEY AHEADTAKEAWAYS ...... AND ASSESSMENT, COVID-19 IMPACT SECTION I: SECTOR ANALYSIS, KEY PROJECTIONS 1. TRENDS, AND DEVELOPMENTS OUTLOOK ...... 2. IMPACT OF COVID-19 ON TRAFFIC, PROJECTS AND INVESTMENTS2. IMPACT . .

Trends, Developments, Opportunities Outlook Trends, and Future Ports 2021 in India www.indiainfrastructure.com TRANSPORTATION Sector Analysis, Impact of Covid-19, Market Opportunities andOutlook Sector Analysis,ImpactofCovid-19,MarketOpportunities inIndia2021 Railways 40 | India Infrastructure Research |India Infrastructure 40 Table ofContents 9. ZONE-WISE PERFORMANCEANALYSIS: TRAFFIC&EARNINGSTRENDS . EARNINGS AND PASSENGERTRAFFIC 8. COMMODITY-WISE7. ANALYSIS . . . EARNINGS AND TRAFFIC FREIGHT 6. . . 5. IR’SFINANCIALPERFORMANCEANDNEWFUNDINGSTRATEGIES . IMPACT ANDFUTUREOUTLOOK OFCOVID-19 SECTION II:OPERATIONAL ANDFINANCIALPERFORMANCE:TRENDS, . OPPORTUNITIES MARKET OUTLOOKAND FUTURE 4. . 2025-26) (Till COVID-19 OF LIGHT IN 3. PROJECTPIPELINEANALYSIS: RE-ASSESSMENTOFOPPORTUNITIES . . 2. IMPACT ONTRAFFIC,PROJECTSANDINVESTMENTS OFCOVID-19 . OUTLOOK DEVELOPMENTSAND TRENDS, 1. LOOK ANDPROJECTIONS SECTION I:SECTORANALYSIS, IMPACT COVID-19 ASSESSMENT, OUT- . TAKEAWAYSAHEAD KEY ROAD THE AND e rih ordr Identified,UpcomingContracts&Tenders. New FreightCorridors Future Benefits,Issues&Challenges, & Timelines,NewTechnologies &Solutions, Covid-19,Targets Financing Experience&Funding Options,Disruptions/Delaysdue to (This sectionwillcoverProjectScope&Features, Progress SoFar &Key Milestones, . SYSTEMS RAIL SUBURBAN NEW 15. . . SYSTEM TRANSIT RAPID REGIONAL 14. . . STATION13. DEVELOPMENT INFRASTRUCTURE . SYSTEMS RAIL SPEED HIGH 12. . DEDICATEDCORRIDORS 11. FREIGHT 19 IMPACT, REVISEDTIMELINESANDUPCOMINGOPPORTUNITIES SECTION III:FOCUSONMEGAPROJECTS:PROGRESSSOFAR, COVID- . INDICATORS EFFICIENCY KEY 10. ciency indicators;andnetworkexpansionplans. 21); earningtrends(2015-16to2019-20andmonthlytrafficin2020-21);keyeffi- *Each zonecoverstraffictrends(2015-16to2019-20andmonthlyin2020- ZonalOverview, Zone-wisePerformance* - Key Trends (2015-16to2019-20),ImpactofCovid-19onMonthly - Commodity-wiseTrends inFreight Traffic (2015-16to andEarnings - Key Trends (2015-16to2019-20),ImpactofCovid-19onMonthly - GrowthTrends (2015-16to2019-20),ImpactofCovid-19onIR’s - GrowthDrivers,ExpectedNetworkAdditionin2020-21,Passenger - Realistic AssessmentofProject Pipeline,AnalysisbySegment - ImpactonTraffic Progress madebyProjects andEarnings, Since - NetworkSizeandGrowth,Project Awards andCompletion, - EfficiencyIndicatorsforFreight Operations,Passenger KmPer - Segment OutlookandProjections Initiatives forImprovingPassenger Amenities,Revival Strategies, Analysis,Class-wiseTrafficand Earnings Analysis, andEarnings Traffic in2020-21,SuburbanandNon-SuburbanTraffic &Earnings 2020-21, Future Projections andOutlook ofCommoditiesin 2019-20), ImpactofCovid-19onPerformance Traffic, SegmentOutlookandProjections Traffic in2020-21,InitiativesforImprovingFreight &Earnings Funding/Revenue Sources,Potential forPPPs, IssuesandChallenges TrendRevenue Surplus,Recovery &Revival Strategies,New Revenue &Expenditurein2020-21,CostTrends, Revenue Trends, Scenario, Post-Covid SectorOutlook StrategiesandSolutionsforthePost-Covid Opportunities, Market andLong-term), Investment Requirements (Medium-term 2025-26), Mega/BigTicketProjects underConstruction, Traffic Projections (till2025-26),Freight Traffic Projections (till Upcoming ContractsandTenders Projects, Top ofInvestment, 50UpcomingProjects interms by State,AnalysisCompletionPeriod, AnalysisofUpcoming Development, AnalysisbyOwnership,Region, Analysis (Rolling Stock,Tracks, S&T, Bridges,etc.),AnalysisbyStageof Strategies,Post-CovidRelief Measures&Recovery Outlook Addition, ImpactonKey SectorSegments,ImpactonInvestments, April 2020,ImpactonSupplyChain,OverallCapacity andTargets,Opportunities Future Outlook Requirements andTargets underNIP,. RisksandChallenges,New Initiatives in theLightofCovid-19,Investment Impact, Government Emerging Trends, Key Announcements&Expected IRRestructuring: Key InitiativesinlightofCovid-19 Route Km,LineCapacityandUtilisation,StaffUtilisationIndicators, (December 2020) in therailwayssector. Eachprojectprovides informationon: A comprehensiveexcel-baseddatabaseofongoingandupcomingprojects DATABASE OFKEYPROJECTS 26. PROFILESOFKEYRAILWAY PSUS SECTION VII:KEYRAILWAY PSUS 25. DIGITALISATION ANDPOST-COVID-19 TECHNOLOGIES . TELECOMMUNICATIONAND SYSTEMS SIGNALLING 24. . . . 23. ENERGY REQUIREMENTSANDRENEWABLEENERGY POTENTIAL . SAFETY 22. STRATEGIES SECTION VI:NEWFOCUSAREAS:KEYINITIATIVES ANDFUTURE . TUNNELS RAIL 21. 20. BRIDGES 19. TRACKS:CURRENTNETWORKANDEXPANSION PLANS SECTION V: SEGMENTANALYSIS: CONSTRUCTION 18. MAKEININDIA 17. PRODUCTIONCAPACITY ANDEXPANSION PLANS 16. IR’SFLEETSIZEANDFUTUREPRODUCTIONPLANS SECTION IV: SEGMENTANALYSIS: FOCUSONROLLINGSTOCK The report isavailableinaPDFformat. The report - Scope, Project Cost, Current Status, Segment(Tracks, Scope,Project Cost,Current S&T, - Braithwaite&CompanyLimited,ContainerCorporation ofIndia - Practices &DigitalSolutionsDeployed,Key Current Initiativesinthe - andPractices ,Recent Initiativesand Infrastructure Current - Trends inEnergyConsumptionandExpenditure,Mission - SafetyScenario,ExpenditureTrends, Current Rashtriya Rail - SizeandGrowth,Techniques forTunnel Analysisof Construction, - GrowthinNumberofRail Bridges,ROBs/RUBs Sanctioned, - SizeandGrowth,NetworkExpansionTargets versusAchievements, - Initiatives&Developments,intheLightof Current - . . ExistingProduction Capacity, Production ofLHBCoaches,New - Trends in Production ofCoaches:GrowthinthePast FiveYears, - Expected CompletionDate Funding Sources(whereveravailable),ExpectedNetwork Addition, Implementation (PPPorEPC),Contractor/Developer, Consultant, . . . . . redevelopment, Rolling Stock,Electrification, etc.),Modeof Station Tunnels, Bridges,DFC,HSR, RRTS, Suburbanrail, Corporation Limited,IndianRailway FinanceCorporationLimited, Rail High SpeedRail CorporationofIndiaLimited,IndianPort CorporationofIndiaLimited, Limited, DedicatedFreight Corridor ,FuturePractices andLessonsLearnt PlansandInitiatives Light ofCovid-19,Technologies inthePost-Covid World, Best InvestmentPlansandRequirements Opportunities, Advancements, Post-Covid-19 Initiatives&Focus Areas, Market Developments, ExpenditureTrends, Technology Trends and Contracts &Tenders Key InitiativesandDevelopments,IssuesChallenges,Upcoming Renewable Capacity,KeyPlants, Current OngoingProjects, Other . . . &ExpansionPlans,NewCaptivePower Infrastructure Current Traction andNon-Traction Consumption,Transmission Network: Electrification: Progress &Revised Timelines,InitiativestoReduce and Investments Initiatives inlightofCovid-19,IssuesandChallenges,Future Plans Sanraksha Kosh, Key BudgetAnnouncements,Government and Challenges duetoCovid-19,Key Issues Upcoming Projects, Disruptions/Delays Projects, Key OngoingProjects, AnalysisofUpcomingProjects, Key Completed Projects, Key CompletedProjects, Analysisof Ongoing and Tenders due toCovid-19,Key IssuesandChallenges,UpcomingContracts Key CompletedProjects, Key OngoingProjects, Disruptions/Delays ROBs/RUBs underSetuBharatam,Technology andDesignTrends, 19, UpcomingTenders andContracts,NetworkExpansionPlans Projects, duetoCovid- Key OngoingProjects, Disruptions/Delays Track Electrification,Track Renewal andRepair, Key Completed Covid-19, Key Benefits&CostSavings,TheWay Forward Upcoming Production UnitsPlansandRevised Timelines Coaches andTrains, NewComponentsandInnovationsinDesign, Wagons, Production Plans&Targets (2020-21and2021-22) Net HoldingofDieselandElectricLocomotives,Addition Targets versusAchievements,Production duringtheCovidTimes, No. ofslides:569 Price: Rs 110,000 (USD1,997) www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 110,000 (USD 1,997) Rs 110,000 Price: India InfrastructureIndia Infrastructure Research Research | 41 | 41 Targets and Achievements; Project Award and Completion Scenario; Award and Achievements; Project Targets Upcoming Opportunities; Issues and Challenges Key Budgetary Investment and Capacity Addition Outlays; Proposed Forward; Overall Project Plans; PPP Experience and the Way Expressways, Bridges,Pipeline (State Roads, etc.); Elevated Roads, Issues and 15-20 States (Based on Upcoming Projects); Top Challenges; Market Opportunities Jammu and Kashmir;Himachal Pradesh; Jharkhand; Karnataka; Maharashtra; etc. Madhya Pradesh; Kerala; Network Limitedr;Road Limitedr; Dilip Buildcon Gammon Infrastructure etc. Limited; Projects Since April 2020; Overall Funding Snapshot; Trends in Budgetary Snapshot; Trends Funding Since April 2020; Overall Deals; Alternative and Recent Expenditure; Financing Trends Experience Financing Instruments; Monetisation via InvITs: Asset Investors; Risks and Mitigation of Foreign Role and Potential; Stance, ConcernsStrategies; Financier and Investor and Return Outlook Expectations; Investment Scenario; Historical and Expected Returns; Current Level Valuation of Stressed for Resolution of Stressed Assets; Measures/Initiatives Equity Deals; Analysis by Buyers and Project Recent Assets; Key SPVs; Immediate of Key of Global Investors; Credit Ratings Role Acquisition Opportunities Changes in the Model Concession Agreement; Bidding Recent Risks and Challenges; Environment; Upcoming Bundles under TOT; Opportunities Outlook for Long-termInvestors; Future Equipment Scenario; Key and Leasing Market; Pricing Developments; Equipment Finance; Demand Manufacturers; Recent Outlook Future (Medium and Long-Term); Projections in Use of New Materials; of Covid-19 on the Material Market; Trends Outlook; Market Projections Developments; Future Recent - Overview of NHIDCL’s Operations; NHIDCL’s Current- Portfolio; Operations; NHIDCL’s Overview of NHIDCL’s - Initiatives; Growth in Policy Network Size and Growth; Recent - Bihar; Andhra Pradesh; Chhattisgarh; Delhi; Gujarat; Haryana; - Afcons Infrastructure Limitedr; Ashoka Buildcon Limitedr; Bharat - on Financing Environment; Financial Closures Impact of Covid-19 - Acquisitions; Deal Analysis; in Asset Trends Impact of Covid-19; - Impact of Covid-19 on Asset Monetisation; The Experience So Far; - of Covid-19:; Rental Equipment Market Size and Growth; Impact - Supply Scenario; Impact Trends; Market Size and Growth; Pricing (This section will cover operations, financial performance, recent developments, pro- ject portfolio, of Covid-19 and future plans of each strategies being adopted in light company) The report is available in a PDF format. (This section will cover materials including cement, steel, bitumen, geosynthetics, fly (This section will cover materials including cement, steel, ash and plastic waste) THE STATE-LEVEL PROGRESS AND OPPORTUNITIES AT SECTION V: 16. PROGRESS IN THE NORTHEAST ...... 17. OPPORTUNITIES ROAD IN SEGMENTTHE STATE ...... 18. PROFILES OF KEY STATES ...... (This section will cover network size and growth, policy framework, recent develop- ments, and project portfolio of each state) SECTION VI: KEY PLAYERS 19. PROFILE OF KEY AND DEVELOPERS CONTRACTORS ...... SECTION III: FINANCING SCENARIO, ACQUISITION TRENDS AND NEW ACQUISITION TRENDS FINANCING SCENARIO, SECTION III: FUNDING STRATEGIES 11. FINANCIERS ERS PERSPECTIVE AND INVESTMENT TRENDS, ...... OUTLOOK 12. ASSET ACQUISITION OPPORTUNITIES ...... (TOT)13. OPPORTUNITIES UNDER TOLL-OPERATE-TRANSFER MODEL. . MARKET TRENDS AND EQUIPMENT AND MATERIALS: SECTION IV: DEMAND ASSESSMENT DURING COVID-19 14. EQUIPMENT MARKET TRENDS AND PROJECTIONS ...... 15. MATERIALS: MARKET TRENDS AND PROJECTIONS ...... (January2021)

Overall Performance: Project Awards and Completion; Emerging and Completion; Overall Performance: Awards Project Developments; Government Recent Initiatives in the Light of Trends; under NIP; Risks and Targets Covid-19; Investment Requirements Outlook Future and Challenges; New Opportunities and Targets; Delivery; Cost Overruns; Estimated Time & Outlook for Project Execution of COVID-19 on Infrastructure Companies and CAPEX; Strategies Players and Plans of Key under NHDP; Investment Completion; Balance for Award Big Ticket Targets; Contracts; Future Recent Requirements; Progress Opportunities HAM and EPC; Upcoming Tenders; under Programmes under Setu Bharatam and Char Dham Yatra Expressways, Analysis by Segment (NH, SH, State Roads, Term; Flyovers, etc.); Analysis by Stage of Development; Bridges, Tunnels, by Mode of Analysis by Ownership; Analysis by State; Analysis of Investment; in Terms Upcoming Projects Implementation; Top Closure; Clearances/Land Acquisition/Financial Awaiting Projects Big-ticket Opportunities of 50 Key Profiles to Look Out For; Upcoming Projects and Completion Targets; Award (till 2025); Project Projections Targets; Expected Mix of Implementation Models; Investment Investments at the State-level; Market Opportunities;Proposed Outlook; Other Emerging Opportunities;Policy Strategies and Sector Outlook Scenario; Post-Covid Solutions for the Post-Covid Bidding Scenario and Competitive Intensity; Developer/Investor Players and Their Portfolios; Key Upcoming Key Perspective; OpportunitiesProjects; at the State-level; Issues and Challenges; Outlook in Light of Covid-19 Future Industry Awards; Agreement; Planned and Actual Project Upcoming Projects; Key Expectations and Recommendations; Outlook in Light of Covid-19 Future Upcoming Pipeline; Key and Completion; Project Award Project Outlook Issues and Challenges; Future Projects; Deployment; New Initiatives in in FASTag Implementation; Trends Players and Their Portfolio;Light of Covid-19; Key Steps Towards Under Technology Maintenance; Progress Timely and Periodic Deployment; Opportunities Outlook for O&M Players; Future - Evolution and Gaps; Framework: Growth; Policy Network Size and - Since April 2020; Impact on Project made by Projects Progress - and Stance; Impact Impact on Investments; Investors’ Perspective - and Construction Awards in Project Current Status; Trends - Pipeline: Short Medium Term Assessment of Project Term, Long - Addition Plans and Expected Network Addition in 2020-21; Network - Issues; in Financial Closures and Key Trends The Experience So Far; - Model Concession of the Revised Features The Experience So Far; - Bidding Scenario and Competitive Intensity; The Experience So Far; - Current Scenario; Industry under ETC Experience; Progress

2. OF IMPACT COVID-19 ON PROJECTS ...... 3. OF IMPACT COVID-19 ON INVESTMENTS AND COMPANIES ...... 4. PROGRAMME PROGRESS & OPPORTUNITIES UNDER BHARATMALA . RE-ASSESSMENT OF OPPORTUNITIES 5. PROJECT PIPELINE ANALYSIS: IN LIGHT OF COVID-19 (Till 2025) ...... 6. AND UPCOMING OPPORTUNITIES (Medium and MARKET OUTLOOK Long Term) ...... MAINTE- SECTION II: FOCUS ON PROJECT EXECUTION, OPERATIONS, NANCE AND TOLLING MODELS 7. EXPERIENCE, CHALLENGES AND OPPORTUNITIES UNDER HAM. . . . . 8. AND REVIVAL POTENTIAL STRATEGIES FOR BOT ...... 9. FORWARD THE FOR CONTRACTING WAY EPCMARKET: ...... 10. MAINTENANCE OPERATIONS, AND TOLLING ...... SUMMARY SUMMARY AND KEY INSIGHTS...... NEW ASSESSMENT, COVID-19 IMPACT SECTION I: MARKET ANALYSIS, OUTLOOK OPPORTUNITIES AND FUTURE 1. SECTOR TRENDS, AND DEVELOPMENTS OUTLOOK......

www.indiainfrastructure.com www.indiainfrastructure.com

Sector Analysis, Impact of Covid-19 on Project Pipeline, Investments and Capacity Addition and Capacity Investments Pipeline, Covid-19 on Project Impact of Sector Analysis, Road 2021 India in Development Storage Infrastructure in India 2020 (May 2020) Price: Rs 75,000 (USD 1,770) Market Insights, Trends, Opportunities and Outlook

Table of Contents

EXECUTIVE SUMMARY ...... - Government Schemes/Initiatives - Key Trends and Developments SECTION I: CAPACITY GROWTH, EMERGING TRENDS AND KEY - Market Structure and Key Players PROJECTIONS - Key Issues and Challenges - Outlook and Projections 1. SEGMENT OVERVIEW ...... - Market Size and Growth 8. SILO STORAGE ...... - Industry Structure - Size and Growth - Policy and Regulatory Framework - Government Schemes/Initiatives - Recent Trends and Developments - Key Trends and Developments

TRANSPORTATION - Major Warehousing Hubs - Construction of Steel Silos - Upcoming Projects and Investments - Key Issues and Challenges - Issues and Challenges - Outlook and Projections - Outlook and Projections (2024-25) 9. LIQUID STORAGE: CRUDE OIL AND PETROLEUM ...... 2. NEW INITIATIVES AND CAPACITY ADDITION PLANS ...... - Size and Growth - Key Budget 2020 Announcements - Key Trends and Developments - Viability Gap Funding for Warehouse Development - Key Growth Drivers - Warehouse Infrastructure Fund - Key Issues and Challenges - National Cold Storage Grid by the Railways - Outlook and Projections - National Warehousing Grid - Kisan Rail through PPPs - Refrigerated Coaches in Express and 10. GAS STORAGE: DOMESTIC GAS AND LNG ...... Freight Trains - Size and Growth - Mapping & Geo-Tagging of Storage Facilities by NABARD - Key Trends and Developments (Warehouses & Cold Storages) - Key Growth Drivers - Advanced Storage Solutions - Key Issues and Challenges - Village Storage Scheme - Outlook and Projections

3. MARKET OUTLOOK AND PROJECTIONS (Till 2025-26) ...... SECTION III: WAREHOUSING/STORAGE MODELS - Policy and Regulatory Outlook - Investment Projections 11. CONTAINER FREIGHT STATIONS (CFSS)/ INLAND CONTAINER - Warehousing and Storage Projections DEPOTS (ICDS) ...... - Key Upcoming Projects - Size and Growth - Big-ticket Opportunities to Look Out For: 2020 and Beyond - Key Trends and Developments - Impact of Direct Port Delivery on CFSs/ICDs 4. INVESTMENT SCENARIO ...... - Market Structure and Key Players - Trends in Investment - Growth Drivers - Key Recent Deals and Transactions: Private Equity, Mergers and - Upcoming Projects Acquisitions, IPOs - Key Issues and Challenges - Key Successful Exits - Outlook and Projections - Upcoming Opportunities for Investors - Risks and Returns 12. LOGISTICS PARKS/MULTI-MODAL LOGISTICS PARKS ...... - Investment Outlook - Size and Growth, Key Trends and Developments, Market Structure and Key Players, Growth Drivers, Upcoming Projects and SECTION II: STORAGE INFRASTRUCTURE: SEGMENT ANALYSIS, OPPOR- Investments, Key Issues and Challenges, Segment Outlook TUNITIES AND PROJECTIONS 13. FREE TRADE WAREHOUSING ZONES ...... 5. AGRICULTURAL WAREHOUSING ...... - Size and Growth, Key Trends and Developments, Market Structure - Size and Growth and Key Players, Growth Drivers, Upcoming Projects and - Government Schemes/Initiatives Investments, Key Issues and Challenges, Segment Outlook - Key Trends and Developments - Private Entrepreneurs Guarantee (PEG) Scheme SECTION IV: KEY CUSTOMERS: EVOLVING STORAGE NEEDS AND - Market Structure and Key Players REQUIREMENTS - Growth Drivers - Key Issues and Challenges 14. MAJOR CONSUMER SEGMENTS ...... - Outlook and Projections - Grain Storage, Food Processing, Pharmaceutical, Automobiles, Electronics, Chemicals, Textiles, Engineering goods, Brick and 6. INDUSTRIAL WAREHOUSING ...... mortar retail, FMCGs - Size and Growth, Key Trends and Developments, Market Structure and Key Players, Smart Warehouses, Growth Drivers, Key Issues 15. FOCUS ON E-COMMERCE & THIRD PARTY LOGISTICS ...... and Challenges, Outlook and Projections - Size and Growth, Key Players, Key Trends and Developments, Growth Drivers, Warehousing Needs and Requirements, Key Issues 7. COLD STORAGES, COLD CHAIN AND REEFER CONTAINERS ...... and Challenges, Outlook and Projections - Size and Growth: Pack Houses/Integrated Pack Houses, Reefer Vans, Bulk Coolers, Individually Quick Frozen Units, Chilling/Freezing Infrastructure The report is available in a PDF format

42 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table rice: Rs 60,000 (USD 1,416) (USD Rs 60,000 rice: India Infrastructure Research | 43 No. of slides: 316 P slides: 316 No. of EPC Contractors Dredger Manufacturers Providers Technology Equipment Suppliers Etc. Experience So Far Potential Future z z z z z z z -Regulatory Fiscal and Issues Policy, - Contractual Issues - Inadequate Survey and Investigation - Environmental Concerns - Financing Issues - Facilities Building and Repair Absence of Dredger - Manpower Issues - Current Size - Import Dredgers of - Market Trends - Advancements and New innovations - Indigenous Manufacturing - of Equipment Type - Suppliers Key - in Equipment Usage Trends - Advancements and Developments in Technology - Segment outlook - Experience So Far - Completed Projects Key - Ongoing Projects Key - Outlook Future - Company Overview - Fleet Size - Portfolio Project (Completed and Ongoing Projects) - Upcoming Projects - Financial Performance - Plans Future - Segment Outlook A comprehensive database of key dredging projects with information location, contract value, type of on quantity dredged, contractor, dredged deployed, etc. The database would include projects being undertaken at the major ports, non-major ports, national waterways, oil and gas fields, rivers, beaches, etc. It would also cover the ongoing and upcoming projects under the central government programmes. 8. RISKS AND CHALLENGES ...... (This chapter includes views/perspective of key dredging companies and technolo- (This chapter includes views/perspective of key dredging companies affecting the implementa- gy/equipment providers on the key issues and challenges tion of dredging projects) 9. DREDGER MARKET ...... 10. OTHER EQUIPMENT REQUIREMENTS ...... 11. EMERGING AREAS OF GROWTH...... 12. PROFILES OF MAJOR PLAYERS ...... OF DREDGING PROJECTS DATABASE is available in a PDF format. The report (October 2018) 2018) (October At the Central Level By Port Authorities By IWAI Major Ports Non-major Ports National Waterways Non-major Ports National Waterways Major Ports z z z z z z z z z

- Stakeholders Key For - Schemes/Programmes Under Key - Scope Project - Investment Requirement - So Far Progress - Projects Completed Key - Ongoing Projects Key - Announced/Planned Projects - and Timelines Targets - Experience So Far - Viability Impacting Project Factors - Cost Components Key - Sources Funding - Options New Funding - (till 2024-25) Investment Projections - Completed Projects Key - Ongoing Projects Key - Outlook Future - Size and Growth - Completed Projects Key - Ongoing Projects Key - Outlook Future - Size and Growth - Framework Policy - New Dredging Guidelines - Impact of GST - Regulatory Developments - Disinvestment in DCI - of Contract Type - Current Contracting Practices - Global Best Practices - and Growth Size - Trends Key - Developments Recent - Major Players - Growth Drivers - Issues and Challenges - Outlook Future

7. MARKET OPPORTUNITIES (TILL 2024-25) ...... 6. KEY GOVERNMENT PROGRAMMES ...... This chapter will highlight the current status and upcoming opportunities under Sagarmala, Jal Marg Vikas and National Mission for Clean Ganga. Each programme covers the following information: 5. DREDGING COST ECONOMICS ...... 4. SEGMENT FOCUS DREDGING- CAPITAL ...... 3. SEGMENT FOCUS - MAINTENANCE DREDGING ...... 2. POLICY FRAMEWORK AND CONTRACTING PRACTICES ...... 1. DREDGING MARKET OVERVIEW......

Market Analysis, New OpportunitiesMarket Analysis, and Outlook Dredging in India 2018 in India Dredging www.indiainfrastructure.com Clean Bus Market in India: Hybrid, Electric, Gas-Based Price: Rs 50,000 (USD 1,180) Segment Overview, Outlook and Market Opportunities (May 2018) No. of Slides: 135 Table of Contents

1. EXECUTIVE SUMMARY ...... SECTION II: SEGMENT FOCUS

SECTION I: MARKET OVERVIEW AND OUTLOOK 6. HYBRID BUS MARKET ......

- Types of Hybrid Buses

2. OVERVIEW ...... - Operational Fleet

- Growth in India’s Bus Market - Experience So Far

- Current Share of Clean Buses - Procurement Models and Incentives TRANSPORTATION - Recent Trends - Technology Options

- National Electric Mobility Mission and FAME Scheme - Cost Benefit Analysis

- Key Regulations and Incentives - Key Issues and Challenges

- Investment Needs and Requirements - Demand Projections and Market Opportunities

- Issues and Challenges

- Future Outlook 7. ELECTRIC BUS MARKET (BATTERY OPERATED) ...... - Experience So Far

3. GROWTH DRIVERS ...... - Lesson from China

- Key Trends - Operational Fleet

- Focus on Emission Control - Procurement Models and Incentives

- Strengthening of Public Transport - Recent Orders and Investments Made So Far

- Government’s Subsidy Scheme - FAME Phase I Bidding-Key Takeaway

- Rising Oil Imports - Cost Benefit Analysis

- Smart Cities Mission - Battery Technology Option - Potential of Battery Swapping

4. OUTLOOK AND MARKET OPPORTUNITIES ...... - Charging Infrastructure and Technologies

- Procurement Plans of Transport Undertakings - Impact of Charging on Grid

- Key Upcoming Bids and Tenders - Issues and Challenges in E-bus Adoption

- Future Demand Projections - Demand Projections and Market Opportunities

- Market Opportunities

z Bus Manufacturers 8. GAS-BASED BUS MARKET (CNG, LNG, BIOGAS) ......

z Battery Manufacturers - Current Size and Growth

z Other Component Suppliers - Operational Performance: Costs and ROI - Experience So Far

5. COMPETITIVE LANDSCAPE ...... - Recent Contract and Tenders

- Key Players (Indian and Global) - Initiatives So Far - Potential for LNG and Biogas Buses z Company Profile - Issues and Challenges z Operational Fleet of Clean Buses - Demand Projections and Market Opportunities z Future Plans

z Key Milestones

z Recent Collaborations/JV/Technology Partner The report is available in a PDF format. - Current Market Shares

44 | India Infrastructure Research www.indiainfrastructure.com CONSTRUCTION & MINING Table of Contents Table Price: Rs 100,000 (USD 1,815) (USD Rs 100,000 Price: India Infrastructure Research | 45 Addition and Brownfield); Construction (Greenfield Opportunities in Construction Post-Covid 2021-22; Issues and Challenges; Outlook Construction; Fastrack Players; New Initiatives to Expected Addition (Metro Rail,Investments and Capacity Light Rail, Monoral, ConstructionBRTSl); Opportunities in 2021-22; Issues and ConstructionChallenges; Post-Covid Outlook Construction; Project Fastrack Players; New Initiatives to Recent and Capacity and Completions; Expected Investments Awards Addition; Construction Opportunities in 2021-22; Issues and ConstructionChallenges; Post-Covid Outlook Construction;Players; New Initiatives to Fastrack Expected Investments and Capacity Addition; Construction Opportunities in Construction2021-22; Issues and Challenges; Post-Covid Outlook Construction;Players; New Initiatives to Fastrack Expected Investments and Capacity Addition; Construction Opportunities in Construction2021-22; Issues and Challenges; Post-Covid Outlook Construction;Players; New Initiatives to Fastrack Expected Investments and Capacity Addition; Construction Opportunities in Construction2021-22; Issues and Challenges; Post-Covid Outlook Construction;Players; New Initiatives to Fastrack Expected Investments and Capacity Addition; Construction Opportunities in Construction2021-22; Issues and Challenges; Post-Covid Outlook Construction;Players; New Initiatives to Fastrack Expected Investments and Capacity Addition; Opportunities under Affordable Housing; Construction Opportunities in 2021-22; Issues and ConstructionChallenges; Post-Covid Outlook and Leasing Market; Major Rental Equipment Requirements; and Innovations; Growth Drivers; Demand Players; New Products Beyond 2021-22 for 2021-22; Demand Forecasts Forecasts Capacity Projected Trends; Existing Capacity and Utilisation; Pricing Growth Drivers; Addition; Emerging and New Requirements; Demand Forecasts (2021-22 and Long Term); Supply Forecasts (2021-22 and Long Term) - Major Overall Construction Sector Snapshot; Trends; Key Progress; - Major Overall Construction Sector Snapshot; Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - and Sales; Emerging Production Market Size and Trends; - Demand-Supply Scenario; Trends; Market Size and Production 9. URBAN TRANSPORT ...... 10. PORTS...... 11. POWER ...... AND 12. WASTEWATER ...... 13. IRRIGATION ...... 14. TUNNELS ...... 15. HOUSING...... TRENDS AND MARKET: SECTION III: EQUIPMENT AND MATERIAL DEMAND PROJECTIONS (2021-22 to 2025-26) 16. EQUIPMENT ...... STEEL, BITUMEN AND OTHERS*CEMENT, 17. MATERIALS: ...... *Other Materials will include geosynthetics, aggregates, fly ash, coir geotextiles, and plastic waste will be available in a PDF format. The report (May 2021)(May ToC) (Draft Players; New Initiatives to Fastrack Construction; Project Players; New Initiatives to Fastrack Recent and Completions; Expected Investments and Capacity Awards Players; New Initiatives to Fastrack Construction; Project Players; New Initiatives to Fastrack Recent and Completions; Expected Investments and Capacity Awards Addition (New Lines, Construction, etc.); Stations, Doubling, Track Corridors and Opportunities; on DFCs: Future Focus Construction Opportunities in 2021-22; Issues and Challenges; Post-Covid Construction Outlook Players; New Initiatives to Fastrack Construction; Project Players; New Initiatives to Fastrack Recent and Completions; Expected Investments and Capacity Awards Addition (Highway Widening, Bridges, Flyovers, State Roads, and Expressways); ConstructionElevated Roads Opportunities in Construction2021-22; Issues and Challenges; Post-Covid Outlook Requirements; CurrentRequirements; Stance of Investors and Lenders; Stressed Assets and M&A Opportunities; Financing Needs and Risks and Challenges Key Requirements; Equipment Demand Projections; Material Demand Projections; Material Demand Projections; Equipment Demand Projections; Market Opportunities Covid-Outlook Post For; Term, Long Term; Analysis by Sector; Analysis by Stage of Long Term; Term, Analysis Region; Development; Analysis by Ownership; Analysis by of Construction in Terms Upcoming Projects by Investment; Top Opportunity in Clearances/Land Awaiting Projects 2021-22; Acquisition/Financial Closure (Short Term and Medium Term). Raw Material and Equipment Raw (Short and Medium Term). Term Input Costs, Labour Supply Availability, Financial Performance, Dispute and Renegotiations Contract Resolution Trends; Evolving Contracting Practices; New Construction Evolving Contracting Practices; Practices Trends; Government Policy Key Recent Initiatives and and Techniques; Announcements for the ConstructionChanges; Union Budget 2021 Industry; Infrastructure under National Investment Requirements Outlook and OpportunitiesPipeline; Issues and Challenges; (till 2025-26)

- Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Major Sector Snapshot; Overall Construction Trends; Key Progress; - Capital Sources; Working Financing Scenario; Emerging Funding - Upcoming Construction Growth Drivers; Sector-wise Opportunities; - Pipeline: Short (2021-22), Medium Assessment of Project Term - of Construction, Pace Overruns Expected Time Impact on Projects: - Plans, Stressed Assets, Impact on Contractors: Order Books, Capex - Demand from Infrastructure Size and Growth; and Housing; Recent

8. AIRPORTS ...... 7. RAILWAYS ...... 7. RAILWAYS 6. ROADS ...... SECTION II: CONSTRUCTION DEMAND FROM KEY SECTORS - OPPOR- TUNITIES AND KEY PROJECTIONS 5. FINANCING NEEDS AND CHALLENGES ...... 4. FUTURE OUTLOOK AND MARKET OPPORTUNITIES (2021-22 and 4. FUTURE OUTLOOK Beyond) ...... 3. PROJECT PIPELINE ANALYSIS...... 2. IMPACT 2. OF IMPACT COVID-19 ON PROJECTS AND CONTRACTORS ...... 1. MARKET OVERVIEW ...... SECTION I: TRENDS, IMPACT OF COVID-19, AND PROJECT PIPELINE SECTION I: TRENDS, IMPACT UPCOMING OPPORTUNITIES EXECUTIVE SUMMARY......

Opportunities, Outlook and Post-Covid Projections Construction in India 2021-22 India in Construction www.indiainfrastructure.com Mining in India 2021 (March 2021) Price: Rs 75,000 (USD 1,362 New Developments, Emerging Trends, Outlook and Projections Table of Contents

EXECUTIVE SUMMARY SECTION II: ANALYSIS OF KEY MINERALS, MARKETPLACE AND FUTURE OUTLOOK SECTION I: TRENDS AND DEVELOPMENTS, IMPACT OF COVID-19 AND FUTURE OUTLOOK 9. COAL - Coal Reserves, Domestic Production, Coal Imports and Sourcing 1. SECTOR OVERVIEW AND KEY TRENDS Countries, Pricing Trends, Recent Policy Changes and - Size and Growth: Mineral Reserves; Mineral Production; Mining Developments, Upcoming Projects and their Status, Demand Gross Value Added (GVA); Mineral Trade Deficit; Export/Import Projections (till 2025-26), Supply Projections (till 2025-26) Trends; FDI in Mining - Recent Developments 10. IRON ORE - Mining Techniques and Practices - Reserves, Production, Exports and Imports, Price Trends: Recent - Technology Trends Updates, Recent Developments, Key Players, Investment Plans, - Private Sector and MDO Experience Upcoming Projects and their Status, Blocks on Auction, Outlook and - Issues and Challenges Projections (till 2025-26) - Future Outlook 11. LIGNITE 2. IMPACT OF COVID-19 ON THE MINING SECTOR - Reserves, Production, Exports and Imports, Price Trends, Recent - Impact on: Production of Coal and Coal Offtake; Production of Non- Developments, Key Players, Upcoming Projects: Status and coal Minerals; Mineral Demand; Pricing; Exports and Imports; Investments, Outlook and Projections (till 2025-26) Performance of Mining Companies

CONSTRUCTION & MINING - Time Overruns in Mine Projects 12. LIMESTONE - Impact on Contracting Market - Reserves, Production, Exports and Imports, Price Trends, Recent - Impact on Supply chain Developments, Key Players, Investment Plans, Upcoming Projects - New Investment Avenues being Explored and their Status, Blocks on Auction, Outlook and Projections (till - Mitigation Strategies 2025-26)

3. PROPOSED REFORMS UNDER MMDR AMENDMENT ACT AND ITS 13. BAUXITE IMPACT - Reserves, Production, Exports and Imports, Price Trends, Recent - Proposed Amendments: Enhancing Private Participation; Defining Developments, Key Players, Upcoming Projects and their Status, Illegal Mining; Removing Distinction between Captive and Mineral Outlook and Projections (till 2025-26) Non-captive Mines; Moving Towards Auction Regime; Developing a National Mineral Index; Etc. 14. COPPER - Expected Impact on the Industry: Production; Exploration; Private - Reserves, Production, Exports and Imports, Price Trends, Recent Investments and FDI Developments, Key Players, Investment Plans, Upcoming Projects - Impact on Coal Mining and their Status, Outlook and Projections (till 2025-26) - Impact on Other Minerals - Industry Recommendations 15. LEAD AND ZINC ...... - Reserves, Production, Exports and Imports, Price Trends, Recent 4. EXPLORATION TRENDS AND TARGETS Developments, Key Players, Investment Plans, Upcoming Projects - Current Exploration Area and Spending, Recent Initiatives, Capex and their Status, Outlook and Projections (till 2025-26) Plans of Mining Companies, Participation from Foreign Players, Future of Underground Mining, Issues and Challenges, Future 16. OTHER KEY MINERALS (BATTERY MINERALS, REAR EARTH Exploration Targets MINERALS, MAGNESITE, DOLOMITE, QUARTZ, SILICA SAND, KAOLIN, ETC.) ...... 5. FUTURE OUTLOOK AND KEY PROJECTIONS (2025-26) - Reserves, Production, Exports and Imports, Price Trends, Key - Demand Projections of Key Minerals, Supply Projections of Key Mining Companies, Outlook Minerals, Growth Drivers, Policy Outlook, Prospects of Digitalisation in Mining, Proposed Investments, Upcoming Blocks for Auction SECTION III: LEADING PLAYERS

6. PROJECT PIPELINE AND MARKET OPPORTUNITIES 17. PROFILES OF KEY MINING COMPANIES ...... - Overall Pipeline - Coal India Limited - Top Upcoming Projects - Singareni Collieries Company Limited - Pipeline Analysis: By Mineral; Stage; State; Ownership - Gujarat Mineral Development Corporation Limited - Market Opportunities for: Mine Developers and Contractors; - NLC India Limited Equipment Providers; Mine Design Consultants; Technology - National Aluminium Company Limited Providers - Hindalco industries Limited - KIOCL Limited 7. COMMERCIAL COAL MINING: EXPERIENCE AND OUTLOOK - NMDC Limited - Auctions conducted so far, Bidding Response and Experience, - Vedanta Limited Auction Plan for 2021-22, Impact on Coal Mining PSUs, Issues and - Steel Authority of India Limited Challenges, Future Outlook - Tata Steel Limited - Hindustan Copper Limited 8. UPDATE ON MINERAL AUCTIONS - Hindustan Zinc Limited - Summary of Auctions so Far: Year-wise and State-wise Analysis (Each mining player will cover operational performance, financial performance, pro- (Last Five Years); Mineral-wise Analysis; Type of Licenses; Statutory ject portfolio, and future plans and strategies) Payments (Royalty, DMF and NMET) - Key Issues and Challenges The report is available in a PDF format. - Upcoming Auctions

46 | India Infrastructure Research www.indiainfrastructure.com CONSTRUCTION & MINING Table of Contents Table Price: Rs 80,000 (USD 1,452) Rs 80,000 Price: India Infrastructure Research | 47 Completed Projects, Key Ongoing Projects, Select Case Studies, Ongoing Projects, Key Completed Projects, Upcoming/Planned Projects Tenders/Contracts, Major Players, Recent Select Case Studies, Ongoing Projects, Key Completed Projects, Upcoming/Planned Projects Tenders/Contracts, Major Players, Recent Select Case Studies, Ongoing Projects, Key Completed Projects, Upcoming/Planned Projects Tenders/Contracts, Major Players, Recent and (Completed Projects Advancements, Costs Analysis, Key Ongoing), Issues and Challenges, Segment Outlook and (Completed Projects Advancements, Costs Analysis, Key Ongoing), Issues and Challenges, Segment Outlook (Completed and Ongoing), Issues and Projects Advancements, Key Challenges, Segment Outlook (Completed and Ongoing), Issues and Projects Advancements, Key Challenges, Segment Outlook Innovations Market, Impact of Covid-19 on Supply & Availability, and and Advancements, Major Players/Suppliers, Issues & Projections Requirements Challenges, Future fire fighting, traffic management, etc.), New and Emerging & Advancements, Safety & Automation Trends Requirements, Solutions, Noteworthy Future Initiatives & Best Practices, Challenges & Lessons in Light of Covid-19, Key Technologies Learnt, Segment Outlook Innovations (Fibre & rock reinforcement, admixtures, etc.), Recent geosynthetics, etc.), Noteworthy Issues Initiatives & Best Practices, & Challenges, Segment Outlook Gammon Infrastructure Limited, Hindustan Construction Projects InternationalCompany Limited, IRCON Limited, ITD Cementation, J Infraprojects Limited, L&T Construction,Kumar Navayuga Engineering Engineering Company Limited, NCC Limited, Patel Limited, SEW Infrastructure Limited - and Advancements, Key Trends Size and Growth, Technology - and Advancements, Key Trends Size and Growth, Technology - and Advancements, Key Trends Size and Growth, Technology - & New Market Size and Growth, Current Deployment, TBM Types - and Market Size and Growth, Current Deployment, Trends - and Market Size and Growth, Current Deployment, Trends - and Market Size and Growth, Current Deployment, Trends - and Leasing of Equipment, Rental Market Size and Growth, Types - lighting, tunnel ventilation, of MEP Systems (power supply, Types - of Materials Used (steel, cement, anchors, explosives, Types - Abir Infrastructure Limited, Afcons Infrastructure Private Limited, (This section will cover operations, financial performance (wherever available), recent developments, project portfolio, adopted in light of Covid-19 and strategies being future plans of each company) OF KEY PROJECTS DATABASE SECTION V: The database is a compilation of upcoming projects (ongoing and planned) in the segment with details on project name, sector/segment, length, location, cost, imple- current status, mode of implementation, etc. menting agency, is available in a PDF format. The report 9. HYDRO TUNNELS ...... AND SEWERAGE TUNNELS SUPPLY WATER 10. IRRIGATION, ...... 11. UNDERGROUND CAVERNS ...... MATERIALS EQUIPMENT AND SECTION III: FOCUS ON TECHNOLOGY, 12. TBM TECHNOLOGY ...... 13. DRILL AND BLAST METHOD ...... 14. NEW AUSTRIAN TUNNELING METHOD ...... AND HORIZONTAL MICRO-TUNNELLING 15. TRENCHLESS TECHNOLOGY: DIRECTIONAL DRILLING ...... 16. EQUIPMENT MARKET TRENDS & FUTURE PROJECTIONS ...... 17. FOCUS ON MEP SYSTEMS & SMART TUNNELS ...... 18. NEW CONSTRUCTION MATERIALS ...... KEY PLAYERS SECTION IV: 19. PROFILES OF KEY PLAYERS ...... (March 2021) (March

Completed Projects, Key Ongoing Projects, Select Case Studies, Ongoing Projects, Key Completed Projects, Upcoming/Planned Projects Tenders/Contracts, Major Players, Recent Select Case Studies, Ongoing Projects, Key Completed Projects, Upcoming/Planned Projects Tenders/Contracts, Major Players, Recent Select Case Studies, Ongoing Projects, Key pleted Projects, Major Upcoming/Planned Projects Tenders/Contracts, Players, Recent (Equipment and Materials) related Issues; Manpower Issues; Safety Issues; Survey Time and Cost and Investigation Issues; Average Overruns Equipment Suppliers; Construction Consultants Material Suppliers; Long Term & Irrigation, Caverns) Wastewater, Recent Developments (in the past 15 months), Technology Trends Trends Developments (in the past 15 months), Technology Recent Equipment & Innovations, Investment and Advancements, New Segment (till 2025-26), Risks and Challenges, Requirements Outlook Facing Projects Awarded; Construction Projects Resumed Work; that Delays; Project Funding Facing Supply Chain Issues; Projects Bid Postponements; to Construction Award; have Progressed Post and Contract Majeure Invocation of Force Under Bidding Projects; Renegotiation and Delivery; Costs, Payments Planned Capex & Books; Project Plans Future - and Advancements, Key Trends Size and Growth, Technology - and Advancements, Key Trends Size and Growth, Technology - Com- and Advancements, Key Trends Size and Growth, Technology - Learnings and Key Best Practices - Experience So Far - Current and Standards Contracting Practices - and Methods Construction Techniques - Design & Engineering Practices - Procurement Risks and Challenges: Contractual Challenges; - Segment Outlook Post-Covid - Growth Drivers - under Construction Mega/Big Ticket Projects - and Completion Targets Award Project - (Medium-term Investment Requirements and Long-term) - Providers; Market Opportunities: EPC Contractors; Technology - Analysis by Stage of Development - Metro, Water Railways, Roads, Analysis by Segment (Hydropower, - & State Analysis by Region - Analysis by Completion Period - in terms Upcoming Projects of Investments Top - Closure Clearances/Land Acquisition/Financial Awaiting Projects - Big-ticket Opportunities to Look Out For - Upcoming Contracts & Tenders - Short Pipeline: Medium Term; of Project Assessment Realistic Term; - and Completion, Awards Project Trends, Size and Growth, Emerging - Portfolios Players: Project Impact of Covid-19 on Key and Order - Impact on Investments - Overall Impact on Capacity Addition -& Recovery Measures Relief Strategies - that have since April 2020: Projects made by Projects Progress

SECTION II: SEGMENT FOCUS: EMERGING TRENDS, NEW PROJECTS AND OPPORTUNITIES 6. METRO RAIL TUNNELS ...... 7. ROADS AND HIGHWAYS ...... TUNNELS ...... 8. RAILWAY 5. CONSTRUCTION EXPERIENCE, CHALLENGES AND BEST PRACTICES. 4. FUTURE OUTLOOK & MARKET OPPORTUNITIES (Medium & Long Term) & MARKET OPPORTUNITIES (Medium & Long 4. FUTURE OUTLOOK 3. PROJECT PIPELINE ANALYSIS (Till 3. 2025-26)PROJECT PIPELINE ANALYSIS ...... KEY TAKEAWAYS AND THE ROAD KEY AHEADTAKEAWAYS ...... ASSESSMENT, COVID-19 IMPACT SECTION I: MARKET ANALYSIS, AND OPPORTUNITIES OUTLOOK 1. MARKET SIZE, TRENDS AND DEVELOPMENTS ...... 2. IMPACT OF COVID-19 PLANS ON PROJECTS, INVESTMENTS & CAPEX 2. IMPACT

Market Trends, New Projects, Technology Developments, and Opportunities Developments, Technology New Projects, Market Trends,

www.indiainfrastructure.com Tunnelling in India 2021 in India Tunnelling Mining Equipment Market Projections in India 2020 (April 2020) Price: Rs 75,000 (USD 1,770) Analysis, Developments, Outlook and Projections No. of Slides: 173 Table of Contents

EXECUTIVE SUMMARY ...... - Eimco Elecon (India) Limited - Escorts Limited SECTION I: SEGMENT ANALYSIS AND GROWTH DRIVERS - Hyundai Construction Equipment India Private Limited - JCB India 1. MINING SECTOR OVERVIEW AND KEY TRENDS ...... - Komatsu - Size and Growth: Mineral Reserves; Mining Gross Value Added; - L&T Construction Equipment Limited Mineral Trade Deficit; FDI in Mining - Liebherr India Private Limited - Mineral Laws Amendment Act, 2020 - Mahindra Construction Equipment - Union Budget 2020-21 - Metso - Key Issues and Challenges - Sandvik Asia Private Limited - Future Outlook and Projections - Tata Hitachi Construction Machinery Company Private Limited - Viewpoint of Different Stakeholders - Volvo India Private Limited

2. EQUIPMENT MARKET SIZE AND GROWTH ...... 7. DRILLING, EXCAVATION AND EXTRACTION EQUIPMENT ...... - Key Mining Equipment Used - Overview - Current Market Size of Key Equipment - Recent Trends and Advancements - Growth in the Past Five Years - Key Equipment Manufacturers - Equipment Productivity Levels - Demand Drivers CONSTRUCTION & MINING - Equipment Utilisation Levels - Projected Demand for Key Equipment (drills, hydraulic shovels, etc) - Impact of COVID-19 on the Mining Equipment Market - Recent Developments Impacting the Equipment Market 8. LOADING ...... - Key Players - Equipment Overview - Issues and Challenges - Recent Trends and Advances - Demand Drivers 3. EQUIPMENT MARKET OUTLOOK AND PROJECTIONS ...... - Major Players - Key Growth Drivers - Market Projections for Excavators (2020-25) - Impact of Mineral Law Ordinance 2020 z Number and Value Terms - Equipment Procurement Plans of Mining Companies z Type of Mineral (coal versus non-coal) - Mining Project Pipeline - Equipment Outlook and Projections (till 2024-25) 9. HAULAGE - Equipment Overview 4. KEY CONSUMING SEGMENTS ...... - Recent Trends and Advances - Coal: Segment Size and Growth; Equipment Application and Usage; - Demand Drivers Growth Drivers; Key Challenges; Projected Demand for Mining - Major Players Equipment (till 2024-25) - Market Projections for Dumpers (2020-25) - Key Non-Coal Minerals (Metallic and Non-metallic): Segment Size z Number and Value Terms and Growth; Equipment Application and Usage; Growth Drivers; Key z Type of Mineral (coal versus non-coal) Challenges; Projected Demand for Mining Equipment (till 2024-25) 10. CRUSHING, PULVERISING AND SCREENING EQUIPMENT ...... 5. MINING TECHNIQUES AND TECHNOLOGY TRENDS ...... - Equipment Overview - Surface Mining - Recent Trends and Advances - Underground Mining - Demand Drivers - Sustainability and Clean Mining Practices - Major Players - Mine Planning and Design - Market Projections (2020-25) - Emerging Technologies z Number and Value Terms - Issues and Challenges z Type of Mineral (coal versus non-coal) - Key Case Studies - Techniques and Lessons to be Learned 11. AUXILIARY AND SUPPORT EQUIPMENT ...... - Equipment Overview SECTION I: SEGMENT ANALYSIS AND GROWTH DRIVERS - Recent Trends and Advances - Demand Drivers 6. LEADING PLAYERS ...... - Major Players - Action Construction Equipment Limited - Market Projections (2020-25): Number and Value Terms; Type of - Atlas Copco (India) Limited Mineral (coal versus non-coal) - BEML - Case New Holland Construction Equipment India Private Limited - Caterpillar Inc. - Daimler India Commercial Vehicles The report is available in a PDF format.

48 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE Table of Contents Table Price: Rs 50,000 (USD 908) Rs 50,000 Price: India Infrastructure Research | 49 - Andhra Pradesh - Gujarat - Karnataka - Kerala - Maharashtra - Odisha - Nadu Tamil - Telangana - Bengal West - Market Size and Trends - Major Players - Sourcing Options - Requirements Emerging Equipment -Pumps & Pumping System Advancements in - and Innovations New Products - Issues and Challenges - (Till 2026) Demand Projections Future - & Advancements New Trends - in Light of Covid Emerging Technologies - Upcoming Opportunities - Issues and Challenges - Limited Aquatech Systems Asia Private - Solutions Water Doshion Veolia - Hitachi Zosen Corporation - Hyflux Engineering (India) - IDE Technologies - ION Exchange - National Institute of Ocean Technology - & Solutions Technologies Suez Water - Thermax - Wabag Tech VA - Others SECTION II: LEADING STATES AND PLAYERS SECTION II: LEADING STATES AND INVESTMENTS PROFILES: UPCOMING CAPACITY 8. KEY STATE . . . 7. EQUIPMENT MARKET ...... The report will be available in a PDF format. The report Each state profile will include information on current desalination capacity, water sup- capacity, Each state profile will include information on current desalination funding, active ply scenario, policies & regulations, ongoing projects, government tenders, investment requirements, upcoming projects, etc. 9. PROFILES OF MAJOR PLAYERS ...... project portfolioEach player profile gives information on the company overview, (completed and ongoing projects), financial performance, future plans, etc. (June 2021)(June (Draft ToC) Long Term Short (2021-22) Term Medium Term z z z Equipment Providers; Technology Providers; Financiers and Providers; Technology Equipment Providers; Investors; Consultants plant performance, quality of treatment, etc.) Bidding Projects; New Project Announcements New Project Bidding Projects; Performance

-Industrial Municipal and Analysis by Type: - Analysis by Stage of Development - Analysis by Ownership - Analysis by Region - Analysis by Investment - in 2021-22 Upcoming Projects Top - Market Opportunities for: Developers; Contractors; Project - Current State of Deployment - in Capex & Opex Trends - Desalination Plant Cost Structure - Costs in Production Trends - in Land & Carbon Footprint Trends - Brine/Solids Disposal Costs for Waste - for Solar Desalination Potential - Energy Consumption & Cost Optimisation - IRRs Returns & Project - Membrane and Thermal of Technology: Types - (Capital cost, land requirement, production cost, Features Key - Growth Drivers - Capacity: Municipal; Industrial for Upcoming Projections - Investment Projections - States with Highest Upcoming Capacity - Outlook Post-Covid - Pipeline Assessment of Project - Impact on Input & Labour Supply - Impact on Contractors: Order Books; Capex Plans; Financial - Impact on Government Funding - Impact on Land Acquisition, Clearance and Financial Closure - Mitigation Measures - Market Size and Growth - Municipal & Industrial Notable Trends: - Regulatory & Developments Policy - 15-18 months) and Completion (in the Past Awards Project -& Advancements Trends Technology - Risks and Challenges - Market Outlook - of Construction Impact on Pace - Expected Impact on: Ongoing/Under Construction Under Projects;

5. ECONOMICS PLANTSOF DESALINATION ...... TECHNOLOGIES6. TREATMENT ...... 3. DESALINATION MARKET 3. FORECAST DESALINATION 2021-26 ...... 4. PROJECT PIPELINE & MARKET OPPORTUNITIES ...... 2. IMPACT 2. OF IMPACT COVID-19 IN 2021-22 ...... 1. MARKET TRENDS AND DEVELOPMENTS ...... SECTION I: MARKET ANALYSIS, IMPACT OF COVID-19, UPCOMING IMPACT SECTION I: MARKET ANALYSIS, AND FUTURE OUTLOOK CAPACITY KEY TAKEAWAYS AND THE ROAD AHEAD AND KEY TAKEAWAYS

Network Growth, Recent Developments, Opportunities Developments, Growth, Recent Network and Projections Desalination Market in India in Market Desalination www.indiainfrastructure.com Affordable Housing Market in India 2021 (May 2021) Price: Rs 75,000 (USD 1,770) Progress, Developments, Opportunities and Future Outlook Table of Contents

SECTION I: MARKET TRENDS, DEVELOPMENTS AND OUTLOOK 8. RENTAL HOUSING MARKET ...... - Size and Growth; Policy and Regulatory Landscape; Model Tenancy 1. SECTOR OVERVIEW ...... Law; ARHCs; State Initiatives; Private Sector Participation; - Urbanisation and Demographic Trends; Current Market Size; Trends Emerging Practices - Co-living and Student Housing; Global Models; in Demand, Supply and Sales of Affordable Houses; Impact of Issues and Challenges; Opportunities and Outlook Covid-19; Growth Drivers; Current Stock of Low-Income Housing; Contracting Practices; New and Emerging Construction 9. MATERIALS AND EQUIPMENT MARKET ...... Techniques/Technologies; Issues and Challenges; Outlook and - Size and Growth; Emerging Trends and Innovations; Demand Opportunities Drivers; Trends in Costs; Outlook and Projections

2. IMPACT OF COVID-19 ON AFFORDABLE HOUSING ...... SECTION II: PRIVATE SECTOR POTENTIAL AND OPPORTUNITIES - Impact on: Market Demand; Sales and Supply; Pricing; Financing and Investments 10. PRIVATE SECTOR EXPERIENCE AND OUTLOOK ...... - Mitigation Strategies by Developers - Experience so Far - Government Impetus: Initiatives to Revive Demand; Initiatives to . . . - Project Economics - Cost Components, Profit Margins, IRRs Strengthen Supply; ARHCs under PMAY - Key Announcements, Launches and Investments - Progress under PPP Policy: Implementation status; Incentives and . URBAN INFRASTRUCTURE 3. KEY GOVERNMENT ANNOUNCEMENTS AND THEIR IMPACT ...... Schemes for PPP; State Initiatives; Industry Recommendations - Announcements in Union Budget 2021-22; Update on SWAMIH - Progress under AHP PMAY (Urban) Investment Fund; Impact of Past Policy Developments - - Incentives under State-Policies Infrastructure Status, GST, CLSS, RERA Act.; Other Key Incentives; - Key Challenges Industry Expectations & Recommendations - Industry Expectations - Upcoming Opportunities 4. PROGRESS UNDER GOVERNMENT PROGRAMMES ...... - PMAY Urban: Progress so Far - Physical and Financial; Completed 11. TOP CITIES FOR AFFORDABLE HOUSING ...... and Ongoing Projects; Investment Requirement; Future Targets and - Ahmedabad; Bengaluru; Chennai; Delhi NCR; Hyderabad; Kolkata; Timelines Mumbai; Pune; Others - PMAY Rural: Progress so Far - Physical and Financial; Completed Each city profile will include information on experience in affordable housing (com- and Ongoing Projects; Investment Requirement; Future Targets and pleted and ongoing projects), demographic profile, state of existing infrastructure, Timelines upcoming investments, key players, opportunities etc. - Progress and Opportunities under Smart Cities - Progress under Lighthouse Cities 12. KEY PLAYER PROFILES ...... - Arihant Superstructures; Design Build Serve; Mahindra Lifespaces; 5. DEMAND AND SUPPLY PROJECTIONS (till 2025-26) ...... Panvelkar Group; Provident Housing; Shapoorji Pallonji; Sheltrex; - Housing Demand Projections; Housing Supply Projections; Land Signature Global; SNG Group; Tata Housing; Others/New entrants Requirement; Projections for Material and Equipment Requirements; Each profile will include information on company operations, project portfolio - com- Post Covid Sector Outlook pleted & ongoing, upcoming projects, financial performance and future plans

6. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... SECTION III: STATE-LEVEL SCHEMES, EXPERIENCE & OPPORTUNITIES - By Ownership: Central Level; State Level; Private Sector Projects - By Stage of Development: Ongoing; Awarded; Announced; 13. INTER-STATE COMPARISON ...... Planned/Proposed - Current Housing Stock and its Condition; Demand-Supply Gap; - Upcoming Projects under Smart Cities Mission Housing Shortage; Key Initiatives; Future Plans; Top Upcoming - Opportunities for Key Stakeholders: Project Developers; EPC Projects Contractors; Technology Providers; Material & Equipment Suppliers, etc. 14. KEY STATE PROFILES ...... - Andhra Pradesh; Bihar; Chhattisgarh; Delhi; Gujarat; Haryana; 7. FINANCING AND INVESTMENT SCENARIO ...... Jharkhand; Karnataka; Madhya Pradesh; Maharashtra; Rajasthan; - Current Financing Scenario Tamil Nadu; Telangana; Uttar Pradesh; West Bengal - Key Funding Sources: Bank Credit; Priority Sector Lending; Private Each state profile will give anoverview of the housing scenario, role of Equity/Institutional Investors; Bond Market Transactions; National key agencies and housingboards, state policy on affordable housing, Housing Bank; Housing Finance Companies/ AHFCs; Multilateral new initiatives andincentives, and ongoing and upcoming housing Funding Agencies; Others (ECBs/FDI/CLSS, Co-Operative Housing schemes/projects Groups) - New Funding Sources (REIT Structures, etc.) - Investment Projections - Risks and Project IRRs The report is available in a PDF format.

50 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE Table of Contents Table Price: Rs 50,000 (USD 908) Rs 50,000 Price: India Infrastructure Research | 51 (June 2021)(June (Draft ToC) Gurugram; Mumbai; Nagpur; Kolkata; Pune; Hyderabad; Kochi; Surat; Visakhapatnam; Udaipur; Others plant performance, quality of treatment, etc.) - Ahmedabad; Bengaluru; Chandigarh; Chennai; Delhi; Ghaziabad; - Market Size and Trends - Major Players - Sourcing Options - Emerging Equipment Requirements - Innovations and New Products - Issues and Challenges - (2021-26) Demand Projections Future - Technology of Types - cost, land requirement, production cost, (Capital Features Key - Current State of Deployment - & Advancements New Trends - Upcoming Opportunities - Issues and Challenges - Practices Effluent Management Industries - Initiatives & Reuse Recycle - & Innovations New Technologies - Plans Capacity Expansion - (till 2026) Investment Requirements - Issues and Challenges - Hindustan Construction Company Limited - Ion Exchange - Limited Larsen & Toubro - Infrastructure Ramky Limited - Siemens Water - SPML Infra Limited - Suez India - The Indian Hume Pipe Company Limited - Thermax Limited - Engineering Triveni - Limited UEM India Private - Wabag Tech VA - Limited India Private Veolia - Limited Voltas - Limited Vishvaraj Environment Private - WOG Technologies - Others SECTION II: KEY CITY PROFILES AND MAJOR PLAYERS AND INVESTMENTS UPCOMING CAPACITY INITIATIVES: 9. CITY-LEVEL . 8. EQUIPMENT MARKET ...... 7. EMERGING TRENDS TECHNOLOGIESIN TREATMENT ...... Each player profile gives information on the company overview, project portfolioEach player profile gives information on the company overview, (completed and ongoing projects), financial performance, future plans, etc. will be available in a PDF format. The report Each city profile will include information on wastewater generation, current treatment Each city profile will include information on wastewater generation, sewerage network, policies & regulations, ongoing projects, government capacity, projects, etc. funding, active tenders, investment requirements, upcoming 10. PROFILES OF MAJOR PLAYERS ...... State-wise City-wise z z Term; Long Term Term; Financiers and Providers; Technology Equipment Providers; Investors; Consultants Projects; Planned/Announced Projects Projects;

- Municipal & Industrial Analysis by Type: - Analysis by Stage of Development - Analysis by Ownership - Analysis by Region - Analysis by Investment - in 2021-22 Upcoming Projects Top - Market Opportunities for: Developers; Contractors; Project - Growth Drivers - Capacity; Sewer Network Addition: Treatment Network Projected - and Reuse for Recycle Potential - in Light of Covid-19 Emerging Technologies - (till 2026) Investment Projections - Outlook Post-Covid - Pipeline: Short (2021-22); Medium Assessment of Project Term - Generation Wastewater - Capacity Treatment - Practices & Reuse Recycle - Government Programmes - City-level Initiatives - & Innovations New Technologies - Capacity Expansion Plans - (till 2026) Investment Requirements - Issues and Challenges - Effluent Generation - Capacity Treatment - Impact on Capacity Addition & Investments - Impact on Investments & Government Funding - Generation Impact on Wastewater - Impact on Plant Operations - Impact on: Ongoing/Under Construction Under Bidding Projects; - Network Growth in Sewerage - Capacity Recycling Current Wastewater - Network Expansion Plans & Targets - Generation Growth in Wastewater - Capacity Growth in Treatment - the past 15-18 months) in Capacity Additions (in Trends

3. FUTURE AND OUTLOOK KEY PROJECTIONS (Till 2025-26) ...... 4. PROJECT PIPELINE & MARKET OPPORTUNITIES ...... & REUSE CAPACITY TREATMENT WASTEWATER: 5. MUNICIPAL PRACTICES ...... & REUSE PRACTICES CAPACITY TREATMENT 6. INDUSTRIAL EFFLUENT: 2. IMPACT OF COVID-19 IN 2021-22: OPERATIONS, NETWORK OF COVID-19 OPERATIONS, IN 2021-22: 2. IMPACT ADDITION & INVESTMENTS...... 1. SECTOR SIZE AND GROWTH...... SECTION I: EMERGING TRENDS, NEW INITIATIVES, IMPACT OF COVID- IMPACT NEW INITIATIVES, SECTION I: EMERGING TRENDS, 19 AND FUTURE PROJECTIONS KEY TAKEAWAYS AND THE ROAD AHEAD AND KEY TAKEAWAYS

Current State, City-Level Initiatives, Emerging Technologies and Upcoming Opportunities and Upcoming Current Emerging Technologies Initiatives, State, City-Level Wastewater Treatment and Reuse and India in Market Treatment Wastewater www.indiainfrastructure.com Water in India 2020 (October 2020) Price: Rs 100,000 (USD 1,815) Emerging Trends, Impact of Covid-19, Opportunities and Demand Outlook Table of Contents

SECTION I: MARKET SIZE, IMPACT OF COVID, OPPORTUNITIES AND 13. TARIFFS AND COST STRUCTURE ...... OUTLOOK - Tariff Structure; Water Charges & Fees; Production Costs & O&M Expenses; Recent Tariff Reforms; Issues and Challenges 1. WATER MARKET OVERVIEW, GROWTH, AND TRENDS ...... - Size and Growth; Emerging Trends; Policy & Regulatory 14. POWER SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . Developments; City-Level Initiatives & Best Practices; Technology - Current Water Consumption; Water Management Practices & Trends & Advancements; Sources of Water Supply (Surface & Initiatives; Effluent Generation and Treatment; Capacity Expansion Groundwater); New Water Sources (Treated Wastewater, Plans; Projected Water Demand; Issues and Challenges Desalinated Water, etc.); Issues and Challenges; Revised Outlook in Light of COVID-19 15. TEXTILE SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . - Current Water Consumption; Water Management Practices & 2. IMPACT OF COVID-19 ON PROJECTS AND INVESTMENTS ...... Initiatives; Effluent Generation and Treatment; Capacity Expansion . - Progress made by Projects Since April 2020; Impact on Supply Plans; Projected Water Demand; Issues and Challenges Chain; Impact on Key Segments; Impact on Investments; Overall Impact on Capacity Addition; Relief Measures & Recovery Strategies 16. PAPER & PULP INDUSTRY: DEMAND ANALYSIS AND FUTURE PROJECTIONS ...... 3. PROJECT PIPELINE ANALYSIS: RE-ASSESSMENT OF OPPORTUNITIES - Current Water Consumption; Water Management Practices & IN LIGHT OF COVID-19 (Till 2025) ...... Initiatives; Effluent Generation and Treatment; Capacity Expansion - Realistic Assessment of Project Pipeline; Analysis by Segment Plans; Projected Water Demand; Issues and Challenges (Municipal, Industrial, Desalination and Wastewater); Analysis by Stage of Development; Analysis by Ownership; Analysis by Region 17. STEEL SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . . & State; Analysis by Completion Period; Top Upcoming Projects in - Current Water Consumption; Water Management Practices & terms of Investment; Upcoming Contracts and Tenders Initiatives; Effluent Generation and Treatment; Capacity Expansion URBAN INFRASTRUCTURE Plans; Projected Water Demand; Issues and Challenges 4. OUTLOOK & MARKET OPPORTUNITIES (Medium Term & Long Term) . - Growth Drivers; Demand and Supply Projections (till 2025); Future 18. OIL REFINERIES: DEMAND ANALYSIS AND FUTURE PROJECTIONS . . Technologies in the Post- COVID-19 World; Capacity Addition Plans; - Current Water Consumption; Water Management Practices & Investment Requirements (till 2025); Market Opportunities Initiatives; Effluent Generation and Treatment; Capacity Expansion Plans; Projected Water Demand; Issues and Challenges SECTION II: MUNICIPAL WATER: SEGMENT ANALYSIS, OUTLOOK AND OPPORTUNITIES SECTION IV: DESALINATION MARKET: EMERGING TRENDS, COST ECO- NOMICS AND FUTURE POTENTIAL 5. SEGMENT SIZE AND GROWTH ...... - Piped Water Supply Network; Emerging and Recent Trends; Urban 19. MARKET SIZE, EXPERIENCE AND COST ECONOMICS ...... Water Supply Sources; Consumption Patterns; Policy & Regulatory - Current Capacity; Emerging Trends & Developments; Cost Developments; Key Completed Projects; Segment Outlook Components & Capex Trends; Noteworthy Projects; Industry Structure & Major Players; Planned Additions; Issues & Challenges; 6. KEY GOVERNMENT PROGRAMMES: CURRENT STATUS, UPCOMING Segment Outlook PROJECTS AND OPPORTUNITIES ...... - Jal Jeevan Mission; Smart Cities Mission; Atal Mission For 20. FUTURE POTENTIAL AND UPCOMING CAPACITY ...... Rejuvenation and Urban Transformation; Namami Gange Mission - Growth Drivers; Planned Capacity; Investment Requirements; Future For each of the programmes project scope, investment requirements, financing sources, current Potential status, key completed and ongoing projects, upcoming tenders, targets and completion timelines, etc, will be covered. 21. TREATMENT TECHNOLOGIES: MARKET SIZE, EMERGING TRENDS AND ADVANCEMENTS ...... 7. TARIFFS AND COSTS STRUCTURE ...... - Prevalent Treatment Technologies; Cost Economics & Viability; - Tariff Structure; Water Charges & Fees; Production Costs & O&M Current Deployment & Case Studies; New Advancements & Expenses; Recent Tariff Reforms; Issues and Challenges Innovations; Issues and Challenges; Future Requirements & Outlook

8. FINANCING AND INVESTMENT TRENDS ...... SECTION V: WASTEWATER TREATMENT AND REUSE ...... - Key Funding Sources; Recent Financing Trends; Potential for Private Participation; Formats and Models; Revenue Stream; Key PPP 22. EMERGING TRENDS AND DEVELOPMENTS Projects: Completed and Ongoing; Key Upcoming Projects; Risks - Current Practices & Infrastructure; Notable Trends & Developments; and Challenges Regulatory Landscape; New Advancements & Innovations; Issues and Challenges 9. 24X7 WATER SUPPLY: EXPERIENCE, CHALLENGES & OPPORTUNITIES . - Experience So Far; Pilot Projects & Case Studies: Implementation 23. FUTURE REQUIREMENTS AND POTENTIAL ...... Experience & Lessons Learnt; Key Completed & Ongoing Projects; . - Growth Drivers & Demand Potential; Availability of Treated Key Planned & Announced Projects; Upcoming Contracts & Wastewater; Future Plans & Initiatives; Regulatory Outlook; Future Tenders; Segment Outlook Roadmap

10. METERING PRACTICES: CURRENT DEPLOYMENT AND FUTURE 24. SELECT CASE STUDIES AND KEY LESSONS ...... OUTLOOK ...... - Recycle/Reuse Initiatives & Best Practices; Lessons Learnt; ...... - Current Practices & Type of Meters Deployed; New Trends & Sources of Treated Wastewater Supply; Cost Components & Tariffs; Advancements; Case Studies & Best Practices; Demand Key Benefits & Cost Savings; Future Plans Projections; Segment Outlook SECTION VI: DATABASE OF KEY PROJECTS 11. NRW REDUCTION STRATEGIES & REVENUE MANAGEMENT SYSTEMS A comprehensive excel-based database of ongoing and upcoming projects in the - Current Practices & Strategies; City-wise NRW Levels; Case Studies municipal water supply, industrial water supply, desalination and wastewater treat- & Best Practices; Future Plans & Initiatives; Segment Outlook ment segments.

SECTION III: INDUSTRIAL WATER: SEGMENT ANALYSIS, OUTLOOK AND Each project will provide information on: OPPORTUNITIES - Scope; Project Cost; Current Status; Segment (Municipal, Industrial, Desalination, Wastewater Treatment); Mode of Implementation (PPP 12. SEGMENT SIZE AND GROWTH ...... or EPC); Contractor/Developer; Equipment Supplier (wherever - Water Requirement by Industry; Emerging and Recent Trends; Water available); Funding Sources (wherever available); Expected Capacity Supply Sources; Consumption Patterns; Regulatory Developments; Addition; Expected Completion Date Key Completed Projects; Segment Outlook The report is available in a PDF format.

52 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE No. of slides: 477 477 No. of slides: Table of Contents Table Price: Rs 75,000 (USD 1,770) Rs 75,000 Price: India Infrastructure Research | 53 Requirements; Market for Byproducts; Returns and Revenue Market for Byproducts; Returns and Revenue Requirements; Reforms New Concerns and Initiatives; Issues and Potential; Advantages; Constraining Economics; Select Case Studies; Key Outlook Future Factors; Case Facilities; and Reuse Recycle Key Technologies; Relevant Studies and Lessons Learnt; Consumers of Recycled Key Potential Issues and Challenges; Future Wastewater; Ongoing and Upcoming Facilities; Key Facilities; Existing Treatment Case Studies and Lessons Learnt; Practices; and Reuse Recycle Innovations and Advancements; Segment Outlook Advanced Technologies Comparison Instrumentation & Automation; New Initiatives; Issues & Challenges - Capex and Opex and User Charges; Economics of STPs; Tariffs - Overview: (Domestic and Global); Industry Major Players Structure - Ongoing Projects Portfolio: Key Project Completed Projects; Key - Financial Performance - Industry Concerns and Expectations - Plan Future - Experience So far; Project Introduction; Salient Features; - Introduction; Current Standards and Norms Practices; for Reuse; - Current Norms; Effluent Generation; Discharge Standards and - Existing Capacity - Energy Generation - Technologies Relevant - Case Studies & Lessons Learnt - Upcoming Projects Key - Potential Future - Technologies: Sewage Treatment Technologies; Conventional - Cost Comparison; Performance Technologies: Comparison of Key - STPs: Key Advanced Technologies Conventional Technologies; - Current Capacity: State-wise Technology-wise; Treatment - and Advancements: New Trends Case Studies - Asset Management Issues and Key - Segment Outlook - Cost Recovery; Introduction; Current Opex Requirements; Practices; The database will be a compilation of operational sewage treatment plants (STPs) implementing agency and technology (wherever along with details on the capacity, available). It will also provide a detailed list of ongoing and planned projects in the sector including sewage treatment facilities, sewage pumping stations, sewage pipelines, recycle and reuse facilities, and effluent treatment plants with details on contractor funding sources, implementing agency, scope, location, cost, capacity, (wherever available), current status, expected date of completion, etc. is available in a PDF format. The report 9. COST ECONOMICS,AND RETURNSTARIFFS ...... 10. PLANS PROJECT PORTFOLIO AND FUTURE LEADING PLAYERS: . . . . AND OUTLOOK SEGMENTS: ANALYSIS SECTION II: KEY FOCUS 11. DECENTRALISED SEWAGE TREATMENT ...... 12. RECYCLE AND REUSE INITIATIVES ...... 13. INDUSTRIAL MANAGEMENTEFFLUENT ...... 14. FROM ENERGY SEWAGE ...... SECTION III: FOCUS ON TECHNOLOGY 15. AND TECHNOLOGIES INNOVATIONS TREATMENT ...... 16. O&M AND ASSET MANAGEMENT ...... OF KEY PROJECTS DATABASE SECTION IV: (July 2020) (July Operator Model Mission; Atal Mission for Rejuvenation and Urban Transformation Mission; Atal Mission for Rejuvenation Deployed; Ongoing Projects; Technologies Treatment Initiatives; and Reuse Recycle Planned/Upcoming Projects; Operational Constraints under Major Urban Infrastructure Development Programs 2016) (1990s-2016); PPP Experience (Post Technology Providers; Equipment and Material Suppliers; Pipe Providers; Technology Manufacturers; Consultants Implementation; Completion Period Institutional Framework; Regulations, Standards and Norms; Regulations, Risks Institutional Framework; (till 2025-26) Outlook and Projections and Challenges; Future Planned/Announced Projects; Under Bidding Projects; Awarded; DeliveryGovernment Project Programmes; and Implementation; Players; Input Cost; Capex Plans of Private Labour Availability; Service Providers

- Capex and Opex Requirements - Case Studies -Projects Ongoing Key - Upcoming Contracts and Tenders - Risks and Challenges - Outlook Future - HAM; One City-One and Experience So Far: Salient Features - Capacity; Collection Infrastructure; Sewage Generation; Treatment - Sources Funding Key - Overall Investment Trends - Union Budget 2020-21: Overall Budget Allocations; Allocations - Options Innovative Funding - and Models; PPP Experience Formats PPP Experience and Potential: - Projects Completed Key - Outlook and Potential Future Projects: Ongoing Key - Challenges Risks and Key - Investment Outlook - SmartProgramme; Swachh Bharat Mission; Namami Gange Cities - (till 2024-25) Outlook and Projections - Growth Drivers Key - Investment Requirements - Market Opportunities: Developers; EPC Contractors; Private - Capacity; Network Length Expected Capacity Addition: By Treatment - Analysis of Upcoming Projects - 50 Upcoming Projects Top - Pipeline Overall Project - State; Ownership/Mode of Pipeline Analysis: By Region; Project - Impact of COVID-19 Construction on: Under Contracts Projects; - Regulatory Developments - Developments Other Key - Current Sector Snapshot; and Growth; Notable Trends; Size

8. NEW BUSINESS MODELS: HAM AND ONE CITY-ONE OPERATOR . . . . . OPERATOR. . . 8. NEW BUSINESS MODELS: HAM AND ONE CITY-ONE . 6. OF KEY INTER-CITYCITIES ANALYSIS COMPARISON: ...... 7. FINANCING EXPERIENCE AND PPP POTENTIAL ...... 5. ON KEY UPDATE GOVERNMENT PROGRAMMES ...... 4. FUTURE AND OUTLOOK MARKET OPPORTUNITIES ...... 3. PROJECT PIPELINE AND ANALYSIS ...... 2. OF IMPACT COVID-19 AND OTHER RECENT DEVELOPMENTS ...... 1. SIZE AND GROWTH...... SECTION I: MARKET OVERVIEW, OUTLOOK AND OPPORTUNITIES OUTLOOK SECTION I: MARKET OVERVIEW, KEY TAKEAWAYS AND THE ROAD AHEAD AND KEY TAKEAWAYS

Emerging Trends, City-Level Initiatives, Upcoming Capacity and Opportunities Upcoming Capacity Initiatives, City-Level Trends, Emerging Sewage Treatment Market in India 2020 in India Market Treatment Sewage www.indiainfrastructure.com URBAN INFRASTRUCTURE Emerging Trends, City-LevelInitiatives,NewProjects andOpportunities Municipal SolidWaste MarketinIndia2020 54 | India Infrastructure Research |India Infrastructure 54 Table ofContents UPCOMING OPPORTUNITIES . OPPORTUNITIES UPCOMING KEYGOVERNMENTPROGRAMMES:PROGRESSSOFAR AND 5. . OPPORTUNITIES MARKET AND OUTLOOK,PROJECTIONS 4. . PIPELINE PROJECT OF ASSESSMENT REALISTIC 3. . OPPORTUNITIES IMPACT2. COVID-19 ASSESSMENT: PROJECTS,INVESTMENTSAND . DEVELOPMENTS AND TRENDS SIZE, MARKET 1. SECTION I:OVERVIEW, OUTLOOK ANDOPPORTUNITIES . TAKEAWAYSAHEAD KEY ROAD THE AND .ITRCT OPRSN NLSSO E IIS. COMPARISON:ANALYSIS CITIES INTER-CITY KEY OF 6. .FNNIGEPREC N P OETA . . POTENTIAL PPP AND EXPERIENCE FINANCING 7. wchBaa iso:VisionandObjectives;Mission andTargets SwachhBharatMission: - Waste CitiesMission:Mission Scope;MissionCities;Smart Smart - Future Outlook - Top UpcomingCities - EPC Contractors;Private Developers; MarketOpportunities: - Key Projections (till2025-26) - InvestmentRequirements - GrowthDrivers - Top 50UpcomingProjects - ExpectedCapacityAddition:MSWTreatment Capacity;WtECapacity - Project Pipelineby:Region; State;StageofDevelopment; - Future GrowthStrategies - Relief Measures Government - New&EmergingTechnology Requirements - City-levelInitiatives&MitigationMeasures - InvestmentLandscapeandOutlook - Focus onBiomedicalWaste Management - andImplementation; on:Project Delivery ImpactofCOVID-19 - Future OutlookandProjections (till2025-26) - RisksandChallenges - Initiatives Government - NotableTrends - Projects Approved/Announced - Recent ContractAwards - Project Completions - Recent Policy Developments andRegulatory - InstitutionalFramework - MSWGenerationandGrowthinthePast FiveYears - - MSW Generation; Collection & Transportation Infrastructure; Infrastructure; MSWGeneration;Collection&Transportation - InvestmentOutlook - RisksandChallenges - PPPExperience andOutlook:ExperienceSoFar; Formats and - InnovativeFunding Options (MunicipalBonds,etc.) - Allocations;StateGrants;Multilateral SourcesofFunding: Budgetary - ExperienceSoFar - Ongoing Projects; UpcomingContracts&Tenders Disbursement; Progress SoFar; Key CompletedProjects; Key Set; InvestmentRequirements &SourcesofFunds; Funds Upcoming Contracts&Tenders Progress SoFar; Key CompletedProjects; Key OngoingProjects; Management; InvestmentRequirements &SourcesofFunds; Consultants bins,etc.);MaterialSuppliers; (Loaders, compactors,smart Technology Providers &SystemIntegrators;EquipmentSuppliers Ownership; CompletionPeriod Labour andRaw MaterialAvailability; InputCost Initiatives; OperationalConstraints Practices; Key OngoingProjects; Planned/UpcomingProjects; WtE . . . Treatment &DisposalPractices; O&MandAssetManagement Ongoing Projects; UpcomingProjects Models; Key Revenue Sources; Key CompletedProjects; Key Funds; Revenue; Private FinancialInstitutions Equity;Internal The report willbeavailableinaPDFformat. (wherever available),currentstatus,expected dateofcompletion,etc. scope, location,cost,capacity, fundingsources,implementingagency, contractor cal wastetreatmentfacility, landfilldevelopmentanddisposalfaciltieswithdetailson projects,treatmentandprocessing facilities,WtEplants,biomedi- and transportation announced/planned/proposed projectsinthesectorincludingdoor-to-door collection The databasewillprovideadetailedlistofcompleted,ongoingand SECTION IV: DATABASE OF KEYPROJECTS . MANAGEMENT INTEGRATEDWASTE SOLID 16. WASTE-TO-ENERGY: . CURRENTCAPACITY ANDFUTUREPOTENTIAL 15. . MANAGEMENT WASTE BIOMEDICAL 14. SECTION III:NEWFOCUSAREASANDOPPORTUNITIES . . PRACTICES REUSE AND RECYCLE DISPOSAL, 13. . TREATMENTPROCESSING AND 12. . TRANSPORTATION AND COLLECTION 11. UPCOMING OPPORTUNITIESANDTECHNOLOGY DEPLOYMENT SECTION II:SEGMENTANALYSIS: CURRENTINFRASTRUCTURE, EQUIPMENTMARKET: CURRENTSIZE&EMERGINGREQUIREMENTS 10. . . . . LEADINGPLAYERS:. PROJECTPORTFOLIOANDFUTUREPLANS 9. . TARIFFSRETURNS AND ECONOMICS, COST 8. - Salient Features; Experience So far; Government Initiatives;Key SalientFeatures; City Government ExperienceSofar; - ExistingCapacity;Relevant Treatment Technologies; Government - BiomedicalWaste Generation;Recent Policy Developments; - InitiativesattheCityLevel;NewTrends Practices; Smart Current - StatusofWaste Processing; Relevant Treatment Technologies; - Practices; ExpenditureonSolidWaste Current Management; - SizeandGrowth;Type ofEquipment;Key Players&Products; - MajorPlayers(DomesticandGlobal);Key Structure; Industry - Tariffs andUserCharges;CostEconomics;CapexOpex - (August 2020) and Challenges;SegmentOutlook Level Initiatives;UpcomingProjects &Tenders; Key Benefits;Issues and Challenges;SegmentOutlook CompletedWtEProjects; Key OngoingPlants;Issues Opportunities; Existing BiogasandBioCNGCapacity;MarketPotential & GreenFuels;Initiatives; Revenue StreamandCostRecovery; Segment Outlook Initiatives; Innovations&Advancements;IssuesChallenges; Disposal Practices; OtherCity-level Cities’Response toCOVID-19; Collection andTreatment Treatment, Infrastructure; Processing and Upcoming Contracts/Tenders; Issue&Challenges;SegmentOutlook and Advancements;Key CompletedandOngoingProjects; Issues andChallenges;SegmentOutlook Key CompletedandOngoingProjects; UpcomingContracts/Tenders; InitiativesattheCityLevel;NewTrends andAdvancements; Smart SegmentOutlook Concerns; Ongoing Projects; UpcomingContracts/Tenders; Issuesand City Level;NewTrends andAdvancements;Key Completedand Initiativesatthe etc.);Smart trucks, Deployed (e-rickshaws,carts, Results; TypeSwachh Survekshan Infrastructure ofTransportation and Challenges Innovations andAdvancements;Future DemandProjections; Issues andExpectations;Future Concerns Plans Industry Completed Projects; Key OngoingProjects; FinancialPerformance; andInitiatives;IssuesConcerns New Reforms Requirements; MarketforResidues; andRevenue Returns Potential; Price: Rs75,000(USD1,770) www.indiainfrastructure.com (Draft ToC)(Draft URBAN INFRASTRUCTURE Smart Cities in India 2020 (June 2020) Price: Rs 75,000 (USD 1,770) Trends, New Initiatives, Outlook and Opportunities Table of Contents

SECTION I: SECTOR ANALYSIS, RECENT DEVELOPMENTS AND UPCOM- Projects; Technology & Smart Initiatives; Key Upcoming Projects; ING PROJECTS Recent Tenders; Issues & Mitigation Measures

1. TRENDS, DEVELOPMENTS AND MISSION UPDATE ...... 13. GREENFIELD SMART CITIES ...... - Smart Cities Mission; Notable Trends; Recent Developments; - GIFT City; Aurangabad Industrial City; Palava; Lavasa; ; Budget 2020-21: Key Announcements & Likely Impact; Technology Vikram Udyogpuri; Integrated Industrial Township Greater Noida Ltd. Trends & Advancements; Startups & MoUs; Issues and Challenges; Smart Cities Mission 2.0; Future Outlook 14. NON-MISSION SMART CITIES ...... - Greater Mumbai (MCGM Area); Smart Bandra Kurla Complex (BKC) 2. PROJECT ANALYSIS: COMPLETED & OPERATIONAL PROJECTS ...... Project; Virar-Alibaug Multi Modal Corridor; Amravati; Delhi - Overall Progress: Snapshot; Overall Progress: State-wise Scenario; (Non-NDMC Area); Others Project Analysis; Inter-City Comparison; Select Operational Projects; Challenges and Mitigation Strategies in Key Cities SECTION III: SEGMENTS IN FOCUS: NOTEWORTHY INITIATIVES, NEW TECHNOLOGIES AND ADVANCEMENTS 3. PROJECT PIPELINE ...... - By Stage of Development; By Segment; By Mode of Implementation; 15. Smart Mobility ...... By Region and State; By City; By Period of Completion; Top 20 - Overview and Key Thrust Areas; Technology Solutions; Current Upcoming Projects State of Infrastructure in Smart Cities; Noteworthy Initiatives/Projects; Select Case Studies & Technologies Deployed; 4. IMPACT OF COVID-19 ...... Key Learnings; Issues & Challenges; Key Completed Projects; - Overall Project Pipeline; Under Construction Projects; Under Bidding Upcoming Projects; Recent Tenders; Segment Outlook Projects; Announced Projects; Input Costs; Financing; Supply Chain; Force Majeure; Smart Cities Response to COVID-19 16. SMART ENERGY AND SMART GRIDS ...... - Overview and Key Components; Technology Solutions; Current 5. RECENT INITIATIVES TO FASTTRACK IMPLEMENTATION ...... State of Infrastructure in Smart Cities; Noteworthy - 20-20 Model; Ease of Living Index; Municipal Performance Index; Initiatives/Projects; Select Case Studies & Technologies Deployed; International Partnerships & Lessons Learnt; Citizen Participation Issues & Challenges; Key Projects; Key Completed Projects; Recent Tenders; Key Learnings; Segment Outlook 6. FUTURE OUTLOOK AND MARKET OPPORTUNITIES ...... - Growth Drivers; Investment Projections; Opportunities for 17. SMART WATER AND WASTE ...... Stakeholders; Future Outlook - Key Thrust Areas; Technology Solutions; Current State of Infrastructure; Noteworthy Initiatives/Projects; Select Case Studies 7. TOP 15 INVESTMENT DESTINATIONS ...... & Technologies Deployed; Issues & Challenges; Key Learnings; Key - Snapshot; City-wise Analysis of:; Strength and Weaknesses; Project Completed Projects; Key Upcoming Projects; Recent Tenders; Portfolio; Investment Requirements; Segment-wise Analysis; Key Segment Outlook Upcoming Projects; Market Opportunity Across Segments 18. AFFORDABLE HOUSING & INTELLIGENT BUILDINGS ...... 8. NEW & INNOVATIVE FUNDING STRATEGIES ...... - Key Thrust Areas; Technology Solutions; Current State of - Key Sources of Funding; Municipal Bond Market: Key Issuances and Infrastructure; Noteworthy Initiatives/Projects; Select Case Studies Future Plans; Credit Ratings of ULBs; Fund Release & Utilisation (By & Technologies Deployed; Issues & Challenges; Key Learnings; Key State and City); Investment Outlook & Future Funding Strategies; Completed Projects; Key Upcoming Projects; Recent Tenders; Risks and Challenges Segment Outlook

9. POTENTIAL FOR PRIVATE SECTOR PARTICIPATION ...... 19. SMART GOVERNANCE & COMMUNICATION ...... - Experience So Far; State-level Statistics; State level Statistics: - Key Thrust Areas; Technology Solutions; Current State of Projects Tendered and Work Orders Issued; Business & Revenue Infrastructure in Smart Cities; Select Case Studies & Technologies Models; Key Projects: Completed and Ongoing; Select Case Studies Deployed; Key Learnings; Issues & Challenges; Upcoming Contracts & Key Lessons; Future Prospects & Potential; Key Upcoming Projects & Tenders; Segment Outlook (till 2025-26)

SECTION II: IMPLEMENTATION EXPERIENCE, UPCOMING PROJECTS 20. SAFETY & SECURITY ...... AND OPPORTUNITIES - Key Thrust Areas; Technology Solutions; Current State of Infrastructure in Smart Cities; Noteworthy Initiatives/ Projects; 10. TOP 20 SMART CITIES ...... Select Case Studies and Technologies Deployed; Key Learnings; - Snapshot; Key Focus Areas (Mobility, Energy, Governance, Water & Issues and Challenges; Upcoming Contracts and Tenders; Segment Waste, etc.) & Infrastructure Development; Investment Plans & Key Outlook (till 2025-26) Funding Sources; Progress So Far & Key Achievements; Fund Allocation & Disbursements; Key Completed Projects; Key Ongoing 21. NEW FOCUS AREA ...... Projects; Technology & Smart Initiatives; Key Upcoming Projects; - Healthcare; Public Amenities; City Gas Distribution; Roads & Recent Tenders; Issues & Mitigation Measures Flyovers; Others; Key Completed Projects; Key Upcoming Projects; Recent Tenders; Segment Outlook 11. FAST TRACK (13 CITIES) AND ROUND II CITIES (27 cities) ...... - Snapshot; Key Focus Areas (Mobility, Energy, Governance, Water & SECTION IV: DATABASE OF KEY PROJECTS Waste, etc.) & Infrastructure Development; Investment Plans & Key The report will also provide a comprehensive Excel-based database of ongoing and Funding Sources; Progress So Far & Key Achievements; Fund upcoming projects across the water supply, sewerage, waste, energy, mobility, build- Allocation & Disbursements; Key Completed Projects; Key Ongoing ings, roads, safety and security, e-governance, parking, and healthcare segments. Projects; Technology & Smart Initiatives; Key Upcoming Projects; Recent Tenders; Issues & Mitigation Measures Each project will provide information on: - Scope; Project Cost; Type of Project (Area-based or Pan-City); 12. ROUND III (30 CITIES) AND ROUND IV CITIES (10 cities) ...... Mode of Implementation; Implementing Agency; Contractor/ - Snapshot; Key Focus Areas (Mobility, Energy, Governance, Water & Developer/Technology Vendor (wherever available); Current Status; Waste, etc.) & Infrastructure Development; Investment Plans & Key Expected Date of Completion Etc. Funding Sources; Progress So Far & Key Achievements; Fund Allocation & Disbursements; Key Completed Projects; Key Ongoing The report is available in a PDF format

www.indiainfrastructure.com India Infrastructure Research | 55 Small Cell Market in India 2021 (June 2021) (Draft ToC) Price: Rs 75,000 (USD 1,770) Market Overview, Growth Drivers and Future Outlook Table of Contents

SECTION I: SMALL CELL BASICS z Key Benefits (Bandwidth, Speed, QoS, Applications, etc.) z Small Cell Solutions (Relevant/Appropriate)

z

TELECOM 1. WHY SMALL CELLS - NEEDS AND BENEFITS ...... Market Potential - Key Drivers z Current Deployments and Use Cases z Growth in Data Consumption - Residential z Technology Evolution and Advancements z Key Benefits (Bandwidth, Speed, QoS, Applications, etc.) z Rising Connectivity Needs z Small Cell Solutions (relevant/appropriate) z Network Densification z Market Potential - Benefits and Use Cases z Current Deployments and Use Cases - Coverage and Capacity Considerations - Transport Hubs - Comparison with other Technologies z Key Segments (Airport Terminals/ Railway Stations/Metro z Wi-Fi Stations, etc.) z DAS z Key Benefits (Bandwidth, Coverage, Speed, Applications, etc.) z Small Cell Solutions (Relevant/Appropriate) 2. TYPES OF SMALL CELLS AND KEY FEATURES ...... z Market Potential - Femtocell z Current Deployments and Use Cases - Picocell - Smart Cities - Microcell z Key Requirements and Benefits (Bandwidth, Coverage, Speed, - Metrocell Applications, etc.) (Technology, coverage range, end user type, energy consumption, backhaul require- z Small Cell Solutions (Relevant/Appropriate) ments, costs, etc.) z Market Potential z Current Deployments and Use Cases 3. REQUIREMENTS FOR 5G ...... - Role of Small Cells in 5G SECTION III: INDIAN MARKET SCENARIO AND OUTLOOK z Network Densification z Better Service Quality 7. EXPERIENCE SO FAR ...... z Cost Efficiency - Trends in Adoption/Current Deployment Status z Service Proliferation - Implementation Models - Technology Considerations - Issues in Deployment - 5G Use Cases and Applications - Service Provider/Operator Plans and Strategies 8. BUSINESS MODELS AND MARKET PLAYERS ...... - Global Deployment Experience and Case Studies - Current Market Structure - Issues and Challenges - Emerging Business Models (Neutral Hosts, Infra Sharing, etc.) - Cost Economics (Capex/Opex considerations) 4. BACKHAUL CONSIDERATIONS ...... - Key Players - Backhaul Requirements z Telcos z Wireless (mmWave, E-band, V-band) z IP-1s/TowerCos z Fibre-based z FTTH Providers - Issues and Challenges z IBS Providers z Etc. SECTION II: MARKET SEGMENTATION 9. MARKET OUTLOOK, PROJECTIONS AND OPPORTUNITIES ...... 5. MARKET SEGMENTATION BY OPERATING ENVIRONMENT ...... - Key Demand Drivers and Market Outlook - Indoor Coverage - Projected Demand from Indoor and Outdoor Segments z Key Consumer Segments (Office and Residential Buildings, - Projected Demand from End Users Shopping Malls, etc.) - Projected Demand from 5G z Needs and Requirements (Bandwidth, Coverage, Speed, etc.) - Market Projections till 2024-25 z Small Cell Solutions (Relevant/Appropriate) - Deployment Plans and Investments z Market Potential - Issues and Challenges z Current Deployments and Use Cases - Opportunities for Technology Providers - Outdoor Coverage - Opportunities for Infrastructure Providers z Key Consumer Segments (Campuses, Complexes, Stadiums, - Opportunities for Other Players Smart Cities, etc.) z Needs and Requirements (Bandwidth, Coverage, Speed, etc.) SECTION IV: LEADING TECHNOLOGY PROVIDERS z Small Cell Solutions (Relevant/Appropriate) z Market Potential 10. BRIEF PROFILES OF LEADING TECHNOLOGY PLAYERS ...... z Current Deployments and Use Cases - Airspan; Altiostar; Cisco; CommScope; Corning; Ericsson; Huawei; Ibus Networks; Parallel Wireless; Qualcomm; QuadGen Wireless; 6. MARKET SEGMENTATION BY END USERS ...... Samsung; Sercomm; Space World; STL; Mavenir; Nokia; NEC; - Telcos VVDN; Z-Com; ZTE; Zyxel; etc. z Key Benefits (Coverage, Capacity, QoS) (Key small cell solutions/offerings, key clients, key deals/partnerships/ collaborations, z Small Cell Solutions (Relevant/Appropriate) future plans, upcoming products, etc.) z Key Applications and Demand Drivers (4G, 5G, etc.) z Current Deployments and Future Plans - Enterprises z Emerging Segments (Logistics, Education, Hospitals, BFSI, Utilities, Manufacturing, Retail, IT/ITeS, etc.) The report will be available in a PDF format.

56 | India Infrastructure Research www.indiainfrastructure.com TELECOM Table of Contents Table Price: Rs 60,000 (USD 1,416) Rs 60,000 Price: India Infrastructure Research | 57 Digitel, TowerVision, etc.): Current Focus Areas; Key Contracts and Areas; Key etc.): Current Focus Digitel, TowerVision, Plans and Requirements Collaborations; Future Smart Cities, etc) Upcoming Contracts; Cities; Current Use cases; Key and Prospective Plans and Upcoming OpportunitiesFuture Opportunities; Plans Expansion etc.) and Export on Make in India; Impetus - Focus Policy Scenario; Materials and Cost Trends; Deployment and Installation Practices; on R&D and Emerging Solutions; Capacity Expansion Plans Focus Outlook Areas; Issues and Challenges; Future Focus and Future - Trends in Towers Site Fiberisation in Towers - Trends (Infracos/netcos, neutral hosts, etc.) - Emerging Business Models Players (Indus-Bharti India, Summit - Analysis of Key Infratel, ATC - New Opportunities Centers, (Small Cells, Edge Data of OFC in Smart- Role Cities; Current Network Infrastructure across - Demand Drivers - Current Level of FTTH Penetration - Evolving Competitive Landscape Offerings, Expansion Plans, Etc.) Players (Network Size, Key - Key - Emerging Business Models Play Service Providers of MSO/Triple - Role of OFC - Role for Monetising OFC Network - Emerging Models/Practices Contracts; Emerging Utilities: Network Size; Key of Key - Profiles - Data Centers: Hyperscale; Edge Data Centres - Enterprise Digitalisation (Healthcare, BFSI, IT/ITeS, Manufacturing, - Public Wi-Fi and Manufacturing Capacity; Domestic Sales - Growth in Production - Aksh OptiFibre Limited - Birla Cable Limited - CommScope - Corning - Finolex Cables Limited Communications Limited - Himachal Futuristic Communications Limited - Paramount - Polycab De-Massari AG - Reichle& - STL - Uniflex Cables Limited - Vindhya Telelinks Coast Optilinks - West - Others (Each player profile will give an overviewthe company’s operations, focus areas, of manufacturing facilities, key projects, financial perfor- current production capacity, mance, capex and expansion plans) The report will be available in a PDF format. 8. TOWER COMPANIES...... 9. SMART CITIES ...... 10. FIBRE TO THE HOME ...... 11. UTILITIES - POWER, OIL & GAS AND RAILWAYS ...... 12. KEY EMERGING SEGMENTS ...... SCENARIO SECTION III: SUPPLY-SIDE ECOSYSTEMMANUFACTURING 13. EVOLVING ...... 14. KEY SUPPLIER PROFILES ...... (August 2021)(August (Draft ToC)

and BSNL/MTNL): FTTH Offerings; Key Growth in Data Traffic; . . . . Plans and Requirements Contracts and Collaborations; Future GujaratNet, KFON, Telangana T-Fiber, others) T-Fiber, GujaratNet, KFON, Telangana Overview; and Current and Requirements Progress Status; Key Emerging Opportunities Upcoming Tenders and Purchase Orders; Implementation Roadblocks; and Purchase Orders; Implementation Roadblocks; Upcoming Tenders Scope of PPP; Opportunities Stakeholders for Private Technology Providers; Ancillary Providers; Market Technology and Current Status; Impact on OFC Demand Consumption; Demand for FTTH Services; Deployment by telcos and OFC Manufacturers ISPs;

- Current Network Size OFC - Emerging Business and Monetisation Models in ARPUs - Trends Players (Bharti- Analysis of Key Airtel, Idea Jio, Vodafone Reliance - State-level Projects and Initiatives (MahaNet, AP FibreNet, TamilNet, and Initiatives (MahaNet, AP FibreNet, TamilNet, - State-level Projects - National Broadband Mission: Progress so Far; Timelines and Targets Timelines and Targets so Far; - National Broadband Mission: Progress - Network for Spectrum- Defence Projects and ASCON: Project - BharatNet: Overview; under Phase II; State-wise Analysis; Progress - Key Considerations for 5G rollout - Key Site Fiberisation; Small Cell Backhaul Tower - OFC Requirements: and Plans - Operator Readiness Use Cases - Key - Issues and Challenges and Forecasts - Data Consumption - Growth Trends User Segments by Key Requirements - Projected under Government Policies and - Estimated Requirements Projects for 5G Requirements - Projected - Market Opportunities for: OFC Suppliers and Manufacturers; - RoW Rules: Implementation Status; State-wise Charges Rules: - RoW State Policies - Key and Consultations Recommendations - TRAI and Regulatory Gaps - Policy - Industry Expectations - NDCP 2018: Policy Provisions and Objectives; Execution Timelines and Objectives; Execution Timelines Provisions - NDCP 2018: Policy - Post Covid-19 Outlook - Post - Growth in OFC Network User Segments across Key - Consumption Trends - Date Uptake and Demand - Supply-side Dynamics and Regulatory Scenario - Evolving Policy and New Business Models - Emerging Trends Issues and Challenges - Key Outlook - Future in Data Uptake and Network Usage - Trends - Adoption of Virtual Solutions Collaboration and Remote and Content - Impact on OFC Demand and Supply: Data Growth

7. TELECOM OPERATORS ...... 6. GOVERNMENT PROGRAMMES AND INITIATIVES ...... SECTION II: KEY USER SEGMENTS AND REQUIREMENTS 4. 5G SCENARIO AND KEY REQUIREMENTS ...... 5. DEMAND PROJECTIONS AND (2025-26)OUTLOOK ...... 3. POLICY SCENARIOAND REGULATORY ...... 1. MARKET OVERVIEW AND KEY TRENDS ...... 2. OF IMPACT COVID-19 AND INDUSTRY RESPONSE ...... SECTION I: MARKET TRENDS, DEVELOPMENTS AND OUTLOOK TRENDS, DEVELOPMENTS SECTION I: MARKET

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Key Trends, Future Drivers and Demand Outlook and Demand Drivers Future Trends, Key Optic Fibre Cable Market in India 2020 India 2020 in Market Cable Fibre Optic TELECOM Growth Drivers,EmergingBusinessModelsandFuture Outlook Telecom Tower InfrastructureinIndia 58 | India Infrastructure Research |India Infrastructure 58 Table ofContents 4. EMERGING BUSINESS MODELS . MODELS BUSINESS EMERGING 4. .SATCTE XEINEADOPRUIIS. . OPPORTUNITIES AND EXPERIENCE - CITIES SMART 7. deployment, futureexpansionplansandmarketopportunity) ofmarketsize,growthdrivers,currentstatus of (Each segmentwillgiveanoverview . REGULATORYAND DEVELOPMENTS POLICY 3. . COVID-19 IMPACTOF 2. . TRENDS KEY AND OVERVIEW MARKET 1. JECTIONS SECTION I:TRENDS,DEVELOPMENTS, GROWTHDRIVERSANDPRO- . INSIGHTS KEY AND SUMMARY .PEAIGFR5 EURMNSADOPRUIIS. OPPORTUNITIES AND REQUIREMENTS - 5G PREPARINGFOR 6. SECTION II:NEWGROWTHAREAS . 2025) (till PROJECTIONS MARKET OUTLOOKAND 5. - Het-Nets Provisioning and Smart Infrastructure (Fiberisation, Infrastructure Het-NetsProvisioning andSmart - NeutralHosts - Sharing ActiveInfrastructure - Expectations Industry - Policy Gaps andRegulatory - TRAI’s Recommendations onEnhancingtheRole ofIP-1s - StatePolicies - RoW Rules - NationalBroadbandMission - Key CompletedandOngoingProjects - ExistingPartnerships - Implementation Experience - Applications and UseCases - Role ofTelecom Infrastructure - NDCP2018 - ImpactonBusinessOperations - DemandfromNon-urbanCenters - Trends in NetworkUsage - GrowthinDataConsumption - Future Outlook - EmergingTrends - IssuesandChallenges - ImpactofTelco ConsolidationandFinancialCrisis - andCompetitiveLandscape MarketStructure - SizeandGrowth - EdgeDataCenters - Microsites - Tower SiteFiberisation - Outlook Industry - forTower Opportunities Companies - Projected GrowthinTenancies - Projected GrowthinTower Deployments - DataConsumption-GrowthTrends andForecasts - Key GrowthDrivers - Wi-Fi, smallcells,etc.) z z z z z z z z z State-wise Charges Implementation Status Key Provisions forTowerCosOpportunities Execution Timelines Provisions andObjectives forTowerCosOpportunities Execution TimelinesandStatus Policy Provisions andObjectives 2020 3 E LYR . . PLAYERS KEY 13. SECTION IV: PLAYER PROFILES . OPERATIONSMAINTENANCE SITE AND 12. . . ENERGYMANAGEMENT 11. . SOLUTIONS TECHNOLOGIESAND DESIGNS, TOWER 10. MAINTENANCE SECTION III:TOWERDESIGN,ENERGY REQUIREMENTSANDSITE ships andcontracts,marketopportunity) (Each segmentwillcovermarketsize,growthdrivers,currentandplannedpartner- The report willbeavailableinaPDFformat. The report capex andexpansionplans) focusareas,keyprojects, key clients,financialperformance, print andportfolio, ofthe company’soperations,towerfoot- (Each playerprofilewillgiveanoverview .NNCR UIESOPRUIIS. OPPORTUNITIES BUSINESS NON-CORE 9. . SOLUTIONS IN-BUILDING 8. (October 2020) (Draft ToC) (Draft (October 2020) - Others (GTL Infrastructure, RailTel, Others(GTL Infrastructure, PowerGrid, etc.) - Tower Vision - Reliance Infratel - Reliance JioInfratel - IndusTowers-Bharti Infratel - BSNL-MTNL - AscendTelecom Infrastructure - AmericanTower Corporation - ChallengesandWay Forward - InitiativesandExperience Industry - Focus onManagedservices - Key andEmergingTechnology Trends (Analytics,realtime - Practices andModels Current - Future Outlook - Initiatives Industry - Focus onGreenEnergy - Trends inEnergyStorage - EnergyEfficiencyStrategies - Types andNatureofEnergySources - CostStructure - Power ConsumptionTrends - GlobalBestPractices andLessons - DeploymentandInstallationModels - Trends inMaterialsUsed - EvolvingTower Designs - Types ofTower andKey Characteristics Structures - EVChargingInfrastructure - DigitalSignageandAdvertising - Poles (IoTsensors,publicWi-Fi) Smart - andFuture Outlook Opportunities - IssuesandChallenges - Role ofTowercos - EmergingBusinessModels - OperatorDeploymentsandPlans - Key Solutions/Technologies: SmallCells;Wi-Fi DAS;FTTH; - Marketsizeandadoption - Future Opportunities - UpcomingTenders - monitoring, automation) rc:R 8,0 (USD 1,888) Price: Rs80,000 www.indiainfrastructure.com MULTI-SECTOR Investment and Market Opportunities in Africa 2021-22 Price: Rs 120,000 (USD 1,770) Recent Trends, New Projects, Future Outlook and Projections (October 2020) No. of slides: 857 Table of Contents

EXECUTIVE SUMMARY Advancements; Key Completed Projects; Proposed Investments; Upcoming Projects; Market Opportunities; Issues and Challenges; SECTION I: AFRICAN MARKET OVERVIEW, IMPACT OF COVID-19, Sector Outlook INVESTMENT OUTLOOK AND NEW OPPORTUNITIES 13. OIL AND GAS: E&P, LNG AND PIPELINE INFRASTRUCTURE, 1. INFRASTRUCTURE SNAPSHOT ...... REFINERY AND PETROCHEMICALS ...... - Macroeconomic Scenario; Current Infrastructure Deficit; - Size and Growth; Emerging Trends and Developments; Impact of Competitive Landscape; Infrastructure Size and Growth; Sectoral Covid-19 on Project Timelines and Financing; Technological Trends and Developments; Key Technology Trends; Recent Advancements; Key Completed Projects; Proposed Investments; Government Initiatives in Light of Covid-19; Sector wise Proposed New and Emerging Investment Avenues; Upcoming Projects; Market Investment; Risks and Challenges; Outlook and Opportunities (Till Opportunities; Issues and Challenges; Sector Outlook 2026-27) 14. ROADS ...... 2. IMPACT OF COVID-19 ON PROJECTS, INVESTMENTS AND CAPEX - Size and Growth; Emerging Trends and Developments; Impact of PLANS ...... Covid-19 on Project Timelines and Financing; Technological - Impact on Project Execution; Expected Time and Cost Overruns Advancements; Key Completed Projects; Proposed Investments; (Short Term and Medium Term); Impact on Investment and Funding; New and Emerging Investment Avenues; Upcoming Projects; Market Impact of the Evolving Geopolitical Landscape; Policy Response and Opportunities; Issues and Challenges; Sector Outlook Mitigation Strategies; Impact on Capex Plans of Key Infrastructure Players 15. RAILWAYS: HEAVY RAIL INFRASTRUCTURE ...... - Size and Growth; Emerging Trends and Developments; Impact of 3. PROJECT PIPELINE: RE-ASSESSMENT OF OPPORTUNITIES IN LIGHT Covid-19 on Project Timelines and Financing; Technological OF COVID-19 ...... Advancements; Key Completed Projects; Proposed Investments; - Overall Project Pipeline; Assessment of Project Pipeline; Project Upcoming Projects; Market Opportunities; Issues and Challenges; Pipeline Analysis; Top Upcoming Projects in the Region Sector Outlook 4. FUTURE OUTLOOK, PROJECTIONS AND MARKET OPPORTUNITIES 16. URBAN TRANSPORT ...... (Till 2026-27) ...... - Size and Growth; Emerging Trends and Recent Developments; - Growth and Demand Drivers; Expected Capacity Additions; Impact of Covid-19 on Project Timelines and Financing; Upcoming Investments; Key Projections (Medium and Long-term); Technological Advancements; Key Completed Projects; Proposed Sector-wise Big-Ticket Opportunities; Top 10-15 Infrastructure Investments; New and Emerging Investment Avenues; Upcoming Investment Destinations; Post Covid-19 Outlook; Market Opportunities Projects; Market Opportunities; Issues & Challenges; Sector Outlook 5. FUTURE POTENTIAL FOR PPPS ...... 17. SEAPORTS ...... - Current Scenario; Emerging Business Models; Sector-wise Private - Size and Growth; Emerging Trends and Developments; Impact of Investments and Experience; Key Completed PPP Projects; Key Covid-19; Technological Advancements and Modernisation Upcoming PPP Projects and Privatisation Opportunities; Impact of Initiatives; Key Completed Projects; Proposed Investments; New and Covid-19 on Revenues and Returns; Emerging Markets in the PPP Emerging Investment Avenues; Upcoming Projects; Market Segment; Risks and Challenges; Outlook and Opportunities Opportunities; Issues and Challenges; Sector Outlook 6. EPC MARKET: EXPERIENCE AND OPPORTUNITIES ...... 18. AIRPORTS ...... - Current Scenario; Key Players; Key Contracts; Sector-wise - Size and Growth; Emerging Trends and Developments; Impact of Experience; Impact of Covid-19; Mitigation Measures; Issues and Covid-19 on Project Timelines and Financing; Key Completed Challenges; Major Investments; Market Opportunities; Short, Projects; Proposed Investments; New and Emerging Investment Medium and Long-term Outlook Avenues; Upcoming Projects; Market Opportunities; Issues and Challenges; Sector Outlook 7. INVESTMENT TRENDS AND FINANCING SCENARIO ...... - Overall Trends in Infrastructure Spending; Impact of Covid-19 on 19. ICT INFRASTRUCTURE ...... Financing Landscape; Key Funding Sources; Investment - Overview; Size and Growth; Emerging Trends and Developments; Requirement and Projections; Key Risks and Challenges; Investment Impact of Covid-19; New and Emerging Investment Avenues; Outlook Proposed Investments and Key Projects; Market Opportunities; Issues and Challenges; Future Outlook 8. FOREIGN INVESTMENT TRENDS ...... - Size and Growth; FDI Analysis; Initiatives to Encourage Foreign 20. WATER AND SANITATION ...... Investment; Proposed Foreign Investments; Participation of - Size and Growth; Emerging Trends and Developments; Impact of Overseas Equipment Manufacturers and Service Providers Covid-19 on Project Timelines and Financing; Technological Advancements; Key Completed Projects; Investment Analysis; New SECTION II: SECTOR-WISE ANALYSIS, DEVELOPMENTS AND OPPORTU- and Emerging Investment Avenues; Upcoming Projects; Market NITIES Opportunities; Issues and Challenges; Sector Outlook 9. CONVENTIONAL ELECTRICITY GENERATION ...... SECTION III: COUNTRY-WISE ANALYSIS AND OPPORTUNITIES - Size and Growth; Emerging Trends and Developments; Impact of Covid-19; Key Completed Projects; Proposed Investments; 21. TOP 10-15 INVESTMENT DESTINATIONS ...... Upcoming Projects; Market Opportunities; Issues and Challenges; - Macroeconomic Growth; Priority Infrastructure Sectors; Private Sector Outlook Investment Mobilised and Experience; Ease-of-doing Business Indicators; Project Pipeline; Key Upcoming Projects; Key Successes 10. RENEWABLE ENERGY GENERATION ...... and Failures; Challenges and Lessons Learnt; Market Opportunities; - Size and Growth; Emerging Trends and Developments; Impact of Post Covid-19 Country Outlook Covid-19 on Project Timelines and Financing; Technological Advancements; Key Completed Projects; Proposed Investments; 22. COUNTRY PROFILES ...... New and Emerging Investment Avenues; Upcoming Projects; - Economic Scenario; Infrastructure Overview; Policy Landscape; Market Opportunities; Issues and Challenges; Sector Outlook Ease of Doing Business Scenario; Budgetary Outlays; Key Comm- issioned Projects; Upcoming Investments; Capacity Addition Plans 11. TRANSMISSION, DISTRIBUTION & SMART GRID INFRASTRUCTURE . & Targets; Post-Covid-19 Outlook for Infrastructure Investments - Size and Growth; Emerging Trends and Recent Developments; Impact of Covid-19; Smart Grid and Metering Initiatives; Technology This section will cover detailed profiles of 35 key countries the region. Advancements; Key Completed Projects; New and Emerging Investment Avenues; Upcoming Projects; Proposed Investments & SECTION IV: DATABASE OF KEY PROJECTS Capacity Addition Targets; Market Opportunities; Issues and The database will have information on project scope, cost, capacity, location, imple- Challenges; Sector Outlook menting agency, ownership, EPC contractor/developer, current status, date of com- mencement of construction/month of award, and expected date of completion. 12. MINING ...... - Size and Growth; Emerging Trends and Developments; Impact of Covid-19 on Project Timelines and Financing; Technological The report is available in a PDF format

www.indiainfrastructure.com India Infrastructure Research | 59 Irrigation in India (July 2020) Price: Rs 110,000 (USD 2,596) State Profiles, Upcoming Projects, Investments and Opportunities No. of slides: 496 Table of Contents

KEY INSIGHTS AND THE ROAD AHEAD ...... - Interlinking of Rivers (ILR) Programme OTHERS - Command Area Development and Water Management SECTION I: EMERGING TRENDS, DEVELOPMENTS, NEW PROJECTS AND - Atal Bhujal Yojana (ABHY) - National Groundwater Management OPPORTUNITIES Improvement Program - Dam Rehabilitation and Improvement Programme 1. IRRIGATION MARKET OVERVIEW ...... - National Aquifer Mapping Program (NAQUIM) - Size and Growth For each of the programmes we will cover project scope, investment requirements, - Irrigation Potential financing sources, current status, key completed and ongoing projects, upcoming - Notable Sector Trends tenders, targets and completion timelines, etc. - Key Government Programmes - Funding Sources & Expenditure Trends 8. IRRIGATION TECHNIQUES AND TECHNOLOGY ...... - Type of Irrigation Systems - Current Deployment & Practices - Industry Structure and Major Players - Key Irrigation Techniques (Drip, Sprinkler, Center Pivot, Pot) - Issues & Challenges - Focus on Micro Irrigation - Notable Innovations and Advancements 2. WATER DEMAND AND SUPPLY SOURCES ...... - Future Outlook - Demand for Water - Water Availability & Sources 9. EQUIPMENT MARKET TRENDS AND REQUIREMENTS ...... - Recycle and Reuse Practices - Types of Equipment - Water Supply-Demand Gap - Pumps and Pumping Systems (Solar & Electric Pumps) - Irrigation Demand Outlook - Metering Practices - Other Ancillary Equipment 3. IMPACT OF COVID-19 ON IRRIGATION SECTOR ...... - New Trends and Advancements - Impact on Government Programmes and Budgets - Major Players - Impact on Project Delivery - Sourcing Options z Ongoing Projects - Segment Outlook z New Bids/Tenders - Impact on Labour and Raw Material Availability SECTION II: STATE IRRIGATION PLANS AND INITIATIVES - Impact on Input Cost - Capex Plans of Major Players 10. PROFILES OF KEY STATES ...... - Relief Measures for Irrigation Sector This section will cover detailed profiles of states such as Andhra Pradesh, Bihar, - Key Recommendations based on Industry Interactions Chhattisgarh, Gujarat, Haryana, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Odisha, Punjab, Rajasthan, Uttarakhand, Tamil Nadu, Telangana, Uttar 4. RECENT DEVELOPMENTS (in the past 12 to 18 months) ...... Pradesh and West Bengal - Regulatory Developments - New Standards and Norms Each profile will give information on the following: - Project Completions - Agriculture Overview - Contract Awards - Water Availability and Sources - Projects Approved/Announced - Irrigation Potential - Other Key Developments - Irrigation Schemes and Programmes z Key Completed Projects 5. PROJECT PIPELINE AND ANALYSIS ...... z Key Ongoing Projects - Project Pipeline by z Key Upcoming Projects z Region - Recent Developments & Initiatives z State - Type of Projects (Major, Medium and Minor) z Stage of Development - Cost Structure and Water Tariffs z Type of Project (Major, Medium and Minor) - Key Funding Sources z Completion Period - Irrigation Techniques & Practices - Expected Capacity Addition - New Trends and Advancements - Top 50 Upcoming Projects - Irrigation Storage Systems - Initiatives for Improving Water Use Efficiency 6. FUTURE OUTLOOK AND OPPORTUNITIES ...... - Pipes and Pumping Systems - Key Growth Drivers - Major Players - Short-term and Long-Term Sector Outlook - Upcoming Contracts and Tenders z Investment Requirements - Expected Capacity Addition - Market Opportunities - Investment Requirements z EPC Contractors - Future Outlook z Pumps Manufacturers - Issues and Concerns z Pipe Manufacturers z Storage System Providers SECTION III: DATABASE OF KEY PROJECTS z Meter Manufacturers The database is a compilation of upcoming projects (ongoing and planned) in the z Technology Providers sector with details on scope, location, cost, capacity, funding sources, implementing z Consultants agency, contractor (wherever available), current status, expected date of completion, etc. 7. UPDATE ON KEY GOVERNMENT PROGRAMMES ...... - Pradhan Mantri Krishi Sinchayee Yojana (PMKSY) - Accelerated Irrigation Benefits Programme - Bharat Nirman Programme - Participatory Irrigation Management The report is available in a PDF format

60 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR Infrastructure Investment and Market Opportunities in Southeast Asia Price: Rs 110,000 (USD 2,596) (November 2020) No. of slides: 726 Table of Contents

SUMMARY AND INSIGHTS ...... 12. OIL AND GAS: E&P, LNG AND PIPELINE INFRASTRUCTURE, REFINERY AND PETROCHEMICALS ...... SECTION I: MARKET OVERVIEW, TRENDS AND COVID-19 IMPACT - Size and Growth, Emerging Trends and Developments, Impact of ASSESSMENT Covid-19 on Project Timelines, New Bids and Financing, Pricing Trends, Key Projects (Completed and Ongoing), Top Upcoming 1. INFRASTRUCTURE SNAPSHOT ...... Projects, Technology Advancements (Asset Monitoring and Pipeline - Size and Growth, Current State of Infrastructure and Infrastructure Integrity & Safety), Proposed Investments & Capacity Addition Deficit, Growth Drivers, Emerging Trends, Key Sectoral Trends, Recent Targets, Market Opportunities, Issues and Challenges, Sector Outlook Policy Changes and Government Initiatives, Fiscal and Monetary Response, Mitigation Strategies, Policy Changes and Government 13. ROADS ...... Initiatives, Issues and Challenges, Investment Projections, Sector wise - Size and Growth, Emerging Trends and Developments, Impact of Proposed Investment & Opportunities, Future Outlook Covid-19 on Project Timelines and Financing, Key Projects (Completed and Ongoing), Top Upcoming Projects, Technology 2. IMPACT OF COVID-19 ON PROJECTS, CONSTRUCTION AND Advancements, Proposed Investments & Capacity Addition Targets, INVESTMENTS ...... Market Opportunities, Issues and Challenges, Sector Outlook - Expected Time and Cost Overruns (Short Term and Medium Term), Impact on Project Delivery, Impact on Investments, Capacity and 14. RAILWAYS ...... Investment Outlook - Growth Drivers, Size and Growth, Key Trends, Recent Developments including the Impact of Covid-19 on Project Timelines, New Bids 3. PROJECT PIPELINE ANALYSIS ...... and Financing, Proposed Investments & Capacity Addition Targets, - Assessment of Project Pipeline, Analysis by Sector, Analysis by Top Upcoming Projects, Market Opportunities, Issues and Stage of Development, Analysis by Ownership, Analysis by Country, Challenges, Sector Outlook Analysis by Investment, Top Upcoming Projects in Terms of Investment, Big-ticket Opportunities to Look Out For 15. URBAN TRANSPORT ...... - Size and Growth, Clean Bus Market, Emerging Trends and 4. MARKET OPPORTUNITIES AND FUTURE OUTLOOK ...... Developments, Recent Developments, Impact of Covid-19 on - Country-wise Planned Capacity Addition and Proposed Investment, Project Timelines, New Bids and Financing, Key Projects Sector-wise Planned Capacity Addition and Proposed Investment, (Completed and Ongoing), Top Upcoming Projects, Proposed Market Opportunities, Future Outlook Investments & Capacity Addition Targets, Technology Advancements (Rolling Stock, Fare Collection and S&T), Market 5. INVESTMENT AND FINANCING TRENDS ...... Opportunities, Issues and Challenges, Sector Outlook - Infrastructure Spending, Investment Laws and Promotion Agencies, Trends in Funding Sources (Past five Years), FDI Trends and Impact 16. SEAPORTS ...... of Covid-19, New and Emerging Sources of Finance, Issues and - Size and Growth, Emerging Trends and Developments, Recent Challenges, Risks and Historical Rates of Return, Investment Developments, Impact of Covid-19 on ASEAN Maritime Sector, Key Outlook in the Post-Covid World Completed Projects, Key Ongoing Projects, Top Upcoming Projects, Technology Advancements (Mechanisation and Modernisation), 6. PRIVATE SECTOR PARTICIPATION: EXPERIENCE, CHALLENGES AND Proposed Investments and Capacity Addition Targets, Market OPPORTUNITIES ...... Opportunities, Issues and Challenges, Sector Outlook - Current Scenario, Business Models, Sector-wise Private Investments, Key Completed PPP Projects, Key Upcoming PPP 17. AIRPORTS ...... Projects, Key Risks and Challenges, Impact of Covid-19 on - Size and Growth, Emerging Trends, Recent Developments, Impact of Developer Revenues, Upcoming Opportunities, Short, Medium and Covid-19 on Project Timelines, New Bids and Financing, Technology Long-term Outlook Advancements (Passenger Facilitation and Cargo Handling), Tariff Trends, Key Projects (Completed and Ongoing), Top Upcoming 7. EPC MARKET: EXPERIENCE AND OPPORTUNITIES ...... Projects, Proposed Investments & Capacity Addition Targets, Market - Current Scenario, Key Players (Domestic and Foreign), Key Contracts, Opportunities, Issues and Challenges, Sector Outlook Sector-wise Experience, Impact of Covid-19, Issues and Challenges, Market Opportunities, Short, Medium and Long-term Outlook 18. WATER AND WASTE ...... - Size and Growth, Emerging Trends, Recent Developments, Impact of SECTION II: SECTOR-WISE ANALYSIS, DEVELOPMENTS & OPPORTUNITIES Covid-19 on Project Timelines, New Bids and Financing, Technology Advancements (Treatment, Metering & Loss Reduction and Asset 8. REGIONAL INFRASTRUCTURE ...... Management), Costs and Tariffs, Key Projects (Completed and - ASEAN Economic Community, Master Plan on ASEAN Connectivity Ongoing), Top Upcoming Projects, Proposed Investments & 2025, ASEAN Single Window, ASEAN Highway Network ASEAN Capacity Addition Targets, Market Opportunities, Issues and Smart Cities Network, ASEAN Single Aviation Market, ASEAN Single Challenges, Sector Outlook Shipping Market, ASEAN Power Grid and Asian Super Grid, ASEAN Broadband Corridor, China’s Belt Road Initiative (BRI), Key SECTION III: COUNTRY PROFILES Upcoming Cross-border Projects under MPAC 2025, Proposed Investments 19. COUNTRY PROFILES ...... - Brunei, Cambodia, Indonesia, Lao PDR, Malaysia, Myanmar, The 9. ELECTRICITY GENERATION: CONVENTIONAL ...... Philippines, Singapore, Thailand, Timor-Leste, Vietnam - Size and Growth, Emerging Trends and Developments, Impact of Each country profile will cover the current economic scenario, current state of infras- Covid-19 on Project Timelines, New Bids and Financing, Key tructure, sector-wise size and growth, trends in budgetary allocations, mitigation Completed Projects, Top Upcoming Projects, Capacity Addition strategies and relief measures to deal with the impact of Covid-19, expected capacity Targets, Technology, Costs and Tariffs, Market Opportunities, Issues additions, proposed investments, and a snapshot of key completed and upcoming and Challenges, Investment and Demand Outlook projects.

10. RENEWABLE ENERGY ...... SECTION IV: DATABASE OF KEY PROJECTS - Size and Growth, Emerging Trends and Developments, Impact of The database will have information on project scope, cost, capacity, location, imple- Covid-19 on Project Timelines, New Bids and Financing, Costs and menting agency, ownership, EPC contractor/developer, equipment provider, current Tariffs, Key Projects (Completed and Ongoing), Proposed status, date of commencement of construction/month of award, and expected date of Investments, Capacity Addition Targets, Technology Advancements, completion Market Opportunities, Issues and Challenges, Future Outlook and Demand Projections

11. TRANSMISSION, DISTRIBUTION AND SMART GRID ...... - Size and Growth, Emerging Trends and Developments, Impact of Covid-19, Smart Grid and Metering Initiatives, Recent Developments, Technology Advancements, Key Completed Projects, Top Upcoming Projects, Proposed Investments & Capacity Addition The report is available in a PDF format. Targets, Market Opportunities, Issues & Challenges, Sector Outlook

www.indiainfrastructure.com India Infrastructure Research | 61 Opportunities in the Indian Healthcare Market (November 2019) Price: Rs 75,000 (USD 1,770) Segment Analysis and Outlook: Infrastructure, Technology, Equipment and Insurance No. of slides: 382 Table of Contents

EXECUTIVE SUMMARY ...... 10. HEALTH INSURANCE ...... - Evolution of Health Insurance SECTION I: TRENDS, DEVELOPMENTS AND MARKET ANALYSIS - Insurance Penetration: Industry-level Analysis, Trends in Life, Non-life and Industry 1. MARKET OVERVIEW ...... - Growth in Number of People Covered Under Health Insurance - Current Status of Healthcare Infrastructure, Demand-Supply Gap, - Health Insurance Premium Trends Trends in Expenditure, Industry Structure and Role of Private Sector, - Gross Premium Written Recent Trends and Developments, Investment Needs and - Incurred Claims Ratio MULTI-SECTOR Requirements, Government’s Plans and Progress, Issues and - Key Players Challenges, Segment Outlook - Market Composition - Trends in Public, Private and Standalone Health Insurance 2. GOVERNMENT POLICIES, PLANS AND PROGRESS ...... - Impact of National Health Protection Scheme - Policy and Institutional Framework, Impact of GST, National Health - State-level Initiatives Profile 2018, National Health Policy, 2017, National Health Mission, - Recent Trends and Developments Ayushman Bharat, Other Key Government Programmes - Issues and Challenges - Outlook and Future Prospects 3. SECTOR OUTLOOK AND KEY PROJECTIONS ...... - Growth Drivers SECTION IV: DIGITAL HEALTHCARE, ROLE OF TECHNOLOGYN & - Projected Healthcare Market Size EMERGING GROWTH AREAS - Future Capacity and Investment Projections - Sector Outlook 11. ARTIFICIAL INTELLIGENCE: POTENTIAL AND OPPORTUNITIES . . . . - The Experience So Far, Recent Investments in the AI Domain, Key 4. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... Applications, Machine Learning Technologies and Their Impact, - Pipeline Analysis: By Ownership, By Category, By Location, By Status Expected Impact on Healthcare Landscape, Key Technology - Market Opportunities in Key Segments, AI and Machine Learning, Providers, Potential Barriers, Key Opportunity Areas, Future Prospects Data Analytics, mHealth and digital pharmacies, Telemedicine, Medical Tourism, Medical Device and Equipment, Diagnostics, 12. DATA ANALYTICS IN HEALTHCARE ...... Health Insurance - Technology Penetration, Key Case studies, Upcoming Opportunities, Major Players, Key Issues and Challenges, Future Potential and 5. INVESTMENT EXPERIENCE ...... - Healthcare Spending Trends, Prospects - Private Investment and Role of PPPs This chapter covers the following technologies - IoT, Big Data, Cloud, Robotics and - Emerging Business Models Process Automation, Blockchain, and other technologies such as 3D Printing, - Financing Trends: Debt Funding, Private Equity Deal Scenario, Private Augmented and virtual reality, etc. Equity Exits, Venture Capital Funding Scenario, Recent IPOs, Mergers and Acquisitions, FDI Inflow 13. HEALTHCARE PLATFORMS & APPLICATIONS: MHEALTH & DIGITAL - New and Innovative Funding Sources PHARMACIES - Role of Global Investors - The Experience So Far, Growth Drivers, Role of Healthcare Startups, - Risks and Returns mHealth: Progress and Experience, Potential for Digital Pharmacies, - M&A Opportunities Future Outlook - Investment Outlook 14. TELEMEDICINE IN HEALTHCARE DELIVERY ...... SECTION II: HEALTHCARE INFRASTRUCTURE: SEGMENT ANALYSIS AND - Overview, The Experience So Far, Market Size and Growth, Case OPPORTUNITIES Studies, Future Potential and New Opportunities, Issues and Challenges, Future Outlook 6. HOSPITALS ...... - Growth in the Past Few Years, State-level Initiatives, Recent Trends, 15. MEDICAL TOURISM ...... Key Completed Projects, Expected Capacity Addition, Future - Overview, The Experience So Far, Market Size and Growth, Key Investment Requirement, Top Upcoming Projects, Issues and Growth Drivers, India’s Low-cost Advantage, Government Initiatives, Challenges, Future Outlook and Opportunities State-level Initiatives, Initiatives/Plans of Key Hospitals, Issues and Challenges, Key Industry Recommendations, Future Potential 7. SUPER SPECIALTIES AND MEDICITIES ...... - Growth in the Past Five Years, Key Completed Projects, Case OPINION AND INSIGHTS ...... Studies, Top Upcoming Projects, Segment Outlook, Market Opportunities - Niraj Didwania, Head, Corporate Development and Investor Relations, Healthcare Global Enterprises 8. DIAGNOSTICS AND PATHOLOGY CENTRES ...... - Nitin Nag, Regional Director (South), Cloudnine Group of Hospitals - Segment Overview, Key Trends and Financings, Growth in Private - Dr. Nitiraj Gandhi, Senior Manager, Business Advisory Services, EY Spending, Key Players, Top Upcoming Projects, Market Opportunities - Dr. Kirti Chadha, Senior Vice President - GRL Operations and Medical Affairs, Metropolis Healthcare SECTION III: EQUIPMENT AND INSURANCE MARKET: PROGRESS, - Dr. Manjiri Bakre, CEO and Founder, OncoStem Diagnostics OPPORTUNITIES AND PROJECTIONS - Nitin Sisodia, Founder and CEO, Sohum Innovation Lab - Arun Agarwal, Founder, Janitri Innovations 9. MEDICAL DEVICE AND EQUIPMENT INDUSTRY ...... - Market Size and Growth, Growth Drivers, Key Players, Types of Medical Devices and Equipment, Upcoming Medical Equipment Manufacturing Projects, Market Projections for Key Medical The report is available in a PDF format. Equipment (Till 2024-25), Industry Outlook

62 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR Opportunities in Indian Defence Market 2019 (January 2019) Price: Rs 75,000 (USD 1,770) Market Analysis, Potential for Offsets and Future Outlook No. of slides: 401 Table of Contents

EXECUTIVE SUMMARY ...... SECTION III: SEGMENT ANALYSIS AND OUTLOOK

SECTION I: RECENT TRENDS, DEVELOPMENTS AND OUTLOOK 8. KEY SEGMENTS ...... - Aerospace: Overview; Global Aerospace Industry; Fleet Size; IAF 1. SECTOR OVERVIEW ...... Aircraft; Industry Structure; Key Domestic Players; Key International - Existing Infrastructure Gaps Players; Other Key Vendors; Trends in Aerospace Expenditure; - Industry Structure and Key Agencies Export and Imports; Role of DRDO and OFB; Key Contracts - Growth Drivers Awarded; Collaborations and Tie-ups; Upcoming Contracts and - R&D Landscape Orders; Make in India Initiative; Products under Make in India; - Trends in FDI Impact of Make in India on Indeginisation; Focus on Indigenisation; - Trends in Exports and Imports Focus on Indigenisation - Requirements of IAF; Modernisation Plans - Trends in Budgetary Allocations – Ongoing and Completed; New Launches; Big-ticket Projects; RFIs - Key Developments and RfPs; Market Opportunities; Segment Outlook - Issues and Challenges - Armoured and Defence Logistics Vehicles: Introduction; Trends in - Sector Outlook Expenditure; Market Size of Armoured and Defence Vehicles; Industry Structure; Key Public and Private Players - Armoured and 2. DPP 2016 AND STRATEGIC PARTNERSHIP MODEL ...... Defence Vehicles; Key Public and Private Players- Heavy/ - An Introduction to DPP Construction Vehicle; Providers; Key Developments; Key - DPP 2016 Contracts Awarded; Key Collaborations and Tie-ups; Make in India - De-coding Acquisition Categories and Focus on indeginisation; Impact of Make in India; R&D - Buy (Indian - IDDM) initiatives; Modernisation Plans- Armoured Vehicles; New - ‘Make’ Category- Features Launches/Inductions/Upgrade; Upcoming Contracts; Market - Impact on Capital Procurement under the Buy Indian (IDDM) and Opportunity; Segment Outlook Make Indian Categories - Arms and Ammunition: Market Size and Growth; Trends in - Amendments to DPP 2016 Expenditure; Key Contracts Awarded; Industry Structure and Key - Impact of Amendments Players; Role of DRDO; Role of OFB; Collaborations and Tie-ups; - Strategic Partnership Model Impact of Make in India on Indigenisation; Modernisation Plans and - Next Steps Towards New DPP - Draft DPP-2018 New Product Launches; Upcoming Contracts; Segment Outlook - State-Level Defence Manufacturing Policies - Electronics and Communication Systems: Market Size and Growth; - Unresolved Issues and Concerns Key Contracts Awarded; Industry Structure and Players; Role of DRDO; Collaborations and Tie-ups; Impact of Make in India on 3. DEFENCE MANUFACTURING LANDSCAPE ...... indigenisation; TPCR 2018; R&D Initiatives; Modernisation Plans - Current Scenario; Defence Production by DPSUs/OFB; Capital and New Product Launches; Upcoming Contracts and Orders; Expenditure; Growth Drivers; Key Developments; Industrial Segment Outlook Licensing; FDI; Defence Electronic Manufacturing; Focus on - Shipbuilding: Existing Fleet Size; Trends in Expenditure; Key Modernisation; Acquisition under Make in India; Current Role of Contracts Awarded; Industry Structure and Key Players; Role of MSMEs; Measures to Improve MSMEs Potential; Potential Role of DRDO; Collaborations and Tie-Ups; Impact of Make in India on MSMEs; Upcoming Contracts; Market Opportunity; Future Outlook Indigenisation; Modernisation Overview and Plans; Upcoming Contracts; Segment Outlook 4. POTENTIAL FOR PRIVATE SECTOR PARTICIPATION ...... - Experience So Far; Major Developments; Key Players; SP Policy; SECTION IV: KEY PLAYERS Impact of the Strategic Partnership Policy; Key Completed/In Process of Delivery Projects; Focus on JVs and Collaborations; Tax 9. PROFILES OF DEFENCE PUBLIC SECTOR UNDERTAKINGS (DPSUS) . . Environment; State-level Incentives; Recently Awarded Contracts; - Bharat Dynamics Limited; Bharat Electronics Limited; Bharat Earth Emerging Areas of Private Participation; Upcoming Opportunities; Movers Limited; Garden Reach Shipbuilders and Engineers Limited; Issues and Challenges; The Way Forward Goa Shipyard Limited; Hindustan Aeronautics Limited; Hindustan Shipyard Limited; Mazagon Dock Limited; Mishra Dhatu Nigam 5. SECTOR OUTLOOK AND MARKET OPPORTUNITIES ...... Limited - Investment Requirements; Budget Projections; Acquisition Plans of Armed Forces; Opportunities in Future Acquisitions/Programmes; 10. PROFILES OF PRIVATE PLAYERS ...... Infrastructure Development (Manufacturing Clusters and Parks); - Airbus Group India; Ashok Leyland Defence Systems; Bharat Forge Capital Acquisition in Defence Procurement; Segment-wise Limited; BAE Systems India; Boeing India; Larsen and Toubro (L&T); Opportunities Dassault Aviation; Tata Group; Reliance Defence Limited; Punj Lloyd Industries Limited; Mahindra Defence Systems; Adani Defence & SECTION II: DEFENCE OFFSETS: PROGRESS AND OPPORTUNITIES Aerospace; Other Players (Domestic and Foreign)

6. DEFENCE OFFSETS MARKET ...... Each profile gives an overview of the company’s operations, key contracts, recent - Evolution of Indian Defence Offset Industry; Progress So Far; Indian collaborations, joint ventures, and future plans and strategies. Offset Guidelines: Impact and Gaps; Discharged Offset Obligations; Key Offset Contracts and Performance; Incentives and Penalties; Issues and Challenges

7. FUTURE POTENTIAL AND OUTLOOK ...... - Upcoming Contracts and Orders; International Best Practices; Expectations from the New Offset Guidelines; Outlook and The report is available in a PDF format. Opportunities; Next Steps for IOPs

www.indiainfrastructure.com India Infrastructure Research | 63 MULTI-SECTOR 64 | India Infrastructure Research |India Infrastructure 64 Current StatusandEmergingTrendsCurrent Banking Technology inIndia Table ofContents S 1 S 4 3 2 5 . . . . . E E B E A I B B E A I B C C S X L P A T T S E O I I P N O O U C - Core Banking - Key IssuesandChallengesforFintech - EnterpriseApplications - CloudComputing - Risk,IdentityandSecurity - Key IssuesandChallenges - Growth ofFintechMarketandKey Developments - Current Tech Infrastructure ofBanks - MajorFintechDealsandInvestmentsinIndia - SegmentsandMajorPlayersintheFintechMarket - GlobalversusIndianFintechMarket - ITSpendinginIndia - Technology inBanking-FintechversusTechfin - MajorUseCasesinBanking - Technology OverviewandEvolution - Future Prospects andOutlookfor: Internet - OutlookforFintechInfrastructure (ATMs,PoS, Mobileand - Policy DevelopmentsImpactingFintech - Growth DriversforFintechAdoption C L K N N E U I K I C S N I I z z z z z z z z z z z z z z z z z z z z z z z T C I I A , : I G OutlookandProspects l Key PlayersandProducts l Banking, Payments) I : O M H V T T O M T T E AI andDataAnalytics Blockchain ERP Major ApplicationAreas: DataManagement,BusinessIntelligence, Evolution andTrends Issues, OutlookandProspects Initiatives byMajorBanks Key Players Areas andApplications:DataAnalytics,MobilityApplications Key Models:Private,Public andHybrid,IaaS,SaaS,PaaS Issues, OutlookandProspects Initiatives byMajorBanks Key PlayersandProducts Laundering, IdentityandAuthentication Areas andApplications:Cybercrime andFraud, Anti-money Issues, OutlookandProspects Initiatives byMajorBanks Key PlayersandProducts Areas andApplications Alternate Lending Payments andWallets Payments andClearingSystems Mobile andInternetBanking ATMs andPoS Terminals Trade Finance I A T U O O A S E I S N T N P R C L U A T . K H A O T . M . E E N . R O . T M C . O E K O . . O H A L A A . A . S O V N R . . N E I G O . Y I . D R N . Y L . V P F . O . O P F . . O I . . G E O R . . V . . W Y . . O C E . . T . . R S U A T . . A . . R V P S . . N . . I E E . . E . . D C N . . . W . . . T . . T . D T . . . S . . . . S R ...... F E . . . . F . . . . . N . . . . . O . . . . . D . . . . . R ...... S . . . . . T . . . . . T ...... H ...... E ...... F . . . . . F ...... U ...... T ...... U ...... R ...... E (September 2018) ...... The report isavailableinaPDFformat. 7 6 . . A A A A P R I T S - TheCategoriesunderAI Robotics - Technology OverviewandConcepts-AI,DataAnalytics - Opportunities andProspects- Opportunities forOpeningBankinginIndia - Key IssuesandChallenges - Current InitiativesbyBanksandFintechPlayersinIndia - CaseStudiesinOpenBanking - OutlookandProspects -GlobalandIndianMarket - Key IssuesandChallenges - InitiativesbyLeading IndianBanks - Key GlobalandIndianPlayersProducts - CaseStudies - Robotics inBankingandFinance - Key UseCasesofAI,DataAnalyticsandRobotics in Banking - InvestmentTrends inAI-GlobalandIndia - OutlookandProspects - Key IssuesandChallenges - Key BlockchainPlayersinIndia - BlockchainInitiativesbyMajorIndianBanks - CaseStudiesandBlockchainProjects - BlockchainDevelopmentsinIndianBankingandFinance - GlobalDevelopments - TheDifferent ModelsofAPIBanking - OpenBankingTheOriginsandDevelopments - ApplicationsandUses - APIs-Technical Overview andEvolution I F A A I C z z z z z z z z z z z z z z z z z z z z z z z z N I D A L O Fraud DetectionandRiskManagement Lending andCredit Analysis Investment- Robo AdvisoryandAlgorithmicTrading Learning Methods:MachineLearning, DeepLearning Speech Recognition Business segments:Analytics,NLP Trade Finance Domestic Payments andSettlementsSystem International Payments Identity, KYCandAnti-moneylaundering Payments Other CasesinOpenBanking The MonetaryAuthorityofSingapore(MAS) Initiative Fidor Bank-TheBankasaPlatform CBW-Leveraging APIs Banking asaPlatform Aggregator Distributor App Market Bank Channel AI- Investment&Trading AI- DataAnalytics AI- FraudDetection Regulatory andCompliance and CRM Customer Support O I I P N E T N E L B B L A I G N E K N I N C G E , S D S D Y A S T T A E A M A N S A L . . Y . . T . . I . C . Price: Rs . S . . A . www.indiainfrastructure.com A . . optrVso,RAand , ComputerVision,RPA . N . . D . . R . R . . . O . . B . . O . . T . 80,000 . I . C . . . S . No. ofslides:177 ...... (USD ...... 1,888) ORDER FORM

Name (Block Letters) ...... Designation ...... Company ...... Mailing Address ......

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Reports (PDF) Price (INR)# Price (USD) ;

ENERGY Power Market in South Asia 2021 100,000 1,815 † India’s Renewable Energy Outlook 2021 (May 2021) 75,000 1,362 † Green Hydrogen Market in India (May 2021) 75,000 1,362 † Power Transmission in India 2021 (January 2021) 90,000 1,634 † Power Distribution in India 2021 (February 2021) 90,000 1,634 † City Gas Distribution Market in India 2021 (May 2021) 100,000 1,815 † Captive Power in India 2021 (April 2021) 75,000 1,362 † Solar Power in Africa 2021 (July 2021) 100,000 1,815 † Bangladesh Power Market 2020 (October 2020) 100,000 1,500 † Operational and Financial Performance of Discoms 75,000 1,770 † Solar Power Market in India (2020-2030) (June 2020) 75,000 1,770 † Small-scale LNG Market 2020 (April 2020) 75,000 1,770 † Charging Infrastructure for Electric Vehicles (February 2020) 80,000 1,888 † Commercial and Industrial Solar Market in India (May 2020) 75,000 1,770 † Coal-Based Power Generation in India 2020 (July 2020) 75,000 1,770 † Hydro Power Market in India 2020 (July 2020) 75,000 1,770 † Electricity Tariff Trends in India 55,000 1,298 † Cost of Power for Discoms and Industrial Users (December 2019) 55,000 1,298 † Wind-Solar Hybrid Market in India (October 2019) 60,000 1,416 † Floating and Canal-based Solar PV Market in India (October 2019) 60,000 1,416 † T&D Equipment Market Projections in India 2019 (August 2019) 90,000 2,124 † Rooftop Solar in India 2019 (May 2019) 75,000 1,770 † Open-Access for Renewables (December 2018) 60,000 1,416 †  Underground Cables Market in India (November 2018) 50,000 1,180 † Future of Solar O&M in India (September 2018) 60,000 1,416 † Waste to Energy 2018 (May 2018) 50,000 1,180 † Competitive Bidding for Wind Projects (May 2018) 50,000 1,180 † Renewable Energy Development in Africa (April 2018) 200,000 3,200 † Distribution Franchise in India (April 2018) 50,000 1,180 † Solar Plant Performance in India 2017-18 (January 2018) 60,000 1,416 † TRANSPORTATION Logistics in India 2021 (August 2021) 90,000 1,634 † Container Market in India 2021 (June 2021) 80,000 1,452 † Urban Rail in India 2021 (February 2021) 75,000 1,770 † Airports in India 2021 (March 2021) 110,000 1,997 † Ports in India 2021 (February 2021) 110,000 1,997 † Railways in India 2021 (December 2020) 110,000 1,997 † Road Development in India 2021 (January 2021) 110,000 1,997 † Storage Infrastructure in India 2020 75,000 1,770 † Dredging in India (October 2018) 60,000 1,416 † Clean Bus Market in India: Hybrid, Electric, Gas-Based (May 2018) 50,000 1,180 † CONSTRUCTION & MINING Construction in India 2021-22 (May 2021) 100,000 1,815 † Mining in India 2021 (March 2021) 75,000 1,362 † Tunnelling in India 2021 (March 2021) 80,000 1,452 † Mining Equipment Market Projections in India 2020 (April 2020) 75,000 1,770 † URBAN INFRASTRUCTURE Desalination Market in India (June 2021) 50,000 908 † Affordable Housing Market in India 2021 (May 2021) 75,000 1,770 † Wastewater Treatment and Reuse Market in India (June 2021) 50,000 908 † Water in India 2020 (October 2020) 100,000 1,815 † Sewage Treatment Market in India 2020 (July 2020) 75,000 1,770 †  Municipal Solid Waste Market in India 2020 (August 2020) 75,000 1,770 † Smart Cities in India 2020 (June 2020) 75,000 1,770 † TELECOM Small Cell Market in India 2021 (June 2021) 75,000 1,770 † Optic Fibre Cable Market in India 2019 (July 2019) 60,000 1,416 † Telecom Tower Infrastructure in India (October 2020) 80,000 1,888 † MULTI-SECTOR Investment and Market Opportunities in Africa 2021-22 (October 2020) 120,000 1,770 † Irrigation in India (July 2020) 110,000 2,596 † Infrastructure Investment and Market Opportunities in Southeast Asia (November 2020) 100,000 2,360 † Opportunities in the Indian Healthcare Market (November 2019) 75,000 1,770 † Opportunities in Indian Defence Market 2019 (January 2019) 75,000 1,770 † Banking Technology in India (September 2018) 80,000 1,888 † Total INR USD ORDER FORM Email: [email protected] Fax: 91-11-26531196 Tel: 91-11-41034600,41034601 HSBC0110006 New Delhi–110016,India HSBCINBB QutabInstitutionalArea, B-17, : R-47,GreaterKailash-1, NewDelhi-110048 094179587002 India InfrastructurePublishingPvt.Ltd. : TheHongkongand ShanghaiBankingCorporationLtd : : PublishingPvt.Ltd. 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