Catalogue of Research Reports on Infrastructure Sectors
January 2020
India Infrastructure Research www.indiainfrastructure.com
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TABLE OF CONTENTS ENERGY Cost of Power for Discoms and Industrial Users ...... 1 Electricity Tariff Trends in India ...... 2 Solar Power in Africa 2020 ...... 3 Floating and Canal-based Solar PV Market in India ...... 4 Wind-Solar Hybrid Market in India ...... 5 Commercial and Industrial Solar Market in India ...... 6 Underground Cables Market in India ...... 7 CGD Market in India ...... 8 LNG Market in India ...... 9 Waste to Energy ...... 10 Distribution Franchise in India ...... 11 Competitive Bidding for Wind Projects ...... 12 Rooftop Solar in India ...... 13 Open-Access for Renewables ...... 14 T&D Equipment Market in India ...... 15 Future of Solar O&M in India ...... 16 Industrial and Commercial Grid Power Market in India ...... 17 Power Distribution in India ...... 18 Power Transmission in India ...... 19 Captive Power in India ...... 20 Coal-based Power Generation in India ...... 21 Hydro Power Market in India ...... 22 Gas in India ...... 23 Solar Power in India ...... 24 Wind Power in India ...... 25 Solar Plant Performance in India ...... 26 Renewable Energy Development in Africa ...... 27 Charging Infrastructure for Electric Vehicles ...... 28 TRANSPORTATION Logistics in India ...... 29 Railways in India ...... 30 Ports in India ...... 31 Dredging in India ...... 32 Freight Market in India ...... 33 Storage Infrastructure in India ...... 34 Airports in India ...... 35 Road Development in India ...... 36 Urban Rail in India ...... 37 Clean Bus Market in India: Hybrid, Electric, Gas-Based ...... 38 Container Market in India ...... 39 CONSTRUCTION & MINING Construction in India ...... 40 Mining in India ...... 41 Tunnelling in India ...... 42 Mining Equipment Market ...... 43 URBAN INFRASTRUCTURE Water Market in India 2019 ...... 44 Affordable Housing in India ...... 45 Smart Cities in India ...... 46 Municipal Solid Waste in India ...... 47 Sewage Treatment Market in India ...... 48 Real Estate in India ...... 49 TELECOM Optic Fibre Cable Market in India ...... 50 MULTI-SECTOR Infrastructure Projects in Pipeline ...... 51 Investment and Market Opportunities in African Infrastructure ...... 52 Investment and Market Opportunities in Southeast Asian Infrastructure ...... 53 Opportunities in the Indian Healthcare Market ...... 54 Investment Experience and Opportunities in Infrastructure ...... 55 Irrigation Market in India ...... 56 Banking Technology in India ...... 57 Mergers and Acquisitions in Infrastructure and Real Estate ...... 58 Opportunities in Indian Defence Market 2019 ...... 59 NEWSLETTERS ORDER FORM ENERGY No. of slides: 193 No. of slides: Table of Contents Table Price: Rs 55,000 (USD 1,298) Price: Rs 55,000 India Infrastructure Research | 1 (December 2019) (December The report is available in a PDF format. Domestic Coal Price Trends Domestic Coal Price E-auction Based Pricing Imported Coal Pricing z z z Scheduling -to Discoms Power in Overall Cost of Renewable Trends - and Capital Cost Outlook Tariff - Trends and Pricing REC Trading - Segment in Coal-based Power Trends Key - Trends Coal Price - Generation Trends Natural Gas-based Power - Trends Natural Gas Price - Capital Cost Trends - Opex Trends - Generation in Overall Cost of Power Trends - Stations of Natural Gas-based Power Tariffs - (2019-20 to 2024-25) Capacity Outlook and Projections - Hydropower Generation Trends - Capital Cost Trends - Trends Tariff - (2019-20 to 2024-25) Outlook and Projections - Power Management of Peaking - Ancillary Re-designing Services Market - Overview - by CERC Pilot project Regulations - Methodology by POSOCO - Pilot project findings and cost savings - Outlook - Generation Cost of Power Outlook for Total - Model Procurement Evolving Power - Cost Management Strategies Future - Energy Capacity Impact of Increasing Renewable - Challenges Issues and Key - Capital Cost Trends - Opex Trends - Generation in Overall Cost of Power Trends - Stations of Coal-based Power Tariffs - Ministry Scheme for Flexibility in Generation and of Power's - on Cost of Power Impact of Stringent Environmental Regulations - Auctions Pilot Scheme PPA Discovered Under Recent Tariffs - Capacity Outlook and Projections 7. COST OF POWERCOAL-BASED ...... 8. COST GAS-BASED OF POWERNATURAL ...... 9. COST OF HYDRO-BASED POWER ...... OF POWER PROCUREMENT MARKET EVOLUTION SECTION IV: 10. PEAKING POWER AND ANCILLARY SERVICES ...... 11. SCED OF ISGS ...... 12. AND OUTLOOK FUTURE TRENDS ...... Trends in Open Access Consumers Trends Volumes Open Access Power in Open Access Trends Price Trends in Open Access Charges Trends and Regulatory States Scenario in Key Policy HT Industrial Power Procurement trends Procurement HT Industrial Power Trends Procurement Industrial Power LT Overview Captive Capacity Distribution of Tracked 1. Sourced Power Landed Cost of Open Access 1. Trends HT Industrial Tariff 2. Trends Industrial Tariff LT 1. Plants of Captive Power Generation Cost Analysis 2. Upcoming Captive Capacity z z z z z z z z z mechanism - Wind and Solar Energy Generation Trends - Trends Tariff - Capital Cost Structures - Exchanges Power From Procurement - Generation Captive Power - Open Access - Procurement Grid Power - in Case I and Case II Bidding Trends Tariff - with CPSUs in PPAs Trends - in Short/Medium-term Trends PPAs - II Schemes I and of Aggregate Power/Pilot Procurement - from DEEP Portal Trends - Overview - Day-ahead Market - Market Term-ahead - Major Buyers and Sellers - by Discoms Procured/Sold of Power in Volume Trends - Before Competitive Bidding/Under cost-plus in PPAs Trends Tariff - share in power generation Fuel-wise - Trends Energy Consumption - Mix Discom Consumer - recent developments Key - procurement models Current Power -procurement Trends Industrial power - scheduling procedure Existing generation - in power generation Trends 6. COST OF WIND AND SOLAR POWER ...... SECTION III: SOURCE-WISE COST OF POWER SECTION III: SOURCE-WISE 1. POWER SECTOR OVERVIEW AND INDUSTRY STRUCTURE ...... EXECUTIVE SUMMARY 5. INDUSTRIAL POWER PROCUREMENT ...... 3. SHORT/MEDIUM TERM PPAs ...... 4. POWER EXCHANGESTRADING AT ...... SECTION II: OPTIONS FOR INDUSTRIAL POWER 2. PPAS LONG-TERM ...... SECTION I: TRENDS IN DISCOM POWER PROCUREMENT Analyses by Marketplace: PPAs/E-auction/Trading/Open Access PPAs/E-auction/Trading/Open by Marketplace: Analyses Renewable Hydro, Gas and by Source: Coal, Analyses www.indiainfrastructure.com Cost of Power for Discoms and Industrial Users Industrial Discoms and for Power Cost of Electricity Tariff Trends in India (December 2019) No. of slides: 126 Price: Rs 55,000 (USD 1,298) Analyses by Consumers: HT/LT Industrial, Commercial, Residential and Agriculture; Analysis by State and Time Period Table of Contents
EXECUTIVE SUMMARY SECTION IV: RESIDENTIAL CONSUMERS MARKET ENERGY
1. POWER SECTOR MARKET OVERVIEW ...... 8. MARKET OVERVIEW ...... - Power Demand and Supply Trends - Historical Trends
- Fuel-wise Power Generation z Sale of Power to Residential Consumers
- Retail Power Market Structure z Share of Residential Consumers in Total Power Sales
z HT Industrial Segment - Outlook and Projections
z LT Industrial Segment
z Commercial Segment 9. TARIFF TRENDS ......
z Residential Segment - All-India Average Residential Tariff Revisions
z Agricultural Segment - State- and Utility-wise Trends in Average Rate of Sale of Power - Key Recent Developments - Year-on-year Changes in Tariffs - Overall Power Tariff Trends - Trends in National Average Power Purchase Cost SECTION V: AGRICULTURAL CONSUMERS MARKET - Issues and Challenges 10. MARKET OVERVIEW ...... SECTION I: HT INDUSTRIAL CONSUMERS MARKET - Historical Trends
2. MARKET OVERVIEW ...... z Sale of Power to Agricultural Consumers
- Historical Trends z Share of Agricultural Consumers in Total Power Sales
z Sale of Power to HT Consumers - Outlook and Projections
z Share of HT Consumers in Total Power Sales - Outlook and Projections 11. TARIFF TRENDS ...... - All-India Average Agricultural Tariff Revisions 3. TARIFF TRENDS ...... - State- and Utility-wise Trends in Average Rate of Sale of Power - All-India Average HT Industrial Tariff Revisions - Year-on-year Changes in Tariffs - State- and Utility-wise Trends in Average Rate of Sale of Power - HT Tariffs as a Percentage of Average Cost of Supply - Year-on-year Changes in Tariffs - Trends in Cross Subsidy Surcharges for HT Industrial Consumers - Trends in Short-term Retail Power Trading
SECTION II: LT INDUSTRIAL CONSUMERS MARKET 4. MARKET OVERVIEW ...... - Historical Trends
z Sale of Power to LT Consumers
z Share of LT Consumers in Total Power Sales - Outlook and Projections
5. TARIFF TRENDS ...... - All-India Average LT Industrial Tariff Revisions - State- and Utility-wise Trends in Average Rate of Sale of Power - Year-on-year Changes in Tariffs
SECTION III: COMMERCIAL CONSUMERS MARKET
6. MARKET OVERVIEW ...... - Historical Trends
z Sale of Power to Commercial Consumers
z Share of Commercial Consumers in Total Power Sales - Outlook and Projections
7. TARIFF TRENDS ...... - All-India Average Commercial Tariff Revisions - State- and Utility-wise Trends in Average Rate of Sale of Power - Year-on-year Changes in Tariffs The report is available in a PDF format.
2 | India Infrastructure Research www.indiainfrastructure.com ENERGY (Draft ToC) Table of Contents Table Price: Rs 120,000 (USD 2,832) Price: Rs 120,000 India Infrastructure Research | 3 The report will be available in a PDF format. government schemes, etc.) - Potential Solar Power - Capacity Growth of Solar Power - Growth Drivers Key - and Regulatory Scenario Evolving Policy - competitive bidding, Allocation Mechanisms (FiT, Project - Recently Awarded Projects Key - and Projects Upcoming Tenders - Trends Cost and Tariff - Developers and Plans Key - Contractor Landscape - Risks and Challenges - and Demand Outlook Capacity Targets Future - Investment Requirements - Trends Investment Past - Investment Risks Key - Investment Requirements Future This section will have chapters pertainingThis section will have chapters to the solar power project pipeline, invest- outlook for 25-30 African countries like Algeria, ment requirements and capacity Democratic RepublicAngola, Botswana, Cameroon, of the Congo, Egypt, Ethiopia, Mauritius, Morocco, Mozambique, Libya, Madagascar, Ghana, Guinea, Kenya, South Africa, Nigeria, Rwanda, Senegal, Seychelles, Sierra Leone, Namibia, Niger, Uganda, Zambia and Zimbabwe. Each country profile Tunisia, Togo, Sudan, Tanzania, chapter will provide information on: SECTION B: COUNTRY PROFILES SECTION B: COUNTRY 6. INVESTMENT RISKS AND REQUIREMENTS (2020-24) ...... (December 2019) (December announced) Technology and Equipment Providers and Equipment Providers Technology Other Stakeholders Developers Contractors Financiers/Long-term Investors By Country (utility-scale, Rooftop, etc.) By Type (PV/ CSP) By Technology By Stage of Implementation (recently awarded/approved/ By Country and Region By Segment (utility-scale, rooftop, microgrids, etc.) By Year By Technology Utility-scale Rooftop By Country and Region rooftop,By Segment (utility-scale, microgrids, etc.) (2015-19) By Year By Technology z z z z z z z z z z z z z z z z z z z - Pipeline Overall Project - in the Energy Mix Share of Solar Power - and awarded) of 2019 (completed Biggest Solar Projects - Analysis (completed projects) Project - Outlook Future - 50 Upcoming Projects Top - Market Opportunities - Country-wise Analysis Policy - Allocation Mechanisms Project - Country-wise Regulatory Analysis - Financial Incentives - Growth Drivers Future - Under Construction Mega Projects - Upcoming and Planned Tenders - New Players in the Market - Market Analysis (MW) Solar Project Future - (2015-19) Trends Yearly - Cost-comparison by Technology - Players in the Market Top - Country-wise Solar Tariffs 5. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... 1. SOLAR PROJECT MARKET ANALYSIS ...... SECTION A: OVERVIEW SOLAR PROJECTS MARKET 4. CAPACITY OUTLOOK AND 4. OUTLOOK PROJECTIONS CAPACITY (2020-24) ...... 3. EMERGING POLICY REGIMEAND REGULATORY ...... 2. SOLAR PROJECT COST TRENDS ...... Project Pipeline, Investment Requirements and Market Opportunities and Market Requirements Pipeline, Investment Project www.indiainfrastructure.com Solar Power in Africa 2020 in Africa Solar Power 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.
4 | 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 | 5 Commercial and Industrial Solar Market in India (July 2019) Price: Rs 75,000 (USD 1,770) Key Trends, Regulatory Landscape and Demand Projections for Open Access-based & Captive Projects (Draft ToC) Table of Contents
1. EXECUTIVE SUMMARY ...... - Key features of the the state’s power sector ENERGY z Power capacity mix (% and MW) SECTION I: MARKET OVERVIEW z Generation mix (% and MUs) - Capacity trends in solar C&I segment 2. SIZE AND GROWTH ...... z Growth in captive solar capacity (% and MW) - Annual growth trend z Growth in C&I rooftop solar capacity (% and MW) - Current market size (MW) z List of third-party solar open access projects z Open access/ Third-party solar - Tariff trends z Captive solar z Discom-wise HT industrial tariffs (2018-19) - State-wise Installed C&I capacity in rooftop space z Discom-wise commercial tariffs (2018-19) - Key growth drivers z Comparison with solar tariffs - State-wise potential (MW) - Cost economics and ROI - Key risks and challenges z Project capex and opex z Payback period 3. KEY TRENDS AND DEMAND DRIVERS ...... z State-wise RoI - Grid-power vs. captive solar - Drivers and roadblocks - Policy and regulatory scenario z State-wise open access charges z Open access charges for solar projects z Solar policy targets in focus states z Group captive regulations for solar projects z State-wise retail tariffs z Key features of rooftop policies and regulations z Discom health across key states z Net/gross metering regulations z State-wise APPC trends z Likely impact of the policy andregulatory scenario on segment z RPO trajectory growth z Power demand outlook - Outlook and projections - State-wise solar open access score z Existing industrial clusters - State-wise captive solar power score z Upcoming industrial clusters z Projected size of the solar C&I segment (2019-20 to 2024-25) 4. COST STRUCTURES, TARIFF TRENDS AND PROJECT RETURNS . . . . . - Cost economics of open access-based projects SECTION III: KEY PROJECTS AND MARKET PLAYERS - Cost economics of captive solar project - Annual HT industrial tariff trends 8. CURRENT PROJECTS AND PLANNED SOLAR CAPACITY IN THE C&I - Annual commercial tariff trends SEGMENT ...... - Solar tariff trends across states (This will have information including project size, location, developer, EPC provider, - Return analysis business model, project cost, etc.) - Commercial segment 5. INDUSTRY STRUCTURE AND BUSINESS MODELS ...... z Airports - Power sale options z Mass Transit Systems - Current business models z Ports z Capex z Indian Railways z Opex z Others (Walmart, Infosys, Amazon, Flipkart, IBM, etc.) - Emerging business models - Industrial consumers (This will include players like Indian Oil z Aggregator Corporation Limited, ONGC, HPCL, ACC Cement and the GMR z Solar as a Service Group) z Key operational projects 6. PROJECTIONS FOR C&I SOLAR MARKET (2019-20 TO 2024-25) . . . . . z Upcoming projects - Policy and regulatory outlook - Potential challenges 9. KEY DEVELOPER PROFILES ...... - Expected future trajectory of industrial and commercial tariffs (This will have information about 8-10 developers’ current C&I project portfolio in (2019-20 to 2024-25) both rooftop and ground-mounted segments, key consumers in the C&I space, key - Power demand/supply projections in MUs (2019-20 to 2024-25) partnerships, future plans, etc.) - Banking provision in MUs (2019-20 to 2024-25) - Amplus Solar - State-wise addressable solar potential in the C&I segment (2019-20 - Cleantech Solar to 2024-25) - CleanMax Solar - State-wise projected solar capacity in the C&I segment (2019-20 - Fourth Partner Energy to 2024-25) - Gensol Engineering z High growth-scenario - Hero Future Energies z Medium growth-scenario - Rays Power z Low growth-scenario - ReNew Power - Sterling & Wilson SECTION II: STATE FOCUS - Etc.
7. STATE PROFILES ...... (This chapter will feature detailed information and analysis of the C&I solar segment in 12 states. These are Andhra Pradesh, Chhattisgarh, Haryana, Gujarat, Karnataka, Madhya Pradesh, Maharashtra, Rajasthan, Tamil Nadu, Telangana, Uttarakhand and The report will be available in a PDF format. Uttar Pradesh)
6 | India Infrastructure Research www.indiainfrastructure.com ENERGY (USD 1,180) (USD Table of Contents Table Price: Rs 50,000 Price: Rs 50,000 India Infrastructure Research | 7 The report is available in a PDF format. Transmission Distribution z z Corridors, State Government Initiatives, etc.) - Snapshot of the Mission - Works for UG Cabling Physical Targets - Cities in Key Completed so Far Projects - Under Construction/ Projects Awarded - Projects Proposed - Issues and concerns - Growth Drivers for UG Cabling - Expected Demand for UG Cables - of Utilities by Segment Plans and Targets - Budgeted Capital Expenditures on UG Cabling - Outlook Future - Brief Company Overview - Offerings Product Key - Existing Manufacturing Capacity - Financial Performance - Plans Future - Government (IPDS, Green Energy Snapshot of Key Programmes - for UG Cabling Works Physical Targets - UG Cabling Projects for Availability Funding - Issues and Concerns 5. OPPORTUNITIES UNDER SMART CITIES MISSION ...... The Smart offers significant opportunities Cities Mission for underground Dharamshala, cabling in key cities. Some cities such as Indore, Belagavi, Kanpur and Tirupati for setting up are implementing projects Lucknow, wires, water underground cabling network for utilities such as electric pipelines, stormwatercables. This drains, sewers and telecommunication works proposed to be chapter provides the details of plans and targets of taken up under various schemes. 6. AND OUTLOOK PROJECTIONS (till 2022) ...... and physical targets This chapter will give a snapshot of the investments and discoms. The proposed for underground cabling networks by transcos information presented in this chapter is based on both primary and sec- ondary information collected from transcos and discoms. 7. LEADING PLAYERS ...... This chapter primarily focuses on the profiles of key vendors and technolo- gy providers for underground cabling. Each profile covers the following information: 4. OPPORTUNITIES UNDER KEY CENTRAL/STATE GOVERNMENT KEY CENTRAL/STATE 4. OPPORTUNITIES UNDER PROGRAMMES...... importantUnderground cables are an part of several central government networks under IPDS. This chapter provides initiatives for improving T&D of works proposed to be taken up under the details of plans and targets various schemes. (November 2018) (November Distribution Distribution Transmission Distribution Transmission Transmission Transmission z z z z z z Deals) - Growth and Size of Existing T&D Networks - T&D Network Additions Recent - T&D Network Additions Projected - Capex (till 2022-23) Projected - Outlook Future - Issues and Challenges - Experience so far in T&D Networks - Emerging Utility Requirements - Trends and Cost Pricing - Tenders Recent Key - Issues and Challenges - Design, Laying and Construction Processes - Trends and Technology Product - and Developments (JVs/Acquisitions/Partnership Market Trends - Commissioned Major Projects - Construction Awarded/Under Major Projects 2. MARKET SIZE AND GROWTH FOR UNDERGROUND CABLES ...... Most of India’s T&D network continues to be strung overhead across the concerns of supply are mak- about reliability and quality country; however, lines. This ing utilities gradually replace their networks with underground chapter gives an overview utility requirements in on the new and emerging following: the underground cabling segment and will cover the 1. T&D INDUSTRY OVERVIEW...... The T&D industry being made has been growing steadily with investments chapter gives an in system strengthening and capacity additions. This overview of the T&D industry and will focus on: EXECUTIVE SUMMARY ...... for power in urban areas and industries, under- With the growing demand becoming an increasingly indispensable partground cable systems are of systems. With improved technologies power transmission and distribution between underground cables the cost differential and increased reliability, and overhead power lines is narrowing are acknowledging the and utilities cabling. This reportbenefits associated with underground will attempt to in the deployment of underground cables so take a look at the key trends far;of T&D utilities; examine new and analyse the plans and proposal and solutions being offered by the evolving technology improvements industry; the key issues and challenges. as well as assess 3. RECENT TRENDS AND ADVANCES ...... and well-installed underground cable systems are expected Well-designed to have a service life of 30-40 years. Utility providers, transmission com- panies and cable manufacturers are hence, looking for new technologies and solutions to respond to new grid challenges. This chapter looks at the new and promising technologies, designs and solutions for underground cable networks. Market Trends, Outlook and Opportunities Outlook and Market Trends, Underground Cables Market in India Market in Cables Underground www.indiainfrastructure.com City Gas Distribution Market in India 2019 (June 2019) Price: Rs 100,000 (USD 2,360) Performance Analysis, New Bidding Rounds, Business Opportunities and Future Outlook No. of slides: 569 Table of Contents
1. EXECUTIVE SUMMARY AND KEY INSIGHTS ...... 13. MARKET OPPORTUNITIES FOR SERVICE/EQUIPMENT PROVIDERS . .
ENERGY - GAs Awarded: Pipe Manufacturers; Compression and Dispensing SECTION I: MARKET ANALYSIS, UPCOMING NETWORKS AND NEW Equipment; Meter Manufacturers OPPORTUNITIES 14. TARIFFS, ECONOMICS AND COST COMPETITIVENESS ...... 2. OVERVIEW - Commercial Viability of CGD; Expected Impact of New Regulations - Network Size and Growth, Key Consumer Segments, Gas Supply for on the Commercial Viability of the CGD Business; New & Innovative CGD, Notable Trends, Recent Authorisations, Major Players, Business Models (DODO Model, Green Energy corridors, etc.); Investment Projections (2024-25), Issues and Challenges, Sector Capex Requirements; Opex Requirements; Cost Competitiveness of Outlook CNG and PNG; Profitability/Margins of CGD Players; Historical Returns; Expected Returns; Leverage of CGD Players; Key Risks and 3. CNG NETWORK - SIZE AND GROWTH ...... Challenges - Current Network Size - Growth in the Last Five Years 15. UPDATE ON PIPELINE INFRASTRUCTURE ...... - Growth in Network - by State, Operator - Current Status of Pipeline Infrastructure - Trends in CNG Sales - Projects Underway - Proposed Projects/Projects at Initial Stages of Development: 3. PNG NETWORK - SIZE AND GROWTH ...... Domestic, Transnational - Current Network Size - Investment Requirements - Growth in the Last Five Years - Pipeline Development - Concerns Affecting the CGD Sector - Growth in Network - by State, Operator - Sales by CGD Operator SECTION II: GAS SUPPLY SCENARIO AND OUTLOOK
4. RECENT REGULATORY DEVELOPMENTS ...... 17. DOMESTIC GAS SUPPLY AVAILABILITY AND OUTLOOK ...... - Institutional Framework, Licensing Regime, New Bidding Criteria, - Current Domestic Production; Policy Enablers; Sourcing Options of Key Remaining Concerns, Domestic Gas Allocation Principles, CGD Players; Gas Supply Projections - Existing Domestic Fields; Regulatory Outlook Expected Production from New Fields
5. OVERALL BIDDING EXPERIENCE ...... 18. R-LNG SUPPLY SCENARIO ...... - Experience So Far, Update on Licensing Rounds (1 to 10), - Trends in LNG Imports; Global Price Trends; Demand from the CGD Amendments to Bidding Criteria, Recent Aggressive Bids (Round 9 Sector; LNG Sourcing Options for CGD Players; India’s Existing LNG and 10), Trends in Network and Compression Charges, Impact of Re-gasification Capacity; Upcoming LNG Re-gasification Capacity; New Penalty Clause, Key Lessons Learnt Future Outlook
6. PERFORMANCE OF KEY OPERATIONAL NETWORKS ...... SECTION III: TECHNOLOGY TRENDS AND NEW OPPORTUNITIES - Profiles of 20-25 Key Operational CGD Networks 19. NETWORK AND ASSET MANAGEMENT ...... 7. PROGRESS OF KEY UNDER CONSTRUCTION NETWORKS ...... - Current Practices - Profiles of 20-25 Key Under Construction CGD Networks - Select Case Studies - New Trends and Advancements 8. ROUND 9: UPCOMING GAS AND DEMAND ASSESSMENT ...... - Future Plans and Outlook - Snapshot; Geographical Spread/Distribution of GAs Offered; GAs Granted Authorisations; Successful Bidders; Key Features - Area, 20. METERING AND BILLING ...... Population, Households, etc.; Infrastructure to be Laid in the Next - Current Practices Eight Years (as per MWPs); Investment Projections; GA-wise Gas - Select Case Studies Demand Projections; Top Investment Destinations - Emerging Metering Technologies - Select Case Studies 9. ROUND 10: UPCOMING GAS AND DEMAND ASSESSMENT ...... - Issues and Challenges - Snapshot; Geographical Spread/Distribution of GAs Offered; GAs Granted Authorisations; Successful Bidders; Key Features - Area, 21. OTHER FOCUS AREAS ...... Population, Households, etc.; Infrastructure to be Laid in the Next - LNG Fuel Stations Eight Years (as per MWPs); Investment Projections; GA-wise Gas - LNG-fuelled Vehicles Demand Projections; Top Investment Destinations - Bio-CNG/Compressed Biogas Plants (CBP)
10. ROUNDS 2 TO 8: GAS YET TO RECEIVE AUTHORISATION ...... SECTION IV: PROFILE OF MAJOR PLAYERS - Snapshot; Unauthorised GAs under Rounds 2-8 Authorised in Rounds 9 and 10; Key Features - Area, Population, Households, 22. PROFILES OF MAJOR PLAYERS ...... etc.; Infrastructure to be Laid as per MWPs; Investment Requirements - Aavantika Gas Limited; Adani Gas Limited; Assam Gas Company Limited; Bhagyanagar Gas Limited; Bharat Gas Resource Limited; 11. NEW CGD NETWORKS ALONG THE URJA GANGA PIPELINE ...... Central UP Gas Limited; Consortium of AG&P LNG Marketing Pte. - Introduction of JHBDPL and the BG Pipeline Project; Key Milestones; Limited and Atlantic Gulf & Pacific; Consortium of Think Gas CGD Infrastructure: Key Features; Infrastructure To Be Laid in Six Investments Pte Limited; Essel Gas Company Limited; Gail India CGD Cities; 5 Year Target of the CGD Project; Progress on CGD Limited; Gail Gas Limited; Green Gas Limited; Gujarat Gas Limited; Infrastructure; Investment Projections: Industry Estimates, Capex Haryana City Gas Distribution Limited; Indian Oil- Adani Gas Private Projections; GA-wise Gas Demand Projections; Technology Limited; Indraprastha Gas Limited; Mahanagar Gas Limited; Initiatives; Issues and Challenges Maharashtra Natural Gas Limited; Rajasthan State Gas Limited Sabarmati Gas Limited; Hindustan Petroleum Corporation Limited; 12. FUTURE OUTLOOK AND DEMAND PROJECTIONS ...... Indian Oil Corporation Limited; IRM Energy Private Limited; Megha - Growth Drivers; Overall Gas Demand Projections - A Perspective Engineering and Infrastructures Limited; Torrent Gas Private Limited; from the Past; Overall Gas Demand Projections; Gas Demand Unison Enviro Private Limited Projections for the CGD sector; Investment in the CGD Sector: Trend So Far; Investment Projections for the CGD sector (till 2024-25); Region-wise CGD Outlook; Projected CGD Sales; Projected CGD The report is available in a PDF format. Sales: Key Players
8 | India Infrastructure Research www.indiainfrastructure.com ENERGY (USD 1,180) (USD Table of Contents Table Rs 50,000 Rs 50,000 India Infrastructure Research | 9 No. of slides: 127 Price: No. of slides: The report is available in a PDF format. Krishna Godavari LNG Import Floating Terminal Kakinada Floating LNG FSRU Import Terminal (GMR) Kakinada LNG Terminal Krishnapatnam LNG FSRU Terminal Mangalore LNG Terminal Karawar LNG FSRU Terminal Dhamra LNG Import Terminal Ennore LNG Terminal Jaigarh LNG Terminal Pipavav LNG FSRU Import Terminal Digha LNG FSRU Terminal Gangavaram LNG Terminal Port FSRU Terminal Blair Hooghly LNG Terminal z z z z z z z z z z z z z z - Dahej - Hazira - Dabhol - Kochi - Under Construction Terminals - Market Opportunities Players for Key - Existing Pipeline Infrastructure - Upcoming Pipeline Projects - Issues and Challenges - Australia - Qatar - Russia -US - South America - Nigeria - Other MENA Countries - Others - Terminals Proposed/Announced SECTION II: FOCUS ON LNG INFRASTRUCTURE SECTION II: FOCUS ON LNG 7. EXISTING LNG TERMINALS...... 8. UPCOMING LNG TERMINALS...... 9. PIPELINE INFRASTRUCTURE ...... SECTION III: PROFILES OF MAJOR LNG EXPORTING COUNTRIES 10. KEY COUNTRIES AND REGIONS ...... (August 2018) City Gas Distribution Power Fertilisers Mining and Industrial Natural Gas Demand LNG Demand Unmet Demand z z z z z z z - Trends Domestic Gas Production - Import Trends - Sourcing Countries - (Long-term LNG Contracts Key and Spot) - Renegotiations Contract Recent - Trends Global LNG Pricing - Analysis Spot LNG Price - Long-term Contract Pricing - Forecast LNG Price - Growth Drivers - by Consumer Segment Natural Gas Demand Projections - Projections Domestic Gas Production - LNG Demand Projections - LNG Capacity Projections - Chain LNG Value - Scenario Gas Demand Supply - of LNG Role - and Growth LNG Market Size - and Developments Trends Recent - Regulations Key - Global LNG Scenario - Importers with Key India’s Geopolitical Relations - Issues and Challenges - Outlook Future - Current Demand - Analysis by Consuming Segments 5. PRICING TRENDS AND FORECASTS ...... 6. AND OUTLOOK PROJECTIONS ...... 4. SUPPLY ANALYSIS4. SUPPLY ...... 2. OVERVIEW ...... 3. DEMAND ANALYSIS ...... 1. EXECUTIVE SUMMARY...... SECTION I: MARKET TRENDS AND ANALYSIS SECTION I: MARKET TRENDS Market Analysis, Key Trends and Outlook Trends Key Market Analysis, www.indiainfrastructure.com LNG Market in India in India LNG Market Waste to Energy 2018 (May 2018) No. of slides: 140 Price: Rs 50,000 (USD 1,180) Segment Analysis, Trends and Outlook Table of Contents
1. EXECUTIVE SUMMARY ...... SECTION B: SEGMENT ANALYSIS ENERGY
SECTION A: MARKET OVERVIEW, TRENDS AND OUTLOOK 7. MSW-BASED POWER PROJECTS ...... - Size and Growth 2. CURRENT SCENARIO ...... - MSW Generation in Major Cities of India - Waste Generation Potential in India - Growth Drivers - Size and Growth of Waste to Energy - Upcoming Projects - Leading Cities in Waste to Energy Development - Key Issues and Challenges - Current Industry Structure - Future Outlook - Waste Treatment and Processing Practices - Key Project Case Studies: Key Features; Waste Collection System; - New Technology Advancements Waste Management Practices; Performance Trends; Critical - Market for Waste Residues/Byproducts Success Factors - Key Issues and Challenges - Future Outlook 8. INDUSTRIAL WASTE-BASED POWER PROJECTS (INCLUDING CAPTIVE OFF-GRID) ...... 3. ENABLING POLICY FRAMEWORK ...... - Size and Growth - Swachh Bharat Mission - Industry-wise Potential - Smart Cities Mission - Growth Drivers - Government Schemes for Waste-based Projects - Upcoming Projects - National Tariff Policy, 2016 - Key Issues and Challenges - Solid Waste Management Rules, 2016 - Future Outlook - Environmental Norms for WtE Projects - Key Project Case Studies: Key Features; Waste Collection System; - GST for WtE Projects Waste Management Practices; Critical Success Factors - WtE Tariffs Determined by CERC and SERCs - State-wise WtE Policies and Regulations 9. BIOGAS PROJECTS ...... - Size and Growth 4. FUTURE OUTLOOK AND MARKET OPPORTUNITIES ...... - Market Potential - MNRE’s Targets - Growth Drivers - Key Growth Drivers - Upcoming Projects - Capacity Addition Outlook - Key Issues and Challenges - Investment Projections - Future Outlook - City-wise Potential and Opportunities - Key Project Case Studies: Key Features; Waste Collection System; - Market Opportunities Waste Management Practices; Critical Success Factors - The Way Forward 10. BIO-CNG PROJECTS ...... 5. ANALYSIS OF OPERATIONAL PROJECTS ...... - Size and Growth - City-wise Analysis of Waste to Energy Capacity - Market Potential - Technology-wise Analysis - Growth Drivers - Segment-wise Analysis: MSW Power Plants; Grid Power Projects in - Upcoming Projects Industries; Captive off-grid Projects; Biogas for Captive Thermal; - Key Issues and Challenges Bio-CNG Projects - Future Outlook - Key Project Case Studies: Key Features; Waste Collection System; 6. ECONOMICS AND FINANCING ...... Waste Management Practices; Critical Success Factors - Cost Economics - Key Financiers - Year-wise CFA and Sanctions - New Financing Tools and Instruments - Emerging Business Models for Project Development - Key Risks and Concerns The report is available in a PDF format. - Project IRRs
10 | India Infrastructure Research www.indiainfrastructure.com ENERGY (USD 1,180) (USD Table of Contents Table Rs 50,000 Rs 50,000 India Infrastructure Research | 11 No. of slides: 90 Price: No. of slides: The report is available in a PDF format. The report 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 franchises covered include: 5. PROFILES OF DISTRIBUTION FRANCHISES ...... (April 2018) SBD for IBF-IRS by MoP SBD for IBF-IRS for appointment of DF Analysis of RFPs Others Collection-based Input-based Sharing Revenue Input-based Franchisee-Incremental Input plus Investment-based z z z z z z z - Franchises Operational/Awarded - Franchises Terminated - Franchises Awarded Recently - Bids Recent - Growth Drivers -Factors Success Key - Upcoming Opportunities - Evolving DF Models - Issues and Challenges - 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 - of DF contracts Types - 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 Competitive Bidding for Wind Projects (May 2018) No. of slides: 140 Price: Rs 50,000 (USD 1,180) Key Trends, Risks, Alternatives and Outlook Table of Contents
1. EXECUTIVE SUMMARY ...... 8. IMPACT ON INDUSTRY STRUCTURE ...... ENERGY - Trends in Market Share
2. WIND SECTOR OVERVIEW ...... - Emerging Project Developers Landscape
- Capacity Addition Trends - Impact on Manufacturing Industry
- Yearly Targets and Achievements - Industry Structure post-Competitive Bidding
- State-Wise Capacity Growth Trends - Industry Consolidation
- Key Milestones And Developments
- Impact Of Competitive Bidding On Capacity Addition 9. CHANGING COST ECONOMICS ......
- Emerging Growth Drivers - Wind Tariff Trends
- Emerging Areas of Opportunity - Tariffs Determined Through Competitive Bidding
- Key Issues And Challenges - Average Power Purchase Cost
- REC Price and Volume Trends
3. POLICY AND REGULATORY FRAMEWORK ...... - Return on Investment Analysis and Comparison
- Key Features Of Competitive Bidding Guidelines For Wind Projects
- State-wise Competitive Bidding Policies And Guidelines 10. FINANCING OF COMPETITIVELY BID PROJECTS ......
- Renegotiation Of Older PPAs - Change in Project Costs Post-Competitive Bidding
- Policy And Regulatory Needs And Outlook - Key Sources of Funds
- Emerging Sources of Financing for Wind Power Developers
4. EXPERIENCE OF COMPLETED WIND TENDERS ...... - Financing Outlook
- Bidding Processes And Overall Experience
- Result Analysis Of SECI Tranche I To IV Tenders 11. IMPACT ON CAPACITY ADDITION AND INVESTMENT ......
- Result Analysis Of State-Wise Tenders - Future Growth Drivers
- Impact on Capacity Addition Outlook
5. UPCOMING WIND TENDERS ...... - Impact on Investment Requirements
- Key Features Of Upcoming tenders - Key Risks and Challenges
- Key Issues and Challenges
6. RISKS AND CHALLENGES ......
- Policy And Regulatory Risks
- Legal Challenges
- Financing-Related Issues
7. ALTERNATIVE WIND POWER SELLING OPTIONS ......
- Renewable Energy Certificates (REC)
- Open Access
- Sale On Power Exchanges The report is available in a PDF format. - Pros And Cons For Alternative Power Sale Options
12 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table India Infrastructure Research | 13 No. of slides: 241 Price: Rs. 75,000 (USD 1,770) 241 Price: Rs. No. of slides: The report is available in a PDF format. The report By Segment By State Low Scenario Medium Scenario High Scenario Equity Deals Bonds Green, Masala and Municipal Domestic Commercial Loans/ NBFCs by Government Institutions and Development Funding Multilateral/Bilateral Financing IPOs Others z z z z z z z z z z z z - Modules - Solar Inverters - Mounting Structures - equipment BoS Other Key - Azure Power - Fourth Partner Energy - CleanMax Solar - Amplus Solar - Cleantech Solar - SunSource Energy - Power ReNew - Solar Power Tata - Impact on Grid - State Discom’s Approach - Case Studies -Options Debt and Equity - Models for Rooftop Emerging Financing Solar - Financings Recent - Demand Outlook Power - Growth in Share of Rooftop Solar - Addressable Solar Market - Solar Demand Outlook - Risks and Challenges - Investment Requirement Future 9. ROOFTOP SOLAR EQUIPMENT MARKET OUTLOOK (Up to 2024-25)9. ROOFTOP SOLAR EQUIPMENT MARKET OUTLOOK . . 10. KEY PLAYERS ...... 7. FINANCING TRENDS, INSTRUMENTS AND STRUCTURES ...... 8. ADDRESSABLE MARKET FOR ROOFTOP SOLAR BY 2024-25 ...... (May 2019) Project Returns Project Business Models Developer-led Utility-led Business Models Case Studies Commercial Industrial By State Central Level State Level By Year By Segment z z z z z z z z z z z - Impact on Demand - Impact on Revenue - Size and Growth - Business Models - Issued by SECI and Other Agencies Results: Tender - by Central Level Agencies Ongoing and Announced Tenders - by State Level Agencies Ongoing and Announced Tenders - Emerging Metering Arrangements - Implementation Experience - across States of Metering Policies Features Key - Challenges Issues and Key - Capital cost breakdown - Trends Solar Equipment Price - Capital cost trends - Trends O&M Price - Rooftop Solar Tariffs - vs. Grid tariffs Rooftop Solar Tariffs - Cost Economics Project - Government and Institutions - Residential - Introduction - Commercial and Industrial - Stakeholders Key - and Incentives Rooftop Policies - Growth Drivers - Barriers and Challenges - Outlook Future 6. IMPACT 6. ON IMPACT DISCOMS ...... 1. MARKET OVERVIEW ...... EXECUTIVE SUMMARY ...... 4. METERING REGULATIONS 4. AND METERING THEIR REGULATIONS IMPLEMENTATION ...... COST 5. ECONOMICSTARIFFS, AND BUSINESS MODELS ...... 3. PROJECT PIPELINE ...... 2. SEGMENT-WISE ANALYSIS2. SEGMENT-WISE ...... www.indiainfrastructure.com Rooftop India 2019 Solar in Open-Access for Renewables (December 2018) Price: Rs 60,000 (USD 1,416) Emerging Economics, Evolving Regulatory Framework, Increasing Opportunities and Changing Risks Table of Contents
1. MARKET OVERVIEW, KEY TRENDS AND RECENT DEVELOPMENTS . . . - Provision for Changes in Regulatory Charges ENERGY There is a rising popularity among developers, especially renewable energy - Penalties players, to go for third-party direct sale agreements. States of Karnataka, - Legal Terms Tamil Nadu, Andhra Pradesh and Telangana in the southern region of India and Rajasthan, Punjab and Haryana in the northern region of the country 6. ROLE OF ENERGY BANKING, F&S AND DEVIATION SETTLEMENT are fast catching up with open access transactions. But there are signifi- MECHANISM ...... cant challenges in the growth of this segment, especially those pertaining Energy banking will play a key role in the success of solar and wind power- to discoms’ resistance to let go of their high-end consumers. based open access projects. Banking is presently allowed by SERCs upon - Size and Growth of Open Access-based Power Projects the levy of a banking charge, which differs in magnitude across states. - Renewable Energy-based Open Access Projects: Year-wise Trends, Rules around energy banking are specified in different types of documents Source-wise Share in various states. Additionally, various attributes of the energy banking - Participation of Open Access Consumers in the REC Market: framework also differ across states. Volume Trends, Price Trends - State-wise Energy Banking Mechanism for Open Access Projects: - Leading States Banking Charge, Banking Period, Buy-back Rate, Restrictions on - Key Growth Drivers Time of Injection, Withdrawal of the Banked Energy, Other Attributes - Tariff Trends in Open Access through Solar and Wind (seasonality constraints, buy-back rates, accounting for RPO, etc.) - Key Issues and Challenges - State-wise Emerging Energy Banking Framework - State-wise Forecasting and Scheduling 2. IMPACT OF AMENDMENTS IN ELECTRICITY ACT, 2003 ...... - Deviation Settlement Charges - Amendments Pertaining to Open Access for Renewables - Likely Impact on Growth of Open Access-based PPAs 7. STATE PROFILES ...... - Unaddressed Issues This chapter will include profiles of Andhra Pradesh, Karnataka, Tamil - Industry Experts’ Opinions and Recommendations Nadu, Maharashtra, Gujarat, Rajasthan, Madhya Pradesh, Telangana, Uttar Pradesh, Chhattisgarh, Haryana, Delhi, Punjab, etc. 3. EXISTING OPEN ACCESS POLICY AND REGULATORY SCENARIO . . . . . - Open Access Charges and Exemptions for Solar and Wind Power: The policy and regulatory framework in this space is currently highly dis- Transmission Losses, Distribution Losses, Wheeling Charges, Cross persed and varied across states, and is not even stable over the years. Subsidy Surcharge, Additional Surcharge, Reactive Energy Charges, There is always a risk of open access charges changing year on year, Standby Charges, Banking of Surplus Solar Power, Scheduling of making it a risky proposition to invest in. Power, Energy Metering - Overview of Open Access Charges and Losses: For Solar Projects, - Key Players and Capacities: Overall Solar, Solar Open Access, For Wind Projects Overall Wind, Wind Open Access - Model Regulations for Intra-state Open Access and Group Captive - Landed Cost and Return Analysis - State-wise Orders of Open Access/Group Captive - Process and Approvals for Open Access Projects - State-wise Implementation Status Overview - Key Industrial and Corporate Clusters: Existing, Upcoming - State-wise Power Demand and Supply Overview - RPO Trajectory for Open Access Consumers 8. PROJECTED OPEN ACCESS MARKET ...... - Key Issues and Challenges 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 4. INDUSTRY STRUCTURE AND BUSINESS MODELS ...... industries are joining in the race. The business case for renewable energy The industry structure in the renewable open access segment has been based open access is getting stronger with the decreasing cost of green emerging gradually with more number of players entering into this space. power and increasing cost of thermal power. Project developers and investors are currently cautious of investing signifi- - Short-term (2019-23) and Long-term (2024-28) Projections cantly in this segment, but the trend is now changing. - Renewable-based Open Access Capacity Projections - Power sale options: Bilateral, Collective, REC - Open Access Projected Tariff and Pricing Trends - Industry Structure - IRR Projections - Key Players and Capacities: Solar Segment, Wind Segment - Future Growth Drivers - Risks and Concerns - Expected Market Restraints
5. TERMS OF THIRD-PARTY POWER SALE CONTRACTS ...... EXPERT OPINION ...... It is important for both the buyers and sellers to clarify and list out their The report will feature 5-8 interviews of senior representatives at regulatory expectations and accordingly draw up the commercial power sale contract commissions, large open access consumers and key open access project as per the applicable regulatory framework in the respective state. developers, and experienced industry consultants - Time Period - Extension Provision The report is available in a PDF format. - Tariff and Escalations
14 | India Infrastructure Research www.indiainfrastructure.com ENERGY T&D Equipment Market Projections in India 2019 (August 2019) Price: Rs. 90,000 (USD 2,124) Market Analysis, Growth Drivers, Outlook and Projections No. of slides: 378 Table of Contents
1. EXECUTIVE SUMMARY ...... - Key Players - Projected Demand for Overhead Conductors PART A - MARKET TRENDS AND OUTLOOK - Projected Demand for Underground Cables - Potential For Reconductoring and Replacement 2. POWER SECTOR OVERVIEW ...... - Demand and Supply 11. POWER TRANSFORMERS ...... - Historical Power Analysis - Overview - Future Projections - New Technologies and Advances - Key Growth Drivers and Trends - Key Players - Outlook - Projections for Transformation Capacity - Projected Demand for Power Transformers 3. TRANSMISSION SEGMENT ANALYSIS ...... - Issues and Challenges - Growth in Transmission Line Length, Growth in Transformer Capacity, Trends in Network Reliability, Recent Developments, 12. INSULATORS ...... Recent M&A Deals, TBCB Update, Investment Projections, New - Overview Project Pipeline, Issues and Concerns - New Technologies and Advances - Key Players 4. DISTRIBUTION SEGMENT ANALYSIS ...... - Projected Demand for Insulators - Sector Size and Growth - Performance under UDAY 13. REACTIVE POWER EQUIPMENT ...... - Key Recent Policy and Regulatory Reforms - Overview - Utility Capex Plans - Technology Trends - Growth Drivers - Key Players - Issues and Concerns - Projected Additions - Bus Reactors 5. GOVERNMENT INITIATIVES SUPPORTING T&D EQUIPMENT MARKET . - Line Reactors - 24x7 Power for All - Dynamic Compensation Equipment - IPDS - 175 GW Renewable Energy by 2022 PART C - DISTRIBUTION EQUIPMENT ANALYSIS AND PROJECTIONS - Central and State Initiatives for Smart Metering (Till 2023-24) - Green Energy Corridor Projects - Mission 41K for Rail Electrification 14. DISTRIBUTION CONDUCTORS AND CABLES ...... - Smart Grid Initiatives and Smart Cities Mission - Overview, New Technologies and Advances, Utility Initiatives, Key - Interstate and Intra-state TBCB Opportunities Players, Projected Distribution Line Length Additions, Projected - National Mission on E-Mobility Demand for Cables and Conductors, Potential for Reconductoring and Replacement 6. RECENT CONTRACTS AND AWARDS ...... - Recent Transmission And Distribution Awards 15. DISTRIBUTION TRANSFORMERS ...... - Announced and Upcoming Bids - Overview - Other Ongoing Tenders - New Technologies and Advances - Key Players 7. EQUIPMENT MARKET OUTLOOK AND PROJECTIONS ...... - Projections for Distribution Transformer Capacity (till 2023-24) - Key Growth Drivers - Projected Demand for Distribution Transformers (till 2023-24) - Network Addition Projections - Projected Capex of Transmission and Distribution Companies 16. DISTRIBUTION SWITCHGEAR ...... - T&D Equipment Market Projections - Overview - Projected Investments - Recent Trends and Advances - Future Outlook - Key Players - Projected Demand for Switchgears (till 2023-24) PART B - TRANSMISSION EQUIPMENT ANALYSIS AND PROJECTIONS (Till 2023-24) 17. SMART METERS ...... - Overview, Growth Drivers, Smart Meters, Prepaid Meters, Net 8. SWITCHGEAR ...... Meters, Utility Initiatives, Projected Demand for Smart Meters (till - Overview 2023-24) - Technology Trends and Advances - Key Players 18. KEY EQUIPMENT MANUFACTURER AND SUPPLIER PROFILES . . . . . - Projections for Substations - ABB, Aditya Birla Insulators, Apar Industries Limited, BHEL, CG - Potential for Digitalisation and Automation Power and Industrial Solutions Limited, Diamond Power and - Projections for Switchgear Infrastructure Limited, Finolex Cables Limited, GE T&D India Limited, KEC International Limited, LS Cable and Systems, 9. TRANSMISSION TOWERS ...... Kalpataru Power Transmission Limited, KEI Industries Limited, - Overview Kirloskar Electric Company Limited, Schneider Electric Infrastructure - Emerging Technology Trends Limited, Toshiba T&D India Private Limited, Delton Cables Limited, - Recent Trends and Advances in Construction Genus Power Infrastructures Limited, Cable Corporation of India, - Key Players Itron, Landis & Gyr, L&T, Siemens Limited, Sterlite Power - Transmission Line Length Projections Transmission Limited, Skipper Limited, Transformers & Rectifiers - Projected Demand for Towers (India) Limited, Voltamp Transformers Limited, WEG Industries - Issues and Challenges (India) Private Limited, Star Delta Transformers Limited, United Transformers Limited, Other Manufacturers 10. CABLES AND CONDUCTORS ...... - Overview - New Technologies and Designs The report is available in a PDF format. - Underground Cabling: Experience and Outlook
www.indiainfrastructure.com India Infrastructure Research | 15 Future of Solar O&M in India (September 2018) 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 ENERGY 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:
16 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table Price: Rs 40,000 (USD 944) Price: Rs 40,000 India Infrastructure Research | 17 The report is available in a PDF format. The report Sale of Power to Commercial Consumers to Sale of Power Sales Power in Total Share of Commercial Consumers from Commercial Consumers Revenues Discom Revenues in Total Share of Commercial Consumers z z z z - Drivers Key - Outlook and Projections - Revisions Industrial Tariff Commercial All-India Average - of Sale of Power Rate in Average State- and Utility-wise Trends - Changes in Tariffs Year-on-Year - to Commercial Consumers Utility-wise Sale of Power - in Sale of Power Utility-wise Share of Commercial Consumers - from Commercial Consumers Utility-wise Revenues - Revenues in Total Utility-wise Share of Commercial Consumers - Andhra Pradesh - Assam - Bihar - Chhattisgarh - Delhi - Gujarat - Haryana - Himachal Pradesh - Jammu & Kashmir - Jharkhand - Karnataka - Kerala - Madhya Pradesh - Maharashtra - Meghalaya - Odisha - Punjab - Rajasthan - Nadu Tamil - Telangana - Uttarakhand - Uttar Pradesh - Bengal West - Historical Trends 9. TARIFF TRENDS9. TARIFF ...... COMPARISON10. INTER-STATE ...... DISCOM MARKET ANALYSIS11. STATE-WISE ...... SECTION III: COMMERCIAL CONSUMERS MARKET SECTION III: COMMERCIAL 8. MARKET OVERVIEW ...... No. of slides: 473 No. of slides: Share of LT Consumers in Total Discom Revenues Consumers in Total Share of LT Sale of Power to LT Consumers to LT Sale of Power Sales Power Consumers in Total Share of LT Consumers from LT Revenues Sale of Power to HT Consumers to Sale of Power Sales Power Total Share of HT Consumers in from HT Consumers Revenues Discom Revenues Total Share of HT Consumers in z z z z z z z z - 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 - Consumers to LT Utility-wise Sale of Power - consumers in Sale of Power Utility-wise Share of LT - Consumers from LT Utility-wise Revenues - Revenues consumers in Total Utility-wise Share of LT - Drivers Key - Outlook and Projections - Historical Trends - Drivers Key - Outlook and Projections - 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 - to HT Consumers Utility-wise Sale of Power - of Power Utility-wise Share of HT Consumers in Sale - from HT Consumers Utility-wise Revenues - Revenues Utility-wise Share of HT Consumers in Total 2. MARKET OVERVIEW ...... SECTION I: HT CONSUMERS MARKET SECTION I: HT CONSUMERS 1. EXECUTIVE SUMMARY...... 7. INTER-STATE COMPARISON7. INTER-STATE ...... 6. TARIFF TRENDS6. TARIFF ...... 5. MARKET OVERVIEW...... 3. TARIFF TRENDS3. TARIFF ...... COMPARISON4. INTER-STATE ...... MARKET CONSUMERS SECTION II: LT Industrial and Commercial Grid Power Market in India 2017 in India Market Power Grid and Commercial Industrial (April 2017) www.indiainfrastructure.com Power Distribution in India 2020 (February 2020) (Draft ToC) Price: Rs. 90,000 (USD 2,124) Sector Growth Discom performance, Emerging Trends and Future Outlook Table of Contents
SECTION I: TRENDS, DEVELOPMENTS, OUTLOOK AND PROJECTIONS SECTION III: DISCOM OPERATIONAL AND FINANCIAL ANALYSIS (2014-
ENERGY 15 to 2018-19) 1. SECTOR SIZE AND GROWTH ...... - Growth Drivers; Trends in Power Demand and Supply; Growth in 14. OPERATIONAL PERFORMANCE ...... Distribution Line Network; Growth in Distribution Transformer - Billing & Collection Efficiency; AT&C Losses; Outages; SAIDI & Capacity; Substation Additions; Energy Sales Trends; Consumer SAIFI Indices; DT Failure Rates; Issues & Concerns; The Way Forward Growth; AT&C Loss Targets and Achievements; Metering Scenario; System Reliability Indices; Key Issues & Concerns; The Way Forward 15. FINANCIAL PERFORMANCE ...... - Utility-wise Revenues; Utility-wise Goss Profits; Utility-wise Net 2. RECENT POLICY AND REGULATORY DEVELOPMENTS ...... Profits; ACS-ARR Gap; Outstanding Debt of Discoms; Outstanding - MoP Order on LC Mechanism; APTEL Directive on Delay in Tariff Discom Dues from PRAAPTI; Subsidies Booked vs Received; Key Revisions; Draft Electricity (Amendment) Act, 2018; National Power Ratio Analysis Discom; Aggregate Power Procurement under Pilot Scheme 2; Aggregate Medium-term Power Procurement Scheme; SCED Pilot SECTION IV: COST AND EXPENDITURE ANALYSIS (2014-15 TO 2018-19) Implementation; CERC (Terms and Conditions of Tariff) Regulations, 2019; CERC (Power System Development Fund) Regulations, 2019; 16. EXPENDITURE ANALYSIS ...... Charging Infrastructure for Electric Vehicles- Revised guidelines; - Year-wise Aggregate Expenditure Trend; Utility-wise Aggregate RPOs; Others Expenditure Trend; Cost Break-up of Utilities; Trend in Power Purchase Costs; Trend in O&M Costs 3. OTHER RECENT DEVELOPMENTS ...... - Key Developments under Government Schemes (IPDS, DDUGJY, 17. O&M COSTS ...... NSGM); Updates under Smart Metering National Programme; PPA- - Year-wise Trends in O&M Costs; Trends in Utility-wise O&M Costs; related Updates; Tariff Hikes; Developments Impacting Discom O&M Costs Break-up Tariffs; Discom Rankings; Distribution Franchises; Digital Mapping of Feeders 18. CAPITAL EXPENDITURE ...... - Trends in Year-wise Capex; Discom-wise Capex Trends; Key Capex 4. INTER-DISCOM COMPARISON PUBLIC (2014-15 to 2018-19) ...... Components; Planned Capex and Proposed Break-up; Capex - Consumer Base; Energy Sales; Line Length; Transformer Capacity; Break-up of Major Discoms AT&C Losses; ACS-ARR Gap; Power Purchase Costs; Net Profits; Metering Coverage; System Reliability 19. POWER PURCHASE COSTS ...... - Year-wise Trends in Power Purchase Costs (aggregate and per unit); 5. INTER-DISCOM COMPARISON PRIVATE (2014-15 to 2018-19) Trends in Utility-wise Power Purchase Costs (aggregate and per - Consumer Base; Energy Sales; Line Length; Transformer Capacity; unit); Impact of Recent Developments on Power Purchase Costs; AT&C Losses; ACS-ARR Gap; Power Purchase Costs; Net Profits; Source-wise Power Purchase Costs Trends; Long-term Power Metering Coverage; System Reliability Procurement Trends; Short-term Power Trading Trends
6. FUTURE OUTLOOK FOR NETWORK GROWTH (till 2024-25) ...... 20. TARIFF TRENDS ...... - Projected Line Length Additions; Projected Substation Additions; - State and Utility-wise Trends in Tariffs; Recent Developments Projected Distribution Transformer Capacity Additions; Projected Impacting Tariffs; Category-wise Tariff Trends (Agricultural, Metering Requirements; Stakeholder Opportunities for Charging Domestic, Industrial HT & LT, Commercial); Tariff Revisions; Trends Infrastructure for EVs in Cross-subsidy Surcharges
7. FUTURE OUTLOOK FOR COSTS, TARIFFS AND FINANCES ...... SECTION V: EMERGING TRENDS AND FOCUS AREAS - Projected Power Purchase Costs; Tariff Outlook; Outlook on Discom Finances and Losses; Outlook for UDAY 21. DISTRIBUTION FRANCHISEES - Operational/Awarded DFs; Terminated Franchises; Recently Awarded 8. UPCOMING POLICIES AND THEIR EXPECTED IMPACT ...... Franchises; Recent Bids; Performance Analysis of Existing - UDAY 2.0; Five-year Vision Plan; Electricity (Amendment) Act; Distribution Franchisees; Upcoming Opportunities; Issues and Separation of Content and Carriage; New Tariff Policy; Private Concerns; Outlook; Stakeholder-wise Opportunities Participation in Distribution; DBT for Subsidies; Others (Distribution Perspective Plan) 22. SMART METERING INITIATIVES ...... - Current Scenario and Progress So Far; Policy Drivers; Central and 9. PROJECTED EQUIPMENT REQUIREMENTS (till 2024-25) State Government Initiatives; EESL’s Smart Metering Plans; Recent - Projected Investments in Distribution Network; Growth Drivers; and Upcoming Smart Metering Tenders; Stakeholder-wise Projected Demand for Equipment Opportunities; Issues and Concerns; Future Outlook
SECTION II: UPDATE ON POLICY PROGRAMMES 23. TRENDS IN DISCOM POWER PROCUREMENT ...... - Trends in Long-term PPAs in Case I and II; Experience Under 10. UJWAL DISCOM ASSURANCE YOJANA (UDAY) ...... Aggregate Power Procurement Scheme; Exchange-based Power; - Discom Loss Performance in Last Four Years; AT&C Loss Issues and Concerns; Future Outlook Performance in the Last Four Years; Collection and Billing Efficiency Achievements; ACS-ARR Gap Performance in Last Four Years; SECTION VII: DISCOM PROFILES Power Purchase Costs; Trend in Tariff Hikes; Smart Meter Deployments; Other UDAY Parameters (feeder metering, UJALA, 24. PROFILES OF DISCOMS BY STATE ...... etc.); Issues and Concerns; The Way Forward - Andhra Pradesh; Assam; Bihar; Chhattisgarh; Delhi; Gujarat; etc.
11. INTEGRATED POWER DEVELOPMENT SCHEME (IPDS) ...... Each profile would cover the following: - Sanctions and Disbursements; Physical Progress So Far; Digital - Area of Operations; Line Length (voltage-wise break up); Number of Transformation under IPDS; Update under RAPDRP & SCADA Transformers; Transformer Capacity (voltage-wise break up); Projects; Progress of IT enablement under Phase-II; Underground Substations; Total Number of Customers; Energy Sales (HT and LT); Cabling under IPDS; Smart Meter Installations; New Initiatives and AT&C Losses; Billing and Collection Efficiency; Revenue Gap; Next Steps Financial Performance; Metering Status; System Reliability Indices (SAIFI, SAIDI); Planned Network Additions; Tariffs; Power Purchase 12. DDUGJY ...... Costs; Key Financials; O&M Costs; Capex Trends; Contact Details - Scheme Coverage; Sanctions and Disbursements; Physical Progress So Far; State-wise Progress of Sanctioned Projects 25. APPENDIX ...... 13. NATIONAL SMART GRID MISSION ...... - MoP-sanctioned Pilot Projects Experiences; NSGM Targets; Projects Approved under NSGM; Other Initiatives by Discoms; Issues and the Way Forward The report will be available in a PDF format
18 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table Price: Rs. 90,000 (USD 2,124) Price: Rs. India Infrastructure Research | 19 The report will be available in a PDF format The report Substations Availability Losses; System Substations; Transmission O&M Costs; Capital Expenditure Trends Profits; Others Infrastructure; and Aerial Technologies; Robotics Infrastructure SupportingTransmission RE; Green Energy Corridors Scheme for RE Zones by 2022; REMCs; I and II; Transmission Battery Integration; Energy Storage Systems; Issues in Renewables Outlook Developments; Interconnections under Implementation; Recent Links; Issues and Concerns; The Way Planned Transmission Forward Network; Issues and Challenges; Additions in Transmission forwardThe Way Corporation; Bhakra Beas Management Board HVPNL; WBSETCL; OPTCL; TSTransco; MPPTCL; APTRANSCO; BSPTCL; CSPTCL; PSTCL; KESBL; AEGCL; JUSNL; JKPDD; PTCUL; MePTCL; TSECL; DTL; HPPTCL L&T Essel Infraprojects; Kalpataru Transmission; Power CLP India; Transmission; Infrastructure Power Essar Projects; Sekura Energy; Others - Transmission Line Length; Transformer Capacity; Number of Capacity; Number of Line Length; Transformer - Transmission Capacity; Number of Line Length; Transformer - Transmission in Utility-wise Expenditure; Net Trend in Utility-wise Revenues; - Trend Communication - Substation Digitilisation and Automation; Advanced of Renewables; - RE Growth So far; Expected Penetration Links with Neighbouring Countries; - Overview; Current Transmission mission electrification; Overview- IR’s of 41k initiative; Planned Grid Corporation of India Limited; Damodar Valley - Power UPPTCL; KPTCL; TANTRANSCO; - GETCO; MSETCL; RRVPNL; Limited; Limited; Adani Transmission Transmission - Sterlite Power SECTION II: UTILITY PERFORMANCE AND INITIATIVES SECTION II: UTILITY PERFORMANCE 10. GROWTH IN NETWORK AND CAPACITY...... PERFORMANCE11. OPERATIONAL ...... 12. FINANCIAL PERFORMANCE...... AND 13. PROGRAMMESINITIATIVES GRID MODERNISATION ...... AND REGIONAL INTEGRATION SECTION III: GRID EXPANSION 14. AND RENEWABLE MANAGEMENTINTEGRATION ENERGY ...... 15. CROSS-BORDER INTERCONNECTIONS ...... 16. IR PLANS FOR TRANSMISSION...... TRANSMISSION UTILITY PROFILES SECTGION IV: 17. PROFILES OF CTUS ...... 18. PROFILES OF STUS ...... 19. PROFILES UTILITIESOF PRIVATE ...... (March 2020) (March 2020) (Draft ToC) Transformer Capacity; Trends in Substation Additions; Growth in in Substation Additions; Growth Capacity; Trends Transformer against Capacity; Growth in Transmission Interregional Transfer in Capacity; Trends Transfer in Total Generation Capacity; Growth Ancillary in Sector Network Reliability; Services Trends Operations; Issues and Challenges Investments; Key Sector; M&A Transmission of the Private Changing Dynamics Year; Loans and Space; Key EPC and Supplier Deals in the Operator, Financing Deals; Update on Smart Technology Grid Projects; Countries; Advancements; Grid Integration with Neighbouring Opportunities Operators; Status of India’s for Transmission Telecom Others (Powergrid’s First Offshore Wind and Grid Integration Project; Maharatna status, international projects won, etc) National Open Schemes; Regulatory Approval to Transmission for 2019-24; EV Charging Regulations Access Registry; Tariff CERC Order on AGC Infrastructure-related Updates; CERC Policy Implementation; CERC’s DSM (Fifth Amendment) Regulations; CERC’s Regulations; Development Fund System CERC’s Power Charges and Losses; Transmission Sharing of Inter-State Derived from Utilisation of CERC’s (Sharing of Revenue Regulations; Transmission SAMAST Assets for Other business) Regulations; framework for Real-Time Proposed Implementation; Others (FRAS, Market for etc) Electricity, Substation Additions; Expansion in InterregionalCapacity; Projected TBCB Opportunities; Capacity; Investment Projections; Transfer Outlook Issues and Concerns; Future Capacity (by voltage and utility); Intra-state utility); Transformer Capacity Line Length (by voltage and utility); Transformer Projects; (by voltage and utility) Switchgear; Power Reactive Transformers; Conductors; Towers; Equipment awarded through TBCB (interstate and intrastate); Analysis Projects Identified for Under Bidding; New Projects Bids; Projects of Recent Developed under JVs; New and Emerging Players; Bidding; Projects Development and Operation; Issues Financing Models for Project and Concerns (Long-term & STOA); SLDC Charges Tariffs Intra-state Transmission - in Transmission Line Length; Growth Growth in Transmission Secured in the Past TBCB Projects Commissioned Projects; - Key Early of National Committee on Transmission; - Reconstitution Transformer Line Length; Projected - Growth Drivers; Projected Line Length (by voltage and - Overall Pipeline; Interstate Projects; Requirements; Projected Trends; - New and Emerging Technology Participation- Private Experience so far; TBCB Update; Status of Tariffs; Methodology and Charges; Interstate Transmission - PoC 2. SECTOR SIZE AND GROWTH ...... 3. RECENT DEVELOPMENTS ...... 4. POLICY INITIATIVESAND REGULATORY ...... 5. NETWORK GROWTH AND INVESTMENTS (till 2024-25) ...... 6. PROJECT PIPELINE (till 2024-25) ...... 7. FORECASTED EQUIPMENT DEMAND (till 2024-25) ...... 8. & FINANCING SECTOR EXPERIENCE: PROJECT DEVELOPMENT PRIVATE 9. OF TRANSMISSION TARIFFS ANALYSIS ...... SECTION I: MARKET TRENDS AND DEVELOPMENTS SECTION I: MARKET TRENDS 1. EXECUTIVE SUMMARY...... Power Transmission in India 2020 in India Transmission Power Pipeline and Outlook Project Developments, Recent Sector Analysis, www.indiainfrastructure.com Captive Power in India 2018 (November 2019) (Draft ToC) Price: Rs. 75,000 (USD 1,770) Trends, Economics, Options & Outlook + A comprehensive database of 2,800 Captive Power Plants Table of Contents
1. EXECUTIVE SUMMARY ...... 10. POWER PLANT COST ANALYSIS ...... ENERGY - Gas-based CPPs (Capex and Opex) 2. SIZE AND GROWTH ...... - Coal-based CPPs (Capex and Opex) - Current Captive Capacity - Liquid Fuels-based CPPs (Capex and Opex) - Growth in the Past Five Years - Renewable energy-based CPPs (Capex and Tariffs) - Recent and Emerging Trends - Issues and Challenges 11. FUEL OUTLOOK ...... - Growth Drivers for the Captive Power Market - Coal: Demand and Offtake Trends, Production and Import Trends, - Future Outlook Domestic Price Trends, International Price Trends, Supply Outlook, E-Auctions 3. IMPACT OF POLICY AND REGULATORY DEVELOPMENTS ...... - Gas: Consumption, Supply and Offtake Trends, Domestic Gas - Draft Amendment to Electricity Rules, 2005 Prices, LNG Imports and Prices, Supply Outlook - Coal-related Policy Developments - Liquid Fuels: Consumption Trends, Current Production Trends, - Draft Amendments to Tariff Policy, 2016 Prices, Outlook - Draft Electricity (Amendment) Act, 2018 - MoP’s Order on RPO of CPPs 12. FOCUS ON GROUP CAPTIVES ...... - Policy updates for biomass-based cogeneration projects - Overview and Current Regulatory Framework - State-wise Orders for CPPs - Impact of Draft Rules on Group Captives - Developments related to Discom Health - Major Players - Analysis of Existing Group Captive Capacity 4. ANALYSIS OF EXISTING CAPTIVE POWER CAPACITY (RANGING FROM - Issues and Concerns 1 MW TO OVER 100 MW) ...... - Future Outlook - Estimated Captive Capacity - Analysis of Existing Captive Capacity: By Size; By Fuel (Coal, 13. EMISSION STANDARDS FOR CPPs ...... Lignite, Petcoke, Natural Gas, Bagasse, Solar, Wind, Waste-heat - Current Air and Water Pollution Norms Recovery, Liquid Fuels, Biomass, Mixed Fuels, etc.); By Industry - Timelines for Implementation (Metals and Minerals, Sugar, Cement, Petrochemicals, Chemicals, - Impacted Capacity Textiles, Engineering, Pulp and Paper, Fertilisers, Institutional Users, - Technology Options for Meeting Norms Group Captives, etc.); By State - Issues and Concerns
5. TARIFF TRENDS ...... 14. POWER TRADING OPTIONS AND OPPORTUNITIES ...... - Overview, HT Industrial Tariff Trends, LT Industrial Tariff Trends, - Power Sale Options Commercial Tariff Trends, State-wise Tariff Revisions, Cross- - Overview of Short-term Power Market subsidisation Trends, Outlook for Grid Power Tariffs - Key Segments - Volume and Price Trends at the Power Exchanges 6. OPEN ACCESS POLICY AND CHANGES ...... - Volume and Price Trends in Bilateral Trade - Current Status - Trading Mechanism - OA Policy and Regulatory Scenario in Key States - Industrial Consumer Participation Trends - Trends in OA Charges - REC Market Trends - Issues and Challenges for OA - Key Challenges - Policy Outlook 15. DATABASE OF EXISTING PLANTS ...... 7. CAPTIVE POWER CAPACITY PROJECTIONS ...... The most comprehensive database covering over 2,800 captive power plants with - Macro-economic Growth Outlook information on owner, capacity, location and fuel type. We will also be providing the - Upcoming Captive Capacity contact details of captive power plants on a best-efforts basis. - Distribution of Upcoming Capacity (by Fuel, Industry, State, *CPPs from the following Industries would be covered: Status of Implementation) - Metals and Minerals - Issues and Concerns - Cement - Petrochemicals and Refineries 8. FOCUS ON RENEWABLE POWER BASED CPPS ...... - Chemicals - Growth in Renewables-based CPP Capacity - Textiles - RPO Regulations for CPPs - Engineering - Key Players and Leading States - Pulp and Paper - Policy and Regulatory Incentives - Fertilisers - Proposed Renewables-based Captive Projects - Sugar - Issues and concerns - Institutional Users - Group Captive 9. GRID POWER RELIABILITY ...... - Etc. - Power Quality Problems for Industrial Consumers - State-wise Power Quality Parameters (Outages, Frequency of Power Cuts, etc.) - Discom-wise Power Reliability - Policy and Regulatory Initiatives The report will be available in a PDF format - Outlook
20 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table India Infrastructure Research | 21 No. of slides: 348 No. of slides: 75,000 (USD 1,770) Price: Rs. The report is available in a PDF format. The report Trends in PPAs, Tariff Discovered under Case 1 and 2 Bids, Tariff in PPAs, Trends Generation Costs, Short-term DEEP, E-bidding under Prices, Power in Other Costs, Cost Costs, Trends in Fixed and Variable Trends Options, Generation Cost of New Comparison with other Fuels Outlook Plants, State-wise Marginal Cost, Future CoD, Size, Location Stressed Assets, Capacity Utilisation and PLFs, Generation Tariffs, Emission Norms Compliance Management Systems, Control and Instrumentation (C&I) Systems Vidyut Utpadan Nigam Vidyut Utpadan Nigam Limited; Rajasthan Nadu Generation and Distribution Corporation Limited; Tamil Development Corporation Limited; Bengal Power Limited; West Power Corporation Limited; Madhya Pradesh KarnatakaPower Generating Company Limited; Gujarat State Electricity Corporation Generation Company Limited; Limited; Chhattisgarh State Power Generation Corporation Limited; Andhra State Power Telangana Generation Corporation Limited; etc. Power Pradesh Limited; Essar Power Limited; JSW Energy Limited; Jindal Power Limited; Lanco Power Limited; GMR Energy Limited; RattanIndia Limited; GVK Energy Limited; Infratech Limited; CLP India Private Limited; Bajaj Energy Limited; ACB Limited; Vedanta Nabha Power Limited; DB Power Ventures (India) Limited; Jaiprakash Power Limited; Hindustan Powerprojects; Limited; KSK Energy Venture CESC Limited; Sembcorp Energy India Limited Coal Washing Capacity, Upcoming Coal Washing Capacity, Issues Issues Capacity, Upcoming Coal Washing Capacity, Coal Washing and Challenges - Factors affecting Cost of Generation and Tariffs, Tariff Trends, Tariff - Tariff Trends, Tariff of Generation and Tariffs, affecting Cost Factors - Analysis of Capacity under Construction: Ownership, Expected By - Current Status of Capacity under Construction - Time and Cost Overruns in Upcoming Projects - Stalled Projects - Issues and Concerns - Supply, Fuel Demand and Procurement, Capacity Addition, Power - Upgradation, Water BTG and BoP Equipment, FGD Systems, ESP - Corporation, NLC India Limited NTPC Limited, Damodar Valley - Rajya Generation Company; Uttar Pradesh Maharashtra State Power - Power Company Limited; Reliance Power Limited; Tata Adani Power - coal, Existing Benefits of using Washed Need for Coal Washing, - Modes of Coal Transportation Share of various - Costs Freight in Rail Trends - Coal Loading in Indian Railways’ Trends - projects for Coal Evacuation Rail - Ports Coal Capacity for Handling - and Ports Upcoming Railways Capacity - Issues and Challenges Key SECTION IV: COSTS AND TARIFFS SECTION IV: 14. AND PRICES TARIFFS AND OPPORTUNITIES MARKET OUTLOOK SECTION V: 16. NEW PROJECT PIPELINE ...... 17. FUTURE OUTLOOK 18. PROVIDERS MARKET OPPORTUNITIES FOR TECHNOLOGY POWER PRODUCERS SECTION VI: PROFILES OF COAL-BASED 19. CENTRAL SECTOR PLAYERS ...... SECTOR PLAYERS20. STATE ...... SECTOR 21. PLAYERSPRIVATE ...... 12. COAL QUALITY 13. COAL TRANSPORTATION (June 2019) Capacity, Analysis of Existing Capacity, By Sector, Location, Size of By Sector, Analysis of Existing Capacity, Capacity, in PLF in Generation, Trends Coal, Trends of Units, Type of Recommendations of Coal Linkages for IPPs; the Rationalisation Committee; Pilot scheme for the High Level Empowered termprocurement of aggregate-medium power (Phase I and II on tariff pass-through; CERC’supdates); MoP directives change-in-law ruling installation; for emission control equipment Draft for Captive Power Rules on CompensatoryRuling Tariff; of Old Units; Update on Retirement Plants; Update on SHAKTI; Recent Commercial Coal Mining; Captive Coal Block Update; Cabinet Approvals; Other developments Acquisitions and Deals Stressed Assets, Recent Measures to Revive under Discussions, Current Stance of Investors, Buyers of Stressed Solutions Assets, Challenges and Workable Modifications Generation Options for Coal-based Plants, Equipment Key Cost Implications, The Experience So Far, to Enhance Flexibility, Outlook Issues and Challenges, Future Plans and Current Identified Technologies, mental Standards, Key Issues & Challenges Status, Impact on Cost of Generation & Tariffs, Load Mix, Future Fuel Capacity Additions, Projected Renewable Renewables, Generation Scenario, Cost Comparison: Coal versus Coal-based Impact on Grid and System Operations, Impact on of Coal-based Plants in Grid Balancing, Generation, Role Power BarriersLoad Balancing in Subcritical and Supercritical Units, Age of Units, Boiler and Turbine Auxiliary trends, Consumption Trend, Heat Rate Makes, PLF Trends, and Specific Coal Consumption Operating Availability Plants for R&M, Potential 2017-22, Potential R&M Programme: Plants for Closure, Issues and Challenges in Coal Trends Plants, Captive Coal Production, Thermal Power Imports, for Coal Plants, Projections of Coal with Power Availability Demand and Supply Imported & Trends & Trends, Volume Captive Volume Trends, & Price Outlook - Capacity and Generation, Coal-based Installed All India Installed - 2019; Methodology for Regulations, of Tariff and Conditions Terms - Causing Stress, Reasons Key Stressed Coal-based Projects, - Flexible Analysis and Forecast, Load Pattern Need for Flexibility, - in Emissions from Coal-based Plants, Overview of Environ- Trends - Current Electricity Generation, Projected status of Renewable - profile, Size of Plants and Units, State-wise and Sector-wise - Thermal of Drivers, The Experience So Far, Age Profile Units, Key - Coal Reserves, and Demand, Coal Demand from Coal Production - Source Comparison, Update on Coal Linkages, E-auction Volume - Pricing Trend, Global Price E-Auction Prices, Domestic Coal Prices, EXECUTIVE SUMMARY ...... AND RECENT DEVELOPMENTS SECTION I: MARKET OVERVIEW 1. SECTOR SIZE AND GROWTH INITIATIVES REGULATORY 2. RECENT POLICY AND ON STRESSED ASSETS 3. UPDATE AND CHALLENGES IMPACT STRATEGIES, 4. FLEXIBLE OPERATIONS: COSTS TIMELINES AND 5. EMISSIONS CONTROL: CURRENT STATUS, 6. BALANCING AND ROLE IN LOAD OF RENEWABLES IMPACT PERFORMANCE SECTION II: PLANT PROFILE AND OPERATING PLANTS OF OPERATIONAL 7. ANALYSIS 8. AND MODERNISATION RENOVATION PRICES AND OUTLOOK SECTION III: COAL SUPPLY, 9. SCENARIO COAL DEMAND AND SUPPLY 10. TRENDS IN COAL PROCUREMENT 11. COAL PRICES www.indiainfrastructure.com Coal-Based Power Generation in India 2019 Generation Power Coal-Based and Market Outlook Role Developments, Future Trends, Hydro Power Market in India 2019 (May 2019) Price: Rs 75,000 (USD 1,770) Market Analysis and Developments; Changing Role in Energy Mix and Future Outlook Table of Contents
1. EXECUTIVE SUMMARY ...... 10. STATUS AND POTENTIAL FOR SMALL HYDRO POWER ...... ENERGY - Capacity Size and Growth; Policy Support; State Initiatives; Costs 2. SECTOR SIZE AND GROWTH ...... and Tariffs; Key Issues and Challenges; Future Outlook - Hydro Power Potential and Development: Basin-wise, Region-wise - Installed Capacity Addition Trends 11. CROSS-BORDER INITIATIVES ...... - Capacity Growth vis-a-vis Other Sources - Existing Power Ties - Sector and Utility-wise Additions - Update on the Bhutan-Bangladesh-India-Nepal Power MoU - Major State Initiatives - Status of Upcoming Projects in Nepal - Hydro Power Generation Trends - Status of Upcoming Projects in Bhutan - Share of Hydro in Electricity Mix - Existing and Proposed Transmission Interconnections - Key Barriers to Developments 12. FINANCING AND STRESSED ASSETS ...... 3. POLICY DEVELOPMENTS AND EXPECTED IMPACT ...... - Key Funding Sources - Update on the New Hydro Power Policy: Hydro Power as Part of - Current Stance of Lenders/Investors Renewables, Hydro Bailout Package - Recent Financings/M&A Deals - CERC Order on Hydro as FRAS - Current Status and Cost Overruns of Stressed Assets - Amendments in Himachal Pradesh Hydro Policy - Measures to Revive Stressed Assets - Update on Hydro Plants in Uttarakhand - Expected Haircuts by Banks - Update on Basin-wise Hydro Potential Review - Incentives to Improve Financial Viability - Other Key Developments - Innovative Funding Mechanisms - Investment Needs and Requirements 4. PLANT PERFORMANCE ANALYSIS ...... - Key Challenges - By Project Size; By Player; By Equipment Make; Historical Trends in Generation; Target vs Actual Generation; Inter-plant Comparison; 13. COSTS, TARIFFS AND VIABILITY ...... Inter-developer Comparison; Plant Availability Factor Analysis; - Key Factors Impacting Costs; Project Cost Trends; Trends in Tariffs; Trends in Outages; Renovation and Modernisation Return Analysis of Hydro Projects; Proposed Changes in Tariff Norms; Key Issues and Concerns 5. ANALYSIS OF DELAYED/STALLED CAPACITY ...... - Current Stalled Capacity 14. PROFILES OF KEY DEVELOPERS ...... - Key Reasons for Slippages - Central Sector: BBMB, NHPC, SJVNL, NHDC, THDC, NEEPCO, - Time and Cost Overruns NTPC, DVC - Mitigation Strategies and Policy Support Required - State Sector: Karnataka Power Corporation Limited, Maharashtra State Power Generation Corporation, Telangana State Power 6. UPCOMING PROJECT PIPELINE ...... Generation Corporation, Tamil Nadu Generation and Distribution - Projects under Construction Corporation, Orissa Hydro Power Corporation, Kerala State - Projects under Planning, Survey and Investigation Electricity Board, Andhra Pradesh Power Generation Corporation, - Stalled Projects Sardar Sarovar Narmada Nigam Limited, Uttarakhand Jal Vidyut - Analysis of Upcoming Hydro Capacity: By Year of Commissioning, Nigam Limited, Teesta Urja Limited Ownership, Unit Size, Location, Equipment-make, Type - Private Sector: Himachal Baspa Power Company Limited, Tata Power Company Limited, JP Power Ventures, AHPC, ADHPL 7. OUTLOOK AND PROJECTIONS (till 2024) ...... (Malana Power Company Limited), Gati Infrastructure, Everest - Installed Capacity Projections; Costs and Tariff Outlook; Policy and Power Private Limited, Shiga Energy Private Limited, Dans Energy Regulatory Outlook; Equipment Projections; Projected Return Private Limited, Sneha Kinetic Power Projects Limited Analysis; Risks and Challenges; Market Opportunities for Key Stakeholders Database of Key Projects The report also provides a comprehensive excel-based dataset including the follow- 8. FUTURE ROLE OF HYDRO POWER IN LOAD BALANCING AND ing (as of 2018-19): ANCILLARY SERVICES ...... - Plant-wise Installed capacity - Hydro Plants under FRAS - Plant-wise Status and Anticipated Date of Commissioning of Under - Improvements in Flexing of Hydro Power Plants Construction Projects - Balancing Requirements for Renewable Integration - Status of Stalled Projects - Projected Role of Hydro Power in Load Balancing - Projects under Survey and Investigation - Impact on Coal-based Load Balancing - Projects under Renovation and Modernisation - Role of Hydro in Ancillary Services - Plant-wise Generation Performance - Key Challenges - Solutions and the Way Forward
9. FOCUS ON PUMPED HYDRO STORAGE SEGMENT ...... - Existing Capacity - Status of Under Construction Plants - Cost Comparison with Other Storage Technologies - Measures to Incentivise Pumped Storage - Project Pipeline - Global Best Practices The report is available in a PDF format. - Key Issues and Concerns
22 | India Infrastructure Research www.indiainfrastructure.com ENERGY Gas in India 2017 (November 2017) No. of slides: 297 Price: Rs 75,000 (USD 1,770) Sector Overview and Outlook: E&P, LNG, Pipelines and CGD Table of Contents
SECTION I: OVERALL SECTOR ANALYSIS 8. OFF-GRID BIOMASS ...... - Introduction 1. EXECUTIVE SUMMARY ...... - Size and Growth - Growth Drivers 2. OVERVIEW ...... - Government Initiatives and Programmes - Introduction - Biomass-based Microgrids - Biomass Potential - Conclusion - Size and Growth - Inter-state Comparison 9. FUTURE OUTLOOK ...... - Growth Drivers - Introduction - Issues and Challenges - Future Growth Drivers - Emerging Trends - Capacity Addition Outlook - Conclusion - Investment and Financing Outlook - Emerging Policy and Regulatory Framework 3. POLICY AND REGULATORY FRAMEWORK ...... - Conclusion - Introduction - Policy and Legal Framework SECTION II: PROJECTS AND DEVELOPERS - Current Policy Guidelines - Regulatory Framework 10. PROJECT PROFILES ...... - State Initiatives - Rake Power Limited’s 10 MW Project in Nagpur - Issues and Challenges - Usher Eco Power’s 16 MW Cogen Plant in Mathura - The Way Forward - ASET’s 1.2 MW Gasification-Based Plant in Vadodara - MPPPL’s 4.5 MW Plant in Kirugavalu 4. FUEL SUPPLY AND LOGISTICS ...... - Malwa Power’s 7.5 MW Plant in Muktsar - Introduction - DEE Development’s 8 MW Plant in Fazilka - Current Scenario - PBPL’s 12 MW Plant in Patiala - Fuel Price Trends - SWIVPL’s 9.9 MW Project in Mohindergarh - Evolving Fuel Management Strategies - Auro Mira’s 7.5 MW Plant in Pudukottai - Conclusion - KPTL’s 7.8 MW Plant in Ganganagar - Greenko’s 8 MW ISA Power Project in Dhamtari 5. COST ECONOMICS AND TARIFFS ...... - STPPPL’s 6 MW Plant in Beechpally - Introduction - RRREL’s 18 MW Plant in Pamboor - Cost Components - MUUL’s 7.5 MW Plant in Raipur - Indicative Capital Cost of Existing Plants - Suryachakra Global’s 9.8 MW Plant in Janjgir - Biomass Energy Tariffs - Abellon’s 9.9 MW Plant in Khas - Incentive Options Driving Project - GAPS Power’s 13 MW Plant in Shendra Economics - OGPL’s 10 MW Plant in Narsimhapur - Conclusion - Chambal Power’s 7.5 MW Project in Kota - A.A. Energy’s 10 MW Project in Gadchiroli 6. EQUIPMENT AND TECHNOLOGY ...... - Introduction 11. DEVELOPER PROFILES ...... - Introduction - Key Technologies - AllGreen Energy India Private Limited - Key Equipment - Auro Mira Energy Company Private Limited - Market Overview - Bermaco Energy Limited - Issues and the Way Forward - Clenergen India Private Limited - MPPL Renewable Energy Private Limited 7. FINANCING ...... - Orient Green Power Company Limited - Introduction - Shalivahana Green Energy Limited - Size and Growth - Usher Eco Power Limited - Sources of Funding - Equity Financing 12. APPENDIX ...... - Debt Financing - External Financing - Issues and Challenges The report is available along with a presentation in PDF format. - Future Outlook
www.indiainfrastructure.com India Infrastructure Research | 23 Solar Power in India 2017 (May 2017) No. of slides: 374 Price: Rs 60,000 (USD 1,416) Segment Analysis, Trends and Developments Table of Contents
SECTION A: OVERALL MARKET SCENARIO AND OUTLOOK SECTION C: ROOFTOP MARKET ENERGY
1. SECTOR OVERVIEW ...... 13. ROOFTOP SEGMENT OVERVIEW ...... - Size and Growth, Key Growth Enablers, Industry Structure, Existing - MNRE’s Plans and Targets, Potential and Growth, Size and Growth, and Emerging Sub-segments, Investment and Financing, Policy and Emerging Trends, Ongoing Tenders, Recent Projects, Key Players, Regulations, Costs & Tariffs, Issues & Challenges, Future Roadmap Key Growth Drivers, Issues & Concerns, Outlook & The Way Forward
2. RECENT DEVELOPMENTS ...... 14. POLICY AND REGULATORY SCENARIO ...... - Recent Capacity Addition Trends, Emerging State Order, Emerging - MNRE’s Initiatives, Key Policies and Regulations, State Policy Cost and Tariff Trends, Recent Policies and Regulations, Recent Initiatives, State-wise Rooftop Policies and Targets, Initiatives by Financing Trends, New Opportunities Local Administration and Authorities, State-wise Tariffs and Incentives, Metering, Key Features of State-wise Net Metering 3. GRID INTEGRATION AND POWER EVACUATION ...... Policy, Key Issues and The Way Forward - Current Scenario, Update on Green Energy Corridors, State-wise Transmission Infrastructure Development Plans, Financing Require- 15. SECI’S ROOFTOP PROGRAMME ...... ments, Key Issues & Challenges, Emerging Technology Solutions - Introduction, Implementation Model and Allocations, Snapshot of Results for Key Allocated Tender, Summary of Phase V Rooftop 4. INVESTMENT AND FINANCING ...... Tender - 500 MW, Upcoming 500 MW Rooftop Tender, - Investment Trends, Financing Options, Sources of Financing, Achievement-linked Incentives Scheme, Key Vendors, Key Issues Emerging Financial Instruments, Investment Requirements and Challenges
5. DOMESTIC MANUFACTURING ...... 16. COST ECONOMICS AND TARIFF TRENDS ...... - Industry Snapshot, Key Trends and Developments, Make in India, - Cost of Generation, Capital Cost Breakdown, SERC-determined Plans and Investments - Domestic Players, Market Opportunities for Tariffs, Tender-wise Analysis of Tariffs Realised, Future Outlook Foreign Manufacturers, Plans and Investments - International Players, Current Production Capacity, Changing Business Model, WTO Ruling SECTION D: DECENTRALISED MARKET and Domestic Content Requirement, Issues and Challenges, Outlook 17. MICROGRIDS ...... 6. FUTURE OUTLOOK AND PROJECTIONS ...... - Overview, Key Players, Issues and Challenges, Emerging Best - Capacity Addition, Policy and Regulations, RPO Trajectory, Practices, Case Studies Domestic Manufacturing, Costs and Tariffs, Solar Capacity Addition Projections, Equipment Outlook, Investment and Financing Outlook 18. SOLAR PUMPSETS ...... - Background, Government Initiatives, Central Financial Assistance for SECTION B: UTILITY SCALE MARKET Solar Pumps, State-wise Sanctions and Disbursements, State Initiatives, Size and Growth, Current Installation Status, Key Issues 7. CAPACITY GROWTH TRENDS ...... and Challenges - Size and Growth, Recent Capacity Additions, Key Growth Drivers, Capacity Allocations, Issues & Concerns, Outlook and Way Forward 19. OTHER OFF-GRID MARKET SEGMENTS ...... - Introduction, Solar Water Heaters, Solar Cooking, Solar Lighting 8. POLICY AND REGULATORY SCENARIO ...... - Solar Cooling - Introduction, Key Policies, Key Regulations, Open Access Policy, - Telecom Towers Solar RPO Trajectory, Solar RPO Compliance, Solar REC Trends, Key Challenges SECTION E: SOLAR POWER EQUIPMENT
9. SOLAR PARKS ...... 20. EQUIPMENT MARKET OVERVIEW ...... - MNRE’s Solar Park Policy, Solar Park Charges, Key Features of - Current Size by Equipment: Modules; Inverters; Mounting Structures Existing Solar Parks, Key Features of Approved Parks, Recent and and Trackers; Cables, Connectors and Junction Boxes Upcoming Tenders - Cost Structure - Current Demand versus Supply 10. SOLAR HYBRIDS AND ENERGY STORAGE ...... - Key Players and Market Shares - Solar-wind Hybrids: Estimated Potential, Key Policy Features, Pilot - Price Trends Projects, Key Issues and Challenges - Energy Storage: Cost Economics, Case for Energy Storage 21. EQUIPMENT OUTLOOK AND KEY PROJECTIONS ...... Systems, Types of Storage Systems, Current Policy Scenario, - MNRE’s Targets for Solar Power Capacity SECI’s Initiatives, CERC’s Initiatives, Emerging Technology - Projections for Solar Power Capacity Addition - Demand Projections by Segment (2017-22): Utility-scale, Rooftop 11. STATE INITIATIVES ...... - Demand Outlook by Equipment (2017-22): Modules, Inverters, - Andhra Pradesh, Gujarat, Karnataka, Madhya Pradesh, Maharashtra, Mounting Structures, Trackers Punjab, Rajasthan, Tamil Nadu, Telangana, Uttar Pradesh
12. COST ECONOMICS AND TARIFF TRENDS ...... - Cost of Generation, CERC-determined Tariffs, Capital Cost The report is available in a PDF format. Breakdown, Tender-wise Analysis of Tariffs Realised, Future Outlook
24 | India Infrastructure Research www.indiainfrastructure.com ENERGY Wind Power in India 2017 (August 2017) No. of slides: 199 Price Rs. 60,000 (USD 1,416) Sector Analysis, Market Outlook and Opportunities Table of Contents
1. EXECUTIVE SUMMARY ...... 8. EQUIPMENT AND TECHNOLOGY MARKET ...... - Current Production Capacity SECTION A: SECTOR ANALYSIS, RECENT DEVELOPMENTS AND - Player-wise Analysis: Production Capacity, Rated Capacity, Turbine OUTLOOK Class and Make - Support Mechanisms for Domestic Manufacturing: Make in India, 2. OVERVIEW ...... Focus on Localisation, Export Promotions, Exemptions on Imported - Emerging Power Mix Duty, SEZ Benefits - Wind Power Potential - Technology Trends: Towers and Blades, Drives and Motors - Size and Growth - Key Challenges - Capacity Addition Trends: By State, Year, Players - Future Procurement and Upgradation Plans - Growth Drivers - Recent Developments 9. OUTLOOK AND OPPORTUNITIES (TILL 2021-22) ...... - Issues and Challenges - Government Plans and Targets - Investment Plans and Outlook (till 2021-22) - Plans of Major Players: IPPs, Captive Power Producers, Equipment Vendors 3. CHANGING MARKET DYNAMICS ...... - Project Pipeline - Key Players and their Capacity: IPPs, Equipment Vendors - Emerging Opportunities: Repowering, Wind-Solar Hybrids, Offshore - Year-wise Trends in Market Shares Wind - Ongoing Market Consolidation - Policy and Regulatory Outlook - Key M&A Deals - Entry of New Players 10. IMPACT OF GST ...... - Future Outlook - Highlights of the GST Framework - Likely Impact on IPPs 4. COMPETITIVE BIDDING ...... - Likely Impact on Equipment Manufacturers - Key Features of MNRE’s Competitive Bidding Guidelines - Key Unaddressed Issues - Impact Analysis of Competitive Bidding - Outlook - Analysis of SECI’s 1 GW Tender Result - State-wise Update on Competitive Bidding SECTION B: EMERGING AREAS OF OPPORTUNITY - Upcoming Tenders - Future Outlook 11. ENERGY STORAGE ...... - Pilot Projects 5. POLICY AND REGULATORY ROUND-UP ...... - Technology Options - Key Policy Initiatives - Cost Economics - Update on AD and GBI - Issues and Challenges - Highlights of Draft Renewable Energy Act - Global Experience - State-wise Open Access Policy - Outlook - State-wise Feed-in Tariffs - Non-Solar RPOs: National Trajectory, State-wise Trajectory, 12. WIND-SOLAR HYBRIDS ...... State-wise Compliance, State-wise Action - Estimated Potential - Amendments in REC Mechanism - Key Policy Features - REC Market Trends (market clearing price & volume, & participants) - Pilot Projects - Upcoming Policies and Regulations - Key Issues and Challenges
6. COST AND FINANCING ...... 13. WIND REPOWERING ...... - Cost Economics: FiT-based Projects, REC-based Projects, - Estimated Potential Captive/Group Captive - Key Policy Features - Risk-Return Analysis - Pilot Projects - Recent Financings: Bond Market, Debt Deals, Equity Transactions - Key Issues and Challenges (project equity, PE/VC, etc.) - Emerging Financing Instruments: Green/Masala Bonds, InvITs, 14. OFFSHORE WIND ...... Green Infrastructure Funds, Others - Key Policy Features - Investment Requirements (till 2022) - Government Initiatives - Key Issues and Challenges 7. GRID INTEGRATION AND PLANNING ...... - Global Trends - Grid Requirements for Renewables - Update on Green Energy Corridors SECTION C: DATABASE OF EXISTING WIND POWER PLANTS - State-wise Transmission Plans (This includes information on owner, project capacity, location, turbine make, rated - Forecasting, Scheduling and Deviation Settlement Mechanism capacity, year of commissioning, etc.) z Key Features z State-wise Implementation Status - Power System Development Fund Regulations - Update on REMCs The report is available in a PDF format. - Key Issues and Challenges
www.indiainfrastructure.com India Infrastructure Research | 25 ENERGY (January 2018) (January inIndia2017-18 Solar PlantPerformance 26 | India Infrastructure Research |IndiaInfrastructure 26 Table ofContents .SLRPWRSCO VRIW. OVERVIEW SECTOR POWER SOLAR 1. .RVE FSLRPATPROMNE 21-07 . (2012-2017) PERFORMANCE PLANT SOLAR OF REVIEW 2. 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) SizeandGrowth - Intra-stateComparison - Trends OverallPerformance - Key Demographics - Future Outlook - AssessmentofKey Challenges - Tariff Trends - Recent Developments - EmergingMarketStructure - Key GrowthDrivers - - Comparative Performance Analysis Comparative Performance - Technology-wise DistributionofPlantsTracked - Analysis ComparativePerformance - Size-wiseDistributionofPlantsTracked - InterstateComparison - State-wiseDistributionofPlantsTracked - SeasonalityTrends - AnnualTrends inCUF - Power AnnualTrends inGeneration/Net Exported - Year-wise DistributionofPlantsTracked - z z z z z z z z z z z z z z z z z z z z z z z 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 Developer Type-wise Performance Technology-wise Performance State-wise Performance Project Size-wisePerformance Year-wise Performance 3 AAAEO LNSTAKD. 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 - IntegratedSolarProject Analysis: ComparativePerformance - ShareofProjects Tracked byDeveloperType - scheme, operationalchallenges,O&Mpractices,etc.) analysis, location,plantsize,implementation challenges,tariff, covering detailsrelatedtotechnology, vendors,performance (This includes10-12casestudiesofoperationalsolarprojects 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 The report isavailableinaPDFformat. The report No. ofslides:195PriceRs.60,000(USD1,416) www.indiainfrastructure.com ENERGY Renewable Energy Development in Africa (April 2018) Price: Rs 200,000 (USD 3,200) Trends, Outlook, Opportunities and Projections No. of slides: 504 Table of Contents
SECTION A: EMERGING POWER SCENARIO IN AFRICA 7. DECENTRALISED OFFGRID RENEWABLES ...... - Estimated Offgrid Potential 1. CURRENT POWER SCENARIO ...... - Emerging Business Models - Current Status - Case Studies - Energy Mix - Market Opportunities - Resource Availability and Potential - Key Risks and Challenges - Key Issues and Challenges - Outlook and Projections - Outlook and Opportunities 8. INVESTMENT AND FINANCING ...... 2. RENEWABLE ENERGY TRENDS AND OUTLOOK ...... - Current Investment Trends - Size and Growth - Funding Sources - Segment-wise Share - Proposed Investments - LCoE Trends - Emerging Financial Instruments - Inter-country Analysis of Policy and Institutional Framework - Mergers and Acquisitions - Key Growth Drivers - Key Risks and Concerns - Issues and Challenges - Investment Requirements and Outlook - Emerging Opportunities - Sector Outlook SECTION B: COUNTRY PROFILES This section has 30 chapters pertaining to the renewable energy scenario 3. HYDROPOWER ...... and outlook for 30 African countries. These includes Algeria, Angola, - Overview Botswana, Cameroon, Democratic Republic of the Congo, Egypt, Ethiopia, - Size and Growth Ghana, Guinea, Kenya, Libya, Madagascar, Mauritius, Morocco, - Hydropower Targets Mozambique, Namibia, Niger, Nigeria, Rwanda, Senegal, Seychelles, Sierra - Cost and Tariff Trends Leone, South Africa, Sudan, Tanzania, Togo, Tunisia, Uganda, Zambia and - Key Upcoming Projects Zimbabwe. - Market Opportunities - Key Risks and Challenges Each country profile provides information on: - Outlook and Projections - Economic Scenario and Demography - Power Demand and Supply Scenario 4. SOLAR POWER ...... - Resource-wise Renewable Energy Potential - Size and Growth - Segment-wise Size and Growth (Solar, Wind, Bioenergy, etc.) - Solar Energy Targets - Key Growth Drivers - Cost and Tariff Trends - Evolving Policy and Regulatory Scenario - Key Upcoming Projects - Recent Developments - Market Opportunities - Segment-wise Cost and Tariff Trends - Key Risks and Challenges - Key Players and Plans - Outlook and Projections - Segment-wise Targets and Outlook - Focus on Off-grid Renewables 5. WIND POWER ...... - Renewable Energy Demand Outlook - Overview - Renewable Energy Investment Outlook - Size and Growth - Wind Power Targets - Cost and Tariff Trends - Key Upcoming Projects - Market Opportunities - Key Risks and Challenges - Outlook and Projections
6. BIOENERGY ...... - Overview - Size and Growth - Bioenergy Targets - Costs and Expenses - Key Upcoming Projects - Market Opportunities - Key Risks and Challenges The report is available in a PDF format. - Outlook and Projections
www.indiainfrastructure.com India Infrastructure Research | 27 Charging Infrastructure for Electric Vehicles (February 2020) Price: Rs 80,000 (USD 1,888) Emerging Ecosystem, Policy Framework, Challenges and Outlook (Draft ToC) Table of Contents
SECTION I: KEY TRENDS, EMERGING LANDSCAPE AND GROWTH PRO- - Public: By Location ENERGY JECTIONS - Highways - Cities 1. EV MARKET SIZE AND OPPORTUNITY ...... - Parking Complexes - Segment-wise Growth in EV Adoption: Two-Wheelers; - Others Three-Wheelers; Commercial Vehicles/Cabs; Private Cars; Buses - Outlook and Insight - Market Dynamics: Drivers; Restraints; Opportunities - Future Addressable Market 8. TECHNOLOGY TRENDS ...... - By Type: Ultra Fast Charging; Battery Swapping; Range Extension 2. CHARGING INFRASTRUCTURE LANDSCAPE ...... Systems; Wireless Charging; Renewable Energy Charging - Current Status - By Output: AC/ DC - Demand Creation: EESL-led Demand Aggregation; PSU and City - By Power Rating: 1/ 2/ 3 Administrators’ led; Private Sector Led; City-led under FAME; Tariff - By Charging Speed: Slow/ Fast/ Ultra-fast Categories, Standards, Business Models, etc.; Public Private | - By Connector Type: CCS, GB/T, CHAdeMO Partnerships/Alliances - Supply Side Ecosystem: Manufacturing Capacity; Import Levels; 9. BATTERY RECYCLING ...... Government Incentives; R&D Investments - Cost of Battery Recycling - Key Issues and Challenges - Government Efforts - Private sector Initiatives 3. KEY EV POLICY INITIATIVES ...... - Projected Recycling Market by 2025 - Progress under NEMMP - Key Learnings from FAME I SECTION II: VALUE CHAIN, BUSINESS MODELS AND PLAYER PROFILES - Targets and Plans under FAME II - State-level Electric Mobility Policies 10. KEY STAKEHOLDERS: RECENT DEVELOPMENTS AND THEIR PLANS . - Government and Regulators 4. POLICY FRAMEWORK AND ROADMAP FOR EV CHARGING - Battery Suppliers INFRASTRUCTURE ...... - Auto OEMs - Institutional Framework - Power Utilities - MoP’s Guidelines for EV Charging as a Service - Charging Infrastructure Developers - Key Features of State Policies: Karnataka; Maharashtra; Delhi; - Oil and Gas Companies Telangana; Andhra Pradesh; Gujarat; Uttar Pradesh; Etc. - Real Estate Firms - City-Level Facilitation: Smart Cities; AMRUT; Light House - Financiers - Policy Outlook - Consumers
4. REGULATORY REGIME ...... 11. OWNERSHIP STRUCTURES AND ASSOCIATED RISKS / EMERGING - Charging Station Guidelines BUSINESS MODELS ...... - Fiscal and Non-fiscal Incentives (This will have detailed information on city-level pilots and project case studies) - Licensing Norms - ULB Operated - Evolving Tax Regime - PPP-led - Emerging Standards and Practices - Managed by Discoms and Power Generators - Facilitated by Public Transport Corporations/ Aggregators 5. EMERGING TARIFF TRENDS, COSTS AND RETURNS ...... - Set up by Automakers and Battery Manufacturers - Cost Structures of Charging Stations - Tariff Guidelines: Ministry of Power; By State 12. KEY CHARGING STATION OPERATORS AND DEVELOPERS ...... - Viability Assessment: With Subsidy; Without Subsidy (This will have over 10 profiles including their details pertaining to city-wise opera- - Competitive Fuel Analysis tions, fleet count, the number and size of charging stations, key partnerships, invest- - Return Assessment ments, operational experience, key challenges, future plans, etc.) - Ather 6. IMPACT ON THE POWER GRID ...... - BESCOM - Demand Side Impact - BSES - Revenue Side Impact - EESL - Impact on Voltage Profile - Fortum - Discom’s Approach - Hyderabad Metro Rail Limited - Future Outlook - Lithium Urban - Mahindra Reva Electric 7. PROJECTIONS AND OUTLOOK (2020-25) ...... - NTPC - Power Demand Forecast -OLA - Battery Demand Forecast: By Technology - SmartE - Charging Station Demand Forecast: By Charging Type - Tata Power - Direct Charging - Etc. - Fast Charging - Ultra Fast Charging The report will be available in a PDF format. - Battery Swapping: By Use - Captive
28 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 100,000 (USD 2,360) Price: Rs 100,000 India Infrastructure Research | 29 The report is available in a PDF format. Demand Drivers, Recent Advances, Future Outlook, Opportunities Advances, Future Demand Drivers, Recent Providers for Technology Engineering Goods, Brick and Mortar Retail, Chemicals, Textiles, E-commerce, Cement, Steel, Others - The Experience So Far, Trends in Automation and Technology, - in Automation and Technology, Trends The Experience So Far, - Pharmaceuticals, Processing, Automobiles, Electronics, Food - Size and Growth - Trends Recent - Demand Drivers - Major Players - Outlook Future - Opportunities for Equipment Providers For each of the above industries includes Size and Growth, Trends and each of the above industries includes Size and Growth, Trends For Needs and Requirements,Developments, Logistics Industry Outlook and Issues and Challenges. The chapter covers logistics hardware, storage equipment, and warehouse The chapter covers logistics hardware, storage equipment, equipment. 22. EMERGING & TECHNOLOGIES SOLUTIONS ...... SECTION VI: DEMAND FROM USER INDUSTRIES 23. KEY END-USER INDUSTRIES ...... 10. EXPRESS LOGISTICS...... & INFRASTRUCTURE: MARKET ANALYSIS SECTION III: LOGISTICS OPPORTUNITIES includes: Segment Size and Growth, Policy Each of the following chapters GovernmentFramework, Key Schemes and Initiatives, Major Players, and Opportunity Upcoming Projects Projections, Areas AND 11. INDUSTRIALWAREHOUSING: AGRICULTURAL ...... 12. & LOGISTICS PARKS MMLPS...... 13. FREE TRADE WAREHOUSING ZONES...... 14. COLD AND LIQUID STORAGES ...... DEPOTS CONTAINER FREIGHT STATIONS/INLAND 15. CONTAINER . . . . . & MARKET ANALYSIS CHAIN MANAGEMENT: SUPPLY SECTION IV: OPPORTUNITIES and Growth, Recent Each of the following chapters covers: Market Size Outlook, Demand Demand Drivers, Major Players, Future Trends, Projections 16. ADDED VALUE SERVICES ...... 17. 3PL, 4PL AND REVERSE LOGISTICS ...... 18. FREIGHT FORWARDING ...... 19. INVENTORY MANAGEMENT ...... 20. AND PACKAGING LABELING ...... & MARKET ANALYSIS EQUIPMENT AND TECHNOLOGY: SECTION V: OPPORTUNITIES 21. FOCUS ON EQUIPMENT ...... (June 2019) Marketplace, Data & Analytics Centre, Optimisation of Modal Mix, Marketplace, Data & Analytics Centre, Optimisation in Logistics Costs, Model Logistics Corridors,Reduction Commodity Specific Interventions, Infrastructure Creation (MMLPs/LPs/Warehouses) of Operations, Cost Efficient Practices, Deployment of Warehousing, Uptake Technology Rates Capacity/Network Addition, Freight Traffic, Freight of Segments (manufacturing, consumption, EXIM), Requirements Hubs/Cities, Industry-wise Demand Warehousing/Storage Top Projections Mergers and Acquisitions, IPOs -Scenario Macroeconomic - Size and Growth - in Logistics Performance Index Trends - Impact of Infrastructure Status - Modal Transportation Mix - Growth Drivers - and Developments Trends - Issues and Challenges Key - (2019-20 to 2023-24) Outlook and Projections - Salient Features - Logistics Action Plan, National Logistics e- Areas: National Focus - Industry and Expectations Response - Expected Timelines - The Experience So Far - Impact On:Storage and Time, Supply Chain Management, Transit - Unresolved Issues - and Regulatory Outlook Policy - Investment Projections - by Mode of Transportation (road, rail, ports Projections and air): - across Requirements Projections: and Storage Warehousing - Demand from End-user Industries - Projects Upcoming Key - Big-ticket Opportunities 2019-20 and Beyond to Look Out For: - in Investment Trends - equity, Project equity, Private Deals and Transactions: Recent Key - Exits Successful Key - of Returns Historical Rates - Upcoming Opportunities for Investors - Expected Returns - Investment Outlook 6. RAILWAYS ...... 6. RAILWAYS 7. ROADS ...... 8. SHIPPING PORTS, AND COASTAL IWT ...... 9. AIR CARGO ...... Each of the following chapters includes: Segment Size and Growth, Policy Planned Projects/Programmes/Initiatives, and Regulatory Key Framework, and Market Opportunities,Capacity Addition, Upcoming Projects Sector Outlook and Projections 1. SECTOR OVERVIEW...... 2. DRAFTLOGISTICS POLICYNATIONAL ...... BENEFITS AND CHALLENGES IMPACT, 3...... GST: AND PROJECTIONS (2019-20 to 2023-24)4. MARKET OUTLOOK ...... 5. INVESTMENT EXPERIENCE ...... & OPPORTUNITIES MARKET ANALYSIS SECTION II: FREIGHT SEGMENT: EXECUTIVE SUMMARY SECTION I: MARKET TRENDS, DEVELOPMENTS AND OUTLOOK TRENDS, DEVELOPMENTS SECTION I: MARKET www.indiainfrastructure.com Emerging Trends, Segment Analysis, Growth Drivers and Market Opportunities Drivers and Market Analysis, Growth Segment Trends, Emerging Logistics in India 2019 in India Logistics Railways in India 2020 (January 2020) Price: Rs 110,000 (USD 2,596) Analysis and Insights; Projections and Opportunities (Draft) Table of Contents
EXECUTIVE SUMMARY ...... 13. STATION INFRASTRUCTURE DEVELOPMENT ...... - New Models of Station Redevelopment; Progress under Key SECTION I: MARKET ANALYSIS, PROJECT PIPELINE AND OUTLOOK Schemes/Programmes: Station Redevelopment Scheme, Adarsh Station Scheme, Others; Recent Developments; New Announcements; 1. SECTOR OVERVIEW ...... Investment Requirements; Upcoming Contracts and Tenders; Upcoming - Network Size and Growth, Trends in Traffic and Earnings, Modal Share of Opportunities; Expected Timelines Railways, Key Sector Trends, Financing and PPP Experience, Targets and Achievements (Project Award and Completion), Investment 14. REGIONAL RAPID TRANSIT SYSTEMS ...... Requirements, Issues and Challenges, Sector Outlook - Key RRTS Projects; Progress So Far and Key Milestones: Nagpur- Mumbai, Delhi-Meerut, Delhi-Panipat, Delhi-Alwar, Recent Developments, New Announcements, Investment Requirements, 2. IR/MOR INITIATIVES AND RECENT DEVELOPMENTS (IN THE PAST Upcoming Contracts and Tenders, Targets and Timelines 15-18 MONTHS) ...... - New Announcements, Freight Segment Initiatives, Passenger Segment 15. NEW SUBURBAN RAIL SYSTEMS ...... Initiatives, New Initiatives under Make in India, Digital Initiatives, Recent - Key Upcoming Projects: Bengaluru Suburban Rail System, Mumbai TRANSPORTATION IPO Issuances, Key Commissioned Projects, Key Projects Announced, Urban Transport Project Phases 3 and 3A; Recent Developments; New New Trains and Coaches, New Safety Measures, Others Announcements; Investment Requirements; Upcoming Contracts and Tenders; Targets and Timelines 3. FUTURE OUTLOOK AND PROJECTIONS (TILL 2024-25) ...... - Growth Drivers, Traffic Projections (till 2030), Budget 2019-20: Key SECTION IV: SEGMENT ANALYSIS: ROLLING STOCK ...... Announcements and Expected Impact, Mega/Big Ticket Projects under Construction, Project Award and Completion Targets, Upcoming and 16. IR’S FLEET SIZE AND FUTURE PRODUCTION PLANS Planned Tenders, Investment Requirements (Medium-term and Long- - Growth in the Past Five Years (2014-15 to 2018-19), Trends in term), Outlook for the Next Five Years (till 2024-25) Acquisition of Coaches, Net Holdings of Electric Locomotives, Net Holdings of Diesel Locomotives, Net Addition of Wagons, Production 4. PROJECT PIPELINE AND MARKET OPPORTUNITIES Target and Achievements (2014-15 to 2018-19), Future Production - Overall Project Pipeline Analysis: By Stage of Development (Recently Targets, Zone-wise Planned Expenditure on Rolling Stock awarded, announced, planned, proposed, etc.), By Type of Project (New 17. PRODUCTION CAPACITY AND EXPANSION PLANS ...... line, gauge conversion, doubling, electrification, etc.), By Zone, - Existing Production Capacity, Production of LHB Coaches, New Coaches By Completion Period; Top 50 Upcoming Projects (In terms of and Trains, New Components and Products, Recent Innovations in investment); Expected Network Addition; Opportunity by Stakeholder: Design, Initiatives under Make in India, Upcoming Production Units EPC Contractors, Developers, Financiers,Technology Providers, Equipment and Material Suppliers SECTION V: SEGMENT ANALYSIS: CONSTRUCTION SECTION II: IR’S OPERATIONAL AND FINANCIAL PERFORMANCE 18. TRACKS: CURRENT NETWORK AND EXPANSION PLANS ...... - Size and Growth, Network Expansion Targets versus Achievements, 5. FINANCIAL PERFORMANCE AND NEW FUNDING STRATEGIES ...... Track Electrification, Track Renewal and Repair, Recently Completed - Trends in Capital Expenditure, Trends in Operating Ratio, Revenue Projects, Recently Awarded Contracts, Key Ongoing Projects, Upcoming Trends, Revenue Surplus, Cost Trends, New Revenue Sources (Land Tenders and Contracts, Network Expansion Plans monetisation, advertisement, LIC, IPOs, etc.), Potential for PPPs, Issues and Challenges 19. BRIDGES ...... - Growth in Number of Rail Bridges, ROBs/RUBs Sanctioned, ROBs/RUBs 6. KEY EFFICIENCY INDICATORS ...... under Setu Bharatam, Technology and Design Trends, Key Completed - Efficiency Indicators for Freight Operations: Wagon Loading (per day), Projects, Key Ongoing Projects, Upcoming Contracts and Tenders Average Load (per wagon), Average Net Load of Freight Train Per Day, 20. RAIL TUNNELS ...... Wagon Turnaround Time, Average Net Load of Freight Train, Net Tonne - Size and Growth, New Trends and Advancements, Key Completed km per Route km; Passenger km per Route km; Line Capacity and Projects, Key Ongoing Projects, Key Upcoming Projects, Upcoming Utilisation; Staff Utilisation Indicators Contracts and Tenders 7. FREIGHT TRAFFIC AND EARNING ANALYSIS AND FUTURE OUTLOOK . . . SECTION VI: NEW FOCUS AREAS: KEY INITIATIVES AND FUTURE PLANS - Key Trends (2014-15 to 2018-19): Freight Traffic Trends, Freight Earnings Trends; Monthly Traffic and Earnings Trend in 2019-20; 21. SAFETY Initiatives for Improving Freight Traffic; Freight Traffic Projections (by - Current Safety Scenario: Trends in Train Accidents on IR, Derailment, 2030); Segment Outlook Consequential Accidents by Zonal Railways; Expenditure Trends; Rashtriya Rail Sanraksha Kosh; Key Budget Announcements; Government Initiatives; 8. COMMODITY-WISE FREIGHT TRAFFIC TRENDS ...... Issues and Challenges; Future Plans and Investments - Commodity-wise Trends (2014-15 to 2018-19): Freight Traffic Trends, Freight Earning Trends; Commodity-wise Monthly Freight Traffic and 22. ENERGY REQUIREMENTS AND RENEWABLE ENERGY POTENTIAL Earning Trends in 2019-20; Commodity Specific Freight Traffic and - Electricity Consumption and Expenditure, IR’s Targets Under Mission Earning Analysis: Coal, Iron Ore, Cement, Container, Other Commodities 41K, Mission Electrification, Initiatives to Reduce Traction and Non- Traction Consumption, Transmission Network, New Captive Power 9. PASSENGER TRAFFIC AND EARNING ANALYSIS AND FUTURE OUTLOOK Plants, Other Key Developments, Current Renewable Capacity (Solar & - Key Trends (2014-15 to 2018-19): Passenger Traffic Trends, Passenger Wind), Key Ongoing Projects; Upcoming Tenders and Contractors; Earnings Trends; Monthly Traffic and Earning Trends in 2019-20; Upcoming Opportunities Initiatives for Improving Passenger Amenities; Passenger Traffic 23. SIGNALLING AND TELECOMMUNICATION SYSTEMS Projections (by 2030); Segment Outlook - Current Infrastructure and Practices; Recent Initiatives and Developments; Technology Trends and Advancements; Initiatives under 10. ZONE-WISE PERFORMANCE ANALYSIS: TRAFFIC AND EARNINGS Make in India; Expenditure Trends; Upcoming Tenders and Opportunities; TRENDS ...... Investment Plans and Requirements - Traffic Trends: Growth in the Past Five Years (2014-15 to 2018-19), Monthly Traffic in 2019-20; Earning Trends: Growth in the Past Five SECTION VII: PROFILE OF RAILWAY PSUS Years (2014-15 to 2018-19), Monthly Traffic in 2019-20; Key Efficiency Indicators; Network Expansion Plans (2019-20); Key Ongoing Projects; 24. KEY RAILWAY PSUS Upcoming Contracts and Tenders; Investment Requirements - Braithwaite & Company Limited; Container Corporation of India Limited; Dedicated Freight Corridor Corporation of India; High Speed Rail SECTION III: FOCUS ON MEGA PROJECTS: TARGETS, ACHIEVEMENTS AND Corporation of India Limited; Indian Port Rail Corporation Limited; Indian NEW OPPORTUNITIES Railway Finance Corporation LimitedVIndian Railway Catering and Tourism Corporation Limited; Ircon International Limited; Konkan Railway 11. DEDICATED FREIGHT CORRIDOR ...... Corporation Limited; Mumbai Railway Vikas Corporation Limited; - Corridor Routes, Progress So Far, Project Funding, Trends in Pipavav Railway Corporation Limited; Rail India Technical and Economic Expenditure, Targets and Timelines, Upcoming Corridors and Services Limited; Rail Land Development Authority; RailTel Corporation of India Limited; Rail Vikas Nigam Limited Opportunities, Upcoming Contracts and Tenders, Future Investment Each profile will provide an overview of the company, areas of business/project port- Requirements folio, financial performance, recently secured contracts, future plans, strategies, etc. 12. HIGH SPEED RAIL ...... - HSR Corridors; Progress So Far and Key Milestones: Mumbai- Ahmedabad, Diamond Quadrilateral, Delhi-Amritsar, Chennai-Mysore; The report is available in a PDF format. Identified Semi-HSR Corridors; Recent Developments; Investment Requirements; Upcoming Contracts and Tenders; Targets and Timelines
30 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 110,000 (USD 2,596) Price: Rs 110,000 India Infrastructure Research | 31 (Draft) The report is available in a PDF format. Government Schemes and Initiatives; Recent Trends and Developments; Government Trends Initiatives; Recent Schemes and International Protocol; Update on 106 New NWs; Indo-Bangladesh Issues and Concerns,Agreements for Use of Waterways, Growth Drivers, Key Outlook and Opportunities (till 2024-25), Future Projections Traffic Overall, Fairway Development, Multi-modal Developmentsm Intermodal and and Timelines; Targets Loan Disbursements; Other Works, Terminalsm Ro-ro Projects; Upcoming Key Ongoing Projects; Key Completed Projects; Key OpportunitiesFuture Trade and Free Multi-modal Logistics Parks Energy, Renewable Terminals, Zones, Ship-Repair/Dry Docks at Ports,Warehousing Etc. of Evacuation, Unloaded, By Coast, By Coastal and Overseas Cargo, By Mode in 2019-20; Current Capacity and Utilisation; Ongoing Trends Monthly Traffic Key Planned Capacity Addition; Planned Investments; and Upcoming Projects; (till 2024-25); Outlook and Opportunities Projections Issues and Concerns; Traffic of Evacuation, Unloaded, By Coast, By Coastal and Overseas Cargo, By Mode in 2019-20; Current Capacity and Utilisation; Ongoing Trends Monthly Traffic Planned Investments; Key Planned Capacity Addition; and Upcoming Projects; (till 2024-25); Outlook and Opportunities Projections Issues and Concerns; Traffic of Evacuation, Unloaded, By Coast, By Coastal and Overseas Cargo, By Mode in 2019-20; Current Capacity and Utilisation; Ongoing Trends Monthly Traffic Planned Investments; Key Planned Capacity Addition; and Upcoming Projects; (till 2024-25); Outlook and Opportunities Projections Issues and Concerns; Traffic Overseas Cargo, Unloaded, By Coast, By Mode of Evacuation, By Coastal and in 2019-20; Current Capacity Trends Monthly Traffic Traffic, By Transhipment Stations and Internaland Utilisation; Container Freight Container Depots; Impact of the Direct Port Delivery Scheme; Ongoing and Upcoming Projects; Concerns; Issues and Planned Capacity Addition; Planned Investments; Key (till 2024-25); Outlook and Opportunities Projections Traffic Unloaded, By Coast, By Coastal and Overseas Cargo, By Mode of Evacuation, in 2019-20; Current Capacity and Utilisation; Ongoing Trends Monthly Traffic Planned Capacity Addition; Planned Investments; Key and Upcoming Projects; Outlook and Opportunities (till 2024-25); Projections Issues and Concerns; Traffic Kamarajar Port, Port, Kolkata Mumbai Port, Mormugao Port, New Mangalore Chidambaranar Port, Visakhapatnam Port Port, Port, Paradip V.O. Port, Maharashtra, Gangavaram Port, Gopalpur Port, Pradesh, Andhra Odisha, Hazira port, Gujarat, JSW Jaigarh Port, Maharashtra, Kakinada Seaports, Nadu, Karaikal Port,Andhra Pradesh, Kattupalli Port, Puducherry, Tamil Krishnapatnam Port, Mundra Port, Pradesh, Andhra Gujarat, Port of Pipavav, Gujarat - By National Waterways, Existing Infrastructure; By Commodity; Trends: Traffic - So Far: Progress and Funding; Scope; Investment Requirements Project - Cruise roll-off (Ro-ro), Roll-on, Shipping, Smart Industrial Port Cities, LNG - Major and Non-major Ports, By Port, Trends:By By Loaded and Traffic - By Major and Non-major Ports, By Port, Trends: By Loaded and Traffic - By Major and Non-major Ports, By Port, Trends: By Loaded and Traffic By Major and Non-major Ports, By Port, Trends: By Loaded and - Traffic By Major and Non-major Ports, By Port, Trends: By Loaded and - Traffic - Chennai Port, Cochin Port, Deendayal Port, Jawaharlal Nehru Port Trust, - Angre Port, Maharashtra, Dahej Port, Port, Gujarat, Dhamra Dighi Odisha, 13. WATERWAYS NATIONAL ...... 14. ON JAL MARG VIKAS UPDATE 15. OTHER FOCUS AREAS ...... AND OUTLOOK TRENDS SECTION III: KEY COMMODITIES: TRAFFIC, CAPACITY 16. COAL...... 17. IRON ORE...... 18. PETROLEUM, OIL AND (POL)LUBRICANTS ...... 19. CONTAINERS ...... 20. FERTILISERS ...... PORT PROFILES OPERATIONAL SECTION IV: 21. MAJOR PORT PROFILES ...... Each profile will cover traffic, capacity, capacity utilisation, existing berthingEach profile will cover traffic, capacity, facilities, planned capacity addition and upcoming projects. Each profile will cover traffic, capacity, capacity utilisation, efficiency and financial performance Each profile will cover traffic, capacity, trends for the past five years; existing berthing facilities; planned capacity addition and upcoming projects. 22. KEY NON-MAJOR PORT PROFILES ...... (February2019) State-Level Policy Developments (Gujarat’s revised port Developments etc.); State-Level Policy policy, Performance, Policy and Institutional Framework, Recent and Emerging Recent Performance, and Institutional Framework, Policy Outlook and and Challenges, Future Issues Investment Requirements, Trends, 2024-25) (2019-20 to Projections Major Ports, for under Merchant Shipping Act, 1958, Guidelines Relaxations Ports, Assistance, Policy Shipbuilding Financial Establishing FSRU at Major, Disinvestment of Kamarajar PortGuidelines, Disinvestment of DCI, Limited, Others; Developments: ModernisationOther Recent Mechanisation Initiatives, and International Key Financings, Ease of Doing Business Initiatives, Recent Agreements/MoUs, Others of Commodity Conveyor and Inland Waterways), By Type Completed, Capacity Created, Projects So Far: Overall Progress and Funding; Port Components: under Four Investment Mobilised; Progress Modernisation and New Port, Port-led Development, Port Industrialisation, Connectivity, Port-wiseCoastal Community Development, State-wise Progress, Progress; Issues and Challenges By Stage (Under implementation, under Mode of Implementation, By Type, prepared), By tendering, DPR prepared, DPR under preparation, DPR to be Expected Completion Date; New and Upcoming Major Ports; Planned Capacity Addition; Planned Investments By Stage, By Expected Completion Date; New and Upcoming Non- By Type, Major Ports; Planned Capacity Addition ;Planned Investments Ahead for the Sector Road Capacity Projections, Projections, Contractors, Dredging Contractors, Financiers and Investors, Technology Equipment Suppliers, Consultants, Etc.; OpportunitiesProviders, beyond Projects 50 Upcoming Sagarmala; Top in Major MCA for PPP Projects Revised Participation: Experience So Far, Ports: Ongoing and Completed Projects, Impact and Unaddressed Issues, Key Sources, IRRs, New and Emerging Funding Project Upcoming PPP Projects, Revisions, across Ports, Tariff Recent Guidelines for Major Ports, Tariffs Industry Issues and Concerns, to Lower Port Recommendations Tariffs/Charges IndustryInitiatives, Impact of Cabotage Relaxation, Structure Players, and Key and Concerns, Issues and Developments, Growth Drivers, Key Trends Recent Outlook and Opportunities (till 2024-25), Future Projections Traffic - Financial Scenario, Operational and Macroeconomic Scenario, Trade 2019 for BOT Operators in Guidelines Developments: Tariff - Central-level Policy Pipeline, Road, By Mode of Evacuation (By Rail, - By Coast, By Region, - Requirement Components and Scope; Investment Mission; Key Programme - Pipeline Analysis at Existing Major Ports: Project Overall, By Port, By State, By - Overall Pipeline; Pipeline Analysisunder Sagarmala: Port, Overall, By By State, and Regulatory Traffic Outlook, Investment Projections, - Growth Drivers, Policy - Opportunities Under Sagarmala for: Developers, Construction Project - Sector Private Deals and Transactions; Sources; Recent Funding Key - Tariff Existing Analysis of Operating Costs, Existing Port Tariffs/Charges, - Mode of Evacuation of Cargo - Overall Scenario; Mode of Evacuation of Cargo By Coast, Government Schemes and By Port, By Commodity, Trends; - Traffic 2. POLICY AND OTHER RECENT DEVELOPMENTS ...... 3. PORT TRAFFIC AND ANALYSISCAPACITY ...... 4. SAGARMALA: OVERVIEW AND PROGRESS SO FAR ...... 5. PROJECT MAJOR PIPELINE PORTS AT UNDER SAGARMALA ...... 6. PROJECT NON-MAJOR PIPELINE PORTSAT ...... 7. AND OUTLOOK KEY PROJECTIONS (TILL 2024-25) ...... 8. MARKET OPPORTUNITIES ...... 9. INVESTMENT AND PPP EXPERIENCE ...... Opportunities Forward for Global Investors, Risks and Concerns, The Way 10. COST TRENDSAND TARIFFS ...... TRENDS AND OPPORTUNITIES SECTION II: SEGMENT ANALYSIS, 11. PORT CONNECTIVITY ...... - Port-wise Rail-Port Analysis; Experience so Far: Road-Port Connectivity Projects, and Investments: Rail-Port Upcoming Projects Connectivity, Connectivity Projects; ForwardRoad-Port Issues and Challenges; The Way Connectivity; Key 12. SHIPPING COASTAL ...... EXECUTIVE SUMMARY...... AND OUTLOOK FUTURE RECENT DEVELOPMENTS, SECTION I: SECTOR ANALYSIS, OPPORTUNITIES 1. SECTOR OVERVIEW...... www.indiainfrastructure.com Sector Analysis, Project Pipeline, Emerging Opportunities Pipeline, Emerging Project Sector Analysis, Outlook and Ports2020 in India Dredging in India (October 2018) Price: Rs 60,000 (USD 1,416) Market Analysis, New Opportunities and Outlook Table of Contents
1. DREDGING MARKET OVERVIEW ...... z EPC Contractors - Size and Growth z Dredger Manufacturers - Key Trends z Technology Providers - Recent Developments z Equipment Suppliers - Major Players z Etc. - Growth Drivers - Issues and Challenges 8. RISKS AND CHALLENGES ...... - Future Outlook - Policy, Fiscal and Regulatory Issues - Contractual Issues 2. POLICY FRAMEWORK AND CONTRACTING PRACTICES ...... - Inadequate Survey and Investigation - Policy Framework - Environmental Concerns TRANSPORTATION - New Dredging Guidelines - Financing Issues - Impact of GST - Absence of Dredger Building and Repair Facilities - Regulatory Developments - Manpower Issues - Disinvestment in DCI (This chapter includes views/perspective of key dredging companies and technolo- - Type of Contract gy/equipment providers on the key issues and challenges affecting the implementa- - Current Contracting Practices tion of dredging projects) - Global Best Practices 9. DREDGER MARKET ...... 3. SEGMENT FOCUS - MAINTENANCE DREDGING ...... - Current Size - Size and Growth - Import of Dredgers z Major Ports - Market Trends z Non-major Ports - Advancements and New innovations z National Waterways - Indigenous Manufacturing - Key Completed Projects z Experience So Far - Key Ongoing Projects z Future Potential - Future Outlook - Segment Outlook
4. SEGMENT FOCUS - CAPITAL DREDGING ...... 10. OTHER EQUIPMENT REQUIREMENTS ...... - Size and Growth - Type of Equipment z Major Ports - Key Suppliers z Non-major Ports - Trends in Equipment Usage z National Waterways - Advancements and Developments in Technology - Key Completed Projects - Segment outlook - Key Ongoing Projects - Future Outlook 11. EMERGING AREAS OF GROWTH ...... - Experience So Far 5. DREDGING COST ECONOMICS ...... - Key Completed Projects - Experience So Far - Key Ongoing Projects - Factors Impacting Project Viability - Future Outlook - Key Cost Components - Funding Sources 12. PROFILES OF MAJOR PLAYERS ...... - New Funding Options - Company Overview - Investment Projections (till 2024-25) - Fleet Size - Project Portfolio (Completed and Ongoing Projects) 6. KEY GOVERNMENT PROGRAMMES ...... - Upcoming Projects This chapter will highlight the current status and upcoming opportunities - Financial Performance under Sagarmala, Jal Marg Vikas and National Mission for Clean Ganga. - Future Plans Each programme covers the following information: - Project Scope DATABASE OF DREDGING PROJECTS - Investment Requirement - Progress So Far A comprehensive database of key dredging projects with information - Key Completed Projects on quantity dredged, contractor, location, contract value, type of - Key Ongoing Projects dredged deployed, etc. The database would include projects being - Announced/Planned Projects undertaken at the major ports, non-major ports, national waterways, - Targets and Timelines oil and gas fields, rivers, beaches, etc. It would also cover the ongoing and upcoming projects under the central government programmes. 7. MARKET OPPORTUNITIES (TILL 2024-25) ...... - Under Key Schemes/Programmes z At the Central Level z By Port Authorities z By IWAI The report is available in a PDF format. - For Key Stakeholders
32 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 60,000 (USD 1,416) Price: Rs 60,000 India Infrastructure Research | 33 380 No. of Slides: No. of Slides: The report is available in a PDF format. The report Transport (air, rail, etc.), Government Schemes/Initiatives, Key Transport (air, Industry Structure Trends, and and Developments, Pricing Trends Growth Drivers, Key Players, Logistics Need and Requirements, Key (till 2022-23) Issues and Challenges, Outlook and Projections Technological Advancements, Impact of Sagarmala on Port Traffic, Impact of Sagarmala Advancements, on Port Traffic, Technological Growth Trends, Industry Structure Players, Pricing/Tariff and Key Issues and Challenges, Key Drivers, Investment Requirement, (till 2022-23) Outlook and Projections performance), and Regulatory Government Framework, Policy and Developments, Technological Trends Schemes/Initiatives, Key Advancements, Industry Structure Trends, Pricing Players, and Key Issues and Challenges, Outlook and Key Investment Requirement, (till 2022-23) Projections Regulatory Government Trends Framework, Schemes/Initiatives, Key and Developments, Industry Structure Players, Growth and Key Issues and Challenges, Key Drivers, Investment Requirement, (till 2022-23) Outlook and Projections Regulatory Government Trends Framework, Schemes/Initiatives, Key and Developments, Industry Structure Players, Coastal and Key at Indian Ports, Key Growth Drivers, Investment Requirement, Tariff (till 2022-23) Issues and Challenges, Outlook and Projections - Size and Growth - and Developments Trends Key - Logistics Need and Requirements - Growth Drivers - Challenges, Issues and Key - (till 2022-23) Outlook and Projections - through Modes of Traffic Segment Size and Growth, Mail/Parcel - (freight traffic, cargo Size and Growth efficiency capacity, - and Commodity Composition, Policy Transport Traffic, Inland Water - at Indian Ports, and Commodity Composition, Policy Coastal Traffic - Size and Growth - and Developments Trends Key - Market Structure Players and Key - Logistics Need and Requirements - Growth Drivers - Challenges Issues and Key - (till 2022-23) Outlook and Projections The industries covered include brick and mortar retail, food processing, chemicals, engineering goods, textiles, electronics, pharmaceutical and automobiles 13. E-COMMERCE ...... 14. EXPRESS INDUSTRY ...... 9. AIR...... 10. TRANSPORTINLAND WATER ...... 11. SHIPPING COASTAL ...... SECTION III: KEY USER INDUSTRIES 12. KEY CUSTOMER SEGMENTS...... (October 2017) performance, and Regulatory Government Framework, etc.), Policy and Developments, Technological Trends Schemes/Initiatives, Key Segment, IndustryAdvancements, Impact of DFC on the Freight Growth Drivers, Structure Trends, Pricing Players, and Key Issues and Challenges, Outlook and Key Investment Requirement, (till 2022-23) Projections Partners of EXIM Cargo, vessel traffic), Major Trading capacity, pipeline), Mode of Evacuation of EXIM Cargo (roads, rail, water, Efficiency Performance, and Regulatory Framework, Policy and Developments, Government Trends Schemes/Initiatives, Key Schemes/Initiatives, Key Trends and Developments, Technological and Developments, Technological Trends Schemes/Initiatives, Key Advancements, Industry Structure Trends, Players, Pricing and Key Issues and Challenges, Growth Drivers, Investment Requirement, (till 2022-23) Outlook and Projections Competitive Landscape, Industry Structure, and Regulatory Policy Upcoming Projects and Developments, Trends Recent Framework, and Issues and Challenges, Outlook and Investments, Key (till 2022-23) Projections Requirements; 2017-18 - Announcements and Impact; Investment (rail freightUpcoming Projects terminals, cargo/container berths at ports, cargo terminals at airports, express cargo terminals, etc.); Market Opportunitiesconnectivity, for: Developers, Construction Contractors, Technology Equipment Providers, Suppliers, Raw Material Suppliers, Financiers/Investors roads, and others) Transportation Developers and Industry, and Trucking Operators, Contractors, Container Train Operators, Shipping Companies, Airlines, Express Cargo Carriers, Challenges in etc.; Key Implementation - Size and Growth (freight traffic, freight earnings, efficiency - Size and Growth (cargo traffic, export and import traffic, cargo - and Regulatory Government Framework, Size and Growth, Policy - Size and Growth, Modal Split, Scenario, and Trade Macroeconomic - and Regulatory Outlook; Union Budget Growth Drivers; Policy - Growth Drivers - By Mode of Projections Traffic Freight Transportation (rail, ports, air, - Cargo Capacity Projections - Rates Freight Projected - Specific Impact on: Road Features; Key Introduction to GST; 8. PORTS ...... 7. RAIL...... 6. ROADS ...... 2. OVERVIEW ...... 3. FUTURE AND OUTLOOK INVESTMENT OPPORTUNITIES ...... 4. KEY PROJECTIONS (TILL 2022-23) ...... 5. OF IMPACT GST...... OF KEY MODES OF TRANSPORT SECTION II: ANALYSIS SECTION I: MARKET OVERVIEW, TRENDS AND OUTLOOK SECTION I: MARKET OVERVIEW, 1. EXECUTIVE SUMMARY ...... www.indiainfrastructure.com Freight Market in India Market in Freight (till 2022-23) Outlook and Projections Overview, Segment Storage Infrastructure in India (October 2017) Price: Rs 60,000 (USD 1,416) Market Size, Outlook and Projections (till 2022-23) Table of Contents
1. EXECUTIVE SUMMARY ...... 9. LIQUID STORAGE (Crude, Petroleum Products, Chemicals, etc.) . . . . . - Size and Growth, Key Trends and Developments, Market Structure SECTION I: MARKET SIZE, TRENDS AND OUTLOOK and Key Players, Growth Drivers, Key Issues and Challenges, Outlook and Projections (till 2022-23) 2. SECTOR OVERVIEW ...... - Market Size and Growth 10. CONTAINER FREIGHT STATIONS (CFSs)/Inland Container Depots - Industry Structure (ICDs) ...... - Policy and Regulatory Framework - Size and Growth - Recent Trends and Developments - Key Trends and Developments - Major Warehousing Hubs - Impact of Direct Port Delivery on CFSs/ICDs TRANSPORTATION - Upcoming Projects and Investments - Market Structure and Key Players - Issues and Challenges - Growth Drivers - Outlook and Projections (till 2022-23) - Upcoming Projects - Key Issues and Challenges 3. FUTURE OUTLOOK AND MARKET OPPORTUNITIES (TILL 2022-23) . . . - Outlook and Projections (till 2022-23) - Growth Drivers - Policy and Regulatory Outlook SECTION III: EMERGING WAREHOUSING/STORAGE MODELS - Union Budget 2017-18 - Announcements and Impact - Investment Requirements 11. LOGISTICS PARKS/MULTI-MODAL LOGISTICS PARKS ...... - Upcoming Projects and Investment - Size and Growth - Market Opportunities for: Construction Contractors, Material - Key Trends and Developments Suppliers, Technology Providers, Equipment Suppliers, Others - Market Structure and Key Players - Growth Drivers 4. WAREHOUSING DEMAND PROJECTIONS (TILL 2022-23) ...... - Upcoming Projects and Investments - Demand Drivers - Key Issues and Challenges - Warehousing/Storage Requirements across Segments: - Segment Outlook Manufacturing, Consumption, EXIM - Industry-wise Demand Projections 12. FREE TRADE WAREHOUSING ZONES ...... - Warehousing Requirements of Top - Size and Growth, Key Trends and Developments, Market Structure Hubs/Cities and Key Players, Growth Drivers, Upcoming Projects and Investments, Key Issues and Challenges, Segment Outlook 5. IMPACT OF GST ...... - Introduction to GST SECTION IV: KEY USER INDUSTRIES - Key Features - Overall Impact on: Cost of Operations, Consolidation, Demand 13. MAJOR CONSUMING SEGMENTS ...... Planning and Inventory Management, Technology Implementation, - Size and Growth, Key Trends and Developments, Market Structure Others and Key Players, Warehousing Need and Requirements, Growth - Impact on Specific Segments: Agriculture warehousing, Industrial Drivers, Key Issues and Challenges, Outlook and Projections warehousing, ICDs & CFSs, Cold Storages, Logistics Parks, FTWZs (till 2022-23) - Impact on Key Stakeholders: Contractors, Equipment and The industries covered include brick and mortar retail, food processing, Technology Providers, Material Suppliers chemicals, engineering goods, textiles, electronics, pharmaceutical and automobiles - Challenges in Implementation 14. FOCUS ON E-COMMERCE ...... SECTION II: SEGMENT ANALYSIS AND OUTLOOK - Size and Growth, Key Trends and Developments, Warehousing Need and Requirements, Growth Drivers, Key Issues and Challenges, 6. AGRICULTURE WAREHOUSING ...... Outlook and Projections (till 2022-23) - Size and Growth, Government Schemes/Initiatives, Key Trends and Developments, Market Structure and Key Players, Growth Drivers, SECTION V: ANALYSIS OF TOP WAREHOUSING HUBS Key Issues and Challenges, Outlook and Projections (till 2022-23) 15. KEY WAREHOUSING HUBS 7. INDUSTRIAL WAREHOUSING ...... - Ahmedabad, Bengaluru, Chennai, Hyderabad, Kolkata, Mumbai, - Size and Growth, Key Trends and Developments, Market Structure NCR-Delhi, Pune, Others and Key Players, Growth Drivers, Key Issues and Challenges, Each profile covers the industrial activity, infrastructure connectivity, warehousing Outlook and Projections (till 2022-23) clusters in the cities, growth drivers, warehousing space requirements, indicative warehouse rentals (wherever available), average land cost, expected investor returns, 8. COLD STORAGES ...... etc. - Size and Growth, Government Schemes/Initiatives, Key Trends and Developments, Market Structure and Key Players, Growth Drivers, The report is available in a PDF format. Key Issues and Challenges, Outlook and Projections (till 2022-23)
34 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Airports in India 2020 (March 2020) (Draft ToC) Price: Rs 110,000 (USD 2,596) Sector Analysis, Investment Opportunities and Future Outlook Table of Contents
EXECUTIVE SUMMARY ...... SECTION II: KEY FOCUS AREAS
SECTION I: TRENDS, POLICY INITIATIVES AND INVESTMENT SCENARIO 11. NEW OPPORTUNITIES UNDER THE REGIONAL CONNECTIVITY SCHEME 1. SECTOR GROWTH & KEY DEVELOPMENTS ...... v Opportunities under UDAN 4; Regional Analysis; Scope and - Traffic Trends; Capacity Growth; Key Trends; Growth Drivers; Recent Progress; Operational Airports/Airstrips; Progress & Experience Developments; Capacity Gaps & Incremental Capacity under Rounds 1, 2, 3, and 3.1; Progress under UDAN International; Requirements; Cities in Need of Second and Third Airports; Risks Airline Experience and Issues Faced; Viability of Regional and Challenges; Future Targets; Sector Outlook Operations; Upcoming Airports/Airstrips/Water Aerodromes; Future Plans and Targets 2. DEMAND FORECAST AND CAPACITY PROJECTIONS (till 2025-26) v Passenger Segment: Traffic Forecast; Projected Capacity Addition 12. CARGO INFRASTRUCTURE DEVELOPMENT ...... (Existing & Upcoming Airports) v Existing Capacity v Cargo Segment: Traffic Forecast; Projected Capacity Addition v Operational Facilities: Domestic Cargo Infrastructure; International (Existing & Upcoming Airports) Cargo Infrastructure v New Capacity Additions 3. POLICY AND REGULATORY LANDSCAPE ...... v Capacity Addition Plans v NCAP, 2016 - Features and Impact; Regulatory Regime; AERA’s Role v Planned Investments in Tariff Fixation AERA (Amendment) Bill, 2019; Draft MCA for v Upcoming Projects and Opportunities Greenfield Airports; National Air Cargo Policy; FDI Policy for v Future Outlook Airports; Drone Policy & Drone 2.0 Regulations 13. EQUIPMENT (COMMUNICATION, NAVIGATION AND SURVEILLANCE) 4. AAI’S PERFORMANCE, PLANS AND TARGETS ...... v Current Infrastructure; Recent Trends and Advancements; Key v Recent Capacity Additions; Tariff Trends at Key Airports; Financial Suppliers; Procurement Targets for Equipment at Airports; Performance; Greenfield Airport Development; Key Completed Investment Plans for Procurement of ANS Infrastructure; Key Projects; Capacity Expansion Plans at Airports; New Initiatives; Growth Drivers; Upcoming Opportunities for Equipment Suppliers Upcoming Opportunities; Progress under NABH Nirman; Capex Targets 14. MAINTENANCE, REPAIR AND OVERHAUL ...... 5. PRIVATE OPERATORS’ PERFORMANCE ...... v Currently Scenario; Demand for MRO; India as a Potential MRO v Key Private Players; Project Portfolio; Performance of Key Private Hub; Competitive Advantage; Upcoming projects and Opportunities; Airports: Delhi, Mumbai, Hyderabad, Bengaluru, Cochin; Tariff Future Outlook Trends at Private Airports; Airport Revenues and IRRs; Future Plans and Strategies; Key Challenges and Lessons Learnt 15. GROUND HANDLING ...... v Segment Overview; AAI’s Licensing Plans for Ground Handlers; 6. AAI’S PRIVATISATION EXPERIENCE & PLANS ...... Recent Bidding Scenario; Upcoming Opportunities; Future Outlook v Progress under Adani’s Airports; Bidding Experience; Expected Investments & Future Opportunities; Key Upcoming Airports for 16. ROLE OF TECHNOLOGY & DIGITAL SOLUTIONS ...... Privatisation (20-25 Planned): Amritsar, Varanasi, Bhubaneswar, v Potential Technology Disruptions: Artificial Intelligence; Blockchain; Indore, Raipur, Trichy, Others; Lender/Investor Interest in Brownfield Big Data; IoT; Key Solutions: Experience & Future Potential: Assets; Opportunities for Airport Operators; Potential Role of Global E-boarding Systems; DigiYatra; In-line Baggage Screening Systems Investors; Industry Response & Expectations; Future Potential & Plans (ILBS); Self check-in kiosks; Biometric systems; Digi-Yatra; AirSewa 2.0; E-gates; Recent Trends and Advancements; New Safety and 7. FOCUS ON KEY UPCOMING GREENFIELD AIRPORTS Surveillance Solutions; Technology-focused Plans at Key Airports; v Navi Mumbai Airport, Maharashtra; Jewar Airport, Uttar Pradesh; Upcoming Opportunities for Technology and Solution Providers Mopa Airport, Goa This chapter will include detailed profiles covering the current status, recent con- SECTION III: PROJECT PROFILES tracts, upcoming tenders, future opportunities for stakeholders, and the key issues and challenges. 17. KEY OPERATIONAL/COMPLETED AIRPORTS ...... v Indira Gandhi International Airport (IGIA), Delhi; Chhatrapati Shivaji 8. PROJECT PIPELINE ...... International Airport (CSIA), Mumbai; Kempegowda International Airport v By Type: Greenfield Airports; Brownfield Airports; Airside Infrastruc- Bengaluru (KIAB); Chennai International Airport (ChIA), Tamil Nadu; Netaji ture (New Terminal Buildings, Parking Bays, Runways, etc.); Others Subhash Chandra Bose International Airport (NSCIA), Kolkata; Rajiv Gandhi v By Mode of Implementation: EPC; PPP International Airport, Hyderabad; Cochin International Airport, Kerala; etc. v By Stage: Ongoing; Approved; Planned Each profile will provide an overview of the airport, key stakeholders involved, owner- ship structure, traffic trends, financial performance, user charges, current capacity, 9. SECTOR OUTLOOK AND OPPORTUNITIES ...... expansion plans, key initiatives, recent contracts; etc. v Targets under Vision 2040: Passengers; Cargo; Airports; Aircraft; Revenue 18. OTHER UPCOMING/UNDER CONSTRUCTION AIRPORTS ...... v Investment Opportunities: Greenfield Opportunities; Commercial v Bhogapuram Airport, Andhra Pradesh; Dholera Airport, Gujarat; Development; City-side/Aerotopoli Development; Fuels Farms; Others Hassan Airport, Karnataka; Kushinagar Airport, Uttar Pradesh; v Market Opportunities: Developers; Operators; Contractors; Deoghar Airport, Jharkhand; Dagadarthi Airport, Andhra Pradesh; Consultants; Financiers/Investors; Material Suppliers; Equipment Dabra Airport, Madhya Pradesh; Bijapur Airport, Karnataka; etc. Providers; Technology Providers Each profile will provide an overview of the airport, traffic projections, ownership v Future Outlook structure, expected capacity, future timelines, recent contracts; expansion, etc. v Policy and Regulatory Outlook
10. INVESTMENT TRENDS AND EXPERIENCE ...... v Investment Trends; Regulations and Impact on Investor Interest; Emerging Sources of Investment; Private Equity Trends; M&A Deals; Recent Financial Closures; Opportunities for Investors; Key Risks The report will be available in a PDF format. and Projected IRRs
www.indiainfrastructure.com India Infrastructure Research | 35 Road Development in India 2020 (January 2020) (Draft ToC) Price: Rs 110,000 (USD 2,596) Research report with weekly newsletters and monthly updates Table of Contents
EXECUTIVE SUMMARY ...... Gateways, Weigh-in-Motion, Highway toll Management Systems; Key Challenges and Future Outlook SECTION I: MARKET ANALYSIS, RECENT DEVELOPMENTS AND FUTURE OPPORTUNITIES SECTION III: INVESTMENT EXPERIENCE AND POTENTIAL
1. SECTOR OVERVIEW AND KEY TRENDS ...... 11. FINANCING TRENDS ...... v Network Size and Growth, Traffic Trends, Policy and Institutional v Key Funding Sources; Current Stance of Investors and Lenders; Framework, Targets and Achievements (Project Award and Corporate Debt Crisis; Recent Deals/Transactions: Financial Completion), Key Sector Trends, Recent Developments, Investment Closures, NHAI’s Bond Issuances, Market Borrowings from SBI, Requirements, Issues and Challenges, Sector Outlook LIC, NIIF, etc, IPOs, Others; Trends in Bank Credit Deployment; Growing Role of InvITs; Risks & Mitigation Strategies; Future Outlook 2. GOVERNMENT INITIATIVES AND IMPACT OF POLICY CHANGES . . . . .
TRANSPORTATION v Key Policy Announcements and Their Impact; Steps to Fast-track 12. ASSET SALES AND ACQUISITIONS ...... Land Acquisition; Initiatives for Revival of Stalled Projects (Bank v Trends in Asset Acquisitions, Current Level of Stressed Assets, Guarantees, Dispute Resolution & Arbitration, etc.); Key Initiatives: Measures/Initiatives for Resolution of Stressed Assets, Key Recent Online Portals, Road Safety & Motor Vehicles (Amendment) Bill, Private and Project Equity Deals, Credit Ratings of Key SPVs, Deal 2019, Wayside Amenities and Green Highways Mission, Technology Analysis, Valuation Scenario, Analysis by Buyers and Role of Global Initiatives, Others; State-level Policy Developments; Proposed Policy Investors, Recently Launched Investment Platforms, Historical and Changes; Industry Concerns and Expectations Expected Returns, Future Outlook
3. ASSET MONETISATION UNDER TOT ...... SECTION IV: FOCUS ON EQUIPMENT AND MATERIALS v Toll-Operate-Transfer (TOT) Model: Key Features, The Experience So Far, Proposed Amendments in the Concession Agreement, Bidding 13. EQUIPMENT: MARKET TRENDS AND PROJECTIONS Scenario, Upcoming Bundles under TOT, Opportunities for Long- v Market Size (equipment-wise), Key Equipment Used, Industry term Investors (SWFs, Pension Funds, etc.), Plans at the State Structure, Trends in Equipment Leasing and Rental Market, Pricing Level, Risks and Challenges Trends, Recent Developments, Outlook and Opportunities, Demand Projections (till 2024-25) 4. MARKET OPPORTUNITIES UNDER BHARATMALA PARIYOJANA ...... v Key Components and Scope; Project Awards and Completion: 14. MATERIALS: MARKET TRENDS AND PROJECTIONS Economic and National Corridors, Expressways, Border Routes, v Market Size (Material-wise), Key Materials Used, Pricing Trends, Coastal Roads and Port Connectivity Roads; Feeder Routes; Industry Structure, Key Players, Recent Developments, Focus on Balance for Award under NHDP; Investment Requirements; Future Green Roads and New Materials, Outlook and Opportunities, Market Targets; Potential for PPPs and HAM under Bharatmala; Big-ticket Projections (till 2024-25) EPC Opportunities SECTION V: PROGRESS AND OPPORTUNITIES IN STATE ROAD 5. PROJECT PIPELINE ...... DEVELOPMENT v Overall Analysis: By Mode, State, Type, Stage of Implementation v Profiles of 50-70 Key Upcoming Projects: National Highways, 15. PROGRESS IN THE NORTHEAST ...... Greenfield Expressways, State Roads and Highways, v NHIDCL’s Current Portfolio, Project Award and Completion Scenario, Bridges/Flyovers/Elevated Roads, Road Tunnels, Others Targets and Achievements, Upcoming Opportunities, Key Issues and Challenges 6. FUTURE OUTLOOK AND PROJECTIONS (till 2024-25) ...... v Growth Drivers; Project Award and Completion Targets; Expected 16. SNAPSHOT OF KEY STATES ...... Mix of Implementation Models (HAM, EPC and BOT); Investment v Network Size and Growth, Recent Policy Developments, Growth in Projections; Policy and Investment Outlook; Opportunity by Budgetary Outlays, Proposed Investments and Capacity Addition Stakeholder: Developers, EPC Contractors, Financiers, Equipment Plans, The PPP Experience and the Way Forward, Overall Project and Material Suppliers, O&M Players; Vision for the Next Five Years Pipeline, Top 15-20 States (Based on Upcoming Projects), Market Opportunities, Issues and Challenges SECTION II: FOCUS ON KEY IMPLEMENTATION AND O&M MODELS 17. PROFILES OF KEY STATES ...... 7. HYBRID ANNUITY MODEL: PROGRESS AND EXPERIENCE ...... v Andhra Pradesh, Bihar, Chhattisgarh, Delhi, Gujarat, Haryana, v The Experience So Far, Trends in Financial Closures, Bidding Himachal Pradesh, Jammu & Kashmir, Jharkhand, Karnataka, Scenario and Competitive Intensity, Case Studies of Key Projects, Kerala, Madhya Pradesh, Maharashtra, Odisha, Punjab, Rajasthan, Key Players and Their Portfolios, Project Award Targets and Tamil Nadu, Telangana, Uttar Pradesh, Uttarakhand, West Bengal Achievements, Issues and Challenges, Outlook Each state profile will cover road network, recent developments and project portfolio (completed, under implementation and upcoming). 8. BOT MODEL: REVIVAL STRATEGIES AND POTENTIAL ...... v The Experience So Far, Key Successes and Failures, Key Strategies SECTION VI: KEY PLAYERS for Revival of BOT, Pre-qualified Bidders for the Upcoming Bids, New Targets, Project Pipeline and Upcoming Opportunities, Key 18. PROFILES OF KEY DEVELOPERS AND CONTRACTORS ...... Concerns and Industry Expectations, Future Outlook v Afcons Infrastructure Limited, Ashoka Buildcon Limited, Dilip Buildcon Limited, Gammon Infrastructure Projects Limited, Gayatri 9. EPC: EXPERIENCE AND OUTLOOK ...... Projects Limited, GR Infraprojects Limited, GMR Infrastructure v The Experience So Far, Bidding Scenario and Competitive Intensity, Limited, etc. Project Award and Completion, Project Pipeline and Upcoming Each profile will provide an overview of the project portfolio (completed and Opportunities, Key Challenges, Future Outlook under construction), financial performance, recently secured contracts, future plans, strategies, etc. 10. OPERATIONS, MAINTENANCE AND TOLLING ...... v Current Scenario; Industry Experience; Progress under ETC Implementation; Key Players; Opportunities under TOT and Asset The report will be available in a PDF format. Sales; Steps Towards Timely and Periodic Maintenance; Progress under Technology Deployment: Electronic Toll Collection & Payment
36 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 37 The report will be available in a PDF format. The report Driverless Trains; Experience with Driverless Operations; Outlook with Driverless Operations; Experience Driverless Trains; and Projections of Key Competitive Landscape; Profiles Upgrades and Innovations; Recent Upcoming Tenders; Players; Contract Awards; Projections Developments; Outlook and Upgrades and Innovations in Fare Integration and Interoperability; Common Mobility Card, SmartcardsMedia: ABT Systems, National communication (NFC)- Near-field and Bank Cards, Mobile Wallets, Landscape; enabled devices, Others; Global Advances; Competitive Key Upcoming Tenders; Players; Contract Awards; of Key Profiles Developments; Plans for Deployment of Advanced Recent Trends; Media; Outlook and Projections Fare Market Share of Key Trends; Key Methods and Techniques; Outlook and Contracts; Upcoming Tenders; Contractors; Recent Projections Contracts; Upcoming Players; Recent Market; Market Share of Key Design & Construction; Outlook in Tunnel Best Practices Tenders; and Opportunities Systems; Energy Consumption and Expenditure; Energy Conservation Players; Recent Initiatives; Solar Energy Use; Key Projections Outlook and Contracts; Upcoming Tenders; Contracts; Players; Recent Components of Station Design; Key Outlook and Projections Upcoming Tenders; Global Best Practices; Chennai Project; Phase I and II; Bhopal Metro Rail Project Metro Rail Phase I and Phase I Extension; Delhi Metro Rail Project Metro Rail Project Metro Rail Phase I, II III, IV and Extensions; Rapid Project Phase I; etc. Project Gurgaon Phase I and II; Hyderabad Metro Rail etc. Project; Gandhinagar Metro Phase II; Amaravati Metro Rail etc. Project; LRT Ranchi Project; LRT Kozhikode Project Rail Indore Rapid Delhi Monorail Project - System and Systems in Use; Growth; Technologies Market Size and - Growth; Specifications of Systems in Use; Level of Market Size and - Construction Cost; Prevalent in Per-km Size and Growth; Trends - in Use; Analysis of The TBM Size and Growth; Techniques/Methods - and E&M Systems; Market Size; Specifications of Traction Traction - Design; Key Size and Growth; Innovations in Material and - Phase I; Bengaluru Project Ahmedabad-Gandhinagar Metro Rail - Ahmedabad- Project; Agra Metro Rail Projects: Metro Rail - Pune LRT; Bengaluru Project; Projects: Light Rail/Metrolite LRT - Project; Rail MetroNeo; Bhopal Rapid Warangal MetroNeo Projects: - (First Corridor); Chennai Monorail Project Monorail Projects: - Others Each profile will cover the project scope (network length, alignment details, number of stations, rolling stock, fare system, signalling and telecommunications, traction, etc.), ownership details, implementing cost estimates, key consultants, key agency, contractors, key milestones, funding pattern, expected ridership, recent contracts, upcoming tenders, current status, etc. 10. SIGNALLING, TRAIN CONTROL AND TELECOMMUNICATIONS ...... 11. COLLECTION FARE & TICKETING SYSTEMS...... 12. CONSTRUCTION GRADE - STRUCTURESAND AT ELEVATED ...... 13. CONSTRUCTION - METRO TUNNELS...... 14. TRACTION AND E&M...... 15. AND INTER-MODAL INTEGRATION AREA DEVELOPMENT STATION . . SECTION III: PROJECT PROFILES 16. AND UNDER OPERATIONAL CONSTRUCTION PROJECTS ...... 17. UPCOMING PROJECTS (Announced, Planned, Approved and Under Bidding Projects) ...... (March 2020) (March 2020) (Draft ToC) Rolling Stock; Signalling Systems; AFC Systems; Others Rolling Estate & Branding; Commercial Development; Real Retail & Digital Leasing; Technology Development; Solar Rooftops; Train Areas Big Data; Other Focus Solutions: MaaS, IoT; & Role Privatised; Fully (Proposed), Hybrid PPPs PPPs, VGF-based Capture Financing Impact of Multilateral Agencies; Value Streams New Revenue Sources of Revenue; Key Framework; (Advertising Estate Development Rights, Real License Fee, Revenue, Economics; etc.); Cost Components; Project Additional Stamp Duty, Success Case Studies, Key PPP Experience & Potential: Risks and Challenges for Failure; Factors/Reasons Stock Standardisation; Contract Guidelines on Rolling MoHUA’s of Key Competitive Landscape; Profiles Upcoming Tenders; Awards; New Manufacturing on Indigenous Production; Players; Focus Innovations in Design and Introduction of Recent Facilities; Indigenisation; Growth in BudgetaryIndigenisation; Growth in Developments; Outlays; Recent Investment in Technology; Trends New Business Models; Emerging Outlook Future (Till 2025-26); Risks and Challenges; Requirements Fare Trends; in Ridership; Pricing Underground, Elevated; Growth trends Box & Non-fare Box Revenue Participation in O&M; Creation of the Unified Metropolitan Transport Authority; Industry Expected Recommendations; Expectations; Key Amendments Stock Suppliers; Developers; Financiers; Rolling Contractors; Private fareSystem Suppliers (signalling, telecommunications, collection, Providers etc.); Station Designers; Technology - Investment: New Construction; Projected Network Expansion; - Segment Outlook - Metrolite; MetroNeo - Oriented Development & Last Mile Connectivity; Station Transit - Government-funded, Business Models: Fully Trends; Financing Key - Segment Size and Growth; Nature of Fleet and Specifications; - on ‘Make in India’ and Focus of Role Sector Trends; Key - Addition: At Grade, in Network Trends Existing Network; - Scope for Private Impact on PPPs; Benefits; Potential Features; Key - Under Bidding; Approved; Planned By Status: Ongoing; Awarded; - By Mode of Implementation: EPC; PPP - MetroNeo Light Rail/Metrolite; of System: Metro; Monorail; By Type - By Alignment: At Grade; Elevated; Underground - 2021-22 By Expected Completion: By 2021-22; Beyond - Upcoming Tenders Key - Growth Drivers - Expected Network Addition - and Opportunities Market Prospects for: EPC Consultants; 6. NEW MODES OF MASS RAIL-BASED TRANSIT ...... 7. GROWTH AREAS, EMERGING OPPORTUNITIES & NEW REVENUE SOURCES ...... 8. FINANCING SCENARIO AND PROSPECTS FOR PPPs ...... AND OPPOR- NEW DEVELOPMENTS SECTION II: SEGMENT ANALYSIS, TUNITIES (Till 2025-26) 9. ROLLING STOCK ...... EXECUTIVE SUMMARY ...... EMERGINGSECTION I: SECTOR ANALYSIS, TRENDS AND NEW OPPORTUNITIES 1. SECTOR SNAPSHOT ...... NETWORK, 2...... RIDERSHIP OPERATIONAL & REVENUE ANALYSIS - EXPECTED AMENDMENTS & INDUSTRY 2017 3. METRO RAIL POLICY, RECOMMENDATIONS...... OF PROJECT PIPELINE4. ANALYSIS ...... OPPORTUNITIES AND KEY PROJECTIONS (Till 2025-26) 5. OUTLOOK, www.indiainfrastructure.com Urban RailUrban 2020 in India Opportunities, Investment Sector Analysis, Opportunities and New Trends Emerging TRANSPORTATION Segment Overview, OutlookandMarketOpportunities Clean BusMarketinIndia: 38 | India Infrastructure Research | IndiaInfrastructure 38 Table ofContents .OTOKADMRE POTNTE . OPPORTUNITIES MARKET OUTLOOKAND 4. . DRIVERS GROWTH 3. . OVERVIEW 2. SECTION I:MARKETOVERVIEWANDOUTLOOK . SUMMARY EXECUTIVE 1. .CMEIIELNSAE. . LANDSCAPE COMPETITIVE 5. - Current MarketShares Current - MarketOpportunities - Future DemandProjections - Key UpcomingBidsandTenders - Procurement Undertakings PlansofTransport - CitiesMission Smart - RisingOilImports - SubsidyScheme Government’s - StrengtheningofPublicTransport - Focus onEmissionControl - Key Trends - Future Outlook - IssuesandChallenges - InvestmentNeedsandRequirements - Key Regulations andIncentives - NationalElectricMobilityMissionandFAME Scheme - Recent Trends - ShareofCleanBuses Current - GrowthinIndia’sBusMarket - Key Players(IndianandGlobal) - z z z z z z z z Recent Collaborations/JV/Technology Partner Key Milestones Future Plans Operational FleetofCleanBuses Company Profile Other ComponentSuppliers Manufacturers Battery Bus Manufacturers Hybrid, Electric,Gas-Based 8. GAS-BASEDBUSMARKET 7. ELECTRICBUSMARKET . MARKET BUS HYBRID 6. SECTION II:SEGMENTFOCUS DemandProjections andMarketOpportunities - IssuesandChallengesinE-busAdoption - ImpactofChargingonGrid - andTechnologies ChargingInfrastructure - Swapping Potential ofBattery - Technology Battery Option - CostBenefitAnalysis - FAME PhaseIBidding-Key Takeaway - Recent OrdersandInvestmentsMadeSoFar - Procurement ModelsandIncentives - OperationalFleet - LessonfromChina - ExperienceSoFar - DemandProjections andMarketOpportunities - Key IssuesandChallenges - CostBenefitAnalysis - Technology Options - Procurement ModelsandIncentives - ExperienceSoFar - OperationalFleet - Types ofHybridBuses - DemandProjections andMarketOpportunities - IssuesandChallenges - Potential forLNGand BiogasBuses - InitiativesSoFar - Recent ContractandTenders - ExperienceSoFar - CostsandROI OperationalPerformance: - SizeandGrowth Current - The report isavailableinaPDFformat. No. ofSlides:135 Price: Rs50,000(USD1,180) (BATTERY OPERATED) (CNG, LNG,BIOGAS) www.indiainfrastructure.com . . (May 2018) TRANSPORTATION Table of Contents Table Price: Rs 80,000 (USD 1,888) Price: Rs 80,000 India Infrastructure Research | 39 The report will be available in a PDF format. The report Adani International Container Terminal; Adani Mundra Container Adani International Container Terminal; Pipavav; Bharat Mumbai; APM Terminals APM Terminals Terminal; Container Terminal; Bharat Kolkata Mumbai Container Terminal; Limited; Chennai International Terminals Chennai Container Terminal Limited; etc. Private Container Corporation of India Limited; Central Warehousing Corporation; Distribution Logistics Infrastructure Limited; Private Limited; Private Limited; Hind Terminals Freight Gateway Rail and Rail IndiaLinx; Inlogistics; International Cargo Terminals Infrastructure Kribhco Infrastructure Limited; Private Limited; etc. Carriers Darcl Associated Road Coastal Roadways; Limited; Carriers Limited; Freight Private Logistics; East West Logistics; DRC Limited; TVS Private Roadlines Prakash Roadways; Patel Gati KWE; Southern Logistics Limited; Others Limited; VRL Roadways Movement; Connectivity to Container Handling Ports;Movement; Connectivity to Trucking Industry Overview;Structure Market Issues and Players; and Key Challenges; Outlook and Projections Zone-wise, EXIM and Container Traffic, Overall – IR’s Trends: in Earnings: Container Freight Overall – IR’s Domestic; Trends Earnings, Recent Zone-wise, EXIM and Domestic; Operators: Industry Container Train Developments/Initiatives; Structure, Current Infrastructure; & Planned Projects Upcoming and Challenges; Outlook and Projections Capacity Addition; Issues Container Movement on Inland Coastal Container Traffic, Trends: Government Schemes and Waterways; Composition of Traffic; Outlook and Projections Initiatives; Upcoming Projects; - Adani Hazira Container Terminal; Adani CMA Mundra Terminal; - Infrastructure Adani Logistics Limited; Arshiya Rail Limited; - Transport Corporation of India Limited; Allcargo Logistics; - Existing Infrastructure; Size and Growth; Cost of Container - and Earnings; Traffic Traffic Freight in IR’s Share of Container - Size and Growth; Existing Infrastructure: Handling; Traffic Container - Segment Size and Growth - Existing Capacity - Framework Policy - Government Schemes and Initiatives - Major Players - and Opportunities Upcoming Projects - Outlook Future Each profile will cover information on company operations, existing fleet, geographi- cal coverage, financial performance,plans, etc. future 14. COLD STORAGES & REEFER CONTAINERS ...... 15. DEPOTS CONTAINER FREIGHT STATIONS/INLAND CONTAINER . . . . . 16. & LOGISTICS PARKS MMLPS...... 17. FREE TRADE WAREHOUSING ZONES ...... KEY PROFILES SECTION IV: 18. KEY TERMINALSPORT CONTAINER ...... Each profile will cover information on throughput, current capacity & capacity utilisation, key facilities, draught levels, dwell time, equipment availability and planned expansion. 19. TRAIN KEY OPERATORSCONTAINER ...... Each profile will cover information on company operations, existing infrastructure, network covered, financial performance, plans, etc. future 20. KEY ROAD TRANSPORT OPERATORS ...... 11. ROADS ...... 12...... RAILWAYS SHIPPING 13. AND COASTAL INLAND WATERWAYS ...... FOR CONTAINER INFRASTRUCTURE SECTION III: OTHER LOGISTICS MOVEMENT Each of the following chapters will include: (October 2019)ToC) (Draft 2019 India Project; Delhi Mumbai Industrial Corridor;Project; Others Coast, Loaded Analysis, East Coast versus West Terminal-wise Domestic vs Exim Traffic; Traffic, versus Unloaded, Transshipment in Global Container Shipping; Container Handling Capacity; Trends Size at Vessel Average Traffic; Scenario; Vessel Transshipment & Planned Capacity Upcoming Projects Ports; Efficiency Trends; Initiatives to Improve Hinterland Connectivity; Key Addition; Key Issues and Challenges; Outlook and Projections Recent Developments; Emerging Trends; Key Issues and Key Developments; Emerging Trends; Recent 2023-24) (2019-20 to Challenges; Outlook and Projections Achieve an ‘Optimal Modal Mix’ to Government’s Targets of Containerised Commodity Type Benefits; Introduction of Double Stack Containers: Impact and DFCs Overall Impact on Container Movements; Other Upcoming by Mode of Transportation (road, Projections Traffic Projections; rail, coastal shipping and inland waterways); Capacity/Network Upcoming Key Rates; Freight Projected Addition Projections; Big-ticket Opportunities:Projects; and Beyond 2019-20 Handling Charges at Ports, Key Haulage Charges, Storage Charges; Projections of Successful Exits; Historical Rates M&As and IPOs); Key Equity, Return; Upcoming Opportunities for Investors; Expected Returns; Investment Outlook Guidelines for Private Tariff Revised Cabotage Law Relaxation; for Rail Regime Tariff Operator; Any Kind (FAK) Freight Terminal of Coastal Movement of Exim Transshipment Containers; Relaxation and Empty Containers; Direct Port Delivery Scheme; DMICDC Logistics Data Servcies; Others - Jal Marg Vikas Sagarmala Bharatmala Programme; Programme; - Major and Non-major Ports, Port-wise Trends: Analysis, Traffic - Scenario; Level of Containerisation; Scenario; Trade Macroeconomic - Trends; Current Cost Estimates; Overall Traffic Share; Comparative - Origin and Destination; By Mode of Container Movement; Region; - Current Status; Expected Timelines; Features; Scope and Key - and Regulatory Outlook; Investment Demand Drivers; Policy - Rates, Freight Road Trends: Analysis of Operating Costs; Pricing - (Private Deals and Transactions Recent The Experience So Far; - & MMLP Policy; E-way Bill; National Logistics Policy GST Regime; This chapter will cover the overview, key features, container infrastructure capacity, cur- key features, container infrastructure capacity, This chapter will cover the overview, rent status, and upcoming opportunities under each of these programmes/projects. TRENDS & SEGMENT ANALYSIS, MOVEMENT: SECTION II: CONTAINER OPPORTUNITIES 10. PORTS ...... 9. INFRASTRUCTURE DEVELOPMENT UNDER OTHER KEY PROGRAMMES 9. INFRASTRUCTURE DEVELOPMENT This chapter will analyse the impact of these initiatives and policy changes on con- tainer terminal operators, container train operators, road transporters, trucking indus- ICDs, etc. shipping companies, CFSs, try, EXECUTIVE SUMMARY ...... AND OUTLOOK DEVELOPMENTS SECTION I: MARKET TRENDS, 1. MARKET INDIAN OVERVIEWCONTAINER ...... SHIPPING COASTAL ROADS, RAILWAYS, 2. INTER-MODAL ANALYSIS: AND INLAND WATERWAYS ...... TRAFFIC 3. AND CONTAINER ANALYSISCAPACITY ...... 4. EXPECTED FREIGHT OF IMPACT CORRIDORDEDICATED ...... AND PROJECTIONS (2019-20 to 5. MARKET OPPORTUNITIES, OUTLOOK 2023-24)...... 6. COSTS TRENDSAND TARIFF ...... 7. INVESTMENT SCENARIO ...... AND POLICY CHANGES: IMPACT 8. KEY GOVERNMENT INITIATIVES ANALYSIS ...... www.indiainfrastructure.com Segment Analysis, Emerging Trends, New Opportunities Trends, Analysis, Emerging Segment and Outlook Container Market in Market in Container Construction in India 2017 (March 2017) No. of slides: 334 Price: Rs 75,000 (USD 1,770) Trends, Outlook and Projections Table of Contents
SECTION I: CONSTRUCTION MARKET OVERVIEW 14. HOUSING ...... - Sector Size and Growth, Key Trends, Project Pipeline, Expected 1. EXECUTIVE SUMMARY ...... Investments, Construction Opportunity, Demand and Supply Challenges, Regulatory Constraints, Outlook and Projections 2. OVERVIEW ...... - Size and Growth, Demand from Infrastructure and Housing, Key 15. TUNNELS ...... Trends and Developments, Construction Formats, Investment - Sector Size and Growth, Key Trends Projections, Issues and Challenges, Outlook and Opportunities (till - Planned Network Addition - By Sector, State 2022-23) - Expected Investments, Project Pipeline, Construction Opportunity, Key Issues and Challenges, Outlook and Projections 3. SECTOR OUTLOOK AND MARKET OPPORTUNITIES ...... - Growth Drivers, Upcoming Project Pipeline, Equipment Market SECTION III: CONTRACTING CAPACITY AND PERFORMANCE Projections, Material Market Projections - Market Opportunities: For Construction Contractors, Developers, 16. MARKET SIZE AND KEY PLAYERS ...... Equipment Providers, Consultants, Financiers and Investors - Current Market Structure, Contractor Capacity, Recent Trends, Key Issues, Sector Outlook 4. NEW POLICY INITIATIVES AND IMPACT ...... - Recent Announcements, Amendments to Existing Policies, Fiscal 17. INTER-CONTRACTOR PERFORMANCE ...... Initiatives, Sector-level Policy Developments, Proposed Policy - Leading Players, Order Books, Revenues, Debt Servicing, Profits Changes, Industry Concerns and Expectations and Profit Margins, Key Ratios/Margins
CONSTRUCTION & MINING 5. IMPACT OF GST ...... SECTION IV: EQUIPMENT MARKET - Progress so Far, Timelines - Likely Impact: On Project Owners/Developers, Contract Structuring, 18. EQUIPMENT SIZE AND GROWTH ...... Construction Contractors/EPC Players, Equipment and Material - Market Size, Production and Sales, Equipment-wise Sales, Imports Providers; Key Actions Required and Exports, Industry Structure, Key Trends, Rental and Leasing Market, New Products, Market Projections (till 2022-23), Outlook 6. FINANCING NEEDS AND CHALLENGES ...... and Opportunities - Key Funding Sources, Investment Requirement, Financial Position of Companies, CDR Cases, New Sources of Funds, Key Issues and 19. OUTLOOK AND PROJECTIONS ...... Concerns - Future Plans by Key Players, Demand Projections for Equipment, Sales Projections for Equipment, National Capital Goods Policy SECTION II: CONSTRUCTION DEMAND – INFRASTRUCTURE & HOUSING 2016, Opportunities for Equipment Providers
7. ROADS AND BRIDGES ...... SECTION V: KEY MATERIALS - Network Size and Growth, Key Trends, Launch and Impact of Online Portals, Expected Investments and Capacity Addition, Long Term 20. MATERIAL MARKET OUTLOOK AND PROJECTIONS ...... Investment Requirement, Project Pipeline, Construction Opportunity, - Planned Capacity Additions by Key Suppliers, Planned Investments Key Issues and Challenges, Sector Outlook, Projected Investments by Key Suppliers, Demand Projections for Materials, Supply Projections for Materials, Opportunities for Material Suppliers 8. PORTS ...... - Sector Size and Growth - Traffic, Capacity 21. CEMENT ...... - Key Trends, Project Pipeline, Planned Capacity Addition, Expected - Key Consuming Segments, Demand-Supply Scenario, Existing Investments, Construction Opportunity, Key Issues and Challenges, Capacity and Utilisation, Production and Consumption Trends, Outlook and Projections Import/Export Trends, Pricing Trends, Impact of Demonetisation, Industry Structure and Key Players, New Innovations/Technologies, 9. POWER ...... Demand Drivers, Market Outlook and Key Projections (till 2022-23) - Sector Size and Growth, Key Trends, Expected Investments and Capacity Addition, Project Pipeline, Construction Opportunity, Key 22. STEEL ...... Issues & Challenges, Sector Outlook, Capacity Addition Projections - Key Consuming Segments, Demand-Supply Scenario, Existing Capacity and Utilisation, Production and Consumption Trends, 10. AIRPORTS ...... Import and Export Trends, Pricing Trends, Industry Structure and - Sector Size and Growth, Key Trends, Expected Investments, Project Key Players, New Innovations/Technologies, Demand Drivers, Key Pipeline, Construction Opportunity, Key Issues and Challenges, Projections, Market Outlook Outlook and Projections 23. BITUMEN ...... 11. WATER AND IRRIGATION ...... - Production and Consumption Trends, State-wise Consumption of - Sector Size and Growth, Key Trends, Project Pipeline, Planned Bitumen, Import Trends, Export Trends, Pricing and Cost Trends, Capacity Addition, Expected Investments, Construction Opportunity, Industry Structure and Key Players, Operational Parameters of Key Key Issues and Challenges, Outlook and Projections Bitumen Manufacturers, Demand Drivers, Market Projections and Projections 12. URBAN TRANSPORT ...... - Sector Size and Growth, Key Trends, Project Pipeline, Planned 24. OTHER MATERIALS ...... Network Addition, Expected investments, Construction Opportunity, - Production and Consumption Trends, Industry Structure and Key Key Issues and Challenges, Outlook Players, Demand Drivers, Market Projections and Projections
13. RAILWAYS ...... - Sector Size and Growth, Key Trends, Investment Requirement by the IR, Planned Capacity Addition, Project Pipeline, Construction Opportunity, Focus on DFC: Future Corridors and Opportunities, Key The report is available in a PDF format. Issues and Challenges, Key Projections, Sector Outlook
40 | India Infrastructure Research www.indiainfrastructure.com CONSTRUCTION & MINING Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 41 The report is available in a PDF format. The report Prices, Recent Auctions, Upcoming Auctions, Key Issues and Upcoming Auctions, Key Auctions, Recent Prices, Challenges, Outlook IndustryKey Stakeholders, Issues and Concerns, Concerns to Address Key Recommendations and Upcoming Recent Producers, Key Exports), Trends, Price Consumer Segments, Investment Plans and Projects, Auctions, Key (till 2024) Outlook and Projections and Upcoming Recent Producers, Key Exports), Trends, Price Consumer Segments, Investment Plans and Projects, Auctions, Key (till 2024) Outlook and Projections and Upcoming Recent Producers, Key Exports), Trends, Price Consumer Segments, Investment Plans and Projects, Auctions, Key (till 2024) Outlook and Projections and Upcoming Recent Producers, Key Exports), Trends, Price Consumer Segments, Investment Plans and Projects, Auctions, Key (till 2024) Outlook and Projections and Upcoming Recent Producers, Key Exports), Trends, Price Consumer Segments, Investment Plans and Projects, Auctions, Key (till 2024) Outlook and Projections Auctions, & Upcoming Recent Producers, Key Exports), Trends, Price Outlook Consumer Segments, Future Investment Plans & Projects, Key Auctions, & Upcoming Recent Producers, Key Exports), Trends, Price Outlook Consumer Segments, Future Investment Plans & Projects, Key Financial Performance, Players Investment Plans of Key Trends, Mineral Development Corporation Limited, NLC India Limited, National Aluminium Company Limited, etc. - of Captive Block Allocations, E-auction Results Experience So Far, - of Perspective Strategy, Impact Areas, Methodology and Pricing Key - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - (Import Trade vs Reserves, Consumption, Foreign Production, - Industry Productivity Composition, Operational Performance Trends, - Coal India Limited, Singareni Collieries Company Limited, Gujarat Import Trends, Policy Developments, Demand and Supply Projections Projections Demand and Supply Developments, Import Policy Trends, (till 2024) Each profile contains information on company operations, production, sales, financial performance, key projects, expansion plans, future outlook, etc. 11. COAL MINING AUCTIONS UPDATE ...... 12. COMMERCIAL MINING IN INDIA ...... SECTION III: MINERAL PROFILES 13. IRON ORE ...... 14. LIGNITE ...... 15. LIMESTONE...... 16. BAUXITE...... 17. COPPER CONCENTRATE ...... 18. and Zinc concentrates, Dolomite, OTHER KEY MINERALS (Lead Quartz, Magnesite, Silica and other sand, etc) Kaolin, 19. RARE EARTH MINERALS (ilmenite, sillimanite, garnet, zircon, monazite, rutile, etc.) COMPETITIVE LANDSCAPE SECTION IV: 20. PERFORMANCE INTER-PLAYER ...... 21. PROFILES OF KEY MINING COMPANIES (April 2019) Market, Mineral Reserves Position, Development of the Mineral and Development Market, Mineral Reserves Position, Trend Analysis, Consumption Trend Mining Belt of India, Production Analysis, FDI in the Mining Sector in India, Trade Analysis, Foreign International Risks and Challenges, Key Collaborations in Mining, Outlook and Projections Sector;Incentivising the Private Impact of the Mining Tenement MachinerySystem; Mining & Mineral Development Strategy; Mining Sustainable and Mineral Beneficiation Equipment; Moving Towards with International Norms, Planned Mining; Benchmarking Taxation Financial Support, Impact Analysis on the Mining Industry, Unaddressed Issues & Challenges Industry Perspective (views of key personnel from the mining industry on the expected impact of the policy on the sector and the unaddressed and issues concerns) Offshore Areas Mineral (Development and Regulation) Act, 2002; Scheme for Minor Minerals; Legalisation of Commercial Star Rating on Recent Coal Mining; Update on Coal Mine Allocation; Update Completed; Projects Mining Leases Granted; Key Bids in Auctions; Mergers/Acquisitions; Stressed Assets; Recent Changes Likely Impact of Policy 50 Upcoming Top Outlook, Investment Outlook, Minerals, Policy Matrix Restraint Growth Driver Matrix, Expected Market Future Projects, Capital Expenditure on Deposits and Higher Stripping Ratio, Exploration, Current Drilling Levels, Evolving Mining Methods Investment Needs, Exploration (Underground vs Opencast), Future Options for Mining Companies, for 2019-20, Funding Targets Emerging Business Models: Cluster Approach, Issues & Challenges CompletedStudies of Key Equipment and Technology Projects); Challenges; Status of Infrastructure Health, Safety and Facilities; Environmental Concerns; Geological Risks, Other Concerns OpportunityRecommendations, Outlook Analysis, Future Structure,Plans of Mining Procurement Developments, Recent Segment Overview: Trends, Companies, Equipment and Technology Drilling; Loading; Haulage; Crushing, Pulverising and Screening Equipment; Auxiliary and Support Equipment, Equipment Outlook (till 2024) and Projections Coal Trends, Analysis, Demand-Supply Gap, Domestic Production - Current the Global Mining in Growth, India’s Role Market Size and - and Exploration; Prospecting Features: Policy Key Overview, - 2015; Amendment to Amendments to Mineral Auction Rules, - Pipeline Overall Project - State, Ownership Pipeline Analysis Matrix: By Minerals, Stage, - Providers Market Opportunity Technology MDOs, Equipment & For: - of Key Minerals, Supply Projections of Key Demand Projections - Deeper Status of Exploration: Reserves; R/P Ratio; Production; - Execution (Case Challenges in Project Macroeconomic Factors; - Issues and Challenges, Solutions and Experience So Far, - Equipment Used, Industry Equipment-wise Market Size, Key - Existing and Balance Reserves, Coal Demand Analysis, Coal Supply EXECUTIVE SUMMARY ...... OPPORTUNITIES AND OUTLOOK SECTION I: MARKET TRENDS, 1. INDUSTRY OVERVIEW...... 20182. DRAFTMINERAL POLICY, NATIONAL ...... 3. POLICY AND OTHER RECENT DEVELOPMENTS ...... 4. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... 5. AND OUTLOOK PROJECTIONS (till 2024) ...... 6. SEGMENT TRENDS AND EXPLORATION REQUIREMENTS ...... 7. RISKS AND CHALLENGES...... 8. MDO EXPERIENCE ...... 9. MINING EQUIPMENT AND TECHNOLOGY ...... SECTION II: FOCUS ON COAL MINING 10. SIZE AND GROWTH ...... www.indiainfrastructure.com Mining in India 2019 Mining New Opportunities Framework, Policy Evolving Outlook and Future Trends, Emerging Tunnelling in India 2019 (January 2019) Price: Rs 75,000 (USD 1,770) Segment Analysis, New Opportunities and Future Outlook Table of Contents
SECTION I: MARKET ANALYSIS, UPCOMING PROJECTS AND 10. WATER SUPPLY AND SEWERAGE TUNNELS ...... OPPORTUNITIES - Size and Growth: Overall Size, By State, By Technique/Method; Analysis of Completed Projects; Key Completed Projects; Analysis 1. OVERVIEW ...... of Ongoing Projects; Key Ongoing Projects; Select Case Studies and - Size and Growth; Key Trends; Recent Developments; Growth Lessons Learnt; Analysis of Upcoming Projects; Key Upcoming Drivers; Issues and Challenges; Future Outlook Projects; Issues and Challenges; Segment Outlook and Projections
2. PROJECT PIPELINE ...... 11. IRRIGATION TUNNELS ...... - Overall Project Pipeline - Size and Growth: Overall Size, By State, By Technique/Method; - Analysis by Segment: Hydropower, Irrigation, Railways, Roads, Analysis of Completed Projects; Key Completed Projects; Analysis Metro, Water Supply, Sewerage of Ongoing Projects; Key Ongoing Projects; Select Case Studies and - Analysis by Stage of Implementation Lessons Learnt; Analysis of Upcoming Projects; Key Upcoming . . . - Analysis by State Projects; Issues and Challenges; Segment Outlook and Projections - Analysis by Completion Period - Top 50 Upcoming Projects SECTION III: CONSTRUCTION TECHNIQUES, EQUIPMENT AND MATERIALS 3. MARKET OPPORTUNITIES ...... - Investment Projections (till 2026-27) 12. TBM MARKET SIZE AND OUTLOOK ...... - Opportunities for Stakeholders: EPC Contractors, Technology - Size and Growth; Types of TBM; Market Trends; Technological CONSTRUCTION & MINING Providers, Equipment Suppliers, Construction Material Suppliers, Advancements; Key Projects (using TBMs); TBMs deployed in Consultants Metro Rail Projects; Distinguishing Features of TBMs Deployed; Issues and Challenges; Future Outlook 4. ANALYSIS OF KEY PLAYERS ...... - Snapshot of Major Players 13. OTHER CONSTRUCTION TECHNIQUES (DRILL & BLAST AND NATM) . - Market Structure - Size and Growth - Project Portfolio: Key Completed Projects, Key Ongoing Projects z DBM - Financial Performance z NATM - Future Plans z Conventional Techniques z Microtunnelling 5. RISKS AND CHALLENGES ...... - Market Trends - Contractual Issues; Construction Complexities; Equipment-related - Technological Advancements Issues; Manpower Issues; Other Issues - Key Projects z DBM SECTION II: SEGMENT ANALYSIS z NATM z Conventional Techniques 6. METRO RAIL TUNNELS ...... - Issues and Challenges - Size and Growth: Overall Size, By State, By Technique/Method; - Future Outlook Analysis of Completed Projects; Key Completed Projects; Analysis of Ongoing Projects; Key Ongoing Projects; Select Case Studies and 14. EQUIPMENT MARKET ...... Lessons Learnt; Analysis of Upcoming Projects; Key Upcoming - Size and Growth Projects; Issues and Challenges; Segment Outlook and Projections z Overall Size z DBM Equipment Market 7. RAILWAY TUNNELS ...... z TBM Equipment Market - Size and Growth: Overall Size, Analysis by State, Analysis by z NATM Equipment Market Technique/Method; Analysis of Completed Projects; Key Completed - Import of Tunnelling Machinery Projects; Analysis of Ongoing Projects; Key Ongoing Projects; - Types of Equipment Analysis of Upcoming Projects; Key Upcoming Projects; Issues and - TBM Equipment Providers - Services Challenges; Segment Outlook and Projections - Other Equipment Suppliers - New Innovations and Advancements 8. HYDRO TUNNELS ...... - Issues and Challenges - Size and Growth: Overall Size, Analysis by State, Analysis by - Future Outlook Technique/Method; Analysis of Completed Projects; Key Completed Projects; Analysis of Ongoing Projects; Key Ongoing Projects; 15. MATERIALS MARKET ...... Analysis of Upcoming Projects; Key Upcoming Projects; Issues and - Size and Growth Challenges; Segment Outlook and Projections - Types of Materials Used in Tunneling - Market Trends 9. ROAD TUNNELS ...... - New Materials and Innovations - Size and Growth: Overall Size, By State, By Technique/Method; - Future Outlook Analysis of Completed Projects; Key Completed Projects; Analysis of Ongoing Projects; Key Ongoing Projects; Select Case Studies and Lessons Learnt; Analysis of Upcoming Projects; Key Upcoming The report is available in a PDF format. Projects; Issues and Challenges; Segment Outlook and Projections
42 | India Infrastructure Research www.indiainfrastructure.com CONSTRUCTION & MINING Table of Contents Table India Infrastructure Research | 43 225 Price: Rs 75,000 (USD 1,770) (USD 75,000 Rs Price: 225 No. of slides: No. of slides: The report is available in a PDF format. The report •Number and Value Terms, Type of Mineral (coal versus non-coal) Type Terms, •Number and Value of Mineral (coal versus non-coal) Type Terms, •Number and Value of Mineral (coal versus non-coal) Type Terms, •Number and Value of Mineral (coal vs. non-coal) Type Terms, •Number and Value of Mineral (coal vs. non-coal) Type Terms, •Number and Value BEML, Case New Holland Construction Equipment India Private Eimco Limited, Caterpillar Inc., Daimler India Commercial Vehicles, Elecon (India) Limited, Escorts Limited, Hyundai Construction L&T Limited, JCB India, Komatsu, Equipment India Private Construction Equipment Limited, Liebherr Limited, India Private Mahindra Construction Equipment, Metso, Sandvik Asia Private Hitachi Construction Machinery Company Limited, Scania, Tata Players Limited, Other Key India Private Limited, Volvo Private M&CE etc.) (Doosan Infracore, Voltas - Equipment Overview - and Advances Trends Recent - Demand Drivers - Major Players - for Drills (2018-21) Market Projections - Equipment Overview - and Advances Trends Recent - Demand Drivers - Major Players - for Excavators (2018-21) Market Projections - Equipment Overview - and Advances Trends Recent - Demand Drivers - Major Players - for Dumpers (2018-21) Market Projections - Equipment Overview - and Advances Trends Recent - Demand Drivers - Major Players - (2018-21) Market Projections - Equipment Overview - and Advances Trends Recent - Demand Drivers - Major Players - (2018-21) Market Projections - Action Construction Equipment Limited, Atlas Copco (India) Limited, SECTION II: DEMAND PROJECTIONS (2018-21) SECTION II: DEMAND PROJECTIONS 8. DRILLING...... 9. LOADING ...... 10. HAULAGE ...... EQUIPMENT AND SCREENING 11. CRUSHING, PULVERISING 12. AUXILIARY AND SUPPORT EQUIPMENT ...... SECTION III: COMPETITIVE LANDSCAPE 13. MAJOR PLAYERS ...... product (Each profile covers existing and planned manufacturing capacity, portfolio, recent initiatives, financial performance, etc.) (May 2018) - Production - Consumption - Exports and Imports - Developments Recent - Trends Key - Issues and Challenges - and Plans Investment Requirements - (2018-22) Outlook and Projections - Market Size (equipment-wise) - Current Equipment Size of Coal India Limited - (by technique) Equipment Used Key - in Supply Chain Equipment Used Key - Industry Structure - Developments Recent Key - Outlook and Opportunities - (2018-21) Market Projections - Equipment Productivity - Equipment Utilisation - Evolving Mining Techniques - in Automation and Technology Trends - in Technology Emerging Trends - Mining in Coal Commercial Private - Upgrade Plans Technology CIL’s - Non-coal Mine Auctions by State Governments - Larger Scale of Mining Operations - Deeper Deposits and High Stripping Ratios - Enhancing Output from Underground Mines - Performance Improvement and Cost Efficiency - Sector and Contract Mining Private - Carbon Footprint Reducing - Developments Policy Key - Coal - Lignite - Bauxite - Copper - Iron Ore - Lead and Zinc - Other Non-Metallic Minerals - Coal India Limited - South Eastern Coalfields Limited - Coalfields Limited Western - Central Coalfields Limited - Eastern Coalfields Limited - Mahanadi Coalfields Limited - Northern Coalfields Limited - Players Private 2. MINING INDUSTRY TRENDS AND OUTLOOK ...... 3. EQUIPMENT SIZE AND GROWTH ...... 4. EQUIPMENT TRENDS AND TECHNOLOGY ...... 5. GROWTH DRIVERS ...... 6. KEY CONSUMING SEGMENTS ...... 7. PROCUREMENT PLANS OF MINING COMPANIES ...... SECTION I: MARKET SIZE, TRENDS AND GROWTH DRIVERS SECTION I: MARKET SIZE, 1. EXECUTIVE SUMMARY ...... www.indiainfrastructure.com Mining Equipment Market Equipment Mining (2018-22) Outlook and Projections and Trends; Market Size Water Market in India 2019 (November 2019) No. of slides: 500 Price: Rs 100,000 (USD 2,360) Municipal, Industrial, Desalination & Wastewater Treatment/Reuse Table of Contents
1. WATER MARKET OVERVIEW ...... 13. FUTURE OUTLOOK AND MARKET OPPORTUNITIES ...... - Size and Growth; Policy and Regulatory Developments; Recent and - Demand Drivers; Policy and Regulatory Outlook; Demand Emerging Trends; City-Level Initiatives; Freshwater Resources Projections; Investment Projections; Market Opportunities Availability; Sources of Water Supply; Surface Water; Groundwater; New Water Sources (treated wastewater, desalinated water, etc.); 14. COST AND WATER TARIFFS Funding Sources; Constraining Factors; Demand-Supply Gap - Existing Tariff Structure; Water Charges; Key Cost Components of Water Supply Systems; Select Case Studies; Recent Tariff Reforms; SECTION I: MUNICIPAL WATER: SEGMENT ANALYSIS, OUTLOOK AND Other Reforms; Issues and Challenges; Way Forward OPPORTUNITIES 15. POWER SECTOR: DEMAND ANALYSIS AND PROJECTIONS ...... 2. SEGMENT SIZE AND GROWTH ...... 16. TEXTILES SECTOR: DEMAND ANALYSIS AND PROJECTIONS ...... - Urban Water Supply Sources; Piped Water Supply Network; State- 17. PAPER & PULP INDUSTRY: DEMAND ANALYSIS AND PROJECTIONS . wise Piped Water Coverage; Water Requirements; City-wise Water 18. STEEL SECTOR: DEMAND ANALYSIS AND PROJECTIONS ...... Supply; Notable Trends; Policy and Regulatory Developments; 19. OIL REFINERIES: DEMAND ANALYSIS AND PROJECTIONS ...... Sewerage Generation; Outlook Each of the chapters 15-19 will cover - Water Consumption by Key Players; Water Management Initiatives; 3. KEY GOVERNMENT PROGRAMMES ...... Effluent Generation and Treatment; Key Completed and Ongoing - Smart Cities Mission; Atal Mission For Rejuvenation and Urban Projects; Key Upcoming Projects; Projected Water Demand; Issues Transformation; Swachh Bharat Mission-Urban; Namami Gange and Challenges Mission; Jal Jeevan Mission; National Rural Drinking Water URBAN INFRASTRUCTURE Programme SECTION III: DESALINATION MARKET: INITIATIVES, ECONOMICS AND FUTURE POTENTIAL 4. PROJECT PIPELINE AND ANALYSIS ...... - Overall Project Pipeline; Project Pipeline Analysis; Expected 20. MARKET SIZE, EXPERIENCE AND COST ECONOMICS ...... Capacity Addition; Upcoming Opportunities - Current Capacity; New Policy and Regulatory Initiatives; Experience So Far; Trend in Capex of Desalination Plants; Cost Components of 5. FUTURE OUTLOOK AND MARKET OPPORTUNITIES ...... Desalination Plants; Noteworthy Projects; Key Players; Issues and - Demand Drivers; Investment Projections; Demand Projections (till Challenges; Recommendations; Planned Additions; Outlook 2031); Planned Capex of Key Utilities; Market Opportunities for Project Developers, EPC Contractors, Technology Providers, 21. FUTURE POTENTIAL AND UPCOMING CAPACITY ...... Equipment & Material Suppliers, Meter Manufacturers, Consultants - Growth Drivers; Planned Capacity (State-wise); Emerging Requirements of Key Industries; Planned Capacity Expansion by Key 6. COST STRUCTURES AND WATER TARIFF ...... Industries - Existing Tariff Structure; Water Charges; Key Cost Components of Water Supply Systems; Production Costs and O&M Expenses: 22. TREATMENT TECHNOLOGIES MARKET ...... Select Case Studies; Recent Tariff Reforms; Issues and Challenges - Types of technologies; Key Features; Current State of Deployment; New Advancements; Issues and Challenges; Way Forward 7. PRIVATE SECTOR EXPERIENCE ...... - Experience So Far; Formats and Models; Key Completed Projects; SECTION IV: WASTEWATER TREATMENT AND REUSE Revenue Streams; Market for By-products; Best Practices; Constraining Factors; Future Potential; Key Ongoing Projects 23. EXPERIENCE SO FAR (WW Treatment and Reuse) ...... - Current Scenario; Emerging Trends; Key Initiatives; New 8. METERING WATER SERVICES ...... Technologies/Innovations; Issues and Challenges - Market Scenario; Types of Meters; Experience So Far; Recent Initiatives; Key Players; Innovations and Advancements; Future 24. FUTURE REQUIREMENTS AND POTENTIAL Demand for Meters - Treated Wastewater in Circular Economy Context; Growth Drivers; Availability of Treated Wastewater; Key Upcoming Projects/ 9. 24X7 WATER SUPPLY Initiatives; Future Outlook and Potential - Experience So Far; Key Pilot Projects; City-wide 24x7 Water Supply; Upcoming and Planned Projects; Key Successes and Failures; 25. SELECT CASE STUDIES (Industrial and Municipal) AND IMPACT Future Outlook - Recycle/Reuse Initiatives; Infrastructure Created; Sources of Wastewater Supply; Cost of Wastewater and Tariffs; Key Benefits; Lessons 10. FOCUS ON NON-REVENUE WATER ...... Learnt; Future Plans - Introduction to NRW; Current Scenario; Existing NRW Levels in Select Cities; Emerging Trends; Innovations to Curb NRW; City-Level SECTION V: DATABASE OF KEY PROJECTS Initiatives; Issues and Challenges; Way Forward A comprehensive excel-based database of ongoing and upcoming projects in the municipal and industrial water supply segments. SECTION II: INDUSTRIAL WATER: SEGMENT ANALYSIS, OUTLOOK AND OPPORTUNITIES Each project will provide information on: - Scope; Project Cost; Current Status; Segment (Municipal or 11. SEGMENT SIZE AND GROWTH ...... Industrial); Mode of Implementation (PPP or EPC); - Water Requirement - By Industry; Water Supply Sources; Notable Contractor/Developer; Equipment Supplier (wherever available); Trends; New Regulations and Guidelines; Effluent Generation and Funding Sources (wherever available); Expected Capacity Addition; Treatment Expected Completion Date
12. PROJECT PIPELINE - Overall Project Pipeline; Project Pipeline Analysis; Expected Capa- The report is available in a PDF format. city Addition; Expected Water Requirement; Key Upcoming Projects
44 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE Affordable Housing in India 2019 (September 2019) No. of slides: 269 Price: Rs 75,000 (USD 1,770) Progress so Far, Recent Developments, New Projects and Future Outlook Table of Contents
SECTION I: HOUSING MARKET: TRENDS, DEVELOPMENTS, SECTION II: UPDATE ON GOVERNMENT PROGRAMMES: PROGRESS AND PROJECTIONS AND OPPORTUNITIES OPPORTUNITIES
1. AFFORDABLE HOUSING SEGMENT OVERVIEW ...... 11. PROGRESS REPORT: HOUSING FOR ALL BY 2022 ...... - Urbanisation and Demographic Trends, Current Market Size, Trends - Pradhan Mantri Awas Yojana (PMAY) - Urban: Scope and in Supply and Sales of Affordable Houses, Growth Drivers, Current Objectives, Progress So Far - Physical and Financial, Completed Stock of Low-Income Housing, Recent and Emerging Trends, and Ongoing Projects, Targets and Timeline, Investment Requirements Institutional and Regulatory Structure, Outlook and Opportunities - Pradhan Mantri Awas Yojana - Gramin: Scope and Objectives, Progress So Far - Physical and Financial, Completed and Ongoing 2. KEY GOVERNMENT ANNOUNCEMENTS AND EXPECTED IMPACT . . . Projects, Targets and Timeline, Investment Requirements - Key Announcements in the Union Budget 2019-20, Expected Impact - Deen Dayal Antyodaya Yojana and Industry Views, Other Relief Measures by the Government and - The National Urban Livelihoods Mission their Impact, Next Steps and Suggestions 12. PROGRESS AND OPPORTUNITIES UNDER THE SMART CITIES 3. POLICY AND REGULATORY DEVELOPMENTS ...... MISSION ...... - Infrastructure Status to Affordable Housing, Impact of GST, Credit - Allocations for Affordable Housing under SCM, The Experience So Linked Subsidy Scheme, RERA Act, Affordable Housing in Far, Key Projects, Upcoming Tenders, Investment Requirements and Partnership (AHP) Scheme, Other Incentives, Industry Expectations Market Opportunities and Recommendations SECTION III: FOCUS ON PRIVATE PARTICIPATION 4. HOUSING DEMAND AND SUPPLY INDICATORS ...... - Households versus Housing Stock, Affordable Housing Demand and 13. PPP POLICY: IMPACT AND BENEFITS ...... Supply, Demand and Supply Gap: Overall, Urban, State-wise, Rural, - Formats and Models: Government land, Private land, Incentives and Houses by Habitable Conditions, Housing Congestion Schemes for PPP,Impact of PPP policy, State Initiatives and Opportunities, Industry Recommendations on Policy Implementation 5. FUTURE OUTLOOK AND KEY PROJECTIONS ...... and Incentives - Housing Stock Requirement (By Region and By States), Housing Supply Projections, Projected Land Requirement, Projections for 14. PRIVATE SECTOR EXPERIENCE AND OUTLOOK ...... Material and Equipment Requirements, Sector Outlook - The Experience So Far, Key Projects, Recent Announcements and Investments, Key Incentives under State Policies, Successful Case 6. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... Studies, Innovative Business Models, Industry Expectations and - Overall Project Pipeline, By Ownership, Project Pipeline by State, By Suggestions, Upcoming Opportunities, Segment Outlook Stage of Development, Projects under the Smart Cities Mission, Opportunities for Key Stakeholders 15. RENTAL HOUSING MARKET ...... - Overview, Size and Growth, Policy and Regulatory Landscape, Draft 7. TOP CITIES FOR AFFORDABLE HOUSING ...... Model Tenancy Act, 2019, Rental Housing under PMAY, Emerging - Ahmedabad, Bengaluru, Chennai, Delhi NCR, Hyderabad,Kolkata, Practices - Co-living and Student Housing, State Initiatives, Global Mumbai, Pune Models, Issues and Challenges, Opportunities and Outlook (Each city profile will include information on the experience in affordable housing, completed and ongoing projects, demographic profile, state of existing infrastructure, 16. KEY PRIVATE PLAYER PROFILES ...... upcoming investments, key players, opportunities, etc.) - Arihant Superstructures, Design Build Serve, Dreams Group, Mahindra Lifespaces, Panvelkar Group, Provident Housing, 8. FINANCING AND INVESTMENT SCENARIO ...... Shapoorji Pallonji, Sheltrex, Signature Global, SNG Group, Tata - The Investment Experience Housing, VBHC, XRBIA - Funding Sources (Each profile will include information on company operations, project portfolio–com- z Bank Credit/Priority Sector Lending, Private Equity/Institutional pleted and ongoing, upcoming projects, financial performance and future plans) Investors, Bond Market Transactions, National Housing Bank, Housing Finance Companies/AHFCs, Multilateral Funding Agencies, SECTION IV: STATE-LEVEL SCHEMES, EXPERIENCE AND POTENTIAL Others (ECBs/FDI/CLSS) - Expectations from REIT Structures 17. INTER-STATE COMPARISON ...... - Investment Projections and Outlook - Current Infrastructure, Demographics, Housing Shortage, Key - Key Challenges Initiatives, Future Plans
9. PROJECT ECONOMICS: COSTS, MARGINS, RETURNS AND RISK 18. KEY STATE PROFILES ...... ANALYSIS ...... - Andhra Pradesh, Bihar, Chhattisgarh, Delhi, Gujarat, Haryana, - Factors Impacting Project Viability, Key Cost Components, Profit Jharkhand, Karnataka, Madhya Pradesh, Maharashtra, Rajasthan, Margins, Trends in Interest Rates and Prices, Project IRRs, Key Tamil Nadu, Telangana, Uttar Pradesh, West Bengal Recommendations (Each state profile will give an overview of the housing scenario, role of key agencies and housing boards, state policy on affordable housing, new initiatives and incen- 10. MATERIAL AND EQUIPMENT MARKET ...... tives, and ongoing and upcoming housing schemes/projects.) - Emerging Construction Technologies, Building Material and Equipment Market Size, Demand Drivers, Innovation in the Material and Equipment Market, Global Best Practices, Outlook and The report is available in a PDF format. Upcoming Opportunities
www.indiainfrastructure.com India Infrastructure Research | 45 Smart Cities in India 2019 (April 2019) No. of slides: 787 Price: Rs 75,000 (USD 1,770) Segment Analysis, Trends and Developments, Future Outlook and Market Opportunities Table of Contents
EXECUTIVE SUMMARY ...... SECTION II: ROUND-WISE UPDATE
SECTION I: PROGRESS, DEVELOPMENTS AND CHALLENGES 9. ROUND I (FIRST 20 CITIES) AND FAST TRACK CITIES (13 CITIES) . . .
1. OVERVIEW AND MISSION UPDATE ...... 10. ROUND II CITIES (27 CITIES) ...... - Scope and Features - Investment Requirements 11. ROUND III CITIES (30 CITIES) ...... - Sources of Funding - Union Budget 2019-20: Key Announcements and Likely Impact 12. ROUND IV CITIES (10 CITIES) ...... - Overall Progress Each chapter covers investment requirements, key sources of funding, progress on - International Collaborations projects, best practices/case studies, projects completion timelines, upcoming ten- - Other Key Initiatives under the Smart Cities Mission (CITIIS [Cities ders, and outlook and opportunities. Investments to Innovate Integrate and Sustain], "Ease of Living" Index, etc.) SECTION III: SEGMENT ANALYSIS - Issues and Challenges - The Way Forward 13. MOBILITY ...... - Key Segments/Technology Solutions; Performance Indicators; 2. ANALYSIS OF COMPLETED PROJECTS ...... Noteworthy Initiatives/ Projects; Issues and Challenges; Key - Overall No. of Projects Completed Learnings; Proposed Investments; Outlook and Opportunities (till - Analysis by: By Segment; City; Category (Area-based versus Pan- 2025-26) based); Mode of Implementation - Investments Mobilised in Completed Projects 14. ENERGY ......
URBAN INFRASTRUCTURE - Most Progressive Cities in terms of Completion Rates - Key Segments/Technology Solutions; Performance Indicators; Noteworthy Initiatives/ Projects; Issues and Challenges; Key 3. ANALYSIS OF PROJECT PIPELINE ...... Learnings; Proposed Investments; Outlook and Opportunities (till - Overall Project Pipeline 2025-26) - Project Pipeline Analysis: By Category (Area-based and Pan-City Development); Segment (Smart energy, smart governance and 15. WATER AND WASTE MANAGEMENT ...... communication, smart mobility, smart safety and security, smart - Key Segments/Technology Solutions; Performance Indicators; water and waste management, affordable housing, etc.); Mode of Noteworthy Initiatives/ Projects; Issues and Challenges; Key Implementation (PPP and non-PPP); Status (Under implementation, Learnings; Proposed Investments; Outlook and Opportunities (till contracts awarded, bidding/tendering, preliminary/planned/ 2025-26) proposed); State; City; Period of Completion - Top 10-15 Key Investment Cities 16. SAFETY AND SECURITY ...... - Top 50 Upcoming Projects - Key Segments/Technology Solutions; Performance Indicators; Noteworthy Initiatives/Projects; Issues and Challenges; Key 4. FUTURE OUTLOOK AND MARKET OPPORTUNITIES (Till 2024-25) . . . . Learnings; Proposed Investments; Outlook and Opportunities (till - Growth Drivers 2025-26) - Investment Projections - Market Opportunities: Developers; EPC Contractors; 17. GOVERNANCE AND COMMUNICATION ...... Financiers/Long-Term Investors; Technology and Equipment - Key Segments/Technology Solutions; Performance Indicators; Providers; Consultants; Survey and Investigation Firms; Other Noteworthy Initiatives/Projects; Issues and Challenges; Key stakeholders Learnings; Proposed Investments; Outlook and Opportunities (till 2025-26) 5. FINANCING NEEDS AND CHALLENGES ...... - Key Sources of Funding (central and state governments, 18. OTHER FOCUS AREAS ...... bilateral/multilateral borrowing, convergence with other government - Affordable Housing Education; Parking; Street Lighting; Healthcare; schemes, PPPs, etc.) Capacity Building; Roads and Flyovers; City Gas Distribution; Public - New and Innovative Financing Sources Amenities - Fund Allocation and Disbursement (city-wise and round-wise) - Recent Government Measures SECTION IV: PROFILES OF KEY COMPLETED PROJECTS - Risks and Challenges This section covers brief profiles of key completed projects across various 6. POTENTIAL FOR PRIVATE INVESTMENT ...... segments. - Planned Investment from PPPs - Key Thrust Areas Each profile covers: Scope; Project Cost; Source of Funding; Type of - Experience So Far Project (Area-based or Pan-City)™; Contractor/Developer™; Technology/ - Update on PPP Projects (city-wise and segment-wise): Projects Service Provider; Completion Date (wherever available); Key Challenges; Completed; Projects under Implementation; Projects under Lessons Learnt Planning/Announced Stages - Issues and Challenges SECTION V: DATABASE OF KEY PROJECTS - Future Potential and Outlook The report also provides a comprehensive Excel-based database of ongo- 7. EXPERIENCE WITH GREENFIELD SMART CITIES ...... ing and upcoming projects across the water supply, sewerage, waste, - GIFT City; Lavasa; Dholera; Vikram Udyogpuri; Integrated Industrial energy, mobility, roads, flyovers, safety and security, e-governance, health- Township Greater Noida Limited; Others care, capacity building and city gas distribution segments. Each case study provides information on key focus areas (mobility, water and waste, energy, governance, safety and security, buildings, communication, etc.); new Each project provides information on: Scope; Current Status; Mode of innovations and technologies; best practices; issues and challenges and key learnings. Implementation; Implementing agency; Project Cost; Type of Project (Area- based or Pan-City); Contractor/Developer; Expected Date of Completion, etc. 8. EXPERIENCE WITH NON-MISSION CITIES ...... - Greater Mumbai; Amravati; Delhi (Non-NDMC area); Cuttack; Mysuru; Others Each case study provides information on key focus areas (mobility, water and waste, energy, governance, safety and security, buildings, communication, etc.); new inno- The report is available in a PDF format. vations and technologies; best practices; issues and challenges and key learnings.
46 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE Table of Contents Table Price: Rs 75,000 (USD 1,770) (USD 75,000 Rs Price: India Infrastructure Research | 47 No. of slides: 402 402 No. of slides: The report is available in a PDF format. The report Players, Innovations and Advancements, Future Demand Projections Demand Projections Players, Innovations and Advancements, Future trucks, etc.) v Processing Status of Waste v Technologies Treatment Relevant v etc.) (Land filling, 3R, Disposal Practices v Smart City Level Initiatives at the v and Advancements New Trends v Investment Requirements v Issues and Challenges v Existing Capacity v Technologies Treatment Relevant v Government Initiatives v Stream and Cost Recovery Revenue v Green Fuels v Existing Biogas and BioCNG Capacity v Market Potential v Opportunities v Growth Drivers for BioFuels v Completed WtE Projects v On-going Plants Key v Potential Future v Issues and Challenges v ISWM v Salient Features v Experience So far v Government Initiatives v City Level Initiatives Key v Upcoming Projects v Benefits v Issues and Challenges v Recommendations v Current Practices O&M v Asset Management For Smart Technologies v Current Practices City-Level v Players of Private Role v and Advancements Trends Technology v Planned ULB Initiatives v Segment outlook v Key Equipment Market Size and Growth, Equipment Requirement, v Current Practices v Management Expenditure on Solid Waste v Swachh Survekshan 2019 v of Transportation Infrastructure (e-rickshaws, carts, Deployed Type v Smart Initiatives at the City Level v and Advancements New Trends v Investment Requirements v Issues and Concerns The database will be a compilation of upcoming solid waste management projects (ongoing and planned) in the sector with details on scope, location, cost, capacity, contractor (wherever available), current sta- funding sources, implementing agency, tus, expected date of completion, etc. 12. AND DISPOSAL TREATMENT ...... 13. WASTE-TO-ENERGY ...... SOLID 14. WASTE INTEGRATED MANAGEMENT ...... AND EQUIPMENT SECTION III: TECHNOLOGY 15. O&M AND ASSET MANAGEMENT TECHNOLOGIES ...... 16. EMERGING EQUIPMENT REQUIREMENTS ...... OF KEY PROJECTS DATABASE SECTION IV: SECTION II: FOCUS ON MSW MANAGEMENT INFRASTRUCTURE: CUR- SECTION II: FOCUS ON MSW FUTURE REQUIREMENTS & DEPLOYMENT TECHNOLOGY RENT STATE, 11. COLLECTION AND TRANSPORTATION ...... (September 2019) (September Years, Institutional Framework, Policy and Regulatory Framework, Policy Institutional Framework, Years, Government Initiatives, Risks and Challenges, Trends, Key Opportunities,Challenges that are Potential Outlook and Future Projections Approved/Launched/Proposed, Projects Contract Awards, Recent City-Level Smart Management Initiatives, Other Key Waste Developments By Completion By State, By Stage of Development, By Ownership, Addition in Near Term Expected Capacity Addition, Capacity Period, Cities to Invest In Top (Based on On-going Projects), Market Opportunities, Projections Key Mission Cities, CurrentAcross Key MSW Management Infrastructure, Technology, Cities, Other Cities, Current of Key Treatment Profiles Addition Plan Innovations & Advancements, 3R Initiatives, Capacity Plant, Mulund Dumpsite Deonar Waste-to-Energy Cluster, in Management Project Integrated Solid Waste Project, Reclamation Management Integrated Solid Waste Cluster, Fatehabad-Bhuna Management Chennai Solid Waste for Punhana Cluster, Project to Energy Ghazipur Integrated Waste Packages), (Two Project to Energy Galand Waste to Energy Project, Ghazipur Waste Project, Kodungaiyur Management Project, Integrated Waste Tumsar Project, North to Energy Projects, and Perungudi Waste Delhi Integrated Cluster GMADA - Patiala Management Project, Solid Waste etc. Management Project, Municipal Solid Waste IRRs, Market for Project Recovery, Sources and Resource Business PE Deals, Investment Requirements, Recent Residues, Risks and Challenges v Five and Growth in the Past MSW Landscape, MSW Generation v and Regulatory Completions, Developments, Project Policy Recent v Analysis (Announced, Approved and Under Bidding), Overall Project v Challenges, Investment Requirements, Growth Drivers, Potential Key v Smart Swachh Bharat Mission, Namami Gange Programme, Cities v City-wise Analysis under SBM(U), Analysis of MSW Generation v in Ambala-Karnal Project Management Integrated Solid Waste v Revenue Financing Sources, Capex and Opex Requirements, Key v and Models Formats v Experience So Far v Case Studies v Streams Different Revenue v Ongoing Projects Portfolio: Key PPP Project Completed Projects, Key v and Learning Success Factors Key v and Outlook PPP Potential v Industry Structure v and Experience Contracting Practices v Players Key v Portfolio Project v Financial Performance v Industry Key Concerns MSW GENERATION SECTION I: MARKET ANALYSIS, OUTLOOK AND OUTLOOK SECTION I: MARKET ANALYSIS, MSW GENERATION OPPORTUNITIES 1. SIZE AND GROWTH...... 2. AND RECENT KEY INITIATIVES DEVELOPMENTS ...... 3. PROJECT PIPELINE AND ANALYSIS ...... 4. SECTOR AND OUTLOOK MARKET OPPORTUNITIES ...... UPCOMING SO FAR, 5. KEY GOVERNMENT PROGRAMMES: PROGRESS PROJECTS AND OPPORTUNITIES ...... INFRASTRUCTURE GROWTH PLANS AND 6. INTER-CITY COMPARISON: PROJECTIONS ...... 7. PROFILES OF KEY UPCOMING PROJECTS ...... 8. COSTS, REVENUES AND FINANCING ...... 9. FOCUS ON PPP: EXPERIENCE AND FUTURE OPPORTUNITIES ...... 10. PLAYERS KEY PRIVATE ...... www.indiainfrastructure.com Municipal Solid Waste in India 2019 India 2019 in Solid Waste Municipal Ahead The Road and Takeaways Key URBAN INFRASTRUCTURE Key Trends, Initiatives, Emerging Technologies Government andUpcomingOpportunities Sewage Treatment MarketinIndia2019 48 | India Infrastructure Research |IndiaInfrastructure 48 Table ofContents 1. SIZE AND GROWTH . GROWTH AND SIZE 1. SECTION I:MARKETANALYSIS, OUTLOOK ANDOPPORTUNITIES .RCN EEOMNS. DEVELOPMENTS RECENT 2. RJCIN . . PROJECTIONS COMPARISON: INTER-CITY INFRASTRUCTUREGROWTH,PLANSAND 6. . OPPORTUNITIES AND PROJECTS KEYGOVERNMENTPROGRAMMES:PROGRESSSOFAR, UPCOMING 5. . ANALYSIS AND PIPELINE PROJECT 3. .IVSMN RNSADOTOK. OUTLOOK AND TRENDS INVESTMENT 8. . PROJECTS UPCOMING 50 TOP OF PROFILES 7. .FTR ULO N AKTOPRUIIS. OPPORTUNITIES MARKET OUTLOOKAND FUTURE 4. - Sewerage Sector Snapshot; Current SizeandGrowth:Sewage SewerageSectorSnapshot;Current - - Recent Regulatory Developments,Project Recent Completions,Recent Regulatory - Profiles Sewerage ofKey Cities:SewageGeneration,Current - AnalysisofSewageNetwork - AnalysisofSewageTreatment CapacityAnalysisofNumberSTPs - AnalysisofSewageGeneration - Key CitiesCovered - AtalMissionforRejuvenation andUrbanTransformation - CitiesMission Smart - NamamiGangeProgramme - SwachhBharatMission - OutlookandProjections (till2024-25) - EPC Contractors,Private Developers, MarketOpportunities: - InvestmentRequirements - Key GrowthDrivers - UpcomingOpportunities - SewageTreatment Capacity, Sewer ExpectedCapacityAddition: - Project PipelineAnalysis:ByRegion, State,StageofDevelopment, - OverallProject Pipeline - InvestmentOutlook - Key RisksandChallenges - ThePPPExperienceandPotential: Formats andModels,PPP - NewandInnovativeFunding Sources(municipalbonds,etc.) - UnionBudget2019-20:AnnouncementsandExpected Impact - OverallInvestmentTrends - Key Funding Sources - forStakeholders Opportunities - Approved - Announced - UnderBidding,Recently Awarded - Projections (2019-20to2024-25) Initiatives;RisksandChallenges;FutureGovernment Outlookand KeyInstitutional Framework; Trends; StandardsandNorms; Treatment-Generation Gap; Generation, Treatment Capacity, ICT Initiatives,OtherKey Developments Contract Awards, Projects Approved/Launched/Proposed, City-level Addition Plans Initiatives, Key CompletedProjects, Key OngoingProjects, Capacity Innovations andAdvancements,Recycle andReuse Practices and SewageTreatmentInfrastructure, Technologies Deployed, Manufacturers, Consultants Technology Providers, EquipmentandMaterialSuppliers,Pipe Network Length Ownership, CompletionPeriod Projects (completedandongoing), Future Outlookand Potential Experience (1990s-2016),PPP (Post 2016),Key (September 2019) contractor (whereveravailable),currentstatus, expecteddateofcompletion,etc. details onscope,location,cost,capacity, fundingsources,implementingagency, sewage pipelines,recycleandreusefacilities,effluenttreatmentplantswith the sectorincludingsewagetreatmentfacilities(WWTPS),pumpingstations, The databasewillbeacompilationofupcomingprojects(ongoingandplanned)in SECTION IV: DATABASE OF KEYPROJECTS . REQUIREMENTS EQUIPMENT EMERGING 17. . MANAGEMENT TREATMENTASSET TECHNOLOGIESAND 16. SECTION III:TECHNOLOGY ANDEQUIPMENT . EFFLUENTMANAGEMENT INDUSTRIAL ON FOCUS 15. . PRACTICES REUSE AND RECYCLE 14. . SEWAGE ENERGYFROM 13. . SYSTEMS SEWERAGE DECENTRALISED 12. SECTION II:NEWFOCUSAREAS . PRIVATE KEY PLAYERS 11. . . . . COSTSTRUCTURES,TARIFF TRENDSANDPROJECTRETURNS 10. . MODEL EXPERIENCEANDOPPORTUNITIESUNDERTHEHYBRIDANNUITY 9. EquipmentMarketSizeandGrowth,Key EquipmentRequired, Major - SalientFeatures ofKey Technologies: ConventionalTechnologies, - EffluentGeneration,DischargeStandardsandNorms, Current - forReuse, Practices, Relevant StandardsandNorms Current - ExistingCapacityandPlants,Relevant Technologies, Key Upcoming - Introduction,SalientFeatures, TheExperienceSofar/Current - ContractingPractices andExperience, Key Structure, Industry - IssuesandConcerns - Tariffs andTrends -Reforms - andRevenue ScopeofReturns Potential - MarketforByproducts(Sludge,Treated Wastewater, Electricity, etc.) - EnergyandLandRequirements ofWWTPs - CapexandOpexRequirements - Project Economics:Wastewater Treatment Plants(WWTPs) - Introduction;HAM:SalientFeatures; ExperienceSoFar; OneCity, - Players, InnovationsandAdvancements,Future DemandProjections Outlook Initiatives;Segment Case Studies:AutomationandInstrumentation Technologies; CapacityandKey Plants;AssetManagement; Current Advanced Technologies; ComparisonofKey CostandPerformance Segment Outlook Recycle andReuse Practices, InnovationsandAdvancements, Existing Treatment Facilities, Key OngoingandUpcomingFacilities, Recycled Wastewater, IssuesandChallenges,Future Potential Technologies, Key Recycle andReuse Facilities, Key Consumersof Projects, EnergyGeneration,Future Potential Advantages, ConstrainingFactors, Future Outlook Deployment, CapitalCostRequirements, SelectCaseStudies,Key Future Concerns, Plans Industry Projects, Key Key OngoingProjects, FinancialPerformance, Key Completed Players (IndianandGlobal),Project Portfolio, Recently Awarded; RisksandChallenges Ongoing,Tendering, One OperatorunderHAM;Key Projects: The report isavailableinaPDFformat. Price: Rs75,000(USD1,770) www.indiainfrastructure.com No. ofslides:501 URBAN INFRASTRUCTURE Table of Contents Table Price: Rs 60,000 (USD 1,416) Price: Rs 60,000 India Infrastructure Research | 49 318 No. of slides: No. of slides: The report is available in a PDF format. The report Chennai, Kolkata, Ahmedabad Chennai, Kolkata, - Current Scenario - Market Indicators Key - Drivers Key - Notable Trends - Developers Key - Investment Projections - Upcoming Projects Key - Segment Outlook - Current Scenario - Market Indicators Key - Drivers Key - Notable Trends - Developers Key - Investment Projections - Upcoming Projects Key - Segment Outlook - Current Scenario - Market Indicators Key - Drivers Key - Notable Trends - Developers Key - Investment Projections - Upcoming Projects Key - Segment Outlook - Mumbai, Bengaluru, Pune, Hyderabad, National Capital Region, - Current Scenario - Market Indicators Key - Drivers Key - Notable Trends - Developers Key - Investment Projections - Upcoming Projects Key - Segment Outlook - Current and Asset Type Supply in Market Indicators - Trends - Upcoming Supply - Location Strategy - Investment Scenario Outlook - Future Each profile covers the following information: 12. COMMERCIAL REAL ESTATE...... REAL 13. ESTATERETAIL ...... 14. SPECIAL ECONOMIC ZONES ...... SECTION III: BIG EIGHT CITIES 15. PROFILES OF BIG EIGHT CITIES ...... SECTION II: SEGMENT ANALYSIS AND OUTLOOK AND SECTION II: SEGMENT ANALYSIS 11. HOUSING REAL ESTATE...... (May 2017) AMRUT and Smart Cities, Loan refinancing through National Housing Board suppliers) of Impact on Primary and Secondary Sales, Impact on the Type (transition to smaller floor platesTransactions and units, investments in serviced apartment projects, etc.) Initiatives, Others of Return Experience (by type and asset class), Expected Rates Yield Curve, Potential Issues and Challenges Trends, and (Housing, Commercial, Retail and SEZ), Equipment Providers and SEZ) SEZ), Material Suppliers (Housing, Commercial, Retail - Current Supply - Supply by Segments - Growth Drivers Key - Support Policy - Expected Demand and Investments - Issues and Challenges - Outlook Future - Agencies and their Role Key - and Development) Act, 2016 Estate (Regulation Real - Amendment Act, 2016 (Prohibition) Benami Transactions - Shops and Establishments Act - FDI Norms - Fiscal Incentives for Developers - Fiscal Incentives for Buyers - Infrastructure Status and Impact - Impact on Supply - Yojana, Mantri Awas Schemes: Pradhan Allocation to Various - Reliefs Tax - Overall Impact on Sector - Scope and Timelines - So Far Progress - and material Likely Impact (on contractors, equipment providers, - Long-term and Short-term Estate Prices, Impact: Impact on Real - Forward The Way - System, Transparency Online Revenue Online Registration, - Investment Transactions, Recent Current Trends, Size, Recent - Regulatory Elements, Structure Key and Models, Experience So Far, - in Debt Financing Trends - in FDI Inflow and ECBs Trends - Mergers and Acquisitions Recent - New Avenues Supply, Projected - Market Opportunities for: Contractors (Housing, Commercial, Retail 2. POLICY FRAMEWORKAND REGULATORY ...... 3. UNION BUDGET 2017 ...... 4. OF IMPACT GST...... 5. OF IMPACT DEMONETISATION ...... 6. RECENT GOVERNMENT INITIATIVES ...... EQUITY 7. FINANCING PRIVATE AND TRANSACTIONS ...... 8. FOCUS ON REITS AND INVITS ...... 9. OTHER FINANCING TRENDS ...... 10. MARKET OPPORTUNITIES AND OUTLOOK ...... 1. OVERVIEW ...... SECTION I: MARKET OVERVIEW AND ANALYSIS AND ANALYSIS SECTION I: MARKET OVERVIEW www.indiainfrastructure.com Real 2017 Estate in India and Opportunities Analysis, Outlook Segment Optic Fibre Cable Market in India 2019 (July 2019) Price: Rs 60,000 (USD 1,416) Market Trends, Regulatory Landscape and Demand and Supply Outlook Table of Contents
1. EXECUTIVE SUMMARY ...... 9. LIKELY IMPACT OF NDCP 2018 ...... - Policy Highlights and Provisions
TELECOM 2. MARKET SIZE AND TRENDS ...... z Fibre First Initiative
- Size and Growth Trends z National Digital Grid
z Annual Growth Trends - Targets and Timelines
z Key Player-wise Deployment Status - Implementation Status and Requirements
z India Vs. Global - Impact on OFC Demand - Key Demand Drivers - Emerging Policy and Regulatory Scenario 10. ROW REGULATIONS: STATE-WISE CHARGES AND IMPLEMENTATION - Key Issues and Challenges STATUS ...... - Future Outlook - RoW Rules - Implementation Status - State Policies 3. TECHNOLOGY-RELATED DEMAND DRIVERS ...... - Issues and Challenges - Backhaul Upgrades for High-Bandwidth Services - Key Recommendations
z Tower Fiberisation for 4G/5G
z Small Cells Fiberisation 11. INDUSTRY STRUCTURE AND KEY OPERATOR PROFILES ...... - Last Mile Connectivity - Evolving Industry Structure
z FTTx - Emerging Business Models (OFC Sharing, Independent Fibrecos, . .
z Wi-Fi and IBS JVs, Neutral Host Model) - Data Centres - Key Player Profiles (Each of the segments will cover profiles of key players detailing their OFC network size, FTTH and related services, 4. MARKET DEMAND DRIVERS ...... key contracts and collaborations, future plans and requirements)
- Data Growth Trends and Projections z Operators (Bharat Airtel, Vodafone Idea, Reliance Jio, BSNL - Entry of New Players (Jio Fibre, Google Fibre, etc.) and MTNL)
- Content Development z Towercos (Indus-Bharti Infratel, ATC India, TowerVision and GTL)
z ISPs (TTSL, ACT, Hathway, You Broadband, Tikona Infinet, D-Vois 5. GOVERNMENT PROGRAMMES AND INITIATIVES ...... Communications, Excitel Broadband, Alliance Broadband, - BharatNet Phase II and III Spectra, DEN, etc.)
- GramNet z Wi-Fi/IBS Providers (FireFly Networks, Ubico Networks, Intech - NagarNet Online, QuadGen Wireless, Microsense Networks, IBus Networks, etc)
- Smart Cities z Utilities (Power, Oil & Gas, and Railways)
- Network for Spectrum z Defence
- Building Bye Laws z Cable TV/ DTH Providers (Tata Sky, Dish TV, Sun Direct TV, Bharti - State-level Projects and Initiatives (This will cover projects such as Telemedia, Reliance Digital, Ortel, etc.) Maharashtra MahaNet, AP FibreNet and Telangana T-Fiber, etc.) 12. KEY SUPPLIER PROFILES ...... 6. DEMAND PROJECTIONS ...... (Each player profile will give an overview of the company’s operations, focus areas, - Addressable Potential Across Demand Segments current production capacity, manufacturing facilities, key projects and tenders, finan- - Projected Demand under Government Programmes (2020-25) cial performance, capex and expansion plans) - Projected Demand by The Key Player Segment (2020-25) - AFL - Aksh OptiFiber Limited 7. PRODUCTION CAPACITY TRENDS AND OUTLOOK ...... - Birla Cable Limited - Growth in Production Capacity - Corning - Emerging Solutions and Products - Finolex Cables Limited - Focus on Make in India - Himachal Futuristic Communications Ltd. - Key Challenges - Paramount Communications Limited - Future Outlook - R&M (Reichle & De-Massari AG) - Sterlite Technologies Limited 8. COST AND TECHNOLOGY TRENDS ...... - UM Cables Limited - Technology Landscape (Single/Multi-Mode, Plastic Optic Fibre, - Uniflex Cables Macrobend Fibre, etc.) - Vindhya Telelinks Limited - Deployment and installation Practices - West Coast Optilinks - Raw Material Trends (Availability, Imports, Cost, etc.) - Duties and Taxes The report will be available in a PDF format - Future Outlook
50 | India Infrastructure Research www.indiainfrastructure.com OTHERS Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 51 No. of slides: 244 No. of slides: Players, Overall Project Pipeline by Stage, Top Upcoming Projects in Upcoming Projects Pipeline by Stage, Top Players, Overall Project 2025-26) (till Outlook and Projections of Investment, Terms in Upcoming Projects Pipeline by Stage, Top Players, Overall Project (till 2025-26) of Investment, Outlook and Projections Terms in Upcoming Projects Pipeline by Stage, Top Players, Overall Project (till 2026-27) of Investment, Outlook and Projections Terms - Sector Snapshot - Completed in 2016 and 2017 Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Projects Upcoming Top - (till 2026-27) Outlook and Projections - 2016 and 2017, Major Completed in Projects Sector Snapshot, - Sector Snapshot - Completed in 2016 and 2017 Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2024-25) Outlook and Projections - Sector Snapshot - Completed in 2016 and 2017 Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2021-22) Outlook and Projections - Sector Snapshot - Completed in 2016 and 2017 Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2025-26) Outlook and Projections - Completed in 2016 and 2017, Major Sector Snapshot, Projects - Completed in 2016 and 2017, Major Sector Snapshot, Projects The report is available in a PDF format. Each project location, implement- provides information project scope, cost, capacity, provider (wherever equipment contractor/developer, ownership, EPC ing agency, available), current status, date of commencement of construction/month of award (wherever available), and expected date of completion (wherever available). 10. URBAN RAIL ...... 11. MINING...... 12. POWER ...... 13. RENEWABLE ENERGY ...... 14. OIL AND GAS ...... 15. AND WASTE WATER ...... 16. IRRIGATION ...... OF KEY PROJECTS SECTION III: DATABASE A database of key projects across roads and bridges, ports, railways, air- oil and gas, water and renewable energy, ports, urban rail, mining, power, waste, and irrigation sectors. Players, Overall Project Pipeline by Stage, Top Upcoming Projects in Upcoming Projects Pipeline by Stage, Top Players, Overall Project (till 2020-21) of Investment, Outlook and Projections Terms State, Investment Closure, Clearances/Land Acquisition/Financial Awaiting Projects Under Bidding, Delayed/Stalled financiers, equipment providers, construction material suppliers and consultants - Sector Snapshot - in 2016 and 2017 Completed Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2024-25) Outlook and Projections - Sector Snapshot - in 2016 and 2017 Completed Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2022-23) Outlook and Projections - Completed in 2016 and 2017, Major Sector Snapshot, Projects - Sector Snapshot - in 2016 and 2017 Completed Projects - Major Players - Pipeline by Stage Overall Project - of Investment in Terms Upcoming Projects Top - (till 2021-22) Outlook and Projections - Scenario India’s Macroeconomic - Current State of Infrastructure - Sector Trends Key - Government Driving Demand Programmes/Initiatives - Impact of GST -Implementation Development and Challenges in Project - Outlook and Opportunities (till 2024-25) - Expected Capacity Addition (sector-wise) - and Region Contractor, Promoter, Ownership, Analysis by Sector, - of Investment in Terms Upcoming Projects Top - Under Planning, Under Implementation, Announced, Awarded, - Growth Drivers - Investment Requirements - Changes and Impact Expected Policy - Market Opportunities for project developers, EPC contractors, 8...... RAILWAYS 9. AIRPORTS ...... 7. PORTS ...... 6. ROADS AND BRIDGES ...... 2. OVERVIEW ...... 3. OVERALL PROJECT PIPELINE ANALYSIS ...... 4. OF BY DEVELOPMENT ...... STAGE PROJECT PIPELINE ANALYSIS 5. AND OUTLOOK MARKET OPPORTUNITIES ...... SECTOR BY SECTION II: PIPELINE ANALYSIS SECTION I: OVERVIEW, OPPORTUNITIES AND OUTLOOK OPPORTUNITIES SECTION I: OVERVIEW, 1. EXECUTIVE SUMMARY...... www.indiainfrastructure.com Infrastructure Projects in Pipeline 2017-22 in Pipeline Projects Infrastructure (October 2017) Investment and Market Opportunities in African Infrastructure Price: Rs 100,000 (USD 2,360) (November 2018)
Table of Contents
1. EXECUTIVE SUMMARY ...... 6. TOP 100 UPCOMING PROJECTS ...... - By Sector, Country, Type (Brownfield/Greenfield), Stage of SECTION I: AFRICAN MARKET OVERVIEW Implementation (Recently awarded/approved/announced)
2. SECTOR OVERVIEW ...... SECTION II: COUNTRY-WISE ANALYSIS - Macroeconomic Scenario Chapters 7 and 8 covers an analysis of key countries including Nigeria, - Infrastructure Growth in the Past Five Years Egypt, South Africa, Algeria, Morocco, Sudan, Angola, Kenya, Ethiopia,
MULTI-SECTOR - Current Infrastructure Deficit Tanzania, Libya, Tunisia, Ghana, Congo DR, Côte d’Ivoire, Uganda, - Competitive Landscape Cameroon, Zambia, South Sudan, Mozambique, Botswana, Senegal, Mali, - Growth Drivers Gabon, Mauritius, Burkina Faso, Chad, Equatorial Guinea, Namibia, - Technology Trends Madagascar, Benin, Congo, Rwanda, Niger, Guinea, Mauritania, Malawi. - Key Issues and Challenges - Upcoming Opportunities 7. SNAPSHOT OF KEY AFRICAN COUNTRIES ...... - Future Outlook - Economic Scenario - Infrastructure Growth Indicators 3. FINANCING AND PPP EXPERIENCE ...... - Ease-of-Doing Business Indicators - Trends in Infrastructure Spending - Recent Policy Developments - Funding Sources - Key Commissioned Projects
z Government Funding
z Multilateral Funding 8. CAPACITY ADDITION PLANS AND PROJECTIONS ......
z Bilateral Funding - Budgetary Allocations and Outlays
z Bank Lending - Planned Capacity Additions
z Bond Financing - Proposed Investments
z Other Key Funding Sources - Sector-wise Capacity and Investment Targets - Private Sector Participation
z Experience So Far 9. TOP 10-15 INVESTMENT DESTINATIONS (Based on Upcoming
z Sector-wise Private Investments Opportunities)
z Equity Funding - Infrastructure Sector Overview
z PE Exits - Private Investment Mobilised
z Historical and Expected Returns - Project Pipeline - Emerging Sources of Finance - Upcoming Big-ticket Projects - Investment Requirement and Projections - Key Successes and Failures - Key Risks and Challenges - Challenges and Lessons Learnt - The Way Forward - Market Opportunities - Country Outlook 4. FOREIGN INVESTMENT TRENDS ...... - Size and Growth SECTION III: SECTOR-WISE ANALYSIS - FDI Analysis - Electricity
z By Source - Renewable Energy
z By Destination - Mining
z By Sector - Oil and Gas - Initiatives to Encourage Foreign Investment - Roads - Proposed Foreign Investments - Railways - Participation of Overseas Equipment Manufacturers and Service - Urban Transport Providers - Seaports - Airports 5. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... - ICT - Overall Project Pipeline - Water and Sanitation - Project Pipeline Analysis
z By Sector Each of the sectors covers:
z By Country - Size and Growth, Emerging Trends and Recent Developments,
z By Stage Proposed Investments, Upcoming Projects, Market Opportunities, - Market Opportunities Issues and Challenges, Future Outlook
z Developers
z Contractors
z Financiers/Long-term Investors
z Technology and Equipment Providers
z Material Suppliers
z Other Stakeholders The report is available in a PDF format. - Future Outlook
52 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR Investment and Market Opportunities in Southeast Asian Infrastructure Price: Rs 110,000 (USD 2,596) (August 2019) No. of slides: 704 Table of Contents
EXECUTIVE SUMMARY ...... 10. OIL AND GAS: E&P, LNG AND PIPELINE INFRASTRUCTURE, REFINERY AND PETROCHEMICALS ...... SECTION I: OVERVIEW, RECENT TRENDS AND OUTLOOK - Snapshot; Size and Growth; Current Infrastructure: Country-wise Facilities; Emerging Trends; Recent Developments; Growing Focus 1. INFRASTRUCTURE MARKET SNAPSHOT ...... on EOR Technology; Key Completed Projects; Upcoming Projects; - ASEAN Member Countries; ASEAN’s Macroeconomic Snapshot; Proposed Investments; Capacity Addition Targets; Market Current State of Infrastructure in the Region; Current State of Opportunities; Issues and Challenges; Sector Outlook ASEAN’s Transportation Sector; Current State of ASEAN’s Energy Sector; Current State of ASEAN’s ICT and Water Sector; Recent 11. ROADS ...... Trends and Developments; Recent Policies and Reforms; Issues and - Size and Growth; Emerging Trends; Recent Developments; Challenges; Upcoming Opportunities; Future Outlook and Projections Technology Advancements; Key Completed Projects; Top Upcoming Projects; Proposed Investments; Capacity Addition Targets; Market 2. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... Opportunities; Issues and Challenges; Sector Outlook - Overall Project Pipeline - Project Pipeline and Market Opportunities: By Country, Sector, Stage 12. RAILWAYS ...... - Market Opportunities - Size and Growth; Key Trends; Recent Developments; Planned - Future Outlook Capacity/Network Addition; Proposed Investments; Top Upcoming Projects; Market Opportunities; Issues & Challenges; Sector Outlook 3. TOP UPCOMING PROJECTS ...... - By Sector; Country; Status 13. URBAN TRANSPORT ...... - Size and Growth; Clean Bus Market; Experience So Far; Key 4. INVESTMENT AND FINANCING SCENARIO ...... Contracts; Procurement Plans; Emerging Trends; Recent - Trends in Infrastructure Spending Developments; Technology Advancements; Key Completed Projects; - Investment Laws and Promotion Agencies Planned Capacity Addition; Proposed Investments; Project Pipeline - Key Investment Treaties and Agreements (till 2030); Capacity Addition Targets; Top Upcoming Projects; - Taxation Regime Market Opportunities; Issues and Challenges; Sector Outlook - Funding Sources: Government Funding, Multilateral Funding, Bilateral Funding, Bank Lending, Bond Financing, Private Equity, IPO 14. SEAPORTS ...... - FDI Trends - Size and Growth; Emerging Trends; Recent Developments; Key - Emerging Sources of Finance Technological Developments; Key Completed Projects; Top - Issues and Challenges Upcoming Projects; Proposed Investments; Capacity Addition - Investment Outlook and Projections Targets; Market Opportunities; Issues & Challenges; Sector Outlook
5. POTENTIAL FOR PRIVATE SECTOR PARTICIPATION ...... 15. AIRPORTS ...... - The Experience So Far; Business Models/Formats; Case Studies; - Size and Growth; Emerging Trends; Recent Developments; Sector-wise Private Investments; Key Completed PPP Projects; Key Technology Advancements; Tariff Trends; Key Completed Projects; Upcoming PPP Projects; Risks & Challenges; Outlook & Opportunities Top Upcoming Projects; Proposed Investments; Capacity Addition Targets; Market Opportunities; Issues & Challenges; Sector Outlook 6. THE EPC EXPERIENCE AND OUTLOOK ...... - Current Scenario; Key ASEAN-based Players; Key Contracts 16. ICT ...... (ASEAN-based Players); Foreign Players; Japan-China Competition - Size and Growth; Emerging Trends; Recent Developments; for Construction Works; Sector-wise Experience; Issues and Technology Advancements; Key Projects; Investment and Capex Challenges; Market Opportunities; Outlook Plans; Issues and Challenges; Opportunities and Outlook
7. FOCUS ON REGIONAL INFRASTRUCTURE ...... 17. WATER AND WASTE ...... - ASEAN Economic Community; Master Plan on ASEAN Connectivity - Overview; Size and Growth; Emerging Trends; Recent 2025; ASEAN Single Window; ASEAN Highway Network; ASEAN Developments; Technology Advancements; Costs and Tariffs; Key Smart Cities Network; ASEAN Single Aviation Market; ASEAN Single Completed Projects; Top Upcoming Projects; Proposed Investments; Shipping Market; ASEAN Power Grid and Asian Super Grid; ASEAN Capacity Addition Targets; Market Opportunities; Issues and Broadband Corridor; China’s Belt Road Initiative (BRI); Key Challenges; Sector Outlook Upcoming Cross-border Projects under MPAC 2025; Proposed Investments and Sources of Finance SECTION III: COUNTRY ANALYSIS
SECTION II: SECTOR-WISE ANALYSIS 18. INTER-COUNTRY COMPARISON INFRASTRUCTURE GROWTH, PLANS AND PROJECTIONS ...... 8. ELECTRICITY GENERATION: CONVENTIONAL AND RENEWABLE . . . . . - Economic Growth and Trade Scenario; Country-wise Socio- - Size and Growth; Emerging Trends; Recent Developments; Economic Indicators; Ease of Doing Business Indicators; Current Technology Advancements; Costs and Tariffs; Key Completed Infrastructure Size; Growth in Past Five Years Projects; Top Upcoming Projects; Proposed Investments; Capacity Addition Targets; Market Opportunities; Issues and Challenges; 19. COUNTRY PROFILES ...... Future Outlook and Demand Projections - Brunei; Cambodia; Indonesia; Lao PDR; Malaysia; Myanmar; The Philippines; Singapore; Thailand; Timor-Leste; Vietnam 9. TRANSMISSION AND DISTRIBUTION INFRASTRUCTURE ...... Each country profile covers the economic scenario, sector-wise global competitive- - Size and Growth; Smart Grid and Metering Initiatives; Emerging ness rankings, current state of infrastructure, sector-wise size and growth, snapshot Trends; Recent Developments; Technology Advancements; Key of project pipeline and trends in budgetary allocations. Completed Projects; Top Upcoming Projects; Proposed Investments; Capacity Addition Targets; Market Opportunities; Issues and Challenges; Sector Outlook The report is available in a PDF format
www.indiainfrastructure.com India Infrastructure Research | 53 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
54 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 55 No. of slides: 322 No. of slides: The report is available in a PDF format. The report Rates of Returns, Successes and Failures, Key Recent Deals and Recent Key of Returns, and Failures, Successes Rates (till 2020- Pipeline, Investment Requirement Project Transactions, 21), Investment Opportunities, of Returns, Sector Expected Rates Outlook Deals; Sagarmala Returns; Past Exits and Past Experience; Key Pipeline (by capacity addition, investment Project Programme; Opportunities;requirement); Investment Outlook Sector Deals and Key Investment Experience, Successes and Failures, Pipeline (by capacity addition), Investment Project Transactions, (by investmentRequirement requirement), Investment Opportunities, Forward and Expected Returns Sector Outlook, The Way investment Pipeline (by capacity addition, Historical Returns, Project requirement), Investment Opportunities, in Deal Activity, Trend Sector Outlook and Expected Returns Pipeline (by capacity Financings, Project of Returns, Recent Rates addition, investment requirement), Investment Opportunities, of Returns, Sector Outlook Expected Rates Recent Key of Returns, Successes and Failures, Rates Investment Investment Requirement, Deals/Transactions, Opportunities, DFC, Upcoming Projects, Pipeline, Update on Project Sector Outlook Approved Projects, Recently Exits and Past Developments; Investment Experience; Key Recent Deals; Investment Recent Successes and Failures; Returns; Key Investment Opportunities;Requirement; Sector Outlook Successful of Returns, Key Investment Experience, Historical Rates Investment Requirement, Deals and Transactions, Recent Exits, Key Opportunities Areas for PE Investors, Sector Outlook - Transport Segment, Sector Outlook - Storage/Warehousing Segment, Sector Outlook - Emerging Sub-segments, Expected Returns and The Way Forward, Summary Exits, Key Past of Returns, Successes and Failures, Historical Rates Investment Opportunities,PE Deals, Investment Requirement, Sector Outlook - Historical Investment Experience, Trends, Recent Size and Growth, - Investment Trends; Recent Capacity; - Traffic, Size and Growth - Trends, Key Current Years, Market Size, Growth in Recent - Investment Experience and Trends, Size and Growth, Recent - Investment Experience, Historical Trends, Size and Growth, Recent - Investment Experience, Historical Trends, Size and Growth, Key - Mobile Size and Growth - Subscriber Base, Towers, Subscriptions; - GST - A Game Changer, Trends, Size and Growth, Recent - Developments, Investment Experience, Size and Growth, Recent 12. ROADS ...... 13. PORTS...... 14. AIRPORTS...... AND SANITATION SUPPLY 15. WATER ...... 16. URBAN TRANSPORT...... 17...... RAILWAYS 18. TELECOM ...... 19. LOGISTICS ...... 20. ENGINEERING, PROCUREMENT AND CONSTRUCTION ...... (February2017) Investment Experience, Key Exits and Past Returns, Key Recent Recent Returns, Key Exits and Past Investment Experience, Key Pipeline (by Pipeline (by capacity addition), Project Deals, Project investment requirement), Investment Opportunities, Sector Outlook, Expected Returns Rates of Return; Successes and Failures; Recent Deals; Investment Recent of Return; Successes and Failures; Rates Pipeline; Investment Opportunities; Project Requirement; Outlook: Forward and Distribution; The Way Generation, Transmission, Expected Returns Investments, Successful Investments, Disappointing Exits, Sector- Investments, Successful Investments, Disappointing Outlook Deals and Transactions, Players, Recent wise Analysis, Key and Expected Returns Players, Recent Analysis, Key Sector-wise Successes and Failures, Outlook and Expected Returns Deals and Transactions, Issuances, Analysis, Recent Sector-wise Successes and Failures, Public Offers, Outlook and Expected Returns Follow-on Issuances, Outlook Analysis, Recent Sector-wise Investment Experience: Shift in Strategy, Key Exits, Sector-wise Exits, Sector-wise Key Investment Experience: Shift in Strategy, since 2015-16, Deals and Transactions Players, Key Analysis, Key of Returns Investment Areas, Investment Outlook, Expected Rates Key Investment Trends, Historical Rates of Return, Key Successful Exits, Successful Exits, of Return, Key Historical Rates Investment Trends, Risks in Equity Investments Debt Financing, Key Source OpportunitiesInvestment Outlook; Investment - by Sector, National Investment and Infrastructure Funds, Wealth Outlook Fund, Bond Financing, Outlook - Announcements, Policy Recent Trends, Size and Growth, Recent - Investment Experience; Historical Trends; Size and Growth; Recent - PEUC Returns Size and Growth, Investment Experience, from Past -Historical Returns, Size and Growth, Investment Experience, - Size and Growth, Investment Landscape, Historical Returns, - QIPs, Size and Growth, Current Environment, Experience from Past - Activity, Impacting Investment Factors Size and Growth, Key - Financing, By Source - Equity Financing, By Sector - Equity - and Projections; Investment Requirements Growth Drivers; - Sovereign Funds, Pension Current Scenario, Insurance Funds, - Infrastructure Infrastructure (InvITs), Debt Funds, Investment Trusts 11. RENEWABLES ...... 10. CONVENTIONAL POWER ...... 7. PRIVATE INVESTMENT 7. IN PRIVATE PUBLIC EQUITY (PIPE) ...... 8. INITIAL PUBLIC OFFERINGS ...... 9. QUALIFIED INSTITUTIONAL PLACEMENTS ...... SECTOR BY SECTION III: ANALYSIS 6. PRIVATE EQUITY 6. IN PRIVATE UNLISTED FIRMS ...... 5. PROJECT EQUITY ...... 1. INVESTMENT EXPERIENCE...... 2. INVESTMENT OPPORTUNITIES ...... 3. NEW SOURCES OF INVESTMENT ...... 4. EMERGING FINANCING INSTRUMENTS ...... SOURCE/TYPE BY SECTION II: ANALYSIS EXECUTIVE SUMMARY SECTION I: INVESTMENT OVERVIEW AND OUTLOOK SECTION I: INVESTMENT www.indiainfrastructure.com Investment Experience and Opportunities Experience Investment in Infrastructure and Projections Analysis, Outlook Segment MULTI-SECTOR Emerging Trends, NewTechniques, UpcomingProjects andOpportunities Irrigation MarketinIndia 56 | India Infrastructure Research |IndiaInfrastructure 56 Table ofContents 1. AGRICULTURE SECTOR OVERVIEW . AGRICULTUREOVERVIEW SECTOR 1. OPPORTUNITIES SECTION I:OVERVIEW, GOVERNMENTINITIATIVES, OUTLOOK AND . SUMMARY EXECUTIVE .IRRIGATION . OVERVIEW 2. 3. WATER DEMAND AND SUPPLY WATERAND DEMAND . SOURCES 3. .SCO ULO N AKTOPRUIIS. OPPORTUNITIES MARKET OUTLOOKAND SECTOR 5. . ANALYSIS AND PIPELINE PROJECT 4. .GVRMN RGAMS. PROGRAMMES GOVERNMENT 6. .CS TUTR N AE AIF . WATERAND TARIFFS STRUCTURE COST 7. .FNNIGSEAI N ULO . OUTLOOK AND SCENARIO FINANCING 8. .SAEARCLUEPOIE . STATEAGRICULTURE PROFILES 9. SECTION II:STATE FOCUS 0 RIAINSOAESSES. IRRIGATIONSYSTEMS STORAGE 10. SECTION III:STORAGEANDPIPELINEINFRASTRUCTURE - Size and Growth, Key Trends, Government Initiatives, Export and - SizeandGrowth,Key Trends, Initiatives,Export Government - Size and Growth, Irrigation Potential,- SizeandGrowth,Irrigation NotableTrends, Type of - DemandforWater: BySector, State;Water Availability andSources: - Market Opportunities: EPCContractors,PumpsManufacturers, Pipe - MarketOpportunities: - InvestmentRequirements - GrowthDrivers - DemandforWater OverallProject Pipeline - Top 50UpcomingProjects - ExpectedCapacityAddition - Project PipelineAnalysis:ByRegion, State,StageofDevelopment, - DemandforWater OverallProject Pipeline - Pradhan MantriKrishiSinchayeeYojana (PMKSY),Accelerated - ExistingTariff Water ChargesacrossStates, Recent Structure, Tariff - Key Funding Sources,UnionBudget2019-20:Announcementsand - AndhraPradesh, Telangana, Bihar, Gujarat,Haryana, Chhattisgarh, - Types StorageSystems, StoragePractices, PMKSY, ofIrrigation Sector Outlook Growth Drivers,InvestmentProjections (2019-20to2023-24), ofAgriculturalProducts, InstitutionalandPolicy Framework, Import Challenges, Upcoming Opportunities, Future OutlookandProjections Challenges, UpcomingOpportunities, and Programmes, Targets andAchievements, Issuesand Projects (Major, MediumandMinor), Recent Policies, Regulations Demand Gap;Outlook water, Sources;WaterSurface Alternative Supply- Groundwater; Technology Providers Manufacturers, MeterStorageSystemProviders, Type System,CompletionPeriod ofIrrigation Programme, NationalAquiferMappingProgram (Naquim) Improvement Program, DamRehabilitation andImprovement Atal BhujalYojana (ABHY)-NationalGroundwater Management Programme, CommandAreaDevelopmentandWater Management, Management,InterlinkingofRivers (ILR) Irrigation Participatory Programme, BenefitsProgramme, BharatNirman Irrigation Components, IssuesandChallenges Revisions, Systems,Subsidy Key CostComponentsofIrrigation Potential, IssuesandChallenges,Future Outlook Expected Impact,ExpenditureTrends, ThePPPExperienceand Bengal Punjab, Rajasthan, Uttarakhand,Tamil Nadu,UttarPradesh, West MadhyaPradesh, Maharashtra,Odisha, Jharkhand, Karnataka, Upcoming Projects, Issuesand Challenges,Future Outlook Innovations andAdvancements,Key OngoingProjects, Key (August 2019) (completed and ongoing projects), financial performance, futureplans,etc. (completed andongoingprojects),financial performance, Each playerprofilegivesinformationonthe companyoverview, projectportfolio 8 E LYR/OTATR . . PLAYERS/CONTRACTORS KEY 18. . PROJECTS ONGOING KEY 17. . . PROJECTS COMPLETED KEY 16. SECTION V: PROFILESOFKEYPROJECTSANDMARKETPLAYERS . REQUIREMENTS EQUIPMENT OTHER AND METERS 15. . SYSTEMS PUMPING AND PUMPS 14. . IRRIGATION MICRO ON FOCUS 13. . TECHNOLOGY IRRIGATIONAND TECHNIQUES 12. SECTION IV: TECHNOLOGY ANDEQUIPMENTMARKET . SYSTEMS PIPING AND PIPES 11. - GammonIndiaLimited,GayatriProjects Limited,TheIndianHume Canal Project, IndiraGandhiNaharProject (IGNP)Stage-II,Parwan - AnalysisoftheOngoingProjects; Key OngoingProjects: Indira - AnalysisoftheCompletedProjects; Key CompletedProjects: Size,Types -Current - EquipmentMarketforIrrigation ofMeters - PumpsMarketSizeandTypes ofPumps-Overall;SolarPumps: - SalientFeatures, TheExperiencesofar, Focus onIntegratedMicro- Technology- Current Techniques Deployment,Key Irrigation (drip, - Overview, andProjected, Cost MarketSizeandGrowth-Current Limited, etc. Company Limited, GVPREngineersHindustanConstruction Private Constructions CompanyLimited,Amrutha Construction Limited, Larsen&Toubro Limited,IL&FSEngineering and Systems,KECInternational Pipe CompanyLimited,JainIrrigation WaterIrrigation-cum-Drinking SupplyScheme, etc. (Balance Works), Kosi Project, Eastern KrishnaDeltaModernisation Phase-I, Yettinahole NaharPariyojna DiversionScheme,Saryu Project Irrigation Scheme,SitaRama Lift Irrigation Devadula Lift Project, LowerPenganaga Project, UpperBhadraProject, JCR Scheme,GosikhurdIrrigation Irrigation RangareddyPalamuru Lift Krishna StageIII,Pranahita ChevellaSujalaSravanthiProject, Sagar (Polavaram) Project, SardarSarovarProject, Irrigation Upper Project, (KBK),WarnaProject etc. MajorIrrigation Irrigation Project,Project RETMedium -PhaseII,BawanthadiIrrigation Scheme,SindhIrrigation Project-Phase-II, Irrigation Pattiseema Lift Bansagar CanalProject, NandurMadhameshwarMajorIrrigation ProjectProject, PhaseII, HundriNeevaSujalaSravantiIrrigation Project, MohanpuraMultipurpose Integrated KaleshwaramIrrigation Options, Innovations&Advancements,Future DemandProjections EquipmentRequirements, MajorPlayers,Sourcing Ancillary meters,etc.),Other Installed (manual,AMR, ultrasonicbulkflow Overall SegmentOutlook Key Manufacturers,MarketProjections, IssuesandConcerns; Schemes, ElectricPumps:MarketSize,Government and Concerns; Deployment Models,Key Manufacturers,MarketProjections, Issues Schemes,Innovative Schemes,StateGovernment Government Installations, Recent Tenders, SolarPump FinancingModels,Central Cost BenefitAnalysis,MarketSize,State-Wise SolarPumps Advancements, Future Outlook PotentialIrrigation, forPPP, Initiatives,NewTrends Government and Outlook Initiatives forImprovingWater UseEfficiency, BestPractices, Future sprinkler, centerpivot,pot),NotableInnovationsandAdvancements, Tenders, IssuesandChallenges Analysis, CaseStudies,MajorPipeManufacturers,Upcoming The report isavailableinaPDFformat. No. ofslides:692Price: www.indiainfrastructure.com Rs 110,000(USD2,596) MULTI-SECTOR . .
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F I - APIs- Technical Overview and Evolution - APIs- Technical - Applications and Uses - Open Banking - The Origins and Developments Models of API Banking - The Different - Robotics in Banking and Finance - Robotics - Case Studies Global and Indian Players and Products - Key Indian Banks - Initiatives by Leading Issues and Challenges - Key -Global and Indian Market - Outlook and Prospects - Case Studies in Open Banking in India Initiatives by Banks and Fintech Players - Current Issues and Challenges - Key for Opening Banking in India - Opportunities and Prospects - Global Developments in Indian Banking and Finance - Blockchain Developments Projects - Case Studies and Blockchain Indian Banks - Blockchain Initiatives by Major Blockchain Players in India - Key Issues and Challenges - Key - Outlook and Prospects in AI - Global and in India - Investment Trends in Banking Use Cases of AI, Data Analytics and Robotics - Key - Technology Overview and Concepts-AI, Data Analytics and- Technology Robotics - The Categories under AI S T I R P A A
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A O O U T A I Trade Finance Trade Blockchain AI and Data Analytics Initiatives by Major Banks Issues, Outlook and Prospects Evolution and Trends Intelligence, Data Management, Business Major Application Areas: ERP Key Players and Products Key Initiatives by Major Banks Issues, Outlook and Prospects and Hybrid, IaaS, SaaS, PaaS Models: Private, Public Key and Applications: Data Analytics, Mobility Applications Areas Players Key Areas and Applications Areas Players and Products Key Initiatives by Major Banks Issues, Outlook and Prospects and Fraud, Anti-money and Applications: Cybercrime Areas Identity and Authentication Laundering, Payments and Wallets Payments Alternate Lending ATMs and PoS Terminals ATMs and PoS Mobile and Internet Banking and Clearing Systems Payments E T
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N S C I K I U E N N K L C - Growth Drivers for Fintech Adoption - Growth Developments Impacting Fintech - Policy Mobile and (ATMs, PoS, - Outlook for Fintech Infrastructure Internet and Outlook for: Prospects - Future - Technology Overview and Evolution - Technology - Major Use Cases in Banking - Technology in Banking - Fintech versus Techfin versus Techfin in Banking - Fintech - Technology - IT Spending in India Market - Global versus Indian Fintech in the Fintech Market - Segments and Major Players in India - Major Fintech Deals and Investments of Banks Infrastructure Tech - Current - Key Issues and Challenges for Fintech - Key - Enterprise Applications - Cloud Computing - Risk, Identity and Security - Key Issues and Challenges - Key - Growth of Fintech Market and Key Developments of Fintech Market and Key - Growth - Core Banking - Core C U O O N P I I O E S T T A P L X S C C I B A E B
E E . . . . . 5 S 4 3 1 2 S Banking Technology in India Technology Banking CurrentEmerging Trends Status and www.indiainfrastructure.com Mergers and Acquisitions in Infrastructure and Real Estate 2017 Price: Rs 100,000 (USD 2,360) (September 2017) No. of slides: 281
Table of Contents
SECTION I: MARKET ANALYSIS AND OUTLOOK SECTION III: SECTORAL ANALYSIS
1. OVERVIEW ...... 11. ROADS ...... - Macroeconomic Trends, Growth in M&A Activity, Overall M&A - Size and Growth, Key Policy Changes, M&A Landscape and Activity, Trends, Big Ticket Deals, Sector-wise Analysis, Recent Policy and Analysis of Deals, Outlook and Opportunities Regulatory Reforms, Valuations and Returns, Issues and Concerns, Outlook 12. PORTS ...... MULTI-SECTOR - Size and Growth, Key Policy Changes, M&A Landscape and Activity, 2. DEAL ANALYSIS AND TRENDS ...... Analysis of Deals, Outlook and Opportunities - Current Size, Growth Trends, Sectoral Analysis, Top Deals since 2014 13. CONVENTIONAL POWER ...... - Size and Growth, Key Policy Changes, M&A Landscape and Activity, 3. STRESSED ASSETS ...... Analysis of Deals, Outlook and Opportunities - Current Scenario, Sector-wise Break-up of Stressed Assets, SDR and S4A Schemes, Recent Companies invoking SDR/S4A, Key 14. RENEWABLES ...... Buyers Groups, Issues and Challenges, Projects/Sectors at Risk of - Size and Growth, Key Policy Changes, M&A Landscape and Activity, Slipping into Stressed Territory Analysis of Deals, Outlook and Opportunities
4. VALUATIONS TRENDS AND RETURNS ...... 15. TELECOMMUNICATIONS ...... - Current Valuation Scenario, Key Valuation Trends, Factors Impacting - Size and Growth, Key Policy Changes, M&A Landscape and Activity, Valuations, Issues and Challenges, Historical Returns, Expected Analysis of Deals, Outlook and Opportunities Returns, The Way Forward 16. OIL AND GAS ...... 5. FOCUS ON BUYER/INVESTOR GROUPS ...... - Size and Growth, New HELP Regime, New Gas Pricing Policy for - Deal Analysis by Buyer Groups, Most Active Investors, Investment HPHT and Deepwater Fields, Other Key Policy Changes, M&A Strategies, Exit Strategies, New Funds Launched since 2016 Landscape & Activity, Analysis of Deals, Outlook and Opportunities (Infrastructure and Real Estate Focused) 17. URBAN INFRASTRUCTURE ...... 6. IMPACT OF KEY POLICY AND REGULATORY CHANGES ...... - Size and Growth, Key Policy Changes, M&A Landscape and Activity, - FDI Norms; Insolvency and Bankruptcy Code, 2016; Issues with Analysis of Deals, Outlook and Opportunities Debt Restructuring Schemes; Impact of REITs/InvITs; General Anti Avoidance Rules (GAAR); Sector-specific Policy Changes; Other 18. LOGISTICS ...... Recent Regulatory Changes - Size and Growth, Game Changer - GST, Key Growth Drivers, M&A Landscape & Activity, Analysis of Deals, Outlook and Opportunities 7. FUTURE OUTLOOK ...... - Growth Drivers, Outlook for M&A Activity across Sectors, Outlook 19. CEMENT AND STEEL ...... on Valuations, Expected Split of Buyer Groups, Factors that could - Size and Growth, Key Policy Changes, M&A Landscape and Activity, inhibit M&As Analysis of Deals, Outlook and Opportunities
SECTION II: DEAL TYPE ANALYSIS 20. REAL ESTATE ...... - Size and Growth, Key Policy Changes, M&A Landscape and Activity, 8. MERGERS AND ACQUISITIONS ...... Analysis of Deals, Outlook and Opportunities - M&A Concept, Size and Growth, Investment Experience, Sectoral Trends, Focus on Joint Ventures, Valuations Scenario, Key Recent SECTION IV: LIST OF M&A DEALS Deals, Outlook and Opportunities 23. DATA SET ...... 9. ACQUISITION BY FINANCIAL INVESTORS ...... The data set includes a complete list of M&A deals in the infrastructure and real - Size and Growth, Investment Experience, Sectoral Trends, estate space for the Indian market for the period 2014 to 2017. The parameters cov- Valuations Scenario, Historical Returns, Key Recent Deals, Key ered include: deal value, type of deal, sector, target company, investor/buyer groups, Deals by ARCs, Outlook and Opportunities date of investment, exit details (wherever applicable), etc.
10. ASSET SALES ...... - Current Scenario, Size and Growth, Investment Experience, Sectoral Trends, Key Recent Deals, Analysis by Buyers, Valuation Scenario, The report is available in a PDF format. Past Returns, Outlook and Opportunities
58 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 59 The report is available in a PDF format. The report Aircraft; Industry Structure; Domestic Players; Key International Key Players; Vendors; Other Key in Aerospace Expenditure; Trends Export and Imports; and OFB; of DRDO Role Contracts Key Awarded; Collaborations and Tie-ups; Contracts and Upcoming Orders; Make in India Initiative; in India; under Make Products Indeginisation;Impact of Make in India on on Indigenisation; Focus of IAF; on Indigenisation - Requirements Focus Modernisation Plans – Ongoing and Completed; New Launches; Big-ticket Projects; RFIs and RfPs; Market Opportunities; Segment Outlook Expenditure; Market Size of Armoured and Defence Vehicles; Industry Structure; Players - Armoured Public and Private and Key Defence Vehicles; Players- Heavy/ Public and Private Key Construction Vehicle; Providers; Developments; Key Key Contracts Awarded; Collaborations and Tie-ups; Key Make in India on indeginisation;and Focus Impact of Make in India; R&D initiatives; Modernisation Plans- Armoured Vehicles; New Launches/Inductions/Upgrade; Upcoming Contracts; Market Opportunity; Outlook Segment Expenditure; Contracts Awarded; Key Industry Structure and Key Players; of DRDO; Role of OFB; Role Collaborations and Tie-ups; Impact of Make in India on Indigenisation; Modernisation and Plans Launches;New Product Upcoming Contracts; Segment Outlook Contracts Awarded;Key Industry Structureand Players; of Role DRDO; Collaborations and Tie-ups; India on Impact of Make in indigenisation; TPCR 2018; R&D Initiatives; Modernisation Plans Launches;and New Product Upcoming Contracts and Orders; Segment Outlook Contracts Awarded; Industry Structure Players; and Key of Role DRDO; Collaborations and Tie-Ups; India on Impact of Make in Indigenisation; Modernisation Overview and Plans; Upcoming Contracts; Segment Outlook Movers Limited; Shipbuilders and Engineers Limited; Garden Reach Goa Shipyard Limited; Hindustan Aeronautics Limited; Hindustan Shipyard Limited; Mazagon Dock Limited; Mishra Dhatu Nigam Limited Limited; BAE Systems India; Boeing India; (L&T); Larsen and Toubro Dassault Aviation; Group; Tata Defence Limited; Reliance Punj Lloyd Industries Limited; Mahindra Defence Systems; Adani Defence & Aerospace; Other Players (Domestic and Foreign) - Aerospace: Overview; Aerospace Industry; Global Fleet Size; IAF Introduction;- Armoured and Defence Logistics Vehicles: in Trends - Arms and Ammunition: Market Size and Growth; in Trends Size and Growth; - Electronics and Communication Systems: Market - Shipbuilding: Existing Fleet Size; in Expenditure; Trends Key - Bharat Dynamics Limited; Bharat Electronics Limited; Bharat Earth - Airbus Group India; Ashok Leyland Defence Systems; Bharat Forge Each profile gives an overview operations, key contracts, recent of the company’s collaborations, joint ventures, and future plans and strategies. SECTION III: SEGMENT ANALYSIS AND OUTLOOK AND OUTLOOK SECTION III: SEGMENT ANALYSIS 8. KEY SEGMENTS...... KEY PLAYERS SECTION IV: (DPSUS)9. PROFILES OF DEFENCE PUBLIC SECTOR UNDERTAKINGS . . 10. PROFILES PLAYERSOF PRIVATE ...... (January 2019) Expectations from the New Offset Guidelines; Outlook and Opportunities; Next Steps for IOPs Offset Guidelines: Impact and Gaps; Discharged Offset Obligations; Offset Contracts and Performance;Key Incentives and Penalties; Issues and Challenges Make Indian Categories Expenditure; Growth Drivers; Developments; Key Industrial Licensing; FDI; Defence Electronic Manufacturing; on Focus Modernisation; Acquisition under Make in India; Current of Role MSMEs; Measures to Improve MSMEs Potential; of Role Potential MSMEs; Upcoming Contracts; Market Opportunity; Outlook Future Impact of the Strategic Partnership Policy; Completed/In Key of DeliveryProcess Projects; on JVs and Collaborations; Focus Tax Environment; State-level Incentives; Contracts; Awarded Recently Participation;Emerging Areas of Private Upcoming Opportunities; Issues and Challenges; Forward The Way Armed Forces; Opportunities Acquisitions/Programmes; in Future Infrastructure Development (Manufacturing Clusters and Parks); Capital Acquisition in Defence Procurement; Segment-wise Opportunities - Upcoming Contracts and Orders; International Best Practices; - Evolution of Indian Defence Offset Industry; So Far; Progress Indian - Existing Infrastructure Gaps - Industry Structure Agencies and Key - Growth Drivers - R&D Landscape in FDI - Trends in Exports- Trends and Imports in Budgetary Allocations - Trends Developments - Key - Issues and Challenges - Sector Outlook - An Introduction to DPP - DPP 2016 - De-coding Acquisition Categories - Buy (Indian - IDDM) - ‘Make’ Category- Features under the Buy Indian (IDDM) and - Impact on Capital Procurement - Amendments to DPP 2016 - Impact of Amendments - Strategic Partnership Model New DPP - Draft DPP-2018 - Next Steps Towards - State-Level Defence Manufacturing Policies - Unresolved Issues and Concerns - Current Scenario; by DPSUs/OFB; Defence Production Capital - Experience So Far; Major Developments; Players; Key SP Policy; - Investment Requirements; Budget Projections; Acquisition Plans of 7. FUTURE POTENTIAL AND OUTLOOK ...... 6. DEFENCE OFFSETS MARKET ...... 1. SECTOR OVERVIEW...... 2. DPP 2016 MODELPARTNERSHIP AND STRATEGIC ...... 3. DEFENCE LANDSCAPE ...... MANUFACTURING 4. POTENTIAL SECTOR FOR PARTICIPATIONPRIVATE ...... 5. SECTOR AND OUTLOOK MARKET OPPORTUNITIES ...... SECTION II: DEFENCE OFFSETS: PROGRESS AND OPPORTUNITIES SECTION I: RECENT TRENDS, DEVELOPMENTS AND OUTLOOK AND OUTLOOK DEVELOPMENTS SECTION I: RECENT TRENDS, EXECUTIVE SUMMARY ...... www.indiainfrastructure.com Opportunities Market 2019 Defence in Indian Outlook Future for Offsets and Potential Market Analysis, ORDER FORM
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Reports (PDF) Price (INR)# Price (USD) ;
ENERGY Cost of Power for Discoms and Industrial Users 55,000 1,298 Electricity Tariff Trends in India 55,000 1,298 Solar Power in Africa 2020 120,000 2,832 Floating and Canal-based Solar PV Market in India 60,000 1,416 Wind-Solar Hybrid Market in India 60,000 1,416 Commercial and Industrial Solar Market in India (July 2019) 75,000 1,770 Underground Cables Market in India (November 2018) 50,000 1,180 City Gas Distribution Market in India (June 2019) 100,000 2,360 LNG Market in India (August 2018) 50,000 1,180 Waste to Energy (May 2018) 50,000 1,180 Distribution Franchise in India (April 2018) 50,000 1,180 Competitive Bidding for Wind Projects (May 2018) 50,000 1,180 Rooftop Solar in India 2019 (May 2019) 75,000 1,770 Open-Access for Renewables (December 2018) 60,000 1,416 T&D Equipment Market Projections in India 2019 (August 2019) 90,000 2,124 Future of Solar O&M in India (September 2018) 60,000 1,416 Industrial and Commercial Grid Power Market in India (April 2017) 40,000 944 Power Distribution in India (February 2020) 90,000 2,124 Power Transmission in India (March 2020) 90,000 2,124 Captive Power in India (November 2019) 75,000 1,770 Coal-based Power Generation in India (May 2019) 75,000 1,770 Hydro Power Market in India (May 2019) 75,000 1,770 Gas in India (November 2017) 75,000 1,770 Solar Power in India (May 2017) 60,000 1,416 Wind Power in India (August 2017) 60,000 1,416 Solar Plant Performance in India (January 2018) 60,000 1,416 Charging Infrastructure for Electric Vehicles (February 2020) 80,000 1,888 TRANSPORTATION Logistics in India (June 2019) 100,000 2,360 Railways in India (February 2019) 110,000 2,596 Ports in India (February 2019) 110,000 2,596 Dredging in India (October 2018) 60,000 1,416 Freight Market in India (October 2017) 60,000 1,416 Storage Infrastructure in India (October 2017) 60,000 1,416 Airports in India (March 2020) 75,000 1,770 Road Development in India (January 2020) 110,000 2,596 Urban Rail in India (March 2020) 60,000 1,416 Clean Bus Market in India: Hybrid, Electric, Gas-Based (May 2018) 50,000 1,180 Container Market in India (October 2019) 80,000 1,888 CONSTRUCTION & MINING Construction in India (March 2017) 75,000 1,770 Mining in India 2019 (April 2019) 75,000 1,770 Construction Materials Market (July 2016) 60,000 1,416 Tunnelling in India (January 2019) 75,000 1,770 Mining Equipment Market (May 2018) 75,000 1,770 URBAN INFRASTRUCTURE Water Market in India 2019 (November 2019) 100,000 2,360 Affordable Housing in India (September 2019) 75,000 1,770 Smart Cities in India (April 2019) 75,000 1,770 Municipal Solid Waste in India (September 2019) 75,000 1,770 Sewage Treatment Market in India (September 2019) 75,000 1,770 Real Estate in India (May 2017) 60,000 1,416 TELECOM Optic Fibre Cable Market in India (July 2019) 60,000 1,416 MULTI-SECTOR Infrastructure Projects in Pipeline (October 2017) 75,000 1,770 Investment and Market Opportunities in African Infrastructure (November 2018) 100,000 2,360 Investment and Market Opportunities in Southeast Asian Infrastructure (July 2019) 100,000 2,360 Opportunities in the Indian Healthcare Market (November 2019) 75,000 1,770 Investment Experience and Opportunities in Infrastructure (February 2017) 75,000 1,770 Irrigation Market in India (August 2019) 110,000 2,596 Banking Technology in India (September 2018) 80,000 1,888 Mergers and Acquisitions in Infrastructure and Real Estate 2017 (September 2017) 100,000 2,360 Renewable Energy Development in Africa (April 2018) 200,000 3,200 Opportunities in Indian Defence Market 2019 (January 2019) 75,000 1,770 Total INR USD Weekly Newsletters NEWSLETTERS
ndia Infrastructure Publishing brings out weekly newsletters that cover the latest developments in infrastructure sectors Isuch as power, oil & gas, infrastructure finance, ports & shipping, roads & bridges, urban water & sanitation, telecom and aviation. These newsletters are sent every Monday morning via e-mail or fax to provide subscribers with accurate, reliable, up-to- date and comprehensive information on the key developments in these sectors during the previous week. This service is indispensable for anyone involved with the infrastructure sectors: developers/operators of infrastructure projects (public or private sector), regulators, policymakers, financiers, bankers, consultants, legal specialists, equi- ty analysts, contractors, equipment manufacturers, service providers, etc.
The newsletters offered and their primary focus areas are: Power News
Power News covers the latest developments in the Indian power sector across all key segments – generation, transmission and distribu- tion. The focus areas of this newsletter are government policy, project updates, legal and regulatory developments, contracts and orders, corporate news, financings and reform/restructuring developments.
Oil & Gas News
Oil & Gas News covers the latest developments in the Indian oil and gas sector in the upstream, midstream and downstream segments. The focus areas of this newsletter are developments in policy, exploration and production, downstream, LNG, transportation and finance. It cov- ers news related to investments, contracts and orders, legal and regulatory affairs and corporate developments.
Telecom News
Telecom News covers the latest developments in the Indian telecom sector across all segments – fixed, wireless, broadband, long dis- tance, satellite-based services, etc. The focus areas of this newsletter are government policy, legal and regulatory developments, con- tracts and orders, corporate news, sales promotion news, and new product/service introductions.
Ports & Shipping News
Ports & Shipping News covers the latest developments in the Indian ports and shipping sector. The focus areas of this newsletter are policy, deals, investments, contracts, plans, financings, projects, tariffs and other regulatory developments. It covers news related to major and minor ports, Indian and foreign shipping lines as well as related segments and sectors like rail connections, containers, etc.
Roads & Bridges News
Roads & Bridges News covers the latest developments in the Indian roads and bridges sector. Its scope includes national, state and key local projects. The focus areas of this newsletter are project updates, government plans and initiatives, contracts and orders, corporate news, financings, concessions and other agreements.
Infrastructure Finance News
Infrastructure Finance News covers the latest developments in the area of infrastructure finance. The focus areas of this newsletter are policy, equity moves, debt/bond issues, mergers and acquisitions, loans and credit, credit ratings, primary and public issues, joint ven- tures/agreements and financial results. The sectors covered include power, telecom, oil & gas, ports & shipping, roads & bridges, avia- tion, railways, urban infrastructure, water and housing. The lending institutions covered include financial institutions, nationalised banks, private banks, foreign banks, multilateral institutions and bilateral funding agencies.
Aviation News
Aviation News covers the latest developments in the Indian aviation sector. It covers both the airline and airport segments. The primary focus areas of this newsletter are infrastructure development, policy, investment, contracts and orders, privatisation and modernisation initiatives, promotional offers, financing and key statistics.
Urban Water & Sanitation News
Urban Water and Sanitation News covers policies, regulations, projects, finance, service providers, sanitation, and international news in the urban water development and sanitation sector. The newsletter will include a brief write-up on trends, project developments, key concepts, city profiles, relevant data, etc.
Each newsletter is priced at Rs 24,780 (Rs 21,000 plus GST @ 18%) per year . There are package rates available for subscribing to more than one newsletter. ORDER FORM
Newsletters Oil & Gas News Telecom News Ports & Shipping News Infrastructure Finance News Power News Aviation News Roads & Bridges News Urban Water & Sanitation News
Annual Package Price (INR)# Price (USD) ;
Any 1 21,000 450 Any 2 40,000 850 Any 3 57,000 1,200 Any 4 74,000 1,550 Any 5 88,000 1,850 Any 6 1,02,000 2,150 Any 7 1,15,000 2,400 All 8 1,28,000 2,650
Please check ; the newsletters you would like to subscribe to. # 18 per cent GST is applicable
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To buy online please visit www.indiainfrastructure.com CUSTOM RESEARCH
India Infrastructure Research now offers custom research solutions.
Our core research team comprises over 30 highly qualified full-time professionals with masters or high- er degrees in various fields such as economics, engineering and business. Our extended team includes a network of senior industry experts who support the core team on an as-needed basis. The team is headed by a senior professional with two decades of industry experience with international and national organisations.
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We accept assignments that do not conflict with our obligations as a publisher of industry magazines or involve competitive intelligence.
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Atika Wadhwa Director B-17, Qutab Institutional Area New Delhi 110016 Phone: 91-11-46560419 (D), 91-11-4103 4600/01 (B) Fax: 91-11-2653 1196 Email: [email protected] India Infrastructure Research B-17, Qutab Institutional Area, New Delhi 110016 Phone: +91-11-4103 4600-01 Fax: +91-11-2653 1196 Email: [email protected] www.indiainfrastructure.com