Catalogue of Research Reports on Infrastructure Sectors
October 2020
India Infrastructure Research www.indiainfrastructure.com ABOUT US
India Infrastructure Research is a division of India Infrastructure Publishing Private Limited, a company dedicated to providing information on the infrastructure sectors through magazines, conferences, newsletters and research reports.
India Infrastructure Research publishes research reports in the areas of power, oil & gas, ports & shipping, roads & bridges, telecommunications, aviation and water.
Our reports are acknowledged as high-quality, user-friendly, up-to-date, accurate and comprehensive sources of information. They range from sector overviews (Power in India, for example) to more intensive studies of seg- ments and subsegments (such as Power Transmission in India and Power Distribution in India).
Our clients include most organisations involved in the infrastructure sectors – multinationals, top Indian corporates, commercial and investment banks, consulting companies, public sector companies, government agencies, multilateral agencies and legal firms. TABLE OF CONTENTS ENERGY Bangladesh Power Market 2020 ...... 4 Operational and Financial Performance of Discoms 2020 ...... 5 Solar Power Market in India (2020-2030) ...... 6 Small-scale LNG Market 2020 ...... 7 Solar Power in Africa 2020 ...... 8 Power Transmission in India 2020 ...... 9 Power Distribution in India 2020 ...... 10 Charging Infrastructure for Electric Vehicles 2020 ...... 11 Electricity Tariff Trends in India 2019 ...... 12 Cost of Power for Discoms and Industrial Users 2019 ...... 13 Captive Power in India 2019 ...... 14 Wind-Solar Hybrid Market in India 2019 ...... 15 Floating and Canal-based Solar PV Market in India 2019 ...... 16 T&D Equipment Market Projections in India 2019 ...... 17 Commercial and Industrial Solar Market in India 2020 ...... 18 City Gas Distribution Market in India 2019 ...... 19 Coal-Based Power Generation in India 2020 ...... 20 Rooftop Solar in India 2019 ...... 21 Open-Access for Renewables 2018 ...... 22 Underground Cables Market in India 2018 ...... 23 Future of Solar O&M in India 2018 ...... 24 Waste to Energy 2018 ...... 25 Competitive Bidding for Wind Projects 2018 ...... 26 Hydro Power Market in India 2020 ...... 27 Renewable Energy Development in Africa 2018 ...... 28 Distribution Franchise in India 2018 ...... 29 Solar Plant Performance in India 2017-18 ...... 30 TRANSPORTATION Storage Infrastructure in India 2020 ...... 31 Airports in India 2020 ...... 32 Urban Rail in India 2020 ...... 33 Railways in India 2020 ...... 34 Road Development in India 2021 ...... 35 Ports in India 2020 ...... 36 Container Market in India 2019 ...... 37 Dredging in India 2018 ...... 38 Logistics in India 2020 ...... 39 Clean Bus Market in India: Hybrid, Electric, Gas-Based 2018 ...... 40 CONSTRUCTION & MINING Mining in India 2020 ...... 41 Mining Equipment Market 2020 ...... 42 Tunnelling in India 2020 ...... 43 URBAN INFRASTRUCTURE Desalination Market in India 2020 ...... 44 Wastewater Treatment and Reuse Market in India 2020 ...... 45 Water in India 2020 ...... 46 Sewage Treatment Market in India 2020 ...... 47 Affordable Housing in India 2019 ...... 48 Municipal Solid Waste Market in India 2020 ...... 49 Smart Cities in India 2020 ...... 50 TELECOM Optic Fibre Cable Market in India 2020 ...... 51 Telecom Tower Infrastructure in India 2020 ...... 52 MULTI-SECTOR Opportunities in the Indian Healthcare Market 2019 ...... 53 Investment and Market Opportunities in African Infrastructure 2018 ...... 54 Irrigation in India 2020 ...... 55 Infrastructure Investment and Market Opportunities in Southeast Asia 2020 ...... 56 Opportunities in Indian Defence Market 2019 ...... 57 Banking Technology in India 2018 ...... 58 NEWSLETTERS ORDER FORM ENERGY 4 | India Infrastructure Research |IndiaInfrastructure 4 Market Trends, Developments, Opportunities andOutlook Market Trends, Developments,Opportunities Bangladesh Power Market2020 Table ofContents 7. FUTURE OUTLOOK AND PROJECTIONS (Till 2025) . . 2025) (Till PROJECTIONS OUTLOOKAND FUTURE 7. . TRENDS INVESTMENT AND FINANCING 6. TARIFFSAND COSTS . 5. . SECTOR POWER BANGLADESH'S ON COVID IMPACTOF 4. . REGULATORYAND FRAMEWORK POLICY 3. . OVERVIEW SECTOR POWER BANGLADESH 2. MACROANALYSIS,SECTION A: TRENDS,POLICY, ANDOUTLOOK . SUMMARY EXECUTIVE 1. .GNRTO OVNINL. GENERATIONCONVENTIONAL - 8. SECTION B:SEGMENTANALYSIS - Market Opportunities for: Project Developers; EPCContractors; for: MarketOpportunities - IssuesandConcerns - Power Trading Outlook - Top UpcomingProjects - InvestmentProjections - Project Pipeline:Generation(Coal,Gas,Hydro,Nuclear, Others); - Power DemandOutlook - RisksandChallenges - Project IRRs - Key Recent Deals - Potential forPrivate Participation - FDIInflows - GreenFinancinginBangladesh - Recent FinancingTrends - Key Funding Sources - Outlook - ElectricityTariff Trends - Trend inPower PurchaseCosts - Trend inGenerationCosts - Stakeholders Response ofIndustry - Term andMediumTerm) SectorOutlook(Short - Forecasts forEconomicGrowth - ImpactonLabourSupplyandInputCosts - ImpactonProject ImplementationandBids - ImpactonPower Demand - Policy Outlook - Framework andDevelopments Regulatory - AnalysisofPower SectorMasterPlan - Key Power SectorPolicies - InstitutionalFramework - SectorOutlook - ImpactofCovid - Projected Investments - Key IssuesandChallenges - Future PlansandTargets - GrowthDrivers - Key Trends - Power Generation - ElectricityCoverage - EnergyandPeak Power Demand - Structure Industry - Trend inFuel Consumption - CapacityMix byOwnership:Public;IPPs; Rental - AnnualPower GenerationTrends byFuel andSector - GrowthinInstalled Capacity:Gas/LNG;LiquidFuel; Coal;Hydro - andKey Players Structure Industry - Financiers; Technology andEquipmentProviders Transmission DistributionNetwork Infrastructure; Oobr22)(Draft ToC) (Ocotber 2020) The report willbeavailableinaPDFformat. among others) keyprojects,contactdetailsofpersonnel, mance, operationalperformance, (Each profilewouldcoverthecompany'scurrentinfrastructure,financialperfor- SECTION C:MAJORPLAYER PROFILES . TRADING ELECTRICITY 12. . . DISTRIBUTION 11. . TRANSMISSION 10. . GENERATIONRENEWABLES - 9. Others - WZPDCL - DESCO - OrionGroup - BRPowergen - Rural Power CompanyLimited - BCPCL - NWPGCL - EGCB - AshuganjPower Station CompanyLimited - SummitPower International - DhakaPower DistributionCompany - Power GridCompanyofBangladesh - BangladeshPower DevelopmentBoard - Outlook - PlannedCross-borderTransmission Projects - Recent DealsSigned - andExports Trend inEnergyImports - Cross-borderTrading Scenario - OutlookandProjections - Key OngoingProjects - Prepaid Metering - Recent SignificantDevelopments - DiscomFinances&AccountsReceivables - ConsumerMixandEnergySales - Trend inSystemLosses - NetworkSizeandGrowth - andKey Players Structure Industry - OutlookandProjections - GrowthDrivers - Key UpcomingTransmission Projects - InvestmentRequirements - Key CompletedProjects - Recent Developments - GridReliability - NetworkSizeandGrowth - Structure Industry - OutlookandProjections - UpcomingProjects - Recent Developments - Wind;BiomassandBiogas;Hydro; AnalysisbySegment:Solar; - Renewable Potential - Contributions(INDC)Targets IntendedNationallyDetermined - OutlookandProjections - InvestmentRequirements - Key UpcomingProjects - Recent SignificantDevelopments - Trends in Supply andImports - Off-Grid Power; Others Off-Grid Price: Rs100,000(USD1,500) www.indiainfrastructure.com ENERGY Table of Contents Table Price: Rs. 75,000 (USD 1,770) Price: Rs. India Infrastructure Research | 5 (April 2020) LT, Commercial) LT, - Year-wise Trends in O&M Costs Trends - Year-wise in Utility-wise O&M Costs - Trends - O&M Costs Break-up Capex in Year-wise - Trends - Discom-wise Capex Trends Capex Components - Key - Planned Capex Capex - Break-up of Proposed Discoms - Capex Break-up of Major Purchase Cost Trend - Aggregate Power Purchase Costs Developments on Power - Impact of Recent Purchase Costs Trends - Source-wise Power Trends Procurement - Long-term Power Trends - Short-term Trading Power HT & (Agricultural, Domestic, Industrial Trends - Overall Tariff in Tariffs - State and Utility-wise Trends Revisions - Tariff Developments Impacting Tariffs - Recent in Cross-subsidy Surcharges - Trends The report is available in a PDF format The report 7. O&M COSTS...... 8. EXPENDITURE...... CAPITAL 9. POWER PURCHASE COSTS ...... TRENDS ...... TARIFF 10. CATEGORY-WISE - Billing & Collection Efficiency Losses in AT&C - Utility-wise Trends Number and Duration of Outages - State-wise Average - SAIDI & SAIFI Indices Rates - DT Failure - Issues and Concerns Forward - The Way Updates - UDAY Revenues in Utility-wise - Trend Net Profits in Utility-wise - Trend - ACS-ARR Gap Trend Debt of Discoms in Outstanding - Trend Discom Dues in Outstanding - Trend - Subsidy Trend Ratios in Key - Trend Revisions - Tariff - Impact of LC Mechanism Scheme) - Expected Reforms (ADITYA - Consumer Base - Energy Sales - Line Length Capacity - Transformer Losses - AT&C - ACS-ARR Gap Purchase Cost Trend Unit Power - Per - Net Profits - Metering Coverage Parameters - System Reliability - Consumer Base - Energy Sales - Line Length Capacity - Transformer - T&D Losses Purchase Costs - Power Parameters - System Reliability Aggregate Expenditure Trend - Year-wise - Utility-wise Aggregate Expenditure Trend - Cost Break-up of Utilities - Trends in Power Demand and Supply Demand and in Power - Trends Network - Growth in Distribution Line Capacity - Growth in Distribution Transformer - Substation Additions Losses and Targets - AT&C - Consumer Mix - Energy Sales Trends and Regulatory Updates Policy - Recent Government- Updates on Key Programmes - Issues and Concerns 3. OVERALL TRENDS IN KEY FINANCIAL PARAMETERS ...... 4. INTER-DISCOM - COMPARISON PUBLIC ...... 5. INTER-DISCOM - COMPARISON PRIVATE ...... 6. OVERALL EXPENDITURE TRENDS ...... 2. OVERALL TRENDS IN PARAMETERSKEY OPERATIONAL ...... 1. DISTRIBUTION SECTOR SIZE AND GROWTH ...... Operational and Financial Performance and Financial Operational of Discoms www.indiainfrastructure.com ENERGY 6 | India Infrastructure Research |IndiaInfrastructure 6 Sector Trends, RiskMapping,SegmentAnalysisandGrowthOutlook Solar Power MarketinIndia(2020-2030) Table ofContents .RCN EEOMNS. DEVELOPMENTS RECENT 2. . STATE CURRENT SECTOR THE OF 1. SECTION I:MARKETANALYSIS, DEVELOPMENTS ANDINVESTMENTS . INSIGHTS KEY AND SUMMARY 3. STATE-WISE3. . ANALYSIS .SLRGI NERTO N AAEET. INTEGRATIONMANAGEMENT GRID AND SOLAR 9. . CONDITIONS AND PPATERMS 8. . FINANCIALS TAKERS’AND OFF CREDIBILITY 7. . CORONAVIRUS IMPACTOF 6. SECTION II:RISKMAPPINGANDMITIGATION . TRENDS INVESTMENT AND FINANCING 5. . ANALYSIS AND PIPELINE TENDER 4. mato OI-9 rvsosudrBde 00 PPA Crisis; Provisions underBudget2020; ImpactofCOVID-19; - Key IssuesandConcerns - AnnualCapacityAdditionTargets - SolarRPOTargets andAchievements - Landscape NewIndustry - GrowthDrivers - EmergingEnergyMix - SolarPower GenerationTrends - State-wiseInstalledSolarCapacity - SolarInstallationTrends - nhaPaeh uaa;Hraa antk;Mhrsta Madhya Maharashtra; Karnataka; Haryana; Gujarat; AndhraPradesh; - Key GridRelated Challenges - StatusofGreenEnergyCorridors Current - SolarPower Integration - Outlook - SettingupPower Evacuation Infrastructure - DefaultandTermination - Project DevelopmentTimelines - Payment Security - Tariff Structures - Power PurchaseAgreements - MitigationandOutlook - NewandUpcomingPayment SecurityMechanisms - Payment Defaultsby Discoms - Roadmap Post UDAY: Proposed ADITYA Scheme - AchievementsunderUDAY - CreditRatings ofDiscoms - CaseforMakeinIndia - ImpactonEquipmentCostsandFinancing - Demand-sideImpact - Supply-sideImpact - Key Events - InvestmentRequirements - EmergingSourcesofFinance-MunicipalBondsandInvITs - EmergingSourcesofFinance-IPOs - EmergingSourcesofFinance-GreenBonds - Solar-focused Funds andTheirPortfolios - Recent LinesofCredits - Recent Deals-Mergers,AcquisitionsandPrivate Equity - Funding Current Sources - Others - Tenders byPSUs - Tenders byState-levelAgencies - Tenders byNTPC - Tenders bySECI - Recent AuctionsPolicy Outlook andRegulatory Tariffs in Determined ChangingTechnology Mix; GST; Consolidation; Market Development-linkedManufacturing; Safeguard Duties; Competitivebiddingguidelines; Regulations Developments; rds;Pna;Rjshn ta rds;TmlNd;Telangana Tamil Nadu; UttarPradesh; Rajasthan; Punjab; Pradesh; The report isavailableinaPDFformat . PROJECTIONS IRR AND INVESTMENT 16. . . CAPACITYPROJECTIONS 15. SECTION IV: OUTLOOK ANDPROJECTIONS(Till2030) . MARKET ACCESS OPEN SOLAR 14. . PLUSSTORAGE SOLAR 13. . PV RESIDENTIAL 12. . PV INDUSTRIAL AND COMMERCIAL 11. . UTILITY-SCALEPV SOLAR 10. SECTION III:SEGMENTANALYSIS (June 2020) FinancingRequirements - InvestmentProjections - OpenAccess - Solar Rooftop - Utility-scale - IRRProjections - CostProjections - Tariff Projections - TheWay Forward - SolarPower Sharein Power GenerationMix - SolarPower Sharein CapacityMix - Total CapacityRequirement Projections - onProject Pipeline ImpactofCOVID-19 - OverallSolarProject Pipeline:ByStage;Location - Future Outlook - RisksandConcerns - State-wiseChargesandWaivers - Policy Framework andRegulatory - State-wiseSolarOpenAccessProjects Current - OpenAccessBusinessModel - SolarOpenAccessPotential - Future Outlook - Key RisksandConcerns - CaseStudy:10MWEnergyStorageProject atTPDDL, Delhi - CostEconomics - StateLevelDevelopments - Key Policy Promotions - MarketPotential - Benefits - Need/GrowthDrivers - andFuture Key Risks,Concerns Outlook - EmergingPolicy Framework andRegulatory - Developer-led BusinessModels - Project DevelopmentModels - State-wiseCapacityAnalysis - SizeandGrowth - Future Outlook - Key RisksandConcerns - CaseStudies - State-wiseNetMeteringRegulations - EmergingPolicy Framework andRegulatory - Project Developmentmodels - CapacityTrends - SizeandGrowth - Key RisksandConcerns - Recent Tender Results: SECI;NTPC;State-level;OtherPSUs - EmergingPolicy Framework andRegulatory - Project DevelopmentModels:SolarParks; IndividualSet-ups - State-wiseCapacityAdditionAnalysis - SizeandGrowth - State-wiseDeviationSettlementMechanism - State-wiseForecasting andSchedulingRegulations - MitigationMeasures - Price: Rs.75,000(USD1,770) www.indiainfrastructure.com No. ofslides:330 ENERGY No. of slides: 194 No. of slides: Table of Contents Table Price: Rs. 75,000 (USD 1,770) Price: Rs. India Infrastructure Research | 7 Requirements; New Trends and Advancements; Key Upcoming Upcoming Key and Advancements; New Trends Requirements; Issues and Challenges Key Investment Requirements; Projects; (Mundra LNG Terminal, Jaigarh LNG Terminal, Chhara LNG JaigarhLNG Terminal, (Mundra LNG Terminal, Jafrabad LNG Terminal); Terminal, Dhamra LNG Terminal, Storage Tanks FSRUs and LNG Terminals, Proposed/Announced Karaikal Krishnapatnam LNG Terminal, (Kakinada LNG Terminal, Dock Complex LNG Haldia LNG Terminal, Kukrahati LNG Terminal, Terminal) - Existing Infrastructure/Noteworthy Capex and Opex Projects; - of Storage Tanks Type - Existing Facilities/Capacity - and Advancements Trends - Upcoming Capacity - Investment Requirements - Issues and Challenges - Existing Infrastructure/Noteworthy Projects - Capex and Opex Requirements - and Advancements New Trends - Projects Upcoming Key - Investment Requirements - Challenges Issues and Key - Existing Infrastructure/Noteworthy Projects - Capex and Opex Requirements - and Advancements New Trends - Projects Upcoming Key - Investment Requirements - Challenges Issues and Key - FSRUs and Storage Tanks Under Construction LNG Terminals, Each terminal’s profile will cover project scope, capacity, investment, pipeline con- project scope, capacity, Each terminal’s profile will cover expected completion timelines, etc. current status, developer, nectivity, OF SSLNG & DISTRIBUTION SECTION III: STORAGE, TRANSPORTATION 11. LNG TRUCK FACILITYLOADING ...... 12. STORAGE AND CAPACITY FACILITIES ...... 13. STATIONS LNG SATELLITE ...... 14. L-CNG STATIONS is available in a PDF format. The report 10. PLANNED LNG TERMINALS AND CAPACITIES ...... (April 2020) Contract Pricing; LNG Price Forecasts LNG Price Contract Pricing; Expansion Plans Players; Future Options; Long-term LNG Contracts; Supply Outlook; Projected Demand Trends; Demand from Key Gas Consumers Segments (CGD, off-grid Gas Consumers Segments (CGD, Demand from Key Trends; Rail, power; of Supply (Truck, and industrial consumers); Mode Ship); Major Players/Industry Structure and Stakeholders; Recent Outlook; ,Issues and Challenges Developments; Investment Standards; Issues and and Safety PNGRB, OISD, etc.); Technical Challenges; Regulatory Outlook Regulatory Outlook; Market Opportunities Cost Competitiveness vis-a-vis Other Fuels; Opex Requirements; Cost Competitiveness vis-à-vis Pipeline Transportation and Tariffs; Demand-Supply Gap; Pipeline Connectivity; Gas Costs Demand for SSLNG; Issues Projects; Upcoming Plans and Potential and Challenges Consumers, Key Select Case Studies (Infrastructure & Capacity, Lessons and Takeaways etc.); Key Pricing, Mode of Supply, - Analysis; Long-term Spot LNG Price Trends; Global LNG Pricing - Existing Capacity; Utilisation Levels; Pipeline Connectivity; Key - Gas Demand Supply Scenario; LNG Import Sourcing Trends; - Notable Chain; Existing Facilities; SSLNG Growth Drivers; Value - Current Regulatory Regulatory Key Authorities (PESO, Regime; -Investment Outlook; Demand Outlook; Upcoming Facilities; Key - Capex Requirements; Commercial Viability and Business Models; - Options; Sourcing Five Years; Growth in Gas Demand in the Past - and Advancements; Global SSLNG Market Size & Growth; Trends 9. EXISTING LNG TERMINALS ...... 8. PRICING TRENDS AND FORECASTS ...... 7. LNG MARKET TRENDS AND OUTLOOK ...... 2. REGULATORY LANDSCAPE 2. FOR REGULATORY SSLNG ...... 3. FUTURE POTENTIAL AND MARKET OPPORTUNITIES ...... 4. COST ECONOMICS & VIABILITY ...... 5. POTENTIAL DEMAND FROM KEY GAS CONSUMERS ...... 6. EXPERIENCE GLOBAL & CASE STUDIES ...... & OUTLOOK SECTION II: LNG MARKET TRENDS, SUPPLY INFRASTRUCTURE 1. SMALL-SCALE 1. LNG SMALL-SCALE MARKET OVERVIEW ...... SECTION I: MARKET INSIGHTS, DEVELOPMENTS, FUTURE OUTLOOK FUTURE DEVELOPMENTS, SECTION I: MARKET INSIGHTS, AND OPPORTUNITIES EXECUTIVE SUMMARY Analysis, Demand, Challenges and Prospects Demand, Challenges Analysis, Small-scale LNG Market 2020 LNG Market Small-scale www.indiainfrastructure.com ENERGY 8 | India Infrastructure Research |IndiaInfrastructure 8 Project Pipeline,InvestmentRequirements andMarketOpportunities Solar Power inAfrica2020 Table ofContents .POETPPLN N AKTOPRUIIS . OPPORTUNITIES MARKET AND PIPELINE PROJECT 5. . (2020-24) CAPACITYPROJECTIONS OUTLOOK4. AND . REGULATORYAND REGIME POLICY EMERGING 3. . TRENDS COST PROJECT SOLAR 2. .SLRPOETMRE NLSS. ANALYSIS MARKET PROJECT SOLAR 1. SOLARPROJECTS MARKETOVERVIEW SECTION A: Future Outlook - OverallProject Pipeline - Future SolarProject MarketAnalysis(MW) - NewPlayersintheMarket - UpcomingandPlannedTenders - MegaProjects UnderConstruction - Future GrowthDrivers - FinancialIncentives - Analysis Regulatory Country-wise - Project AllocationMechanisms - Policy Analysis Country-wise - Cost-comparisonbyTechnology - Yearly Trends (2015-19) - SolarTariffs Country-wise - Top PlayersintheMarket - - Market Opportunities MarketOpportunities - Top 50Upcoming Projects - Project Analysis(completedprojects) - BiggestSolarProjects of2019(completed andawarded) - ShareofSolarPower intheEnergyMix - z z z z z z z z z z z z z z z z z z z Other Stakeholders Technology andEquipmentProviders Investors Financiers/Long-term Contractors Developers By StageofImplementation(recentlyawarded/approved/ By Technology (PV/CSP) By Type etc.) (utility-scale,Rooftop, By Country By Technology By Year microgrids,etc.) By Segment(utility-scale,rooftop, andRegion By Country Rooftop Utility-scale By Technology By Year (2015-19) microgrids,etc.) By Segment(utility-scale,rooftop, andRegion By Country announced) (December 2019) chapter willprovideinformationon: Sudan, Tanzania, Togo, Tunisia, profile Uganda,ZambiaandZimbabwe.Eachcountry Namibia, Niger, Nigeria,Rwanda,Senegal,Seychelles,SierraLeone, SouthAfrica, Ghana, Guinea,Kenya, Libya,Madagascar, Mauritius,Morocco,Mozambique, oftheCongo,Egypt,Ethiopia, Angola, Botswana,Cameroon,DemocraticRepublic ment requirementsandcapacityoutlookfor25-30AfricancountrieslikeAlgeria, tothesolarpowerprojectpipeline,invest- This sectionwillhavechapterspertaining The report isavailableinaPDFformat. The report SECTION B:COUNTRY PROFILES . (2020-24) REQUIREMENTS AND RISKS INVESTMENT 6. Future InvestmentRequirements - Key InvestmentRisks - Past InvestmentTrends - InvestmentRequirements - Future CapacityTargets and DemandOutlook - RisksandChallenges - ContractorLandscape - Key DevelopersandPlans - CostandTariff Trends - UpcomingTenders andProjects - Key Projects Awarded Recently - Project AllocationMechanisms(FiT, competitivebidding, - EvolvingPolicy Scenario andRegulatory - Key GrowthDrivers - GrowthofSolarPower Capacity - SolarPower Potential - government schemes,etc.) government Price: Rs120,000(USD2,832) www.indiainfrastructure.com ENERGY No. of slides: 347 No. of slides: Table of Contents Table Price: Rs. 90,000 (USD 2,124) Price: Rs. India Infrastructure Research | 9 Transformer Capacity, Utility-wise Trend in Number of Substations, Utility-wise Trend Capacity, Transformer in Trend Losses, Utility-wise in Transmission Utility-wise Trend System Availability in Utility-wise O&M Costs, Trend in Utility-wise Net Profits, Trend in Utility-wise Capital Expenditure Trend Compensation Devices Infrastructure Supporting Transmission Renewables, Renewable Scheme for Green Energy Corridors I and II, Transmission Energy, Energy Zones by 2022, REMCs, BatteryRenewable Energy Storage Integration System, Issues in Renewables Developments, Interconnections under Implementation, Recent Forward Links, Issues & Concerns, The Way Planned Transmission Network, Issues and Challenges, Planned Additions in Transmission Forward The Way HVPNL, JKPDD, JUSNL, KPTCL, KSEBL, MePTCL, MPPTCL, TSECL, TANTRANSCO, MSETCL, OPTCL, PSTCL, PTCUL, RRVPNL, UPPTCL, WBSETCL TSTRANSCO, Kalpataru Power Essel Infraprojects Limited, Sekura Energy, Limited, CLP India, L&T Infrastructure Development Transmission Company Limited, Others Transmission Limited, Essar Power Projects - Utility-wise Trend in Transmission Line Length, Utility-wise Trend in Trend Line Length, Utility-wise in Transmission - Utility-wise Trend in Utility-wise Expenditure, Trend in Utility-wise Revenues, - Trend - Substation Digitalisation and Automation - Advance Communication Infrastructure and Aerial Technologies - Robotics - Others: Pilot BESS Reactive Project, Powergrid’s URTDSM, of Penetration Expected Energy Growth So Far, - Renewable Links with Neighbouring Countries, Existing Transmission - Overview, Mission Electrification, Overview- Indian Railway’s of 41k Initiative, Grid Corporation of India Limited - Power Corporation - Damodar Valley - Bhakra Beas Management Board HPPTCL, BSPTCL, CSPTCL, DTL, GETCO, - AEGCL, APTRANSCO, Limited, Limited, Adani Transmission Transmission - Sterlite Power The report is available in a PDF format. SECTION II: UTILITY PERFORMANCE AND INITIATIVES UTILITY PERFORMANCE SECTION II: PERFORMANCE AND OPERATIONAL 9. GROWTH IN NETWORK ...... 10. FINANCIAL PERFORMANCE ...... 11. AND PROGRAMMESINITIATIVES GRID MODERNISATION ...... AND REGIONAL INTEGRATION SECTION III: GRID EXPANSION 12. AND RENEWABLE MANAGEMENTINTEGRATION ENERGY ...... 13. CROSS-BORDER INTERCONNECTIONS ...... 14. SYSTEM PLANS FOR TRANSMISSION INDIAN RAILWAYS’ DEVELOPMENT TRANSMISSION UTILITY PROFILES SECTION IV: 15. CENTRAL TRANSMISSION UTILITIES...... 16. TRANSMISSION UTILITIES STATE ...... 17. UTILITY PROFILES PRIVATE ...... (March 2020) Transformer Capacity, Trends in Substation Additions, Growth in Trends Capacity, Transformer against Growth in Transmission Capacity, Interregional Transfer in Trends Capacity, Transfer Growth in Total Generation Capacity, Ancillary in Sector Services Operations, Trends Network Reliability, Issues and Challenges Investments, Key Supplier Space, Changing EPC and M&A Deals in the Operator, Year, Loans and Financing Segment, Key Dynamics in Transmission Advancements, Deals, Update on Smart Technology Grid Projects, Opportunities Grid Integration with Neighboring Countries, Telecom Operators, Status of India’s First Offshore Wind for Transmission COVID-19and Grid Integration Project, Impact on System Operations, Others Early Regulatory Approval to Committee on Transmission, Tariff CERC Schemes, National Open Access Registry, Transmission Order on AGC Implementation, for 2019-24, CERC Regulations CERC’s DSM (Fifth CERC’s Power Amendment) Regulations, CERC’s Sharing of Inter- Regulations, System Development Fund Charges and LossesState Transmission CERC’s Regulations, Assets Derived from Utilisation of Transmission (Sharing of Revenue SAMAST Implementation, Draftfor Other business) Regulations, Competitive Bidding Guidelines, Draft of Availability Guidelines on Spares and Inventories for Power System, EV Transmission Charging Infrastructure-related Updates Policy Substation Additions, Expansion in Interregional Projected Capacity, TBCB Opportunities, Investment Projections, Capacity, Transfer Issues and Concerns Equipment Power Reactive Switchgear, Transformers, Under Bidding, Bids, Projects Analysis of Recent TBCB Projects, Developed under JVs, Identified for Bidding, Projects New Projects New and Emerging Players, Financing Models for Project Issues and Concerns Development and Operation, Update on InViTs, Tariff Intra-state Transmission Tariffs, Intra-state Transmission (STOA), SLDC Charges Tariff Intra-state Transmission (Long-Term), - Growth in Transmission Line Length, Growth in Transmission in Transmission Line Length, Growth - Growth in Transmission Secured in the Past TBCB Projects Commissioned Projects, - Key - Draft of National Indian Electricity Grid Code, Reconstitution Transformer Line Length, Projected - Growth Drivers, Projected - Overall Pipeline Capacity Line Length, Transformer - Interstate Projects: Capacity Line Length, Transformer - Intra-state Projects: Conductors, Towers, Requirements, Projected Trends, - Technology Status of TBCB Update, Participation- Private Experience So Far, Tariffs, Transmission Methodology and Charges, Interstate - PoC 2. RECENT DEVELOPMENTS ...... 3. POLICY INITIATIVESAND REGULATORY ...... 4. NETWORK GROWTH AND INVESTMENTS ...... 5. PROJECT PIPELINE ...... 6. FORECASTED EQUIPMENT DEMAND (Till 2024-25) ...... 7. SECTOR EXPERIENCE PRIVATE ...... 8. OF TRANSMISSION TARIFFS ANALYSIS ...... 1. SECTOR SIZE AND GROWTH ...... SECTION I: MARKET TRENDS AND DEVELOPMENTS SECTION I: MARKET TRENDS EXECUTIVE SUMMARY ...... Sector Analysis, Recent Developments, Project Pipeline and Outlook Pipeline and Outlook Project Developments, Recent Sector Analysis, Power Transmission in India 2020 India 2020 in Transmission Power www.indiainfrastructure.com ENERGY 10 | India Infrastructure Research |IndiaInfrastructure 10 Sector Growth Discom performance, EmergingTrends andFutureSector GrowthDiscomperformance, Outlook Power DistributioninIndia2020 Table ofContents 1. SECTOR SIZE AND GROWTH . . GROWTH AND SIZE SECTOR 1. SECTION I:TRENDS,DEVELOPMENTS, OUTLOOK ANDPROJECTIONS .RCN OIYADRGLTR EEOMNS. REGULATORYAND DEVELOPMENTS POLICY RECENT 2. .OHRRCN EEOMNS. DEVELOPMENTS RECENT OTHER 3. 4. INTER-DISCOM COMPARISON - PUBLIC . PUBLIC COMPARISON- INTER-DISCOM 4. .ITRDSO OPRSN-PIAE. PRIVATE COMPARISON- INTER-DISCOM 5. .FTR ULO O EWR RWH. GROWTH NETWORK OUTLOOKFOR FUTURE 6. .FTR ULO O OT,TRFSADFNNE . TARIFFSFINANCES COSTS, AND OUTLOOKFOR FUTURE 7. 8. UPCOMING POLICIES & EXPECTED IMPACT . IMPACT EXPECTED & POLICIES UPCOMING 8. .POETDEUPETRQIEET . REQUIREMENTS EQUIPMENT PROJECTED 9. 0 JA ICMASRNEYJN UA). YOJANA(UDAY) ASSURANCE DISCOM UJWAL 10. SECTION II:UPDATE ONPOLICYPROGRAMMES 11. INTEGRATED POWER DEVELOPMENT SCHEME (IPDS) . (IPDS) INTEGRATEDDEVELOPMENTSCHEME 11. POWER 2 DGY. . DDUGJY 12. v GrowthDrivers,Trends inPower DemandandSupply, Growth in v MoPOrderonLCMechanism,APTEL’s DirectiveonDelayinTariff e eeomnsudrGvrmn cee (IPDS,DDUGJY, Schemes v Key DevelopmentsunderGovernment v ConsumerBase,EnergySales,LineLength,Transformer Capacity, v ConsumerBase,EnergySales,LineLength,Transformer Capacity, v Projected LineLengthAdditions,Projected SubstationAdditions, v OutlookforPower PurchaseCosts,Tariff Outlook,Outlookon v UnionBudget2020-21-Key Highlights,UDAY 2.0,Five-yearVision v Projected DemandforEquipment:Cables,Conductors,Transformers,v v GrowthDrivers v Projected InvestmentsintheDistributionNetwork v Discom Loss Performance, AT&C Trends,v DiscomLossPerformance, LossPerformance v SanctionsandDisbursements,PhysicalProgress SoFar, Digital v SchemeCoverage,SanctionsandDisbursements, Physical System Reliability TheWay Indices,Key Issues&Concerns, Forward Growth, AT&C LossTargets andAchievements,MeteringScenario, Capacity, SubstationAdditions,EnergySalesTrends, Consumer Distribution LineNetwork,GrowthinTransformer Vehicles -Revised Guidelines,RPOs Fund) forElectric Regulations, 2019,ChargingInfrastructure of Tariff) Regulations, 2019,CERC (Power SystemDevelopment Phase II,SCEDPilotImplementation,CERC (Terms andConditions PilotSchemeforProcurement Discom, AggregateMedium-term Electricity(Amendment)Act,2018,NationalPowerRevisions, Draft of Feeders Tariffs, DiscomRankings, Distribution Franchises, DigitalMapping related Updates,Tariff Hikes,DevelopmentsImpactingDiscom MeteringNationalProgramme, PPA-NSGM), UpdatesunderSmart Metering Coverage,SystemReliability AT&C Gap,Power Losses,ACS-ARR PurchaseCosts,NetProfits, T&D Losses,Power PurchaseCosts,SystemReliability Metering Requirements, Charging Infrastructure forEVs Metering Requirements, ChargingInfrastructure CapacityAdditions,Projected Projected DistributionTransformer Discom FinancesandLosses,OutlookforUDAY Perspective Plan) inDistribution, DBTforSubsidies,Others(Distribution Participation Plan, Electricity(Amendment)Act,NewTariff Policy, Private Switchgear, Meters Smart and Concerns, TheWayand Concerns, Forward MeterDeployments,OtherUDAY Parameters,Hikes, Smart Issues Trends,Performance Power PurchaseCostTrends, Trend inTariff Gap Collection andBillingEfficiencyAchievements,ACS-ARR Next Steps MeterInstallations,NewInitiativesand Cabling underIPDS,Smart Phase-II, UpdateunderRAPDRP &SCADAProjects, Underground Transformation underIPDS,Progress ofITenablement under Progress SoFar, State-wiseProgress ofSanctionedProjects (February 2020) (February The report isavailableinaPDFformat. . . APPENDIX 24. . PROCUREMENT POWER DISCOM IN TRENDS 23. . INITIATIVES METERING SMART 22. . FRANCHISEES DISTRIBUTION 21. SECTION V: EMERGINGTRENDSANDFOCUSAREAS 20. TARIFF TRENDS . COSTS PURCHASE POWER 19. . CAPITAL18. EXPENDITURE . ANALYSIS COST O&M 17. 16. EXPENDITUREANALYSIS SECTION IV: COSTANDEXPENDITUREANALYSIS (2014-15TO2018-19) . PERFORMANCE FINANCIAL 15. . OPERATIONAL14. PERFORMANCE 15 TO2018-19) SECTION III:DISCOMOPERATIONAL ANDFINANCIALANALYSIS (2014- . MISSION NATIONALGRID 13. SMART v Future Outlook v IssuesandConcerns v Exchange-basedPower v ExperienceUnderAggregatePower Procurement Scheme v Trends PPAs inLong-term inCaseIandII v Future Outlook v IssuesandConcerns v Stakeholder-wise Opportunities MeteringTendersv Recent andUpcomingSmart v EESL’s MeteringPlans Smart Initiatives v CentralandStateGovernment v Policy Drivers ScenarioandProgress SoFarv Current v Overview, OperationalDFs,Terminated Franchises, Recently Tariffv Category-wise Trends (Agricultural,Domestic,IndustrialHT& v AggregatePower PurchaseCostTrend, Per UnitPower Purchase v Trends inYear-wise Capex,Discom-wiseCapexTrends, Key Capex v Year-wise Trends inO&MCosts,Trends inUtility-wiseO&MCosts, v Year-wise AggregateExpenditureTrend, Utility-wiseAggregate v Trend inUtility-wiseRevenues, Trend inUtility-wiseNetProfits, v Billing&CollectionEfficiency, AT&C Losses,Outages,SAIDI& v MoP-sanctioned PilotProjects Experiences,NSGMTargets, Projects Concerns, Key SuccessFactors,Concerns, Future Outlook Issuesand Awarded Franchises, UpcomingOpportunities, subsidy Surcharges Revisions, Recent DevelopmentsImpactingTariffs, Trends inCross- LT, Commercial),StateandUtility-wiseTrends inTariffs, Tariff Power Power Procurement Trends, Trading Short-term Trends Costs, Source-wisePower PurchaseCostsTrends, Long-term Cost Trend, ImpactofRecent DevelopmentsonPower Purchase Break-up ofMajorDiscoms Components, PlannedCapex,Break-upofProposed Capex,Capex O&M CostsBreak-up Purchase Costs Expenditure Trend, CostBreak-upofUtilities,Trend inPower in OutstandingDiscomDues,SubsidyTrend, Trend inKey Ratios GapTrend,ACS-ARR Trend inOutstandingDebtofDiscoms,Trend SAIFI Indices,DTFailure TheWay Rates, Issues&Concerns, Forward Way Forward Approved underNSGM,OtherInitiativesbyDiscoms,Issuesandthe Price: Rs.90,000(USD2,124) www.indiainfrastructure.com No. ofslides:126 ENERGY 1,888) (USD (USD No. of slides: 193 No. of slides: Table of Contents Table Price: Rs 80,000 Price: Rs India Infrastructure Research | 11 (February 2020) Ultra Fast Charging Ultra Fast Battery Swapping Extension Systems Range Wireless Charging Energy Charging Renewable z z z z z - Overview - Demand Forecast Power - Battery Demand Forecast - Use, Location By Charging Type, Charging Station Demand Forecast: - Outlook and Insight - By Type - AC/DC Rating: By Output and Power - Charging and Ultra Fast Fast By Charging Speed: Slow, - CCS, GB/T and CHAdeMO By Connector Type: - Cost of Battery Recycling - Government Efforts - Sector Initiatives Private - Market by 2025 Recycling Projected - Government and regulators - Battery suppliers - Auto OEMs - Utilities Power - Charging Infrastructure Developers - Oil and Gas Companies - Estate Firms Real - Financiers - Consumers - ULB Operated - PPP-led - Managed by Electric Utilities - by Public Transport Corporations and Cab Aggregators Facilitated - Set up by Automakers and Battery Manufacturers - Business Model Evaluation - Adoption in India - (ChargeGrid) Magenta Power - Ola - Fortum - NTPC - Volttic - Exicom - Power Tata - SmartE - eChargeBays - Transport Corporation Himachal Road The report is available in a PDF format. 8. PROJECTIONS AND OUTLOOK ...... 9. TRENDS TECHNOLOGY ...... 10. RECYCLING BATTERY ...... PROFILES CHAIN, BUSINESS MODELS AND PLAYER SECTION II: VALUE 11. AND THEIR PLANS RECENT DEVELOPMENTS KEY STAKEHOLDERS: . 12. EMERGING BUSINESS MODELS ...... 13. AND DEVELOPERSOPERATORS KEY CHARGING STATION ...... wheelers Players Administrations and Discoms, Private - EV Opportunity Size - India EV Ecosystem in - Four wheelers, Three wheelers, Growth: Two Segment-wise EV - Opportunities Drivers, Restraints, Market Dynamics: - Addressable Market Future - Current Status - States, City Demand Creation Initiatives: EESL, PSUs, - Supply Side Ecosystem - Issues and Challenges Key - Introduction - under NEMMP Progress - I Learnings Key from FAME - II and Plans under FAME Targets - Phased Manufacturing Program - Union Budget 2020 Provisions - State-level Electric Mobility Targets - Institutional Framework - of State Policies Features Key - City-Level Facilitation - Outlook Policy - Charging Station Guidelines - Fiscal and Non-fiscal Incentives - Regime Licensing Norms and Evolving Tax -EV Charging in City Plans for Provisions - Charging Infrastructure for Buildings Requirements - Emerging Standards and Practices - Implementation Models - Guidelines Tariff - CAPEX Components - Return Assessment: With Capital Subsidy - Return Assessment: Without Capital Subsidy - Analysis Competitive Fuel - Demand Side Impact -Impact Side Revenue - Impact on the Grid - Case Study - Discom’s Approach - Forward The Way 2. CHARGING INFRASTRUCTURE LANDSCAPE ...... 3. KEY EV POLICY INITIATIVES ...... 4. POLICY FRAMEWORK AND ROADMAP FOR EV CHARGING INFRASTRUCTURE ACROSS ...... STATES 5. REGIME REGULATORY ...... 6. TRENDS, EMERGING COSTS TARIFF AND RETURNS ...... 7. ON IMPACT DISCOMS ...... 1. EV MARKET SIZE AND OPPORTUNITY ...... SECTION I: KEY TRENDS, EMERGING LANDSCAPE AND GROWTH PRO- SECTION I: KEY TRENDS, JECTIONS EXECUTIVE SUMMARY Emerging Ecosystem, Policy Framework, Challenges and Outlook Challenges and Framework, Ecosystem, Policy Emerging Charging Infrastructure for Electric Vehicles for Electric Infrastructure Charging www.indiainfrastructure.com 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.
12 | India Infrastructure Research www.indiainfrastructure.com ENERGY No. of slides: 193 193 No. of slides:No. of slides: Table of Contents Table Price: Rs 55,000 (USD 1,298) Price: Rs 55,000 India Infrastructure Research | 13 (December 2019) (December Domestic Coal Price Trends Domestic Coal Price E-auction Based Pricing Imported Coal Pricing Scheduling z z z - Capital Cost Trends - Opex Trends - Generation in Overall Cost of Power Trends - Stations of Coal-based Power Tariffs - Ministry of Power’s Scheme for Flexibility in Generation and - on Cost of Power Impact of Stringent Environmental Regulations - Auctions Pilot Scheme PPA Discovered Under Recent Tariffs - Capacity Outlook and Projections - Trends Generation 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 - Segment in Coal-based Power Trends Key - Trends Coal Price - to Discoms Power in Overall Cost of Renewable Trends - and Capital Cost Outlook Tariff - Trends and Pricing REC Trading The report is available in a PDF format. 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 ...... 7. COST OF POWERCOAL-BASED ...... 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 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 - in Case I and Case II Bidding Trends Tariff - with CPSUs in PPAs Trends - share in power generation Fuel-wise - Trends Energy Consumption - Mix Discom Consumer - recent developments Key - models procurement 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 5. INDUSTRIAL POWER PROCUREMENT ...... 4. POWER EXCHANGESTRADING AT ...... SECTION II: OPTIONS FOR INDUSTRIAL POWER 3. SHORT/MEDIUM TERM PPAs ...... 2. PPAS LONG-TERM ...... SECTION I: TRENDS IN DISCOM POWER PROCUREMENT 1. POWER SECTOR OVERVIEW AND INDUSTRY STRUCTURE ...... EXECUTIVE SUMMARY 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 Captive Power in India 2019 (November 2019) No. of slides: 219 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 is available in a PDF format. - Outlook
14 | 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 | 15 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.
16 | 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 | 17 Commercial and Industrial Solar Market in India (May 2020) Price: Rs 75,000 (USD 1,770) Key Trends, Regulatory Landscape and Demand Projections for Open Access-based and Captive Projects Table of Contents
1. EXECUTIVE SUMMARY ...... - Projected APPC Rates ENERGY - Power Demand Projections SECTION I: MARKET OVERVIEW - Banking Provision - State-wise Addressable C&I Solar Potential 2. SIZE AND GROWTH ...... - State-wise Projected Capacity in the C&I Solar Segment - Market Overview z High Growth-Scenario - Open Access and Captive Solar z Medium Growth-Scenario - Focus on Captive Solar Segment z Low Growth-Scenario - Focus on Rooftop solar z Growth Trend in C&I space SECTION II: STATE FOCUS z State-wise Installed Capacity in C&I Space - Key Growth Drivers 7. STATE PROFILES ...... - Addressable C&I Solar Market, by State - Andhra Pradesh - Key Risks and Challenges - Chhattisgarh - Impact of COVID-19 on Sector Outlook - Haryana - Insights - Gujarat - Karnataka 3. KEY TRENDS AND DEMAND DRIVERS ...... - Madhya Pradesh - Drivers and Roadblocks - Maharashtra z Impact of COVID-19 on Supply Chain, Project Development and - Rajasthan Electricity Demand - Tamil Nadu z State-wise Open Access Charges - Telangana z Solar Policy Targets in Focus States - Uttarakhand z State-wise Retail Tariffs - Uttar Pradesh z Discom Health across States - List of Open Access Solar Projects z State-wise APPC Trends z RPO Trajectory SECTION III: KEY PROJECTS AND MARKET PLAYERS z Energy Demand Outlook - Impact of Electricity Act Amendment on C&I Solar 8. CURRENT PROJECTS AND PLANNED SOLAR CAPACITY IN THE C&I - Government measures to mitigate coronavirus impact SEGMENT ...... - Policy and Regulatory Outlook - Overview - Potential Challenges - Commercial Segment - State-wise C&I Solar Score z Airports - Insights z Mass Transit Systems z Ports 4. TARIFF TRENDS, COST STRUCTURES AND PROJECT RETURNS . . . . . z Indian Railways - Annual HT Industrial Tariff Trends z Others - Annual Commercial Tariff Trends - Industrial consumers - Solar Tariff Trends across States z Key operational projects - Project Cost Economics z Upcoming projects z Rooftop Solar Projects - Impact of Covid-19 on z Ground-Mounted Solar Projects z Supply chain - O&M Cost Trends z Projects under construction - Return Analysis z New projects/tenders z Equipment costs 5. INDUSTRY STRUCTURE AND BUSINESS MODELS ...... z Project financing - Power Sale Options - Current Business Models 9. KEY DEVELOPER PROFILES ...... z CAPEX - Amplus Solar (PETRONAS Group) z OPEX - Azure Power z Industry Structure for open access solar projects - CleanMax Solar - Emerging Business Models - Cleantech Solar z Aggregator - Fourth Partner Energy z Solar as a Service - ReNew Power z Proposed Green Term Ahead Market - SunSource Energy - Tata Power Solar 6. PROJECTIONS FOR C&I SOLAR MARKET ...... - Impact of COVID-19 on z Power Demand z C&I Solar Demand The report is available in a PDF format.
18 | India Infrastructure Research www.indiainfrastructure.com ENERGY 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 . . - 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
www.indiainfrastructure.com India Infrastructure Research | 19 Coal-Based Power Generation in India 2020 No. of slides: 323 Price: Rs. 75,000 (USD 1,770) Market Trends, Plant Performance and Project Pipeline (July 2020) Table of Contents
SECTION I: MARKET TRENDS, IMPACT OF COVID-19 AND FUTURE OUT- - Availability of Coal with Power Plants
ENERGY LOOK - Update on Coal Linkages - E-auction and Captive Volume and Trends 1. SECTOR SIZE AND GROWTH ...... - Pricing Trends - Capacity Trends - Generation Trends 9. UPDATE ON STRESSED ASSETS ...... - Trends in PLF - Stressed Coal-based Power Projects - Analysis of Existing Coal-based Capacity: By sector; Location; Size - Key Reasons Causing Stress of units; Type of coal - Measures to Revive Stressed Assets - Impact of COVID-19 on IBC 2. RECENT POLICY AND REGULATORY DEVELOPMENTS ...... - Restructuring Options - LC Mechanism - Challenges and Workable Solutions - Phase II of Pilot Scheme for Power Procurement - Recommendations of HLEC for Resolution of Stressed Assets SECTION II: PLANT PERFORMANCE, TARIFFS AND COSTS - Update on Coal Washing - Update on Coal Emission Norms 10. ANALYSIS OF OPERATIONAL PLANTS ...... - Allowing use of Coal Linkage for Short-term Power Procurement - Size of Plants and Units - Other Developments - State-wise and Sector-wise Profile - Subcritical, Supercritical and Ultra-supercritical Units 3. IMPACT OF COVID-19 ...... - Age of Units - Impact on: Power Demand; Coal Supply and Demand; Coal-based - Boiler and Turbine Makes Generation; Under Construction Capacity, New Bids and Financing; - PLF Trends Input Costs and Supply Chain; Coal-based Power Generation Revenues 11. RENOVATION AND MODERNISATION ...... - Relief Measures Announced/Expected - Age Profile of Thermal Units - Key Recommendations Based on Industry Interactions - Key Drivers - Experience so Far 4. PROJECT PIPELINE ASSESSMENT IN LIGHT OF COVID-19 ...... - Potential Plants for R&M - Overall Project Pipeline - Potential Plants for Closure - Analysis of Upcoming Capacity: Stage (Under construction, stalled, - Issues and Challenges approved); By Sector; By Expected CoD; By Size; By Technology (subcritical, supercritical, ultra-supercritical); By Location 12. TARIFFS AND PRICES ...... - Current status of capacity under consideration - Factors Affecting Cost of Generation and Tariffs - Expected Time and Cost Overruns in Upcoming Projects - Tariff Trends - Stalled Projects - Tariff Trends in PPAs - Issues and Concerns - Tariff Discovered under Case 1 and 2 Bids - Top Upcoming Projects - Short-term Power Prices on Exchanges - E-bidding under DEEP 5. FUTURE OUTLOOK ...... - Capacity Addition Projections by 2024 13. GENERATION COSTS ...... - Power Demand Projections - Trends in Fixed and Variable Costs - Outlook for: Fuel Supply; Capacity Utilisation and PLFs; Generation - Trends in Other Costs Tariffs; Stressed Assets - Cost Comparison with Other Fuel Options - Emission Norms Compliance - Generation Cost of New Plants - Impact of Renewables on Coal-based Power - State-wise Marginal Cost - Role of Coal-based Plants in Grid Balancing - Future Outlook - Market Opportunities for: Project Developers; Financers; Equipment Providers SECTION III: PROFILES OF GENERATION COMPANIES
6. FOCUS ON EMISSION CONTROL ...... 14. PROFILES OF KEY COAL-BASED POWER PRODUCERS ...... - Trends in Emissions from Coal-based Plants - Central Sector Players NTPC Limited; Damodar Valley Corporation; - Overview of Environmental Standards NLC India Limited - Key Identified Technologies - State Sector Players: Maharashtra State Power Generation - Plans and Current Status Company; Uttar Pradesh Rajya Vidyut Utpadan Nigam Limited; - Impact on Cost of Generation Rajasthan Vidyut Utpadan Nigam Limited; Tamil Nadu Generation - Issues and Challenges and Distribution Corporation Limited; West Bengal Power Development Corporation Limited; Karnataka Power Corporation 7. FLEXIBILISATION OF OPERATIONS ...... Limited; Madhya Pradesh Power Generating Company Limited; - Load Pattern Analysis and Forecast Gujarat State Electricity Corporation Limited; Chhattisgarh State - Flexible Generation Options for Coal-based Plants Power Generation Company Limited; Telangana State Power - Equipment Modifications to Enhance Flexibility Generation Corporation Limited; Andhra Pradesh Power Generation - Cost Implications Corporation Limited; Haryana Power Generation Corporation - The Experience So Far Limited; Singareni Collieries Company Limited - Key Issues and Challenges - Private Sector Players: Adani Power Limited; Tata Power Company Limited; Reliance Power Limited; JSW Energy Limited; Jindal Power 8. COAL SUPPLY AND OUTLOOK ...... Limited; Essar Power Limited; GMR Energy Limited; RattanIndia - Coal Reserves Power Limited; Lanco Infratech Limited; CLP India Private Limited; - Coal Production and Supply GVK Energy Limited; Nabha Power Limited; Vedanta Limited; Bajaj - Trends in Coal Imports Energy Limited; ACB (India) Limited; Jaiprakash Power Ventures - Update on Coal Mining Auctions Limited; DB Power Limited; KSK Energy Venture Limited; Hindustan - Reforms to Enhance Domestic Coal Production: Commercial Coal Powerprojects; CESC Limited; Sembcorp Energy India Limited Mining; Recent Policy Changes - Demand from Power Plants The report is available in a PDF format.
20 | India Infrastructure Research www.indiainfrastructure.com ENERGY Table of Contents Table India Infrastructure Research | 21 No. of slides: 241 Price: Rs. 75,000 (USD 1,770) 241 Price: Rs. No. of slides: 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 The report is available in a PDF format. The report 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) No. of slides: 168 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
22 | 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 | 23 No. of slides: 139 No. of slides: 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 The report is available in a PDF format. 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 Future of Solar O&M in India (September 2018) No. of slides: 149 Price: Rs 60,000 (USD 1,416) Changing Landscape, Growing Role of Digitisation and New Opportunities Table of Contents
1. EXECUTIVE SUMMARY ...... Forecasting and scheduling
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:
24 | India Infrastructure Research www.indiainfrastructure.com ENERGY 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
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
www.indiainfrastructure.com India Infrastructure Research | 25 ENERGY 26 | India Infrastructure Research |IndiaInfrastructure 26 Key Trends, andOutlook Risks,Alternatives Competitive BiddingforWindProjects Table ofContents .WN ETROEVE . OVERVIEW SECTOR WIND 2. . SUMMARY EXECUTIVE 1. .ATRAIEWN OE ELN PIN . ALTERNATIVE7. OPTIONS SELLING POWER WIND . CHALLENGES AND RISKS 6. . TENDERS WIND UPCOMING 5. . TENDERS WIND COMPLETED OF EXPERIENCE 4. . REGULATORYAND FRAMEWORK POLICY 3. Key IssuesAndChallenges - EmergingAreasofOpportunity - EmergingGrowthDrivers - ImpactOfCompetitiveBiddingOnCapacityAddition - Key MilestonesAndDevelopments - State-Wise CapacityGrowthTrends - Yearly Targets andAchievements - CapacityAdditionTrends - Pros AndConsFor Power Alternative SaleOptions - SaleOnPower Exchanges - OpenAccess - (REC) Renewable EnergyCertificates - Financing-Related Issues - LegalChallenges - Policy Risks AndRegulatory - Key IssuesandChallenges - Key Features OfUpcomingtenders - Result AnalysisOfState-Wise Tenders - Result AnalysisOfSECITranche ITo IVTenders - BiddingProcesses AndOverallExperience - Policy NeedsAndOutlook AndRegulatory - Renegotiation OfOlderPPAs - State-wiseCompetitiveBiddingPolicies AndGuidelines - Key Features OfCompetitiveBiddingGuidelinesFor WindProjects - (May 2018) 8. IMPACT ON INDUSTRY STRUCTURE . STRUCTURE INDUSTRYIMPACT ON 8. 1 MATO AAIYADTO N NETET. INVESTMENT AND CAPACITYIMPACTADDITION ON 11. . COMPETITIVELYOF FINANCING PROJECTS 10. BID . . ECONOMICS COST CHANGING 9. The report isavailableinaPDFformat. - Industry Consolidation Industry - post-CompetitiveBidding Structure Industry - ImpactonManufacturingIndustry - EmergingProject DevelopersLandscape - Trends in MarketShare - Key RisksandChallenges - ImpactonInvestmentRequirements - ImpactonCapacityAdditionOutlook - Future GrowthDrivers - FinancingOutlook - EmergingSourcesofFinancingforWindPower Developers - Key SourcesofFunds - ChangeinProject CostsPost-Competitive Bidding - onInvestmentAnalysisandComparison Return - RECPrice andVolume Trends - Average Power PurchaseCost - Tariffs ThroughCompetitiveBidding Determined - WindTariff Trends - No. ofslides:140 Price: Rs50,000 www.indiainfrastructure.com (USD 1,180) ENERGY Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 27 No. of slides: 219 No. of slides: Make; State; Age Comparison Inter-developer NEEPCO; NTPC; DVC State Telangana Generation Corporation; Maharashtra State Power Nadu Generation and Generation Corporation; Tamil Power Corporation; Kerala Distribution Corporation; Odisha Hydro Power Generation Power State Electricity Board; Andhra Pradesh Corporation; Sardar Sarovar Narmada Nigam Limited; Uttarakhand Urja Limited Jal Vidyut Nigam Limited; Teesta AHPC Ventures; Power Projects Limited; Dans Group; Sneha Kinetic Power Private Power Limited - and Non-technical Barriers Technical - and Solutions Available Technologies - of Storage Technologies Cost Comparison - Forward The Way - Player; Size; Analysis: By Project Installed Capacity Equipment - Generation Trend: Comparison; Inter-plant Historical Trend; - Analysis Operating Availability - in Outages Trends - and Modernization Renovation - Current Stalled Capacity - reasons for Slippages Key - Time and Cost Overruns - Mitigation Strategies and Policies - Financings Sources and Recent Funding Key - M&A Deals - Cost Overruns of Stressed Assets - Stressed Assets Measures to Revive - on Financial Viability to Renewables Impact of Reclassification - Investment Needs and Requirements - Mechanisms Innovative Funding - Challenges Key - Cost Trends Project - in Tariffs Trends - Norms for 2020-24 Tariff - Projects Return Analysis of Hydro Power - Issues and Concerns Key - Overview - Ties Existing Power - in Nepal Status on Upcoming Project - in Bhutan Status on Upcoming Project - Interconnections Transmission Existing and Proposed - Central Sector Players: BBMB; NHPC; SJVNL; NHDC; THDC; - Corporation Limited; State Sector Players: Karnataka Power - Company Limited; JP Power Sector: Private JSW Energy; Tata - Company Limited; Gati Infrastructure; Others: Malana Power Everest 8. PLANT PERFORMANCE ANALYSIS...... CAPACITYOF STALLED 9. ANALYSIS ...... 10. INVESTMENT SCENARIO AND STRESSED ASSETS ...... AND VIABILITYTARIFFS 11. COST, ...... 12. CROSS-BORDER COLLABORATIONS ...... 13. PROFILES OF KEY DEVELOPERS ...... is available in a PDF format. The report (July 2020) Location Equipment-make Type Under Planning, SurveyProjects and Investigation Upcoming Capacity for Pumped Storage Year of Commissioning Year Ownership Unit Size Purchase of Electricity from Hydro Power Sources Purchase of Electricity from Hydro Power for Non-compliance of Hydropower Purchase Obligation Penalties Power Demand and Generation Power Generation Revenues Hydro Power New Bids and Projects Overall Power Sector Overall Power z z z z z z z z z z z z z z - Region-wise and Development: Basin-wise; Potential Hydro Power - Addition Trends Installed Capacity - Additions Sector and Utility-wise - Generation Trends Hydro Power - in Electricity Generation Mix Share of Hydro Power - Capacity Small-hydro Power - Capacity Pumped-hydro Storage - Barriers Key to Development - Impact on - Installed Capacity Projections - Outlook Costs and Tariff - and Regulatory Outlook Policy - Investment Outlook - Equipment Projections - O&M Needs and Requirements - Risks and Challenges - Hydro under FRAS - Integration for Renewable Balancing Requirements - Stalled Capacity - Projects Updates on Key - Agreements Signed Key - Impact of COVID-19 on Under-construction Capacity - Amendments to Electricity Act, 2003 - Developments Other Key - Measure of Approved Policy Features Key - Capacity Benefit Analysis - Rationalisation Tariff - Hydropower Purchase Obligation - Competitiveness Impact on Tariff - Impact on Cost of Generation - Challenges Key - Industry Perspective - Capacity Under Construction - by Analysis of Upcoming Projects - Generation Plants Measures for Power Relief - Based on Industry Recommendations Key Interactions 2. IMPACT 2. OF IMPACT COVID-19 ...... 1. SECTOR SIZE AND GROWTH ...... EXECUTIVE SUMMARY EXECUTIVE SUMMARY 7. PROJECTED ROLE IN BALANCING LOAD AND STORAGE ...... 6. FUTURE AND OUTLOOK PROJECTIONS ...... 4. IMPACT 4. OF IMPACT NEW HYDRO POWER POLICY...... 5. UPCOMING PROJECT PIPELINE ...... 3. RECENT DEVELOPMENTS...... Market Developments, New Hydro Policy, Project Pipeline and Future Outlook Pipeline and Future Project Hydro Policy, New Market Developments, Hydro Power Market in India 2020 in India Market Power Hydro www.indiainfrastructure.com ENERGY Renewable EnergyDevelopmentinAfrica Renewable 28 | India Infrastructure Research |IndiaInfrastructure 28 Trends, Outlook, Opportunities andProjectionsTrends, Outlook,Opportunities Table ofContents .BONRY. BIOENERGY 6. . . POWER WIND 5. . . POWER SOLAR 4. . HYDROPOWER 3. OUTLOOK . AND ENERGYTRENDS RENEWABLE 2. . SCENARIO POWER CURRENT 1. EMERGINGPOWER SCENARIOINAFRICA SECTION A: Outlookand Projections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostsandExpenses - BioenergyTargets - SizeandGrowth - Overview - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - WindPower Targets - SizeandGrowth - Overview - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - SolarEnergyTargets - SizeandGrowth - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - Key UpcomingProjects - CostandTariff Trends - HydropowerTargets - SizeandGrowth - Overview - SectorOutlook - EmergingOpportunities - IssuesandChallenges - Key GrowthDrivers - AnalysisofPolicy Inter-country andInstitutionalFramework - LCoETrends - Segment-wiseShare - SizeandGrowth - OutlookandOpportunities - Key IssuesandChallenges - Resource Availability andPotential - EnergyMix - Status Current - No. ofslides:504 The report isavailableinaPDFformat. on: profileprovidesinformation Each country Zimbabwe. Leone, SouthAfrica,Sudan,Tanzania, Togo, Tunisia, Uganda,Zambiaand Mozambique, Namibia,Niger, Nigeria,Rwanda,Senegal,Seychelles,Sierra Ghana, Guinea,Kenya, Libya,Madagascar, Mauritius,Morocco, Botswana, Cameroon,DemocraticRepublic oftheCongo,Egypt,Ethiopia, and outlookfor30Africancountries.TheseincludesAlgeria,Angola, totherenewableenergyscenario This sectionhas30chapterspertaining SECTION B:COUNTRY PROFILES . FINANCING AND INVESTMENT 8. . RENEWABLES OFFGRID DECENTRALISED 7. (April 2018) Renewable EnergyInvestmentOutlook - Renewable EnergyDemandOutlook - Focus Renewables onOff-grid - Segment-wiseTargets andOutlook - Key PlayersandPlans - Segment-wiseCostandTariff Trends - Recent Developments - EvolvingPolicy Scenario andRegulatory - Key GrowthDrivers - Segment-wiseSizeandGrowth(Solar, Wind,Bioenergy, etc.) - Resource-wise Renewable EnergyPotential - Power DemandandSupplyScenario - EconomicScenarioandDemography - InvestmentRequirements andOutlook - Key RisksandConcerns - MergersandAcquisitions - EmergingFinancialInstruments - Proposed Investments - Funding Sources - InvestmentTrends Current - OutlookandProjections - Key RisksandChallenges - MarketOpportunities - CaseStudies - EmergingBusinessModels - EstimatedOffgridPotential - rc:R 2000(USD 3,200) Price: Rs200,000 www.indiainfrastructure.com ENERGY (USD 1,180) (USD Table of Contents Table Rs 50,000 Rs 50,000 India Infrastructure Research | 29 No. of slides: 90 Price: No. of slides: Angul (Enzen Global Solutions Private Limited) Angul (Enzen Global Solutions Private Distribution Company Limited) Limited) Utilities Private deficit, Revenue Realised) Realised) deficit, Revenue - Limited) Power Bhiwandi (Torrent - Nagpur (Spanco Nagpur Discom Limited) - Limited) Power Agra (Torrent - Limited) Muzaffarpur (Essel Vidyut Vitaran (Muzaffarpur) - Bhagalpur (SPML Infra Limited) - Corporation Limited) Gaya (India Power - Talcher Dhenkanal, Division I & II, Jagatsinghpur, Kendarapara and - Electricity Khurda, Balugaon, Puri and Nayagarh (Feedback - City Electrical Division (Cuttack), Athagarh and Salipur (Riverside - Limited) Nimapara (Seaside Utilities Private - and Bikaner (CESC Limited) Bharatpur Kota, - Company Limited) Power Ajmer (Tata - of Award Year - Served Area and No of Consumers - Validity of Franchise Term - Bid Details - Issues and Challenges Key - Current Infrastructurearea in DF - Gap, Energy loss reduction, Revenue Performance (AT&C Review - Major Initiatives undertaken by DF The report is available in a PDF format. The report The franchises covered include: 5. PROFILES OF DISTRIBUTION FRANCHISES ...... (April 2018) 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 ENERGY (January 2018) (January inIndia2017-18 Solar PlantPerformance 30 | India Infrastructure Research |IndiaInfrastructure 30 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 The report isavailableinaPDFformat. The report . DATABASE13. TRACKED PLANTS OF . STUDIES CASE 12. . . (2012-2017) 11. PLANTPERFORMANCEBY KEYINVERTERMANUFACTURERS PLANTPERFORMANCEBY KEYEPCCONTRACTORS(2012-2017) . . 10. . (2012-2017) PLANTPERFORMANCEBY KEYMODULEMANUFACTURERS 9. . DEVELOPERS(2012-2017) KEY BY PERFORMANCE PLANT 8. . (2012-2017) DEVELOPERBYTYPE PERFORMANCE PLANT 7. location, size,EPCcontractor, etc.) (The databaseincludesmonth-wisepowergeneration,developer, Manufacturers:ABB,Delta,Hitachi, ofKey Inverter Performance - Analysis ComparativePerformance - ManufacturersinPlantsTracked ShareofKey Inverter - Manufacturers MarketShareofKey Inverter Current - ofKey EPCContractors:GamesaSolar, Performance LancoSolar, - Analysis ComparativePerformance - ShareofKey EPCContractorsinPlantsTracked - MarketShareofKey EPCContractors Current - ofModuleManufacturers:BHEL, CanadianSolar, Performance First - Analysis ComparativePerformance - ShareofKey ModuleManufacturersinPlantsTracked - MarketShareofKey ModuleManufacturers Current - ofKey Developers:ACMESolar, Performance Greenko,SBEnergy, - Analysis ComparativePerformance - ShareofKey DevelopersinPlantsTracked - MarketShareofKey Developers Current - 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 No. ofslides:195PriceRs.60,000(USD1,416) www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 31 and Key Players, Growth Drivers, Upcoming Projects and Players, Growth Drivers, Upcoming Projects and Key Issues and Challenges, Segment Outlook Investments, Key and Players, Growth Drivers, Upcoming Projects and Key Issues and Challenges, Segment Outlook Investments, Key Engineering goods, Brick and Electronics, Chemicals, Textiles, mortar retail, FMCGs Issues Key Needs and Requirements, Growth Drivers, Warehousing and Challenges, Outlook and Projections - Size and Growth - Government Schemes/Initiatives and Developments Trends - Key - Construction of Steel Silos Issues and Challenges - Key - Outlook and Projections - Size and Growth and Developments Trends - Key Growth Drivers - Key Issues and Challenges - Key - Outlook and Projections - Size and Growth and Developments Trends - Key Growth Drivers - Key Issues and Challenges - Key - Outlook and Projections - Size and Growth and Developments Trends - Key - Impact of Direct Port Delivery on CFSs/ICDs - Market Structure Players and Key - Growth Drivers - Upcoming Projects Issues and Challenges - Key - Outlook and Projections and Developments, Market Structure Trends - Size and Growth, Key and Developments, Market Structure Trends - Size and Growth, Key Pharmaceutical, Processing, Automobiles, - Grain Storage, Food and Developments, Trends Players, Key - Size and Growth, Key - Government Schemes/Initiatives and Developments Trends - Key - Market Structure Players and Key Issues and Challenges - Key - Outlook and Projections 8. STORAGE SILO ...... 9. LIQUID STORAGE: CRUDE OIL AND PETROLEUM...... 10. GAS STORAGE: DOMESTIC GAS AND LNG...... SECTION III: WAREHOUSING/STORAGE MODELS 11. (CFSS)/ INLAND CONTAINER FREIGHT STATIONS CONTAINER DEPOTS (ICDS) ...... 12. LOGISTICS PARKS LOGISTICS PARKS/MULTI-MODAL ...... 13. FREE TRADE WAREHOUSING ZONES ...... STORAGE NEEDS AND KEY CUSTOMERS: EVOLVING SECTION IV: REQUIREMENTS 14. MAJOR CONSUMER SEGMENTS ...... 15. FOCUS ON E-COMMERCE & THIRD LOGISTICSPARTY ...... is available in a PDF format The report (May 2020) and Key Players, Smartand Key Issues Growth Drivers, Key Warehouses, and Challenges, Outlook and Projections Units, Chilling/Freezing Quick Frozen Bulk Coolers, Individually Vans, Infrastructure Freight Trains Trains Freight & Cold Storages) (Warehouses Acquisitions, IPOs - Size and Growth, Key Trends and Developments, Market Structure Trends - Size and Growth, Key Houses, Reefer Houses/Integrated Pack - Size and Growth: Pack - Size and Growth - Government Schemes/Initiatives and Developments Trends - Key Entrepreneurs Guarantee (PEG) Scheme - Private - Market Structure Players and Key - Growth Drivers Issues and Challenges - Key - Outlook and Projections - Market Size and Growth - Market Size and Growth - Industry Structure and Regulatory Framework - Policy and Developments Trends - Recent Hubs - Major Warehousing and Investments - Upcoming Projects - Issues and Challenges (2024-25) - Outlook and Projections Budget 2020 Announcements - Key Development for Warehouse - Viability Gap Funding Infrastructure- Warehouse Fund - National Cold Storage Grid by the Railways Grid - National Warehousing Coaches in Express and - Refrigerated through PPPs - Kisan Rail by NABARD of Storage Facilities - Mapping & Geo-Tagging - Advanced Storage Solutions - Village Storage Scheme and Regulatory Outlook - Policy - Investment Projections and Storage Projections - Warehousing Upcoming Projects - Key - Big-ticket Opportunities 2020 and Beyond to Look Out For: in Investment - Trends Mergers and Equity, Private Deals and Transactions: Recent - Key Successful Exits - Key - Upcoming Opportunities for Investors - Risks and Returns - Investment Outlook 7. COLD STORAGES, COLD CHAIN AND ...... REEFER CONTAINERS 6. INDUSTRIAL WAREHOUSING ...... 5. WAREHOUSING AGRICULTURAL ...... 1. SEGMENT OVERVIEW ...... 2. AND NEW ADDITION CAPACITY INITIATIVES PLANS ...... 3. MARKET AND OUTLOOK PROJECTIONS (Till 2025-26) ...... 4. INVESTMENT SCENARIO ...... OPPOR- SECTION II: STORAGE INFRASTRUCTURE: SEGMENT ANALYSIS, TUNITIES AND PROJECTIONS SECTION I: CAPACITY GROWTH, EMERGING TRENDS AND KEY GROWTH, EMERGING TRENDS SECTION I: CAPACITY PROJECTIONS EXECUTIVE SUMMARY...... Market Insights, Trends, Opportunities Trends, Market Insights, and Outlook Storage Infrastructure in India 2020 in India 2020 Infrastructure Storage www.indiainfrastructure.com Airports in India 2020 (June 2020) Price: Rs 110,000 (USD 2,596) Sector Analysis, Investment Opportunities and Future Outlook Table of Contents
EXECUTIVE SUMMARY 10. SECTOR OUTLOOK AND OPPORTUNITIES - Vision 2040 Overview; Targets under Vision 2040; AAI Capex Targets; SECTION I: KEY TRENDS, EMERGING LANDSCAPE AND GROWTH PRO- Investment Opportunities; Market Opportunities; Future Outlook; JECTIONS Policy & Regulatory Outlook; Big-ticket Opportunities 2020 & Beyond
1. SECTOR GROWTH & KEY DEVELOPMENTS 11. INVESTMENT TRENDS AND EXPERIENCE - Traffic Trends; Capacity Growth; Key Trends; Growth Drivers; Recent - Investment Trends; Regulations and Impact on Investor Interest; Developments; Capacity Gaps & Incremental Capacity Investors’ Perspective; Emerging Sources of Investment; Private Requirements; Cities in Need of Second and Third Airports; Risks Equity Trends; External Commercial Borrowings (ECB) Trends; M&A and Challenges; Future Targets; Sector Outlook Deals; Recent Financial Closures; Opportunities for Investors; Key Risks and Projected IRRs 2. IMPACT OF COVID-19 ON PROJECTS, OPERATIONS AND TRANSPORTATION INVESTMENTS SECTION II: KEY FOCUS AREAS - Future of Airport Privatisation - Airports Revenues and IRRs 12. NEW OPPORTUNITIES UNDER THE REGIONAL CONNECTIVITY - Role of Force Majeure SCHEME - Impact on: Airports; Airlines; Under Construction Projects; Bid - UDAN 4; Regional Analysis; Scope and Progress; Operational Delays; Financial Closures; Supply Chain; Developers’ and Investors’ Airports/Airstrips; Progress & Experience under Rounds 1, 2, 3, and Perspective 3.1; Progress under UDAN International; Airline Experience and - Future Outlook and Strategies Issues Faced; Viability of Regional Operations; Future Plans & Targets
3. DEMAND FORECAST AND CAPACITY PROJECTIONS (TILL 2025-26) 13. CARGO INFRASTRUCTURE DEVELOPMENT ...... - Passenger Segment: Traffic Forecast; Key Investment Projections; - Overview; Existing Capacity; Operational Facilities; Recent Capacity Projected Capacity Addition (Existing & Upcoming Airports) Additions; New Facilities Planned by AAI; Planned Investments; - Cargo Segment: Traffic Forecast; Projected Capacity Addition Upcoming Projects and Opportunities; Key Trends; Future Outlook (Existing & Upcoming Airports) 14. EQUIPMENT (COMMUNICATION, NAVIGATION AND SURVEILLANCE) 4. POLICY AND REGULATORY LANDSCAPE - Current Infrastructure; Recent Trends and Advancements; Key - NCAP, 2016 - Features and Impact; Regulatory Regime; AERA’s Role Suppliers; Procurement Targets for Equipment at Airports; in Tariff Fixation AERA (Amendment) Bill, 2019; Aeronautical and Investment Plans for Procurement of ANS Infrastructure; Key Non-Aeronautical Revenue; Update of CPD Policies; Draft MCA for Growth Drivers; Upcoming Opportunities for Equipment Suppliers Greenfield Airports; National Air Cargo Policy; FDI Policy for Airports; Drone Policy & Drone 2.0 Regulations; National Green Civil 15. MAINTENANCE, REPAIR AND OVERHAUL Aviation Policy, 2019 - Currently Scenario; Demand for MRO; India as a Potential MRO Hub; Government support for MRO in India; Competitive Advantage; 5. AAI’S PERFORMANCE, PLANS AND TARGETS Upcoming projects and Opportunities; Future Outlook - Recent Capacity Additions; Tariff Trends at Key Airports; Financial Performance; Greenfield Airport Development; Key Completed 16. GROUND HANDLING Projects; Capacity Expansion Plans at Airports; Upcoming - Segment Overview; AAI’s Licensing Plans for Ground Handlers; Opportunities; New Initiatives; Investment Requirement; Progress Recent Bidding Scenario; Upcoming Opportunities; Future Outlook under NABH Nirman; Capex Targets 17. ROLE OF TECHNOLOGY & DIGITAL SOLUTIONS 6. PRIVATE OPERATORS’ PERFORMANCE - Context Setting; Potential Technology Disruptions; Key Solutions: - Key Private Players; Project Portfolio; Performance of Key Private Experience & Future Potential; Recent Trends and Advancements; Airports; Tariff Trends at Private Airports; Airport Revenues for Key Technology-focused Plans at Key Airports; Upcoming Opportunities private airports; Future Plans and Strategies; Key Challenges and for Technology and Solution Providers Lessons Learnt SECTION III: PROJECT PROFILES 7. AAI’S PRIVATISATION EXPERIENCE & PLANS - Progress under Adani’s Airports; Bidding Experience; Expected 18. KEY OPERATIONAL/COMPLETED AIRPORTS Investments & Future Opportunities; Key Upcoming Airports for - Indira Gandhi International Airport (IGIA), Delhi; Chhatrapati Shivaji Privatisation (20-25 Planned); Lender/Investor Interest in Brownfield International Airport (CSIA), Mumbai; Kempegowda International | Assets; Opportunities for Airport Operators; Potential Role of Global Airport Bengaluru (KIAB); Chennai International Airport (ChIA), Tamil Investors; Industry Response & Expectations; Future Potential & Plans Nadu; Netaji Subhash Chandra Bose International Airport (NSCIA), Kolkata; Rajiv Gandhi International Airport, Hyderabad; Cochin 8. FOCUS ON KEY UPCOMING GREENFIELD AIRPORTS International Airport, Kerala; etc. - Navi Mumbai Airport, Maharashtra Each profile provides an overview of the airport, key stakeholders involved, owner- - Jewar Airport, Uttar Pradesh ship structure, traffic trends, financial performance, current capacity, expansion - Mopa Airport, Goa plans, key initiatives, recent contracts; etc. This chapter includes detailed profiles covering the current status, recent contracts, detailed status, future opportunities for stakeholders, and the key issues & challenges. 19. OTHER UPCOMING/UNDER CONSTRUCTION AIRPORTS - Bhogapuram Airport, Andhra Pradesh; Dholera Airport, Gujarat; 9. PROJECT PIPELINE Hassan Airport, Karnataka; Kushinagar Airport, Uttar Pradesh - Overview Deoghar Airport, Jharkhand; Dagadarthi Airport, Andhra Pradesh; - By Type: Greenfield Airports; Brownfield Airports; Airside Dabra Airport, Madhya Pradesh; Bijapur Airport, Karnataka; etc. Infrastructure (New Terminal Buildings, Parking Bays, Runways, Each profile provides an overview of the airport, traffic projections, ownership struc- etc.); Others ture, expected capacity, future timelines, recent contracts; expansion, etc. - Mode of Implementation - Stage of Implementation The report is available in a PDF format
32 | India Infrastructure Research www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 75,000 (USD 1,770) (USD 75,000 Rs Price: India Infrastructure Research | 33 No. of slides: 614 No. of slides: MoHUA’s Guidelines on Rolling Stock Standardisation; Contract Stock Standardisation; on Rolling Guidelines MoHUA’s of Key Landscape; Profiles Competitive Upcoming Tenders; Awards; New Manufacturing on Indigenous Production; Players; Focus in Design and Introduction of Innovations Recent Facilities; Operations; Other Experience with Driverless Driverless Trains; Projections Innovations; Outlook and of Key Competitive Landscape; Profiles Upgrades and Innovations; Recent Upcoming Tenders; Players; Contracts Awards; Projections Developments; Outlook and Upgrades and Innovations in Fare Integration and Interoperability; of Key Media; Global Advances; Competitive Landscape; Profiles and Trends Key and Upcoming Tenders; Players; Contract Awards Media; Fare Developments; Plans for Deployment of Advanced Outlook and Projections Contracts; Contractors; Recent Market Share of Key Techniques; Outlook and Projections Trends; Key Upcoming Tenders; (past 12-15 months); Upcoming Bids Contracts Players; Recent in Tunnel Developments; Best Practices Recent and Tenders; Design; Outlook & Opportunities; Upcoming Investment Requirements Systems; Energy Consumption and Expenditure; Energy Conservation Players; Recent Initiatives; Solar Energy Use; Key Projections Outlook and Contracts; Upcoming Tenders; Upcoming Contracts; Global Best Practices; Players; Recent Outlook and Projections Tenders; Phase I; Bengaluru Phase II; Project Project Metro Rail Metro Rail Phase I; Project Chennai Metro Rail Project; Bhopal Metro Rail Phase I Extension; Delhi Metro Rail Project Chennai Metro Rail Phase I and II; Delhi Metro Express Line; Delhi AirportProject Phase III; etc. Project Express Line Extension; Delhi Metro Rail Phase II; Bengaluru Phase 2A; Project Bengaluru Metro Rail Airport Metro Line Phase 2B (Airport Metro Line); Bhubaneswar-Cuttack Phase II; Coimbatore Metro Project Chennai Metro Rail Project; Rail Project;Rail Project; Light Rail Dehradun-Haridwar-Rishikesh Greater Noida - Jewar Aiport Project; Metro Rail Gurgaon-Manesar- Project;Bawal Metro Rail Old Gurugram-New Gurugram Metro Rail Project; Project; Metro Rail Gurgaon-Faridabad Metro Rail Guwahati Phase I;Project Phase IB; etc. Project Metro Rail Kochi - System and Systems in Use; Growth; Technologies Market Size and - Growth; Specifications of Systems in Use; Level of Market Size and - Construction Methods and Cost; Prevalent Size and Growth; Per-km - Analysis of TBM Market; Market Share of Key Size and Growth; - and E&M Systems; Market Size; Specifications of Traction Traction - Components of Station Design; Key Market Size and Growth; Key - Phase I; Bengaluru Project Ahmedabad-Gandhinagar Metro Rail - Project Metro Rail Ahmedabad-Gandhinagar Project; Agra Metro Rail Each profile covers the project scope (network length, alignment details, number of stations, rolling stock, fare system, signaling and telecommunications, traction, etc.), cost estimates, key consultants, key con- ownership details, implementing agency, tractors, key milestones, funding pattern, actual/expected ridership, recent contracts, upcoming tenders, and the detailed current status. The report is available in a PDF format. 11. SIGNALING, TRAIN CONTROL AND TELECOMMUNICATIONS ...... 12. COLLECTION FARE AND TICKETING SYSTEMS...... 13. STRUCTURES AND CONSTRUCTION: AT-GRADE ELEVATED ...... 14. CONSTRUCTION: METRO TUNNELS ...... 15. TRACTION AND E&M ...... 16. AND INTER-MODAL INTEGRATION AREA DEVELOPMENT STATION . . SECTION III: PROJECT PROFILES 17. AND UNDER OPERATIONAL CONSTRUCTION PROJECTS ...... 17. UPCOMING PROJECTS (ANNOUNCED, APPROVED AND UNDER BIDDING PROJECTS) ...... (March 2020) Underground; Elevated; Growth in Ridership; Pricing Trends; Fare Fare Trends; Underground; Elevated; Growth in Ridership; Pricing trends Box & Non-fare Box Revenue and Focus on Indigenisation; Growth in Budgetary and Focus Recent Outlays; in Models; Emerging Trends Developments; New Business Risks and Challenges; Future Requirements; Investment Technology; and Emerging Opportunities; Outlook Trends Future and Profitability; Input Costs; Financing; Supply Chain; Revenue Stock Procurement Rolling Participation in O&M; Creation of the Unified Metropolitan Transport Authority; Industry Expected Recommendations; Expectations; Key Amendments Key Implementation; By Alignment; By Expected Completion; Upcoming Tenders Stock Suppliers; System Developers; Financiers; Rolling Private Providers Suppliers; Station Designers; Technology Stock; Signalling Systems; AFC Systems; Others Rolling Issues Projects; Proposed Key The Experience So Far; & Challenges & Challenges; Upcoming Opportunities Issues Projects; Proposed Key and Commercial Development (Including Station retail and Branding); Upcoming Opportunities; First & Last-Mile Connectivity; and Digital leasing; Technology Solar Rooftops; Train Solutions Key Capture Financing Framework; Multilateral Agencies; Value Streams; Cost Components and New Revenue Sources of Revenue; Outlook & Economics; PPP Experience & Potential; Project Opportunities - of ‘Make in Role Sector Trends; Growth; Key Network Size and - Covid Developments during - Impact of Covid-19 on: Under Construction Capacity; New Bids; - Developers’ Perspective - Forward Sector Outlook and Way - Scope for Private Impact on PPPs; Benefits; Potential Features; Key - By Status; By Mode of of System; Overall Pipeline; By Type - Growth Drivers - Expected Network Addition - and Opportunities: Market Prospects Consultants; EPC Contractors; - New Construction; Investment: Projected Network Expansion; - Opportunities and Future Emerging Trends - Standards & Specifications; Cost Economics; Features; Metrolite: Key - Cost Economics; The Experience So Far; Features; MetroNeo: Key - Oriented Development; Upcoming Opportunities; Estate Transit Real - and Impact of Business Models; Role Trends; Financing Key - Segment Size and Growth; Nature of Fleet and Specifications; - in Network Addition: At Grade; Existing Network; Trends EXECUTIVE SUMMARY EMERGING TRENDS AND NEW SECTION I: SECTOR ANALYSIS, OPPORTUNITIES 1. SECTOR SNAPSHOT ...... India’ 2. OF IMPACT COVID-19 ON PROJECTS AND OPERATIONS ...... 3. NETWORK, RIDERSHIP OPERATIONAL ...... & REVENUE ANALYSIS 4. -EXPECTED AMENDMENTS & INDUSTRY 2017 METRO RAIL POLICY, RECOMMENDATIONS...... 5. OF PROJECT PIPELINE ANALYSIS ...... 6. OPPORTUNITIES OUTLOOK, AND KEY PROJECTIONS ...... 7. NEW MODES OF MASS RAIL-BASED TRANSIT ...... 8. GROWTH AREAS, EMERGING OPPORTUNITIES AND NEW REVENUE SOURCES ...... 9. FINANCING SCENARIO AND PROSPECTS FOR PPP ...... AND NEW DEVELOPMENTS SECTION II: SEGMENT ANALYSIS, OPPORTUNITIES 10. ROLLING STOCK ...... www.indiainfrastructure.com Sector Analysis, Investment Opportunities, Investment Sector Analysis, Opportunities and New Trends Emerging Urban RailUrban India 2020 in TRANSPORTATION Analysis andInsights;Projections andOpportunities inIndia2020 Railways 34 | India Infrastructure Research | IndiaInfrastructure 34 Table ofContents .SCO VRIW. OVERVIEW SECTOR 1. SECTION I:MARKETANALYSIS, PROJECTPIPELINEANDOUTLOOK . TAKEAWAYS AND INSIGHTS KEY .IMPACT ONPROJECTDELIVERY ANDINVESTMENT OFCOVID-19 . . . . 2. .I/O NTAIE N EETDVLPET . DEVELOPMENTSINITIATIVESRECENT IR/MOR AND 3. .FTR ULO N RJCIN tl 22-5 . 2024-25) (till PROJECTIONS OUTLOOKAND FUTURE 4. IEIEAAYI . ANALYSIS PIPELINE PROJECTPIPELINEANDMARKETOPPORTUNITIES; 5. .FNNILPROMNEADNWFNIGSRTGE . STRATEGIESFUNDING NEW AND PERFORMANCE FINANCIAL 6. SECTION II:IR’SOPERATIONAL ANDFINANCIALPERFORMANCE .KYEFCEC NIAOS . INDICATORSEFFICIENCY KEY 7. .FREIGHTTRAFFICANDEARNINGSANALYSIS ANDFUTUREOUTLOOK 8. .CMOIYWS RIH RFI RNS. COMMODITY-WISETRENDS TRAFFIC FREIGHT 9. OUTLOOK . PASSENGER TRAFFICANDEARNINGSANALYSIS ANDFUTURE 10. TRENDS . TRENDS ZONE-WISE PERFORMANCEANALYSIS: TRAFFIC AND EARNINGS 11. 2 EIAE RIH ORDR. . DEDICATEDCORRIDOR FREIGHT 12. AND NEWOPPORTUNITIES SECTION III:FOCUSONMEGAPROJECTS:TARGETS, ACHIEVEMENTS 3 IHSEDRI . . RAIL SPEED HIGH 13. 4 TTO NRSRCUEDVLPET. STATIONDEVELOPMENT INFRASTRUCTURE 14. NetworkSizeandGrowth;Trends inTraffic Modal andEarnings; - - Expected Time Overruns (Short Term andMediumTerm); (Short ExpectedTimeOverruns NewBids; - HighlightsofUnionBudget2020-21;NewAnnouncements;Freight - GrowthDrivers;Passenger Traffic Projections (till2025);Freight - - Opportunity by Stakeholder; ExpectedNetworkAddition;Top byStakeholder; Opportunity - Trends inCapitalExpenditure;Trends inOperatingRatio; Revenue - EfficiencyIndicatorsforFreight Operations;Passenger kmPer Route - Key trends(2014-15to2018-19);MonthlyTraffic andEarning - Commodity-wiseTrends inFreight Traffic (2014-15to andEarnings - Key trends(2014-15to2018-19);MonthlyTraffic andEarning - Traffic Trends; Trends; Earning Key EfficiencyIndicators;Network - - Corridor Routes; Progress Corridor SoFar; Project Funding; Trend in - - HSR Corridors; Progress SoFar; HSRCorridors; Key InitiativesunderMission - - Current Infrastructure; Key Focus Infrastructure; Points Current ofStationRedevelopment - Issues andChallenges;SectorOutlook Experience; Targets andAchievements;InvestmentRequirements; Share ofRailways; Key SectorTrends; FinancingandPPP Capacity Addition Supply Chain;InputCosts;FinancingandRevenue; Expected Measures; Others Projects Announced;NewTrains andCoaches;NewSafety Initiatives; Recent IPOIssuances;Key CommissionedProjects; Key Plan Achievements;NewInitiativesunderMakeinIndia;Digital Segment Initiatives;Passenger SegmentInitiatives;100-dayAction Five Years (till2024-25) OutlookfortheNext andLong-term); Requirements (Medium-term UpcomingContractsandTenders;Construction; Investment Traffic Projections (till2025);Mega/BigTicketProjects under Upcoming Projects (in terms ofinvestment) Upcoming Projects (interms Sources ;Potential forPPPs; IssuesandChallenges Trends; CostTrends; Revenue Surplus;NewFunding/Revenue km; LineCapacityandUtilisation;StaffUtilisationIndicators Traffic Projections; SegmentOutlook Trends in2019-20;InitiativesforImprovingFreight Traffic ;Freight 2018-19); Comparative Performance ofCommoditiesin2019-20 2018-19); ComparativePerformance Projections ;SegmentOutlook Initiatives forImprovingPassenger Amenities;Passenger Traffic Analysis;Class-wiseTrafficEarnings Analysis; andEarnings Trends in2019-20;SuburbanandNon-SuburbanTraffic and Contracts andTenders; InvestmentRequirements Expansion Plans(2019-20);Key OngoingProjects; Upcoming and Tenders; Future InvestmentRequirements UpcomingContracts for theIndustry; Opportunity Opportunities; Expenditure; Targets and andTimelines;Upcoming Corridors Requirements; Upcoming Opportunities; Expected Timelines Requirements; UpcomingOpportunities; Issues andChallenges;ImplementationOptions;Investment Recent Developments;Key ;IdentifiedSemi-HSRCorridors; Raftaar Developments; Key Issuesand Challenges; EntailedInvestmentand Key Schemes/Programmes; OtherSchemesandRecent of StationRedevelopment; Overall Key Milestones;Progress under Projects; Models PPPExperienceinStation Redevelopment; Current (June 2020) The report isavailableinaPDFformat. The report The datasetcoversthefollowing: . . RAILWAY KEY PSUS 25. SECTION VII:PROFILEOFRAILWAY PSUS . TELECOMMUNICATIONSYSTEMS AND SIGNALLING 24. Mission . . . ENERGY REQUIREMENTSANDRENEWABLEENERGY POTENTIAL 23. . SAFETY 22. SECTION VI:NEWFOCUSAREAS:KEYINITIATIVES ANDFUTUREPLANS . TUNNELS RAIL 21. . BRIDGES 20. . EXPANSIONPLANS AND NETWORK CURRENT TRACKS: 19. SECTION V: SEGMENTANALYSIS: CONSTRUCTION . EXPANSIONCAPACITYPLANS AND PRODUCTION 18. . PLANS PRODUCTION FUTURE AND SIZE FLEET IR’S 17. SECTION IV: SEGMENTANALYSIS: ROLLINGSTOCK . SYSTEMS RAIL SUBURBAN NEW 16. . SYSTEMS TRANSIT RAPID REGIONAL 15. MastersheetofKey UpcomingProjects; Zone-wiseExpenditurein - Braithwaite&CompanyLimited;ContainerCorporation ofIndia - andPractices ;Recent Initiativesand Infrastructure Current - ElectricityConsumptionandExpenditure;IR’s Targets Under - SafetyScenario;ExpenditureTrends; Current Rashtriya Rail - SizeandGrowth;Techniques forTunnel Key Construction; - GrowthinNumberofRail Bridges;ROBs/RUBsSanctioned; - Projects; Recently Awarded Contracts;Key OngoingProjects; SizeandGrowth;NetworkExpansionTargets versusAchievements; - ExistingProduction Capacity;Production ofLHBCoaches;New - Trends in Production ofCoaches:GrowthinthePast FiveYears; Net - Key UpcomingProjects andProgress SoFar; Key Issuesand - Key RRTS Projects ;Progress SoFar andKey Milestones;New - Rail Tunnel Projects; Key PPPProjects Rapid Regional Transit Systems;StationRedevelopment Projects; (DFCs); HighSpeedRail (HSR) Projects; SuburbanRail Projects; Distribution Works; Electrification;DedicatedFreight Corridors 2019-20; Tracks; SignallingandTelecommunication; Traction Limited;Konkan RailwayIrcon International Corporation Limited;etc. Corporation Limited;IndianRailway FinanceCorporationLimited; Corporation Limited;IndianRailway CateringandTourism Rail High SpeedRail CorporationofIndiaLimited;IndianPort CorporationofIndiaLimited; Limited; DedicatedFreight Corridor Investment PlansandRequirements ExpenditureTrends; under MakeinIndia;MarketOpportunities; Developments; Technology Trends andAdvancements;Initiatives and Developments;IssuesChallenges;UpcomingOpportunities Projects; UpcomingTenders andContractors;OtherKey Initiatives Renewable Capacity(Solar&Wind);KeyPlants; Current Ongoing Traction Consumption;Transmission Network;NewCaptivePower 41K; MissionElectrification;InitiativestoReduce Traction andNon- Initiatives; IssuesandChallenges;Future PlansandInvestments . . . . Sanraksha Kosh ;Key BudgetAnnouncements;Government Upcoming ContractsandTenders; Key IssuesandChallenges Completed Projects; Key OngoingProjects; Key UpcomingProjects; Segment Outlook Key BridgeProjects; Key OngoingProjects; Key UpcomingProjects; ROBs/RUBs underSetuBharatam;Technology andDesignTrends; Upcoming Tenders andContracts;NetworkExpansionPlans Track Electrification;Track Renewal Recently andRepair; Completed Initiatives underMakeinIndia;UpcomingProduction Units Coaches andTrains; NewComponentsandInnovationsinDesign; Expenditure onRolling Stock 2018-19) ;Future Production Targets; Zone-wisePlanned Wagons; Production Target andAchievements(2014-15to Holding ofDieselandElectricLocomotives;NetAddition Contracts andTenders Investment Requirements andProject Timelines;Upcoming Challenges; NewAnnouncementsandRecent Developments; Tenders Challenges; InvestmentRequirements; UpcomingContractsand Announcements andRecent Developments;Key Issuesand Timelines Expected Expected Revenue Generation;UpcomingOpportunities; No. ofslides:466Price: www.indiainfrastructure.com Rs 110,000 (USD 2,596) TRANSPORTATION Table of Contents Table Price: Rs 110,000 (USD 2,596) Price: Rs 110,000 India Infrastructure Research | 35 Targets and Achievements; Project Award and Completion Scenario; Award and Achievements; Project Targets Upcoming Opportunities; Issues and Challenges Key Budgetary Investment and Capacity Addition Outlays; Proposed Forward; Overall Project Plans; PPP Experience and the Way Expressways, Bridges,Pipeline (State Roads, etc.); Elevated Roads, Issues and 15-20 States (Based on Upcoming Projects); Top Challenges; Market Opportunities Jammu and Kashmir;Himachal Pradesh; Jharkhand; Karnataka; Maharashtra; etc. Madhya Pradesh; Kerala; Network Limitedr;Road Limitedr; Dilip Buildcon Gammon Infrastructure etc. Limited; Projects Since April 2020; Overall Funding Snapshot; Trends in Budgetary Snapshot; Trends Funding Since April 2020; Overall Deals; Alternative and Recent Expenditure; Financing Trends Experience Financing Instruments; Monetisation via InvITs: Asset Investors; Risks and Mitigation of Foreign Role and Potential; Stance, ConcernsStrategies; Financier and Investor and Return Outlook Expectations; Investment Scenario; Historical and Expected Returns; Current Level Valuation of Stressed of Stressed Assets; Measures/Initiatives for Resolution Equity Deals; Analysis by Buyers and Project Recent Assets; Key SPVs; Immediate of Key of Global Investors; Credit Ratings Role Acquisition Opportunities Changes in the Model Concession Agreement; Bidding Recent Risks and Challenges; Environment; Upcoming Bundles under TOT; Opportunities Outlook for Long-termInvestors; Future Equipment Scenario; Key and Leasing Market; Pricing Developments; Equipment Finance; Demand Manufacturers; Recent Outlook Future (Medium and Long-Term); Projections in Use of New Materials; of Covid-19 on the Material Market; Trends Outlook; Market Projections Developments; Future Recent - Overview of NHIDCL's Operations; NHIDCL's Current Portfolio; - Initiatives; Growth in Policy Network Size and Growth; Recent - Bihar; Andhra Pradesh; Chhattisgarh; Delhi; Gujarat; Haryana; - Afcons Infrastructure Limitedr; Ashoka Buildcon Limitedr; Bharat - on Financing Environment; Financial Closures Impact of Covid-19 - Acquisitions; Deal Analysis; in Asset Trends Impact of Covid-19; - of Covid-19 on Asset Monetisation; Impact The Experience So Far; - of Covid-19:; Rental Equipment Market Size and Growth; Impact - Supply Scenario; Impact Trends; Market Size and Growth ; Pricing (This section will cover operations, financial performance, recent developments, pro- ject portfolio, of Covid-19 and future plans of each strategies being adopted in light company) The report will be available in a PDF format. (This section will cover materials including cement, steel, bitumen, geosynthetics, fly (This section will cover materials including cement, steel, ash and plastic waste) THE STATE-LEVEL PROGRESS AND OPPORTUNITIES AT SECTION V: 16. PROGRESS IN THE NORTHEAST...... 17. OPPORTUNITIES ROAD IN SEGMENTTHE STATE ...... 18. PROFILES OF KEY STATES ...... (This section will cover network size and growth, policy framework, recent develop- ments, and project portfolio of each state) SECTION VI: KEY PLAYERS 19. PROFILE OF KEY AND DEVELOPERS CONTRACTORS ...... SECTION III: FINANCING SCENARIO, ACQUISITION TRENDS AND NEW ACQUISITION TRENDS AND SCENARIO, SECTION III: FINANCING FUNDING STRATEGIES 11. FINANCIERS ERS PERSPECTIVE AND INVESTMENT TRENDS, ...... OUTLOOK 12. ASSET ACQUISITION OPPORTUNITIES ...... (TOT)13. OPPORTUNITIES UNDER TOLL-OPERATE-TRANSFER MODEL. . MARKET TRENDS AND EQUIPMENT AND MATERIALS: SECTION IV: DEMAND ASSESSMENT DURING COVID-19 14. EQUIPMENT MARKET TRENDS AND PROJECTIONS ...... 15. MATERIALS: MARKET TRENDS AND PROJECTIONS ...... (November 2020) (November (Draft ToC) Overall Performance: Project Awards and Completion; Emerging and Completion; Overall Performance: Awards Project Developments; Government Recent Initiatives in the Light of Trends; under NIP; Risks and Targets Covid-19; Investment Requirements Outlook Future and Challenges; New Opportunities and Targets; Delivery; Cost Overruns; Estimated Time & Outlook for Project Execution of COVID-19 on Infrastructure Companies and CAPEX; Strategies Players and Plans of Key under NHDP; Investment Completion; Balance for Award Big Ticket Targets; Contracts; Future Recent Requirements; Progress Opportunities HAM and EPC; Upcoming Tenders; under Programmes under Setu Bharatam and Char Dham Yatra Expressways, Analysis by Segment (NH, SH, State Roads, Term; Flyovers, etc.); Analysis by Stage of Development; Bridges, Tunnels, by Mode of Analysis by Ownership; Analysis by State; Analysis of Investment; in Terms Upcoming Projects Implementation; Top Clearances/Land Acquisition/Financial Closure; Awaiting Projects Big-ticket Opportunities of 50 Key Profiles to Look Out For; Upcoming Projects and Completion Targets; Award (till 2025); Project Projections Targets; Expected Mix of Implementation Models; Investment Investments at the State-level; Market Opportunities;Proposed Outlook; Other Emerging Opportunities;Policy Strategies and Sector Outlook Scenario; Post-Covid Solutions for the Post-Covid Bidding Scenario and Competitive Intensity; Developer/Investor Players and Their Portfolios; Key Upcoming Key Perspective; OpportunitiesProjects; at the State-level; Issues and Challenges; Outlook in Light of Covid-19 Future Industry Awards; Agreement; Planned and Actual Project Upcoming Projects; Key Expectations and Recommendations; Outlook in Light of Covid-19 Future Upcoming Pipeline; Key and Completion; Project Award Project Outlook Issues and Challenges; Future Projects; Deployment; New Initiatives in in FASTag Implementation; Trends Players and Their Portfolio;Light of Covid-19; Key Steps Towards Under Technology Maintenance; Progress Timely and Periodic Deployment; Opportunities Outlook for O&M Players; Future - Evolution and Gaps; Framework: Growth; Policy Network Size and - Since April 2020; Impact on Project made by Projects Progress - and Stance; Impact Impact on Investments; Investors' Perspective - and Construction Awards in Project Current Status; Trends - Pipeline: Short Medium Term Assessment of Project Term, Long - Addition Plans and Expected Network Addition in 2020-21; Network - Issues; in Financial Closures and Key Trends The Experience So Far; - Model Concession of the Revised Features The Experience So Far; - Bidding Scenario and Competitive Intensity; The Experience So Far; - Current Scenario; Industry under ETC Experience; Progress 2. OF IMPACT COVID-19 ON PROJECTS ...... 3. OF IMPACT COVID-19 ON INVESTMENTS AND COMPANIES ...... 4. PROGRAMME PROGRESS & OPPORTUNITIES UNDER BHARATMALA . RE-ASSESSMENT OF OPPORTUNITIES 5. PROJECT PIPELINE ANALYSIS: IN LIGHT OF COVID-19 (Till 2025) ...... 6. AND UPCOMING OPPORTUNITIES (Medium and MARKET OUTLOOK Long Term) ...... MAINTE- SECTION II: FOCUS ON PROJECT EXECUTION, OPERATIONS, NANCE AND TOLLING MODELS 7. EXPERIENCE, CHALLENGES AND OPPORTUNITIES UNDER HAM. . . . . 8. AND REVIVAL POTENTIAL STRATEGIES FOR BOT ...... 9. FORWARD THE FOR CONTRACTING WAY EPCMARKET: ...... 10. MAINTENANCE OPERATIONS, AND TOLLING ...... SUMMARY SUMMARY AND KEY INSIGHTS ...... NEW ASSESSMENT, COVID-19 IMPACT SECTION I: MARKET ANALYSIS, OUTLOOK OPPORTUNITIES AND FUTURE 1. SECTOR TRENDS, AND DEVELOPMENTS OUTLOOK...... Sector Analysis, Impact of Covid-19 on Project Pipeline, Investments and Capacity Addition and Capacity Investments Pipeline, Covid-19 on Project Impact of Sector Analysis, Road in India 2021 Development www.indiainfrastructure.com TRANSPORTATION Sector Analysis, Project Pipeline, Emerging Opportunities andOutlook Sector Analysis,Project Pipeline,EmergingOpportunities inIndia2020 Ports 36 | India Infrastructure Research |IndiaInfrastructure 36 Table ofContents 13. COASTAL SHIPPING . . COASTALSHIPPING 13. 12. PORT CONNECTIVITY . . CONNECTIVITY PORT 12. SECTION II:SEGMENTANALYSIS, TRENDSANDOPPORTUNITIES 11. COSTS AND TARIFF TRENDS . TARIFFAND TRENDS COSTS 11. 0 NETETADPPEPREC . EXPERIENCE PPP AND INVESTMENT 10. .MRE POTNTE . OPPORTUNITIES MARKET 9. .OTOKADKYPOETOS(il22-5 . 2024-25) (till PROJECTIONS KEY OUTLOOKAND 8. .POETPPLN TNNMJRPRS. ATPORTS PIPELINE NON-MAJOR PROJECT 7. .POETPPLN TMJRPRSUDRSGRAA. SAGARMALA UNDER ATPORTS PIPELINE MAJOR PROJECT 6. .SGRAA VRIWADPORS OFR. FAR SO PROGRESS AND OVERVIEW SAGARMALA: 5. CAPACITYANALYSISAND TRAFFIC . PORT 4. 3. POLICY AND OTHER RECENT DEVELOPMENTS . DEVELOPMENTS RECENT OTHER AND POLICY 3. .IPC FCVD1 NPOET,CNTUTO N IACN . FINANCING AND CONSTRUCTION PROJECTS, ON COVID-19 IMPACTOF 2. 1. SECTOR OVERVIEW . OVERVIEW SECTOR 1. OPPORTUNITIES SECTION I:SECTORANALYSIS, RECENTDEVELOPMENTS, FUTUREOUTLOOK AND . SUMMARY EXECUTIVE Traffic Trends; Structure SchemesandInitiatives;Industry Key Government - - Overview; ModeofEvacuationCargo-OverallScenario; Overview; - - Port LogisticsCosts;ShippingOperatingCosts-For ContainerLines;Existing Port - Key Funding Sources;Recent DealsandTransactions; Private Sector - - Opportunities under Sagarmala; Opportunities beyond Sagarmala; Upcoming beyondSagarmala; Opportunities underSagarmala; Opportunities - GrowthDrivers;Policy Outlook;InvestmentProjections; Traffic andRegulatory - - Overall Pipeline; Pipeline Analysis under Sagarmala; NewandUpcomingNon- OverallPipeline;PipelineAnalysisunderSagarmala; - - Project Pipeline Analysis at Existing Major Ports; Upcoming Major Ports, UpcomingMajorPorts, Project PipelineAnalysisatExistingMajorPorts; - Programme Mission;Key ComponentsandScope;InvestmentRequirement - ByRegion andCoast;ModeofEvacuation;Type ofCargo/Commodity - Central-levelPolicy Developments;State-levelPolicy Developments; - - Impact on Covid-19; Initiatives undertaken amidstCovid-19;Future Outlook ImpactonCovid-19;Initiativesundertaken - MacroeconomicandTrade Scenario;OperationalandFinancialPerformance; - and Key Players; Fleet Size of Indian Shipping Industry; Recent Trends;and Key Players;FleetSize ofIndianShippingIndustry; Port Connectivity; Impact of DFC on Rail-Port Connectivity;TheWay Forward Connectivity;ImpactofDFConRail-Port Port Projects andInvestments; Key IssuesandChallenges;MappingtheEnvisaged ExperiencesoFar; Upcoming Evacuation ofCargo-AnalysisPorts; Recommendations to Lower Port Tariffs/ChargesRecommendations toLowerPort IssuesandConcerns; -Evolution;Industry Guidelines forMajorPorts Tariffs/Charges;Port Tariffs Recent Tariff acrossPorts; Revisions; Tariff Opportunities for Global Investors; Issues and Concerns; TheWay forGlobalInvestors;IssuesandConcerns; Forward Opportunities NewandEmergingFunding Sources;Project Economics; Participation; Tenders; Top 50Upcoming Projects Outlook -Overall;CapacityProjections; TheRoad Ahead Ports ExistingNon-major PlannedInvestmentandCapacityAdditionat major Ports; Planned Capacity and Investments ; Outlook for New Major Port Projects Investments;OutlookforNewMajorPort Planned Capacityand Issues andChallenges and Funding; OverallProgress SoFar; Progress underFour Components; Projects Awarded, AnnouncedandCompleted Developments; Initiatives;UnionBudget2020-21andOtherFinancial (EODB) Digitalisation-EaseofDoingBusiness Mechanisationand Modernisation, and Strategies Stakeholders’ Viewpoint (2019-20 to2024-25);InvestmentRequirements; UpcomingProjects; Emerging Trends; IssuesandChallenges;Future OutlookandProjections Policy andInstitutionalFramework;Financial Performance; Recent and EfficiencyTrends; Non-majorPorts; Utilisation Analysis;MajorPorts; TrafficSnapshot ofIndianMaritimeSector; Analysis;Capacityand (June 2020) The report isavailableinaPDFformat. The report . PROFILES PORT NON-MAJOR KEY 23. . PROFILES PORT MAJOR 22. SECTION IV: OPERATIONAL PORTPROFILES . . FERTILISERS 21. . CONTAINERS 20. . LUBRICANTS(POL) AND OIL PETROLEUM, 19. . . ORE IRON 18. . . COAL 17. SECTION III:KEYCOMMODITIES:TRAFFIC,CAPCITY, TRENDSANDOUTLOOK . AREAS FOCUS OTHER 16. . VIKAS MARG UPDATEJAL ON 15. . NATIONAL14. WATERWAYS - Key Non-major Port Profiles: Angre Port, Maharashtra; Dighi Port, Maharashtra;DighiPort, Profiles: AngrePort, Key Non-majorPort - Overview - Tamil Profiles: ChennaiPort, Kerala; Deendayal MajorPort Nadu;CochinPort, - Overview - Traffic Trends; CapacityandUtilisation;UpcomingProjects; Key Issuesand - Traffic Trends; ContainerHandlingCapacity-Terminal-wise; Vessel Traffic; - Traffic Trends; Refineries inIndia;CapacityandUtilisation;UpcomingProjects - Traffic Trends; CapacityandUtilisation;IronoreHandling Current - Traffic Trends; CoalHandlingCapacityandUtilisation;Upcoming Projects - - Cities;LNG IndustrialPort Shipping;Smart Roll-on, roll-off(Ro-ro); Cruise - InvestmentRequirement andFunding; Project Overview; Progress soFar; Key - Traffic StatusandExistingInfrastructure; Current Trends; Recent - Pradesh; Port ofPipavav,Pradesh; Port Gujarat Andhra Krishnapatnam Port, Puducherry; Andhra Pradesh; KaraikalPort, Maharashtra;KakinadaSeaports, APSEZL-Owned Port, JSWJaigarh Ports; Odisha; AndhraPradesh; GopalpurPort, Maharashtra; GangavaramPort, AndhraPradesh Port, Odisha;V.O.Paradip Port, Tamil Chidambaranar Port, Nadu;Visakhapatnam Karnataka; Goa;NewMangalorePort, Port, Maharashtra;Mormugao Port, TamilMaharashtra; KamarajarPort, West Bengal;Mumbai Nadu;Kolkata Port, Trust, Port JawaharlalNehru Gujarat(erstwhileKandlaPort); Port, TrafficConcerns; Projections; Outlook Projections (till2024-25);OutlookandOpportunities Investment;Key IssuesandChallenges;Traffic - CapacityAdditionand Scheme;UpcomingProjects Delivery Container Depots;ImpactofDirectPort Average Vessel Size;EfficiencyTrends; ContainerFreight StationsandInland Projections (till2024-25);OutlookandProjections ;Traffic andInvestment;Key IssuesandConcerns - CapacityAddition TrafficConcerns; Projections (till2024-25);OutlookandOpportunities ;Projects forHandlingIronOreTrafficInfrastructure ;Key Issuesand Opportunities Outlookand Investment;Key IssuesandConcerns; Capacity Additionand Warehousing DocksatPorts Zones;Ship-Repair/Dry Terminals; Renewable Energy;Multi-modalLogisticsParks andFree Trade and Timelines Completed Projects; Key OngoingProjects; Key UpcomingProjects; Targets Traffic Areas;Outlook and Concerns; Projections (till2024-25);Opportunity GrowthDrivers;Key AgreementsforUseofWaterways; Issues International ;Indo-BangladeshProtocol; DevelopmentofWaterways Utilised for Developments; Key Trends ;Updateon106NewNWs;Funds Sanctionedand Future Outlook TrafficGrowth Drivers;Key IssuesandConcerns; Projections (till2024-25); No. ofslides:702Pr ice: Rs110,000 (USD 2,596) www.indiainfrastructure.com TRANSPORTATION Table of Contents Table Price: Rs 80,000 (USD 1,888) Price: Rs 80,000 India InfrastructureIndia Infrastructure Research Research | 37 | 37 Adani International Container Terminal; Adani Mundra Container 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 Trends: Coastal Container Traffic, Container Movement on Inland Coastal Container Traffic, Trends: Government Schemes and Waterways; Composition of Traffic; Outlook and Projections Initiatives; Upcoming Projects; Trends: Overall – IR’s Container Traffic, 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 Corporation of India Limited; Central Warehousing 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 Limited; VRL Logistics Limited; Others Roadways Movement; Connectivity to Container Handling Ports;Movement; Connectivity to Trucking Industry Overview;Structure Market Issues and Players; and Key Challenges; Outlook and Projections - Segment Size and Growth - Existing Capacity - Framework Policy - Government Schemes and Initiatives - Major Players - and Opportunities Upcoming Projects - Outlook Future - Container Terminal; Adani Hazira Adani CMA Mundra Terminal; - Size and Growth; Existing Infrastructure: Handling; Traffic Container - and Earnings; Traffic Traffic Freight in IR’s Share of Container - Infrastructure Adani Logistics Limited; Arshiya Rail Limited; - Transport Corporation of India Limited; Allcargo Logistics; - Existing Infrastructure; Size and Growth; Cost of Container SECTION III: OTHER LOGISTICS INFRASTRUCTURE FOR CONTAINER SECTION III: OTHER LOGISTICS MOVEMENT Each of the following chapters will include: 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 ...... 13. COASTAL SHIPPING 13. AND COASTAL INLAND WATERWAYS ...... 12...... RAILWAYS Each profile will cover information on company operations, existing fleet, geographi- cal coverage, financial performance, etc. future plans, The report is available in a PDF format. 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...... (October 2019) 2019 India Terminal-wise Analysis, East Coast versus West 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 Project; Delhi Mumbai Industrial Corridor;Project; Others Recent Developments; Emerging Trends; Key Issues and Key Developments; Emerging Trends; Recent (2019-20 to 2023-24) 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 Returns; for Investors; Expected Investment Outlook Guidelines for Private Tariff Revised Cabotage Law Relaxation; for Rail Regime Tariff Operator; (FAK) Any Kind Freight Terminal of Coastal Movement of Exim Transshipment Containers; Relaxation and Empty Containers; Direct Port Delivery Scheme; DMICDC Logistics Data Servcies; Others - Major and Non-major Ports, Port-wise Trends: Analysis, Traffic - Jal Marg Vikas Sagarmala Bharatmala Programme; Programme; - 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; Bill; National Logistics Policy E-way GST Regime; SECTION II: CONTAINER MOVEMENT: SEGMENT ANALYSIS, TRENDS & SEGMENT ANALYSIS, MOVEMENT: SECTION II: CONTAINER OPPORTUNITIES 10. PORTS ...... 9. INFRASTRUCTURE DEVELOPMENT UNDER OTHER KEY PROGRAMMES 9. INFRASTRUCTURE DEVELOPMENT cur- key features, container infrastructure capacity, This chapter will cover the overview, rent status, and upcoming opportunities under each of these programmes/projects. 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, 2. INTER-MODAL ANALYSIS: ROADS, RAILWAYS, COASTAL 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 ...... EXECUTIVE SUMMARY...... AND OUTLOOK DEVELOPMENTS SECTION I: MARKET TRENDS, 1. MARKET INDIAN OVERVIEWCONTAINER ...... www.indiainfrastructure.com www.indiainfrastructure.com Segment Analysis, Emerging Trends, New Opportunities Trends, Analysis, Emerging Segment and Outlook Container Market in Market in Container Dredging in India (October 2018) No. of slides: 316 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 TRANSPORTATION - Policy Framework - Environmental Concerns - 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
38 | 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 | 39 E-commerce; Chemicals; Textiles; Engineering Goods; Brick and E-commerce; Chemicals; Textiles; Mortar Cement ; Steel Retail; Growth Drivers; Key Trends; Major Players; Key Issues and Major Players; Key Trends; Growth Drivers; Key Outlook; Demand Projections Concerns;Future Enablers for New Entrants; Competitive Landscape; Major Players; 3PL Verticals; Issues and Challenges; Growth Outlook on Key Key Outlook; Demand Projections Future Key Issues and Concerns; Future Outlook; Demand Projections Issues and Concerns;Key Future and Key Players; Growth Drivers; Upcoming Projects and Players; Growth Drivers; Upcoming Projects and Key Issues and Challenges; Segment Outlook Investments; Key and Key Players; Growth Drivers; Upcoming Projects and Players; Growth Drivers; Upcoming Projects and Key Issues and Challenges; Segment Outlook Investments; Key Port Delivery on CFSs/ICDs; Market Structure Players; and Key Issues and Challenges; Key Growth Drivers; Upcoming Projects; Outlook and Projections Impact of Covid-19; Emerging Needs and Requirements Key Trends Trends Key Needs and Requirements Impact of Covid-19; Emerging Challenges; Sector Outlook & Projections & Developments; Issues & Category-wise Air Cargo Traffic; Region-wise Air Cargo Movement; Air Cargo Movement; Region-wise Category-wise Air Cargo Traffic; Cargo; Cargo InfrastructureBelly Cargo vs. Dedicated at AAI Airports; Initiatives; Freight- Key Impact of Covid-19 on Operations; related Government Initiatives; Planned Capacity Initiatives; Other Opportunities; Outlook and Market Addition; Upcoming Projects; Short,Investment Requirement; Medium and Long-term Freight (Current Projections Traffic and post Covid-19 scenarios) - Pharmaceutical; Processing; Automobiles; Electronics; Food - Overview; Government Market Size and Growth; Key Initiatives; - Demand Drivers; Overview; Trends; Market Size and Growth; Recent - Growth Drivers; Major Players; Overview; Trends; Market Size; Key - and Developments; Market Structure Trends Size and Growth; Key - and Developments; Market Structure Trends Size and Growth; Key - and Developments; Impact of Direct Trends Size and Growth; Key - Growth; Business Models; Industry Segment Size and Landscape; - Airport Traffic; in Air Freight Overall Trend Size and Growth; SECTION VI: DEMAND FROM USER INDUSTRIES 25. KEY END USER INDUSTRIES ...... 24. FREIGHT FORWARDING ...... 23. 3PL, 4PL AND REVERSE LOGISTICS ...... SECTION V: SUPPLY CHAIN MANAGEMENT: MARKET ANALYSIS AND MARKET ANALYSIS CHAIN MANAGEMENT: SUPPLY SECTION V: OPPORTUNITIES & LABELING & INVENTORY ADDED SERVICES: PACKAGING 22. VALUE MANAGEMENT ...... 21. FREE TRADE WAREHOUSING ZONES ...... 20. LOGISTICS PARKS LOGISTICS PARKS/MULTI-MODAL ...... SECTION III: STORAGE INFRASTRUCTURE: TRENDS, ANALYSIS & TRENDS, ANALYSIS SECTION III: STORAGE INFRASTRUCTURE: OPPORTUNITIES 14. WAREHOUSING AGRICULTURAL ...... 15. INDUSTRIAL WAREHOUSING ...... 16. COLD STORAGES, COLD CHAIN AND REEFER ...... CONTAINERS 17. STORAGE SILO ...... 18. LIQUID AND GAS STORAGE ...... Thesse chapters will cover Size and Growth; Government and Schemes TrendsInitiatives; Key Market Structure and Developments; and Key Players; Impact of Growth Drivers; Key Covid-19 on Demand and Rentals; Issues and and Outlook and Opportunities Projections; Challenges; Key INFRASTRUCTURE: TRENDS, REQUIREMENTS LOGISTICS SECTION IV: & OPPORTUNITIES (CFSS)/ INLAND CONTAINER FREIGHT STATIONS 19. CONTAINER DEPOTS (ICDS) ...... 13. EXPRESS ...... LOGISTICS Each of the above industries includes Size and Growth, Trends and Developments, Each of the above industries includes Size and Growth, Trends Needs and Requirements, and Warehousing IndustryLogistics Outlook and Issues and Challenges. is available in a PDF format. The report 12. AIR CARGO...... (August 2020) Successful Exits; Historical and Expected Rates of Returns; Successful Exits; Historical and Expected Rates Upcoming Opportunities for Investors; Risks in Light of Covid-19; Investment Projections Needs in Light of Covid-19; Demand Drivers; Key Players; Future Players; Future Needs in Light of Covid-19; Demand Drivers; Key Providers Outlook; Opportunities for Technology Government Freight-related Trends; Commodity-wise Freight Initiatives; Impact of Covid-19 on Operations; Planned Capacity Outlook and Market Opportunities;Addition and Upcoming Projects; Short,Investment Requirement; Medium and Long-term Freight (Current Projections Traffic scenario) and post Covid-19 IndustryTrucking Overview; Impact of Covid-19 on Operations; Disruptions; Issues; Planned Key Technology Trends; Pricing Outlook and Market Capacity Addition; Upcoming Projects; Opportunities; Short, Investment Requirement; Long- Medium and (Current Projections term Traffic Freight and post Covid-19 scenarios) Outlook and Impact of Covid-19 on Operations; Upcoming Projects; Market Opportunities; Short, Investment Requirement; and Medium (Current Projections Long-term Traffic Freight and post Covid-19 scenarios) Expected Timelines Rates Freight Containerised Commodity; Capacity/Network Addition; and Outlook; Emerging Growth Areas and Requirements; Projections Assessment; Impact and A Realistic Upcoming Projects: Key Timelines of Upcoming Infrastructure (DFC, DMIC, Jal Marg NWs, etc.); Big-ticket OpportunitiesVikas Project, 2020 to Look Out For: and Beyond Initiatives UndertakenProfitability; Covid-19; Technology During Strategies Initiatives; Planned Capex; Future Implication for Logistics; Trends and Developments; Logistics and Developments; Trends Implication for Logistics; of InfrastructureSector Size and Growth; Impact Status; GST Changes and Impact; Modal Transportation Mix: CurrentRegime: Emerging Needs and Requirements; and Expected; Growth Drivers; to 2024-25) (2020-21 & Projections Issues & Challenges; Outlook Supply and Leasing Activity; Business, Earnings, Warehousing Developers; Project Consumer Preferences; and Profitability; Pricing Investments and Debt Availability - in Automation; Emerging Deployment; Trends Current Technology - and Earnings; Traffic Freight Size and Growth; Network Size; IR’s - Projects/Programmes/Initiatives; Segment Size and Growth; Key - Segment Size and Growth; Government Schemes and Initiatives; - Emerging Opportunity Areas - Strategies and Mitigation Measures - Areas; Industry and Expectations; Objectives; Focus Response Key - of By Origin and Destination; By Type By Mode; By Region; - Investment Covid-19; and Regulatory Outlook Post Policy - Snapshot of Operations; Financial Performance; Returns & - Covid-19 and Its Scenario and Growth Projections; Macroeconomic - Impact On: Chain; Demand; Labour Supply; Input Costs; Supply - Key Deals and Transactions; Recent in Investment; Key Trends This chapter will also feature insight and opinion from 10-15 top industryThis chapter will also feature insight and opinion from 10-15 players. 7. INVESTMENT SCENARIO AND OUTLOOK ...... 8. REQUIREMENTS AND AUTOMATION TECHNOLOGY COVID-19 POST . . RE-ASSESSMENT OF THE OPTIMAL SECTION II: FREIGHT SEGMENT: AND OPPORTUNITIES MODAL MIX, NEW INITIATIVES 9...... RAILWAYS 10. ROADS ...... 11. SHIPPING PORTS, AND COASTAL IWT ...... 3. DRAFT NATIONAL LOGISTICS POLICY : EXPECTED IMPACT AND POLICY : EXPECTED IMPACT LOGISTICS 3. DRAFT NATIONAL INDUSTRY EXPECTATIONS ...... & PROJECTIONS IN LIGHT OF COVID-19 4. FREIGHT TRAFFIC ANALYSIS : NEW REQUIREMENTS 5. RE-ASSESSMENT OF THE MARKET OUTLOOK & OPPORTUNITIES . PLANS, PERFORMANCE AND STRATEGIES. . PLAYERS’ . . 6. PRIVATE . 2.. MEDIUM & LONG-TERM OF COVID-19 SHORT, ON LOGISTICS: IMPACT SECTION I: CURRENT SCENARIO, NEW GROWTH AREAS AND KEY NEW GROWTH AREAS SCENARIO, SECTION I: CURRENT PROJECTIONS 1. TRENDS, AND DEVELOPMENTS OUTLOOK ...... Future Needs, Emerging Trends and New Opportunities Trends Needs, Emerging Future Logistics in India 2020 in India Logistics www.indiainfrastructure.com Clean Bus Market in India: Hybrid, Electric, Gas-Based Price: Rs 50,000 (USD 1,180) Segment Overview, Outlook and Market Opportunities (May 2018) No. of Slides: 135 Table of Contents
1. EXECUTIVE SUMMARY ...... SECTION II: SEGMENT FOCUS
SECTION I: MARKET OVERVIEW AND OUTLOOK 6. HYBRID BUS MARKET ......
- Types of Hybrid Buses
2. OVERVIEW ...... - Operational Fleet
- Growth in India’s Bus Market - Experience So Far
- Current Share of Clean Buses - Procurement Models and Incentives TRANSPORTATION - Recent Trends - Technology Options
- National Electric Mobility Mission and FAME Scheme - Cost Benefit Analysis
- Key Regulations and Incentives - Key Issues and Challenges
- Investment Needs and Requirements - Demand Projections and Market Opportunities
- Issues and Challenges
- Future Outlook 7. ELECTRIC BUS MARKET (BATTERY OPERATED) ...... - Experience So Far
3. GROWTH DRIVERS ...... - Lesson from China
- Key Trends - Operational Fleet
- Focus on Emission Control - Procurement Models and Incentives
- Strengthening of Public Transport - Recent Orders and Investments Made So Far
- Government’s Subsidy Scheme - FAME Phase I Bidding-Key Takeaway
- Rising Oil Imports - Cost Benefit Analysis
- Smart Cities Mission - Battery Technology Option - Potential of Battery Swapping
4. OUTLOOK AND MARKET OPPORTUNITIES ...... - Charging Infrastructure and Technologies
- Procurement Plans of Transport Undertakings - Impact of Charging on Grid
- Key Upcoming Bids and Tenders - Issues and Challenges in E-bus Adoption
- Future Demand Projections - Demand Projections and Market Opportunities
- Market Opportunities
z Bus Manufacturers 8. GAS-BASED BUS MARKET (CNG, LNG, BIOGAS) ......
z Battery Manufacturers - Current Size and Growth
z Other Component Suppliers - Operational Performance: Costs and ROI - Experience So Far
5. COMPETITIVE LANDSCAPE ...... - Recent Contract and Tenders
- Key Players (Indian and Global) - Initiatives So Far - Potential for LNG and Biogas Buses z Company Profile - Issues and Challenges z Operational Fleet of Clean Buses - Demand Projections and Market Opportunities z Future Plans
z Key Milestones
z Recent Collaborations/JV/Technology Partner The report is available in a PDF format. - Current Market Shares
40 | India Infrastructure Research www.indiainfrastructure.com CONSTRUCTION & MINING Table of Contents Table ice: Rs 75,000 (USD 1,770) (USD Rs 75,000 ice: India Infrastructure Research | 41 No. of Slides: 307No. of Slides: Pr and Recommendations; Impact on Coal India Limited; Commercial Impact on Coal India Limited; and Recommendations; Issues and Challenges Key Coal Auction Plans for 2020-21; and their Status; Players; Investment Plans; Upcoming Projects (till 2024-25) Blocks on Auction; Outlook and Projections Status and Investments ; Outlook and Players; Upcoming Projects: (till 2024-25) Projections and their Status; Players; Investment Plans; Upcoming Projects (till 2024-25) Blocks on Auction ; Outlook and Projections Aluminium and their Status; Recycled Players; Upcoming Projects Hurting Primary Demand for Outlook and Projections Metal ; Mineral (till 2024-25) and their Status; Players; Investment Plans; Upcoming Projects (till 2024-25) Outlook and Projections Outlook and Projections Outlook and Potential Mining Companies; Outlook Mineral Development Corporation Limited; NLC India Limited; National Aluminium Company Limited; Hindalco industries Limited; Limited; Steel Authority of KIOCL Limited; NMDC Limited; Vedanta Steel Limited; Hindustan Copper Limited; etc. India Limited; Tata - Challenges Issues and Key Auctions; Recent Experience so Far; - Impact; Industry Proposed Developments: Viewpoint Policy Recent - Reserves; Exports Production; Key and Imports; Trends; Price - Reserves; Exports Production; Key and Imports; Trends; Price - Reserves; Exports Production; Key and Imports; Trends; Price - Reserves; Exports Production; Key and Imports; Trends; Price - Reserves; Exports Production; Key and Imports; Trends; Price - Reserves; Exports Production; and Imports; Update on KABIL; - Reserves; Production Players; Exports and Key and Imports; - Reserves; Exports Production; Key and Imports; Trends; Price - Coal India Limited; Singareni Collieries Company Limited; Gujarat 9. COAL MINING AUCTION UPDATES ...... 10. AND FUTURE EXPECTATIONS COMMERCIAL COAL MINING: ROADMAP ...... OF KEY MINERALS, MARKETPLACE AND SECTION III: ANALYSIS FUTURE POTENTIAL 11. IRON ORE ...... 12. LIGNITE ...... 13. LIMESTONE ...... 14. BAUXITE...... 15. COPPER ...... 16. MINERALS BATTERY (Cobalt and Nickel) ...... 17. RARE EARTH MINERALS ...... 18. OTHER KEY MINERALS ...... LEADING PLAYERS SECTION IV: 19. PROFILES OF KEY MINING COMPANIES ...... is available in a PDF format. The report (April 2020) Recent Policy Changes: Likely Impact; Demand Projections (till Changes: Likely Impact; Demand Projections Policy Recent (till 2024-25); Likely Impact of 2024-25); Supply Projections Covid-19 on Coal Sector (GVA); Mineral Trade Deficit; FDI in Mining Mineral Trade (GVA); on Other Minerals; Expected Impact on the Industry (production, exploration, investments, FDI, etc.); Industry and Viewpoint Recommendations Projects Initiatives; Upcoming Policy Outlook and Proposed Policy and Investment; Upcoming Blocks for Auction MDOs and Contract Miners and Consultants Providers; - and State-wise Analysis (2015-16 ...... Year-wise to 2019-20) - ...... Mineral-wise Analysis - of Licenses ...... Type - DMF ...... Statutoryand NMET) (Royalty, Payments Upcoming Opportunities;Recommendations; Outlook Future - Coal Reserves; Coal Imports; Domestic Production; Trends; Pricing - Size and Growth: Added Mineral Reserves; Gross Value Mining - Act, 2020 Mineral Laws Amendment - Union Budget 2020-21 - Issues and Challenges Key - Outlook and Projections Future - Viewpoint of Different Stakeholders - Coal Mining; Impact Impact on Features; Need and Objective; Key - Exploration Overview - and Regulatory Framework Policy - Players Experience with Private - Participation: Foreign Experience, Issues and Opportunity Areas - Issues and Challenges Key - Forward The Way - Minerals; Growth Drivers; of Key Demand and Supply Projections - Overall Pipeline - Upcoming Projects Top - Pipeline Analysis: By Mineral; Stage; State; Ownership - Market Opportunities for Stakeholders: Equipment and Technology - Overall Analysis - Overall Analysis - Summary of Auctions so Far - Challenges Issues and Key - Blocks in Pipeline for Auction - MDOs; Issues and Concerns; Key Solutions and Experience So Far; 8. SIZE AND GROWTH ...... 1. SECTOR OVERVIEW AND KEY TRENDS ...... 2. 2020 MINERAL LAWS AMENDMENT ...... ACT, 3. PROGRESS AND FUTURE REQUIREMENTS STATUS: EXPLORATION . . 4. AND OUTLOOK KEY PROJECTIONS (2024-25)...... 5. PROJECT PIPELINE AND MARKET OPPORTUNITIES ...... 6. ON AUCTIONS UPDATE ...... 7. MDO EXPERIENCE AND OUTLOOK ...... FORWARD SECTION II: COAL MINING: PROGRESS AND THE WAY SECTION I: SECTOR TRENDS, POLICY INITIATIVES, OUTLOOK, AND OUTLOOK, POLICY INITIATIVES, SECTION I: SECTOR TRENDS, PROJECTIONS EXECUTIVE SUMMARY ...... Analysis, Developments, Outlook and Projections Developments, Outlook Analysis, www.indiainfrastructure.com Mining in India 2020 Mining Mining Equipment Market Projections in India 2020 (April 2020) Price: Rs 75,000 (USD 1,770) Analysis, Developments, Outlook and Projections No. of Slides: 173 Table of Contents
EXECUTIVE SUMMARY ...... - Eimco Elecon (India) Limited - Escorts Limited SECTION I: SEGMENT ANALYSIS AND GROWTH DRIVERS - Hyundai Construction Equipment India Private Limited - JCB India 1. MINING SECTOR OVERVIEW AND KEY TRENDS ...... - Komatsu - Size and Growth: Mineral Reserves; Mining Gross Value Added; - L&T Construction Equipment Limited Mineral Trade Deficit; FDI in Mining - Liebherr India Private Limited - Mineral Laws Amendment Act, 2020 - Mahindra Construction Equipment - Union Budget 2020-21 - Metso - Key Issues and Challenges - Sandvik Asia Private Limited - Future Outlook and Projections - Tata Hitachi Construction Machinery Company Private Limited - Viewpoint of Different Stakeholders - Volvo India Private Limited
2. EQUIPMENT MARKET SIZE AND GROWTH ...... 7. DRILLING, EXCAVATION AND EXTRACTION EQUIPMENT ...... - Key Mining Equipment Used - Overview - Current Market Size of Key Equipment - Recent Trends and Advancements - Growth in the Past Five Years - Key Equipment Manufacturers - Equipment Productivity Levels - Demand Drivers CONSTRUCTION & MINING - Equipment Utilisation Levels - Projected Demand for Key Equipment (drills, hydraulic shovels, etc) - Impact of COVID-19 on the Mining Equipment Market - Recent Developments Impacting the Equipment Market 8. LOADING ...... - Key Players - Equipment Overview - Issues and Challenges - Recent Trends and Advances - Demand Drivers 3. EQUIPMENT MARKET OUTLOOK AND PROJECTIONS ...... - Major Players - Key Growth Drivers - Market Projections for Excavators (2020-25) - Impact of Mineral Law Ordinance 2020 z Number and Value Terms - Equipment Procurement Plans of Mining Companies z Type of Mineral (coal versus non-coal) - Mining Project Pipeline - Equipment Outlook and Projections (till 2024-25) 9. HAULAGE - Equipment Overview 4. KEY CONSUMING SEGMENTS ...... - Recent Trends and Advances - Coal: Segment Size and Growth; Equipment Application and Usage; - Demand Drivers Growth Drivers; Key Challenges; Projected Demand for Mining - Major Players Equipment (till 2024-25) - Market Projections for Dumpers (2020-25) - Key Non-Coal Minerals (Metallic and Non-metallic): Segment Size z Number and Value Terms and Growth; Equipment Application and Usage; Growth Drivers; Key z Type of Mineral (coal versus non-coal) Challenges; Projected Demand for Mining Equipment (till 2024-25) 10. CRUSHING, PULVERISING AND SCREENING EQUIPMENT ...... 5. MINING TECHNIQUES AND TECHNOLOGY TRENDS ...... - Equipment Overview - Surface Mining - Recent Trends and Advances - Underground Mining - Demand Drivers - Sustainability and Clean Mining Practices - Major Players - Mine Planning and Design - Market Projections (2020-25) - Emerging Technologies z Number and Value Terms - Issues and Challenges z Type of Mineral (coal versus non-coal) - Key Case Studies - Techniques and Lessons to be Learned 11. AUXILIARY AND SUPPORT EQUIPMENT ...... - Equipment Overview SECTION I: SEGMENT ANALYSIS AND GROWTH DRIVERS - Recent Trends and Advances - Demand Drivers 6. LEADING PLAYERS ...... - Major Players - Action Construction Equipment Limited - Market Projections (2020-25): Number and Value Terms; Type of - Atlas Copco (India) Limited Mineral (coal versus non-coal) - BEML - Case New Holland Construction Equipment India Private Limited - Caterpillar Inc. - Daimler India Commercial Vehicles The report is available in a PDF format.
42 | 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 | 43 ers,admixtures, etc.); New Materials and Innovations (Fibre and rock reinforcement, geosynthetics, etc.); Noteworthy Initiatives/Best Outlook Future Practices; Advancements; Major Players/Suppliers; Issues and Challenges; Outlook Future (Completed and Ongoing); Issues and Challenges; Future Outlook Future (Completed and Ongoing); Issues and Challenges; Advancements; Key Projects (Completed and Ongoing); Issues and Projects Advancements; Key Outlook Challenges; Future Advancements; Costs Analysis; Key Projects (Completed and Projects Advancements; Costs Analysis; Key Outlook Ongoing); Issues and Challenges; Future Trends and Advancements; Costs Analysis; Key Projects Projects and Advancements; Costs Analysis; Key Trends Outlook Future (Completed and Ongoing); Issues and Challenges; (Pipeline length, No. of compartments, area, investments, land Agreements with with OMCs; Key etc.); Existing Usage Agreements New Implementation Facilities; Global Oil Companies; Upcoming Issues and Challenges Models; Investment Requirements; Projects; Key Ongoing Projects; Recent Tenders/Contracts; Recent Projects; Ongoing Key Projects; Upcoming/Planned Projects - of Materials Used (Steel, cement, anchors, explosives, gird Types . - of Equipment; Innovations and Market Size and Growth; Types - Projects and Advancements; Key Current Deployment; Trends - and Market Size and Growth; Current Deployment; Trends - and Market Size and Growth; Current Deployment; Trends - of TBM and Current Deployment; Market Size and Growth; Types - Current Oil Reserves; Capacity of Strategic Specific Features - Completed Developments; Key and New Trends Size and Growth; SECTION IV: DATABASE OF KEY PROJECTS DATABASE SECTION IV: A comprehensive database of key tunneling projects across the metro, rail- roads and highways, water supply and sewage, irrigation and oil and way, gas sectors. Each project will provide information ontunnel length, no. of current project cost, contractor, tunnels, location, implementing agency, status, tunneling method, expected date of completion, etc. 18. Materials on Key Focus 17. Equipment Market...... 16. Mirco-tunnelling ...... 15. NATM ...... 14. Drill and Blast Method...... SECTION III: TECHNOLOGY, EQUIPMENT AND MATERIAL MARKETS EQUIPMENT AND MATERIAL SECTION III: TECHNOLOGY, 13. TBM Technology 12. Underground Oil Caverns...... Each profile will cover information on company operations, existing fleet, geographi- cal coverage, financial performance, etc. future plans, is available in a PDF format. The report 11. Irrigation Tunnels...... (April 2020) and Equipment Market Trends; Investment Requirements (till 2025- (till Requirements Investment and Equipment Market Trends; Segment Outlook 26); Risks and Challenges; Projects; Key Ongoing Projects; Recent Tenders/Contracts; Tenders/Contracts; Recent Ongoing Projects; Key Projects; Upcoming/Planned Projects Tenders/Contracts; Recent Ongoing Projects; Key Projects; Upcoming/Planned Projects Tenders/Contracts; Recent Ongoing Projects; Key Projects; Upcoming/Planned Projects Tenders/Contracts; Recent Ongoing Projects; Key Projects; Upcoming/Planned Projects Projects; Key Ongoing Projects; Recent Tenders/Contracts; Tenders/Contracts; Recent Ongoing Projects; Key Projects; Upcoming/Planned Projects By Region and State; By Completion Period; Top Upcoming Top and State; By Completion Period; By Region Tenders/Contracts Outlook for Stakeholders; Future Performance; Plans Future Challenges; and Methods; Contractual Construction Techniques (Equipment and Materials) related Issues; Manpower Procurement Issues; Safety Issues; Survey and Investigation Issues; Average Time and Cost Overruns; Solutions and Recommendations Key - Completed and Developments; Key Size and Growth; New Trends - Completed and Developments; Key Size and Growth; New Trends - Completed and Developments; Key Size and Growth; New Trends - Completed and Developments; Key Size and Growth; New Trends - Completed and Developments; Key Size and Growth; New Trends -Stage of Development; By Construction By Segment; By Technique - (till 2025-26); Opportunities Growth Drivers; Investment Projections - Portfolio; Snapshot of Leading Players; Project Financial - Current and Standards; Experience So Far; Contracting Practices - Developments; Technology Recent Trends; Size and Growth; Notable 8. Railway Tunnels ...... 9. Hydro Tunnels ...... 10. Supply Water and Sewage ...... Tunnels 7. Roads and Highways ...... 6. Metro Rail Tunnels ...... 1. Market and Size, DevelopmentsTrends ...... 2. Project Pipeline...... 3. Future Outlook and Market Opportunities ...... 4. Key Players...... 5. Construction Experience and Challenges ...... PROJECTS AND UPCOMING SECTION II: SEGMENT ANALYSIS SECTION I: MARKET ANALYSIS, DEVELOPMENTS, NEW PROJECTS AND NEW PROJECTS DEVELOPMENTS, ANALYSIS, SECTION I: MARKET OPPORTUNITIES Emerging Trends, New Technologies, Upcoming Projects and Opportunities Projects Upcoming Technologies, New Trends, Emerging Tunnelling in India 2020 in India Tunnelling www.indiainfrastructure.com Desalination Market in India (April 2020) Price: Rs 50,000 (USD 1,180) Analysis, Cost Economics, Upcoming Capacity and Future Potential Table of Contents
1. WATER SECTOR OVERVIEW ...... 6. KEY PLAYERS AND NOTEWORTHY PROJECTS ...... - Size and Growth - Profiles of Key Players
- Policy and Regulatory Developments z IDE Technologies
- Freshwater Resources Availability z VA Tech Wabag
- Sources of Water Supply z ION Exchange
- New Water Sources (treated wastewater, desalinated water, etc.) z Suez Water Technologies & Solutions
- Constraining Factors z Doshion Veolia Water Solutions
- Demand-Supply Gap z IVRCL - Supply Outlook and Projections - Case Studies of Select Projects - Future Outlook and Projections
7. DATABASE OF KEY DESALINATION PROJECTS ...... 2. DESALINATION MARKET SNAPSHOT ...... - Completed
URBAN INFRASTRUCTURE - Current Capacity (completed and ongoing) - Ongoing - New Policy and Regulatory Initiatives to Scale up Capacity - Planned/Proposed - Experience So Far
- Major Milestones Each project provides information on the scope of work, location, cost, capacity,
- Issues and Challenges mode of implementation, implementing agency, developer/contractor, current status,
- Key Recommendations expected date of completion, etc.
3. COST ECONOMICS ...... - Trends in Capex - Desalination Cost Structure - Cost Components of Key Desalination Plants
4. FUTURE POTENTIAL AND UPCOMING CAPACITY ...... - Growth Drivers - Planned Capacity of States/Local Utilities - Emerging Requirements of Key Industries - Planned Capacity Additions
z Municipal
z Industrial - Expansion Capacity Plans for Key Industries - Key Upcoming Projects and Tenders
5. TREATMENT TECHNOLOGIES ...... - Types of Technologies (membrane and thermal) - Key Features (capital cost, land requirement, production cost, plant performance, quality of treatment, etc.) - Current State of Deployment - New Advancements - Issues and Challenges The report is available in a PDF format.
44 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE Table of Contents Table Price: Rs 50,000 (USD 1,180) Price: Rs 50,000 India Infrastructure Research | 45 (April 2020) Secondary Treated Wastewater Secondary Treated Wastewater Tertiary Treated z z - STPs Planned/Proposed - CETPs Planned/Proposed - Upcoming Projects/Initiatives Key - Outlook and Potential Future - in Circular Economy Context Wastewater Treated - Growth Drivers - Wastewater of Treated Availability 7. OF KEY UPCOMING PROJECTS DATABASE ...... The report is available in a PDF format. The report 6. FUTURE REQUIREMENTS AND POTENTIAL ...... imple- capacity, Each project provides information on the scope of work, location, current status, expected date of completion, developer/contractor, menting agency, etc. - Technologies Treatment Key - Cost and Performance Comparison - Current Plants Capacity and Key - New Innovations and Advancements - Municipal - Industrial - Current Effluent Generation - Discharge Standards and Norms - Facilities Existing Treatment - Upcoming Facilities Ongoing and Key - Practices and Reuse Recycle - Innovations and Advancements - Segment Outlook - Current Scenario - Emerging Trends - Initiatives Key - New Technologies/Innovations - Issues and Challenges - Sewage Generation - Capacity Treatment - Generation Gap Treatment - Standards and Norms - Notable Trends - Government Initiatives - Issues and Challenges - (till 2024-25) Projections Future - Sector Outlook 5. AND TECHNOLOGIES INNOVATIONS TREATMENT ...... Each case study will cover information on recycle/reuse initiatives, infrastructure cre- cost of wastewater and tariffs (wherever avail- ated, sources of wastewater supply, able), key benefits, lessons learnt and future plans 4. SELECT CASE STUDIES ...... 3. INDUSTRIAL MANAGEMENT EFFLUENT PRACTICES ...... 2. RECYCLE AND MUNICIPAL REUSE PRACTICES ...... 1. SEWERAGE SECTOR OVERVIEW ...... Current State, City-Level Initiatives, Emerging Technologies and Upcoming OpportunitiesCurrentEmerging Technologies Initiatives, State, City-Level Wastewater Treatment and Reuse and in India Market Treatment Wastewater www.indiainfrastructure.com Water in India 2020 (October 2020) (Draft ToC) Price: Rs 100,000 (USD 2,360) Emerging Trends, Impact of Covid-19, Opportunities and Demand Outlook Table of Contents
SECTION I: MARKET SIZE, IMPACT OF COVID, OPPORTUNITIES AND 13. TARIFFS AND COST STRUCTURE ...... OUTLOOK - Tariff Structure; Water Charges & Fees; Production Costs & O&M Expenses; Recent Tariff Reforms; Issues and Challenges 1. WATER MARKET OVERVIEW, GROWTH, AND TRENDS ...... - Size and Growth; Emerging Trends; Policy & Regulatory 14. POWER SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . Developments; City-Level Initiatives & Best Practices; Technology - Current Water Consumption; Water Management Practices & Trends & Advancements; Sources of Water Supply (Surface & Initiatives; Effluent Generation and Treatment; Capacity Expansion Groundwater); New Water Sources (Treated Wastewater, Plans; Projected Water Demand; Issues and Challenges Desalinated Water, etc.); Issues and Challenges; Revised Outlook in Light of COVID-19 15. TEXTILE SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . - Current Water Consumption; Water Management Practices & 2. IMPACT OF COVID-19 ON PROJECTS AND INVESTMENTS ...... Initiatives; Effluent Generation and Treatment; Capacity Expansion . - Progress made by Projects Since April 2020; Impact on Supply Plans; Projected Water Demand; Issues and Challenges Chain; Impact on Key Segments; Impact on Investments; Overall Impact on Capacity Addition; Relief Measures & Recovery Strategies 16. PAPER & PULP INDUSTRY: DEMAND ANALYSIS AND FUTURE PROJECTIONS ...... 3. PROJECT PIPELINE ANALYSIS: RE-ASSESSMENT OF OPPORTUNITIES - Current Water Consumption; Water Management Practices & IN LIGHT OF COVID-19 (Till 2025) ...... Initiatives; Effluent Generation and Treatment; Capacity Expansion - Realistic Assessment of Project Pipeline; Analysis by Segment Plans; Projected Water Demand; Issues and Challenges (Municipal, Industrial, Desalination and Wastewater); Analysis by Stage of Development; Analysis by Ownership; Analysis by Region 17. STEEL SECTOR: DEMAND ANALYSIS AND FUTURE PROJECTIONS . . & State; Analysis by Completion Period; Top Upcoming Projects in - Current Water Consumption; Water Management Practices & terms of Investment; Upcoming Contracts and Tenders Initiatives; Effluent Generation and Treatment; Capacity Expansion URBAN INFRASTRUCTURE Plans; Projected Water Demand; Issues and Challenges 4. OUTLOOK & MARKET OPPORTUNITIES (Medium Term & Long Term) . - Growth Drivers; Demand and Supply Projections (till 2025); Future 18. OIL REFINERIES: DEMAND ANALYSIS AND FUTURE PROJECTIONS . . Technologies in the Post- COVID-19 World; Capacity Addition Plans; - Current Water Consumption; Water Management Practices & Investment Requirements (till 2025); Market Opportunities Initiatives; Effluent Generation and Treatment; Capacity Expansion Plans; Projected Water Demand; Issues and Challenges SECTION II: MUNICIPAL WATER: SEGMENT ANALYSIS, OUTLOOK AND OPPORTUNITIES SECTION IV: DESALINATION MARKET: EMERGING TRENDS, COST ECO- NOMICS AND FUTURE POTENTIAL 5. SEGMENT SIZE AND GROWTH ...... - Piped Water Supply Network; Emerging and Recent Trends; Urban 19. MARKET SIZE, EXPERIENCE AND COST ECONOMICS ...... Water Supply Sources; Consumption Patterns; Policy & Regulatory - Current Capacity; Emerging Trends & Developments; Cost Developments; Key Completed Projects; Segment Outlook Components & Capex Trends; Noteworthy Projects; Industry Structure & Major Players; Planned Additions; Issues & Challenges; 6. KEY GOVERNMENT PROGRAMMES: CURRENT STATUS, UPCOMING Segment Outlook PROJECTS AND OPPORTUNITIES ...... - Jal Jeevan Mission; Smart Cities Mission; Atal Mission For 20. FUTURE POTENTIAL AND UPCOMING CAPACITY ...... Rejuvenation and Urban Transformation; Namami Gange Mission - Growth Drivers; Planned Capacity; Investment Requirements; Future For each of the programmes project scope, investment requirements, financing sources, current Potential status, key completed and ongoing projects, upcoming tenders, targets and completion timelines, etc, will be covered. 21. TREATMENT TECHNOLOGIES: MARKET SIZE, EMERGING TRENDS AND ADVANCEMENTS ...... 7. TARIFFS AND COSTS STRUCTURE ...... - Prevalent Treatment Technologies; Cost Economics & Viability; - Tariff Structure; Water Charges & Fees; Production Costs & O&M Current Deployment & Case Studies; New Advancements & Expenses; Recent Tariff Reforms; Issues and Challenges Innovations; Issues and Challenges; Future Requirements & Outlook
8. FINANCING AND INVESTMENT TRENDS ...... SECTION V: WASTEWATER TREATMENT AND REUSE ...... - Key Funding Sources; Recent Financing Trends; Potential for Private Participation; Formats and Models; Revenue Stream; Key PPP 22. EMERGING TRENDS AND DEVELOPMENTS Projects: Completed and Ongoing; Key Upcoming Projects; Risks - Current Practices & Infrastructure; Notable Trends & Developments; and Challenges Regulatory Landscape; New Advancements & Innovations; Issues and Challenges 9. 24X7 WATER SUPPLY: EXPERIENCE, CHALLENGES & OPPORTUNITIES . - Experience So Far; Pilot Projects & Case Studies: Implementation 23. FUTURE REQUIREMENTS AND POTENTIAL ...... Experience & Lessons Learnt; Key Completed & Ongoing Projects; . - Growth Drivers & Demand Potential; Availability of Treated Key Planned & Announced Projects; Upcoming Contracts & Wastewater; Future Plans & Initiatives; Regulatory Outlook; Future Tenders; Segment Outlook Roadmap
10. METERING PRACTICES: CURRENT DEPLOYMENT AND FUTURE 24. SELECT CASE STUDIES AND KEY LESSONS ...... OUTLOOK ...... - Recycle/Reuse Initiatives & Best Practices; Lessons Learnt; ...... - Current Practices & Type of Meters Deployed; New Trends & Sources of Treated Wastewater Supply; Cost Components & Tariffs; Advancements; Case Studies & Best Practices; Demand Key Benefits & Cost Savings; Future Plans Projections; Segment Outlook SECTION VI: DATABASE OF KEY PROJECTS 11. NRW REDUCTION STRATEGIES & REVENUE MANAGEMENT SYSTEMS A comprehensive excel-based database of ongoing and upcoming projects in the - Current Practices & Strategies; City-wise NRW Levels; Case Studies municipal water supply, industrial water supply, desalination and wastewater treat- & Best Practices; Future Plans & Initiatives; Segment Outlook ment segments.
SECTION III: INDUSTRIAL WATER: SEGMENT ANALYSIS, OUTLOOK AND Each project will provide information on: OPPORTUNITIES - Scope; Project Cost; Current Status; Segment (Municipal, Industrial, Desalination, Wastewater Treatment); Mode of Implementation (PPP 12. SEGMENT SIZE AND GROWTH ...... or EPC); Contractor/Developer; Equipment Supplier (wherever - Water Requirement by Industry; Emerging and Recent Trends; Water available); Funding Sources (wherever available); Expected Capacity Supply Sources; Consumption Patterns; Regulatory Developments; Addition; Expected Completion Date Key Completed Projects; Segment Outlook The report will be available in a PDF format.
46 | India Infrastructure Research www.indiainfrastructure.com URBAN INFRASTRUCTURE No. of slides: 477 477 No. of slides: Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 47 Advanced Technologies Comparison Instrumentation & Automation; New Initiatives; Issues & Challenges Existing Treatment Facilities; Key Ongoing and Upcoming Facilities; Ongoing and Upcoming Facilities; Key Facilities; Existing Treatment Case Studies and Lessons Learnt; Practices; and Reuse Recycle Innovations and Advancements; Segment Outlook Relevant Technologies; Key Recycle and Reuse Facilities; Case Facilities; and Reuse Recycle Key Technologies; Relevant Studies and Lessons Learnt; Consumers of Recycled Key Potential Issues and Challenges; Future Wastewater; Economics; Select Case Studies; Key Advantages; Constraining Economics; Select Case Studies; Key Outlook Future Factors; Requirements; Market for Byproducts; Returns and Revenue Market for Byproducts; Returns and Revenue Requirements; Reforms New and Concerns and Initiatives; Issues Potential; - Existing Capacity - Energy Generation - Technologies Relevant - Case Studies & Lessons Learnt - Upcoming Projects Key - Potential Future - Technologies: Sewage Treatment Conventional Technologies; - Cost Comparison; Performance Technologies: Comparison of Key - STPs: Key Advanced Technologies Conventional Technologies; - Current Capacity: State-wise Technology-wise; Treatment - and Advancements: New Trends Case Studies - Asset Management Issues and Key - Segment Outlook - Cost Recovery; Introduction; Current Opex Requirements; Practices; - Current Norms; Effluent Generation; Discharge Standards and - Introduction; Current Standards and Norms Practices; for Reuse; - Overview: (Domestic and Global); Industry Major Players Structure - Ongoing Projects Portfolio: Key Project Completed Projects; Key - Financial Performance - Industry Concerns and Expectations - Plan Future - Experience So far; Project Introduction; Salient Features; - Capex and Opex and User Charges; Economics of STPs; Tariffs SECTION IV: DATABASE OF KEY PROJECTS DATABASE SECTION IV: 14. FROM ENERGY SEWAGE ...... SECTION III: FOCUS ON TECHNOLOGY 15. AND TECHNOLOGIES INNOVATIONS TREATMENT ...... 16. O&M AND ASSET MANAGEMENT...... 13. INDUSTRIAL MANAGEMENTEFFLUENT ...... 12. RECYCLE AND REUSE INITIATIVES ...... 10. PLANS PROJECT PORTFOLIO AND FUTURE LEADING PLAYERS: . . . . AND OUTLOOK SEGMENTS: ANALYSIS SECTION II: KEY FOCUS 11. DECENTRALISED SEWAGE TREATMENT ...... The report is available in a PDF format. The report The database will be a compilation of operational sewage treatment plants (STPs) implementing agency and technology (wherever along with details on the capacity, available). It will also provide a detailed list of ongoing and planned projects in the sector including sewage treatment facilities, sewage pumping stations, sewage pipelines, recycle and reuse facilities, and effluent treatment plants with details on contractor funding sources, implementing agency, scope, location, cost, capacity, (wherever available), current status, expected date of completion, etc. 9. COST ECONOMICS,AND RETURNSTARIFFS ...... (July 2020) Institutional Framework; Regulations, Standards and Norms; Regulations, Risks Institutional Framework; (till 2025-26) Outlook and Projections and Challenges; Future Planned/Announced Projects; Under Bidding Projects; Awarded; DeliveryGovernment Project Programmes; and Implementation; Players; Capex Plans of Private Input Cost; Labour Availability; Service Providers Implementation; Completion Period Equipment and Material Suppliers; Pipe Providers; Technology Manufacturers; Consultants and Urban Transformation Mission; Atal Mission for Rejuvenation Deployed; Ongoing Projects; Technologies Treatment Initiatives; and Reuse Recycle Planned/Upcoming Projects; Operational Constraints under Major Urban Infrastructure Development Programs 2016) (1990s-2016); PPP Experience (Post Operator Model - Current Sector Snapshot; and Growth; Notable Trends; Size - Impact of COVID-19 Construction on: Under Contracts Projects; - Regulatory Developments - Developments Other Key - Pipeline Overall Project - State; Ownership/Mode of Pipeline Analysis: By Region; Project - Capacity; Network Length Expected Capacity Addition: By Treatment - Analysis of Upcoming Projects - 50 Upcoming Projects Top - Growth Drivers Key - Investment Requirements - Market Opportunities: Developers; EPC Contractors; Private - (till 2024-25) Outlook and Projections - SmartProgramme; Swachh Bharat Mission; Namami Gange Cities - Capacity; Collection Infrastructure; Sewage Generation; Treatment - Sources Funding Key - Overall Investment Trends - Union Budget 2020-21: Overall Budget Allocations; Allocations - Options Innovative Funding - and Models; PPP Experience Formats PPP Experience and Potential: - Projects Completed Key - Outlook and Potential Future Ongoing Projects: Key - Challenges Risks and Key - Investment Outlook - HAM; One City-One and Experience So Far: Salient Features - Capex and Opex Requirements - Case Studies - Ongoing Projects Key - Upcoming Contracts and Tenders - Risks and Challenges - Outlook Future 1. SIZE AND GROWTH...... 2. OF IMPACT COVID-19 AND OTHER RECENT DEVELOPMENTS ...... 3. PROJECT PIPELINE AND ANALYSIS ...... 4. FUTURE AND OUTLOOK MARKET OPPORTUNITIES ...... 5. ON KEY UPDATE GOVERNMENT PROGRAMMES ...... 6. OF KEY INTER-CITYCITIES ANALYSIS COMPARISON: ...... 7. FINANCING EXPERIENCE AND PPP POTENTIAL ...... OPERATOR. . . 8. NEW BUSINESS MODELS: HAM AND ONE CITY-ONE . SECTION I: MARKET OVERVIEW, OUTLOOK AND OPPORTUNITIES OUTLOOK SECTION I: MARKET OVERVIEW, KEY TAKEAWAYS AND THE ROAD AHEAD AND KEY TAKEAWAYS Emerging Trends, City-Level Initiatives, Upcoming Capacity and Opportunities Capacity Initiatives, Upcoming City-Level Trends, Emerging Sewage Treatment Market in India 2020 Market in Treatment Sewage www.indiainfrastructure.com URBAN INFRASTRUCTURE Progress soFar, Recent Developments,NewProjects andFuture Outlook Affordable HousinginIndia2019 48 | India Infrastructure Research |IndiaInfrastructure 48 Table ofContents .TPCTE O FODBEHUIG. HOUSING AFFORDABLE FOR CITIES TOP 7. . OPPORTUNITIES MARKET AND PIPELINE PROJECT 6. . PROJECTIONS KEY OUTLOOKAND FUTURE 5. . SUPPLYAND DEMAND HOUSING INDICATORS 4. . REGULATORYAND DEVELOPMENTS POLICY 3. . . . KEYGOVERNMENTANNOUNCEMENTSANDEXPECTEDIMPACT 2. . OVERVIEW SEGMENT HOUSING AFFORDABLE 1. PROJECTIONS ANDOPPORTUNITIES SECTION I:HOUSINGMARKET: TRENDS,DEVELOPMENTS, .FNNIGADIVSMN CNRO. SCENARIO INVESTMENT AND FINANCING 8. etc.) upcoming investments,keyplayers,opportunities, completed andongoingprojects,demographicprofile,stateofexistinginfrastructure, (Each cityprofilewillincludeinformationontheexperienceinaffordablehousing, 0 AEILADEUPETMRE . MARKET MATERIALEQUIPMENT AND 10. COSTS,MARGINS,RETURNSANDRISK PROJECTECONOMICS: 9. - Ahmedabad, Bengaluru, Chennai,DelhiNCR, Hyderabad,Kolkata, Ahmedabad,Bengaluru, - OverallProject Pipeline,ByOwnership,Project PipelinebyState,By - HousingStockRequirement (ByRegion andByStates),Housing - HouseholdsversusHousingStock,AffordableDemandand - StatustoAffordableHousing,ImpactofGST, Infrastructure Credit - Key AnnouncementsintheUnionBudget2019-20,ExpectedImpact - UrbanisationandDemographicTrends, MarketSize,Trends Current - Funding Sources - TheInvestmentExperience - - Emerging Construction Technologies, EmergingConstruction BuildingMaterialand - Factors ImpactingProject Viability, Key CostComponents,Profit - . ANALYSIS Key Challenges - InvestmentProjections andOutlook - ExpectationsfromREITStructures - z Others (ECBs/FDI/CLSS) MultilateralFunding Agencies, Housing FinanceCompanies/AHFCs, NationalHousingBank, BondMarketTransactions, Investors, Mumbai, Pune forKey Stakeholders Opportunities CitiesMission, Stage ofDevelopment,Projects undertheSmart Material andEquipmentRequirements, SectorOutlook Supply Projections, Projected LandRequirement, Projections for Houses byHabitableConditions,HousingCongestion Rural, State-wise, Urban, Overall, Supply, DemandandSupplyGap: and Recommendations Expectations (AHP)Scheme,OtherIncentives,Industry Partnership Linked SubsidyScheme,RERA Act,AffordableHousingin their Impact,NextStepsandSuggestions and Views,OtherRelief MeasuresbytheGovernment and Industry OutlookandOpportunities Structure, Institutional andRegulatory Housing, Recent andEmergingTrends,Stock ofLow-Income in SupplyandSalesofAffordableHouses,GrowthDrivers,Current Upcoming Opportunities and EquipmentMarket,GlobalBestPractices, Outlookand Equipment MarketSize,DemandDrivers, InnovationintheMaterial Recommendations Margins, Trends inInterestRates andPrices, Project IRRs,Key akCei/roiySco edn,Private Equity/Institutional Bank Credit/Priority SectorLending, (September 2019) (September 2019) The report isavailableinaPDFformat. tives, andongoingupcominghousingschemes/projects.) and housingboards,statepolicyonaffordablehousing,newinitiativesincen- ofthe housingscenario,roleofkeyagencies (Each stateprofilewillgiveanoverview . STATE KEY PROFILES 18. . . INTER-STATECOMPARISON 17. SECTION IV: STATE-LEVEL SCHEMES, EXPERIENCEANDPOTENTIAL andfutureplans) pleted andongoing,upcomingprojects,financialperformance (Each profilewillincludeinformationoncompanyoperations,projectportfolio–com- 6 E RVT LYRPOIE . PRIVATE KEY PLAYER PROFILES 16. . RENTALMARKET HOUSING 15. . OUTLOOK AND PRIVATEEXPERIENCE SECTOR 14. . POLICY: PPP BENEFITS IMPACTAND 13. SECTION III:FOCUSONPRIVATE PARTICIPATION PROGRESSANDOPPORTUNITIESUNDERTHESMARTCITIES 12. . 2022 BY ALL REPORT:FOR PROGRESS HOUSING 11. OPPORTUNITIES SECTION II:UPDATE ONGOVERNMENTPROGRAMMES:PROGRESSAND AndhraPradesh, Bihar, Delhi,Gujarat,Haryana, Chhattisgarh, - Key Demographics,HousingShortage, Infrastructure, Current - - Arihant Superstructures, Design Build Serve, DreamsGroup, DesignBuildServe, ArihantSuperstructures, - Overview, SizeandGrowth,Policy Landscape,Draft andRegulatory - TheExperienceSoFar, Key Projects, Recent Announcementsand - land,Private Formats land,Incentivesand andModels:Government - AllocationsforAffordableHousingunderSCM,TheExperienceSo - . MISSION - TheNationalUrbanLivelihoodsMission DeenDayalAntyodayaYojana - Pradhan MantriAwas Yojana -Gramin:ScopeandObjectives, - Pradhan MantriAwas Yojana (PMAY) -Urban:Scopeand - Tamil Nadu,Telangana, UttarPradesh, West Bengal MadhyaPradesh, Maharashtra,Rajasthan,Jharkhand, Karnataka, Initiatives, Future Plans Housing, VBHC,XRBIA Shapoorji Pallonji, Sheltrex,SignatureGlobal,SNGGroup,Tata Mahindra Lifespaces,Panvelkar Group,Provident Housing, andOutlook Models, IssuesandChallenges,Opportunities Practices -Co-livingandStudentHousing,StateInitiatives,Global Model Tenancy Act,2019,Rental HousingunderPMAY, Emerging SegmentOutlook Suggestions, UpcomingOpportunities, Expectationsand Studies, InnovativeBusinessModels,Industry Investments, Key IncentivesunderStatePolicies, SuccessfulCase and Incentives Recommendations onPolicy Industry Implementation Opportunities, StateInitiativesand ImpactofPPPpolicy, Schemes forPPP, Market Opportunities Far, Key Projects, UpcomingTenders, InvestmentRequirements and InvestmentRequirements Targets andTimeline, Projects, CompletedandOngoing Progress SoFar -PhysicalandFinancial, InvestmentRequirements Targets and Timeline, and OngoingProjects, Completed Progress SoFar -PhysicalandFinancial, Objectives, Price: Rs75,000(USD1,770) www.indiainfrastructure.com No. ofslides:269 URBAN INFRASTRUCTURE Municipal Solid Waste Market in India 2020 (August 2020) Price: Rs 75,000 (USD 1,770) Emerging Trends, City-Level Initiatives, New Projects and Opportunities (Draft ToC) Table of Contents
KEY TAKEAWAYS AND THE ROAD AHEAD ...... 8. COST ECONOMICS, TARIFFS AND RETURNS ...... - Tariffs and User Charges; Cost Economics; Capex and Opex SECTION I: OVERVIEW, OUTLOOK AND OPPORTUNITIES Requirements; Market for Residues; Returns and Revenue Potential; New Reforms and Initiatives; Issues and Concerns 1. MARKET SIZE, TRENDS AND DEVELOPMENTS ...... - MSW Generation and Growth in the Past Five Years 9. LEADING PLAYERS: PROJECT PORTFOLIO AND FUTURE PLANS . . . . . - Institutional Framework - Industry Structure; Major Players (Domestic and Global); Key - Recent Policy and Regulatory Developments Completed Projects; Key Ongoing Projects; Financial Performance; - Project Completions Industry Concerns and Expectations; Future Plans - Recent Contract Awards - Projects Approved/Announced 10. EQUIPMENT MARKET: CURRENT SIZE & EMERGING REQUIREMENTS - Notable Trends - Size and Growth; Type of Equipment; Key Players & Products; - Government Initiatives Innovations and Advancements; Future Demand Projections; Issues - Risks and Challenges and Challenges - Future Outlook and Projections (till 2025-26) SECTION II: SEGMENT ANALYSIS: CURRENT INFRASTRUCTURE, 2. COVID-19 IMPACT ASSESSMENT: PROJECTS, INVESTMENTS AND UPCOMING OPPORTUNITIES AND TECHNOLOGY DEPLOYMENT OPPORTUNITIES ...... - Impact of COVID-19 on: Project Delivery and Implementation; 11. COLLECTION AND TRANSPORTATION ...... Labour and Raw Material Availability; Input Cost - Current Practices; Expenditure on Solid Waste Management; - Focus on Biomedical Waste Management Swachh Survekshan Results; Type of Transportation Infrastructure - Investment Landscape and Outlook Deployed (e-rickshaws, carts, trucks, etc.); Smart Initiatives at the - City-level Initiatives & Mitigation Measures City Level; New Trends and Advancements; Key Completed and - New & Emerging Technology Requirements Ongoing Projects; Upcoming Contracts/Tenders; Issues and - Government Relief Measures Concerns; Segment Outlook - Future Growth Strategies 12. TREATMENT AND PROCESSING ...... 3. REALISTIC ASSESSMENT OF PROJECT PIPELINE ...... - Status of Waste Processing; Relevant Treatment Technologies; - Project Pipeline by: Region; State; Stage of Development; Smart Initiatives at the City Level; New Trends and Advancements; Ownership; Completion Period Key Completed and Ongoing Projects; Upcoming Contracts/Tenders; - Expected Capacity Addition: MSW Treatment Capacity; WtE Capacity Issues and Challenges; Segment Outlook - Top 50 Upcoming Projects 13. DISPOSAL, RECYCLE AND REUSE PRACTICES ...... 4. OUTLOOK, PROJECTIONS AND MARKET OPPORTUNITIES ...... - Current Practices; Smart Initiatives at the City Level; New Trends - Growth Drivers and Advancements; Key Completed and Ongoing Projects; - Investment Requirements Upcoming Contracts/Tenders; Issue & Challenges; Segment Outlook - Key Projections (till 2025-26) - Market Opportunities: EPC Contractors; Private Developers; SECTION III: NEW FOCUS AREAS AND OPPORTUNITIES Technology Providers & System Integrators; Equipment Suppliers (Loaders, compactors, smart bins, etc.); Material Suppliers; 14. BIOMEDICAL WASTE MANAGEMENT ...... Consultants - Biomedical Waste Generation; Recent Policy Developments; - Top Upcoming Cities Collection and Treatment Infrastructure; Treatment, Processing and - Future Outlook Disposal Practices; Cities’ Response to COVID-19; Other City-level Initiatives; Innovations & Advancements; Issues & Challenges; 5. KEY GOVERNMENT PROGRAMMES: PROGRESS SO FAR AND Segment Outlook UPCOMING OPPORTUNITIES ...... - Smart Cities Mission: Mission Scope; Mission Cities; Smart Waste 15. WASTE-TO-ENERGY: CURRENT CAPACITY AND FUTURE POTENTIAL . Management; Investment Requirements & Sources of Funds; - Existing Capacity; Relevant Treatment Technologies; Government Progress So Far; Key Completed Projects; Key Ongoing Projects; Initiatives; Revenue Stream and Cost Recovery; Green Fuels; Upcoming Contracts & Tenders Existing Biogas and BioCNG Capacity; Market Potential & - Swachh Bharat Mission: Vision and Objectives; Mission and Targets Opportunities; Completed WtE Projects; Key Ongoing Plants; Issues Set; Investment Requirements & Sources of Funds; Funds and Challenges; Segment Outlook Disbursement; Progress So Far; Key Completed Projects; Key Ongoing Projects; Upcoming Contracts & Tenders 16. INTEGRATED SOLID WASTE MANAGEMENT ...... - Salient Features; Experience So far; Government Initiatives; Key City 6. INTER-CITY COMPARISON: ANALYSIS OF KEY CITIES ...... Level Initiatives; Upcoming Projects & Tenders; Key Benefits; Issues - MSW Generation; Collection & Transportation Infrastructure; and Challenges; Segment Outlook Treatment & Disposal Practices; O&M and Asset Management . . . Practices; Key Ongoing Projects; Planned/Upcoming Projects; WtE SECTION IV: DATABASE OF KEY PROJECTS Initiatives; Operational Constraints The database will provide a detailed list of completed, ongoing and announced/planned/proposed projects in the sector including door-to-door collection 7. FINANCING EXPERIENCE AND PPP POTENTIAL ...... and transportation projects, treatment and processing facilities, WtE plants, biomedi- - Experience So Far cal waste treatment facility, landfill development and disposal facilties with details on - Sources of Funding: Budgetary Allocations; State Grants; Multilateral scope, location, cost, capacity, funding sources, implementing agency, contractor Funds; Private Equity; Internal Revenue; Financial Institutions (wherever available), current status, expected date of completion, etc. - Innovative Funding Options (Municipal Bonds, etc.) - PPP Experience and Outlook: Experience So Far; Formats and Models; Key Revenue Sources; Key Completed Projects; Key Ongoing Projects; Upcoming Projects - Risks and Challenges - Investment Outlook The report will be available in a PDF format.
www.indiainfrastructure.com India Infrastructure Research | 49 URBAN INFRASTRUCTURE Trends, NewInitiatives,OutlookandOpportunities CitiesinIndia2020 Smart 50 | India Infrastructure Research | IndiaInfrastructure 50 Table ofContents 1. TRENDS, DEVELOPMENTS AND MISSION UPDATE . UPDATE MISSION DEVELOPMENTSAND TRENDS, 1. ING PROJECTS SECTION I:SECTORANALYSIS, RECENTDEVELOPMENTS ANDUPCOM- 2. PROJECT ANALYSIS: PROJECT OPERATIONAL . & PROJECTS COMPLETED 2. .POETPPLN . PIPELINE PROJECT 3. .IPC FCVD1 . COVID-19 IMPACTOF 4. .RCN NTAIE OFSTAKIPEETTO . IMPLEMENTATION INITIATIVESFASTTRACK RECENT TO 5. .FTR ULO N AKTOPRUIIS. OPPORTUNITIES MARKET OUTLOOKAND FUTURE 6. .TP1 NETETDSIAIN . . DESTINATIONS INVESTMENT 15 TOP 7. 8. NEW & INNOVATIVESTRATEGIES& FUNDING . NEW 8. .PTNILFRPIAESCO ATCPTO . PRIVATEPARTICIPATION FOR SECTOR POTENTIAL 9. 0 O 0SATCTE . . CITIES SMART 20 TOP 10. AND OPPORTUNITIES SECTION II:IMPLEMENTATION EXPERIENCE,UPCOMINGPROJECTS 1 ATTAK(3CTE)ADRUDI IIS(7cte)...... FAST TRACK(13CITIES)ANDROUNDIICITIES(27cities) 11. 2 ON I 3 IIS N ON VCTE 1 iis ...... ROUNDIII(30CITIES)AND IVCITIES(10cities) 12. - Smart CitiesMission;NotableTrends; Recent- Smart Developments; - OverallProgress: Snapshot;OverallProgress: State-wiseScenario; - ByStageofDevelopment;Segment;ModeImplementation; - Overall Project Pipeline; Under Construction Projects; UnderBidding - OverallProject Pipeline;UnderConstruction - 20-20 Model; Ease of Living Index; Municipal Performance Index; - 20-20Model;EaseofLivingIndex;MunicipalPerformance - Growth Drivers; Investment Projections; Opportunities for - GrowthDrivers;InvestmentProjections; Opportunities - Snapshot;City-wiseAnalysisof:;StrengthandWeaknesses; Project - Key SourcesofFunding; MunicipalBondMarket:Key Issuancesand - ExperienceSoFar; State-levelStatistics;StatelevelStatistics: - Snapshot;Key Focus Areas(Mobility, Energy, Water Governance, & - Snapshot;Key Focus Areas(Mobility, Energy, Water Governance, & - Snapshot;Key Focus Areas(Mobility, Energy, Water Governance, & Smart CitiesMission2.0;Future Outlook Smart &MoUs;IssuesandChallenges; Trends &Advancements;Startups Budget 2020-21:Key Announcements&LikelyImpact;Technology Challenges andMitigationStrategiesinKey Cities Project Analysis;Inter-City Comparison;SelectOperationalProjects; Upcoming Projects By Region andState;ByCity;Period ofCompletion;Top 20 Force Majeure; Smart CitiesResponse toCOVID-19 Force Majeure;Smart Projects; AnnouncedProjects; InputCosts;Financing;SupplyChain; International Partnerships & Lessons Learnt; CitizenParticipation &LessonsLearnt; Partnerships International Stakeholders; Future Outlook Upcoming Projects; Market Opportunity AcrossSegments Upcoming Projects; MarketOpportunity InvestmentRequirements; Segment-wiseAnalysis;Key Portfolio; Risks andChallenges State andCity);InvestmentOutlook&Future Funding Strategies; Future Plans;CreditRatings ofULBs;Fund Release &Utilisation(By & Key Lessons;Future Prospects &Potential; Key UpcomingProjects Models; Key Projects: CompletedandOngoing;SelectCaseStudies Projects Tendered andWork OrdersIssued;Business&Revenue Recent Tenders; Issues&MitigationMeasures Projects; Technology Initiatives;Key UpcomingProjects; &Smart Allocation &Disbursements;Key CompletedProjects; Key Ongoing Funding Sources; Progress SoFar &Key Achievements;Fund Development;InvestmentPlans&KeyWaste, etc.) &Infrastructure Recent Tenders; Issues&MitigationMeasures Projects; Technology Initiatives;Key UpcomingProjects; &Smart Allocation &Disbursements;Key CompletedProjects; Key Ongoing Funding Sources; Progress SoFar &Key Achievements;Fund Development;InvestmentPlans&Key etc.) &Infrastructure Waste, Allocation &Disbursements;Key CompletedProjects; Key Ongoing Funding Sources;Progress SoFar &Key Achievements; Fund Development;Investment Plans&Key etc.)&Infrastructure Waste, (June 2020) Each project will provide information on: Each projectwillprovideinformation ings, roads,safetyandsecurity, e-governance,parking,andhealthcaresegments. upcoming projectsacrossthewatersupply, sewerage,waste,energy, mobility, build- willalsoprovideacomprehensive Excel-based databaseofongoingand The report 3 REFEDSATCTE . CITIES SMART GREENFIELD 13. The report isavailableinaPDFformat 14. NON-MISSION SMART CITIES . CITIES SMART NON-MISSION 14. 5 mr oiiy. Mobility Smart 15. TECHNOLOGIES ANDADVANCEMENTS SECTION III:SEGMENTSINFOCUS:NOTEWORTHYINITIATIVES, NEW 6 MR NRYADSATGIS. GRIDS SMART ENERGYAND SMART 16. 17. SMART WATER AND WASTE . WATERWASTE SMART AND 17. 8 FODBEHUIG&ITLIETBIDNS. BUILDINGS INTELLIGENT & HOUSING AFFORDABLE 18. 9 MR OENNE&CMUIAIN. COMMUNICATION & GOVERNANCE SMART 19. 0 AEY&SCRT . . SECURITY & SAFETY 20. 1 E OU RA. AREA FOCUS NEW 21. SECTION IV: DATABASE OFKEYPROJECTS - Scope;Project Cost;Type ofProject (Area-basedorPan-City) ; - GIFT City;AurangabadIndustrial City;Palava;- GIFT Lavasa;Dholera; - Greater Mumbai (MCGM Area); Smart BandraKurla Complex(BKC) - GreaterMumbai(MCGMArea);Smart - Overview and Key Thrust Areas;Technology andKey Thrust - Overview Solutions;Current - Overview andKey Components;Technology- Overview Solutions;Current - Key Thrust Areas;Technology- Key Thrust Stateof Solutions;Current - Key Thrust Areas;Technology- Key Thrust Stateof Solutions;Current - Key Thrust Areas;Technology- Key Thrust Stateof Solutions;Current - Key Thrust Areas;Technology- Key Thrust Stateof Solutions;Current - Healthcare;PublicAmenities;CityGasDistribution;Roads & Recent Tenders; Issues&Mitigation Measures Projects; Technology Initiatives;Key UpcomingProjects; &Smart Expected DateofCompletionEtc. Developer/Technology Vendor Status; (whereveravailable);Current Mode ofImplementation;Implementing Agency;Contractor/ Vikram Udyogpuri;IntegratedIndustrialTownship GreaterNoidaLtd. (Non-NDMC Area);Others Project; Amravati;Delhi Virar-Alibaug MultiModalCorridor; Upcoming Projects; Recent Tenders; SegmentOutlook Issues&Challenges;KeyKey CompletedProjects; Learnings; Initiatives/Projects; SelectCaseStudies&Technologies Deployed; Cities;Noteworthy inSmart State ofInfrastructure Tenders; SegmentOutlook Key Learnings; Issues &Challenges;Key Projects; Key CompletedProjects; Recent Initiatives/Projects; SelectCaseStudies&Technologies Deployed; Cities;Noteworthy inSmart State ofInfrastructure Segment Outlook Completed Projects; Key UpcomingProjects; Recent Tenders; & Technologies Key Deployed;Issues&Challenges;Key Learnings; Initiatives/Projects; SelectCaseStudies Noteworthy Infrastructure; Segment Outlook Completed Projects; Key UpcomingProjects; Recent Tenders; & Technologies Key Deployed;Issues&Challenges;Key Learnings; Initiatives/Projects; SelectCaseStudies Noteworthy Infrastructure; & Tenders; SegmentOutlook(till2025-26) Issues&Challenges;UpcomingContracts Deployed; Key Learnings; Cities;SelectCaseStudies&Technologies inSmart Infrastructure Outlook (till2025-26) Issues andChallenges;UpcomingContractsTenders; Segment Select CaseStudiesandTechnologies Deployed;Key Learnings; Initiatives/Projects; Cities;Noteworthy inSmart Infrastructure Recent Tenders; SegmentOutlook Flyovers; Others;Key CompletedProjects; Key UpcomingProjects; Price: Rs75,000(USD1,770) www.indiainfrastructure.com TELECOM Table of Contents Table Price: Rs 60,000 (USD 1,416) Price: Rs 60,000 India Infrastructure Research | 51 GujaratNet, KFON, Telangana T-Fiber, etc. T-Fiber, GujaratNet, KFON, Telangana Offerings, and Expansion Plans Key Contracts Enterprises, etc.) Macrobend Fibre, etc.) Communications Ltd., Finolex Cables Limited, Himachal Futuristic STL, UM Cables Communications Limited, Polycab, HTL, Paramount Coast Limited, West Limited, Uniflex Cables, Vindhya Telelinks Optilinks - Network for Spectrum Project - TamilNet, and Initiatives: MahaNet, AP FibreNet, State-level Projects - in Content Consumption Trends - and Service of Applications Offerings Type - Evolving Competitive Landscape - Players/Internet of Key Service Profiles Size, - Network Providers - of OFC Role - Utilities - Network Size, Expansion Plans and Key of Key Profiles - for Monetising OFC Emerging Models/Practices - Opportunities for Industry Stakeholders - Play Service Providers MSO/Triple - in Data Centres, Internal IT sector (Requirement Networks of Large - Large Enterprise Businesses (Healthcare, BFSI, etc.) - Capacity Growth in Production - on Make in India Focus - Impetus Policy - Export-Import Scenario - Challenges Key - Outlook Future - and Solutions (Single/Multi-Mode, Plastic Products Key Optic Fibre, - and Installation Practices Deployment - Trends Technology Emerging - and Taxes Cost Components, Duties Key - Trends and Pricing Materials - on R&D Focus -OptiFibre Limited, Birla Cable Limited, CommScope, Corning, Aksh The report is available in a PDF format The report (Each player profile will give an overview of the company’s operations, focus areas, manufacturing facilities, key projects and tenders, finan- current production capacity, cial performance, capex and expansion plans) 7. FIXED HOME BROADBAND MARKET ...... 8. UTILITIES - POWER, OIL & GAS AND RAILWAYS ...... 9. OTHER KEY AND EMERGING SEGMENTS...... - PRODUCTION, TECHNOLOGY CHAIN ANALYSIS SECTION III: SUPPLY AND COST TRENDS 10. PRODUCTION TRENDSCAPACITY ...... 11. COST TRENDSAND TECHNOLOGY ...... 12. KEY SUPPLIER PROFILES ...... (May 2020) JVs, neutral hosts) on Network, Current OFC Network Size, BSNL/MTNL): Data Traffic FTTH Plans and Contracts and Collaborations, Future Offerings, Key Requirements Plans and Areas, Level of Site Fiberisation, Future Current Focus Requirements and Purchase Orders, Implementation Roadblocks, Tenders and Suppliers) Opportunities Stakeholders (Telcos for Private & Planned & Planning, Applications & Use Cases, Contracts Awarded Small Cells Programmes - Current Status of OFC Deployment - Business Models (OFC sharing, Independent fibrecos, Emerging - (Bharti Profiles Airtel, Jio, Idea, Reliance Telcos Vodafone - etc.): (Indus-Bharti India, TowerVision, Profiles Infratel, ATC Towercos - Upcoming under Phase II, Progress Overview, Project BharatNet: - Smart of OFC, City-wise Update on OFC Implementation Cities: Role - and Forecasts Data Consumption - Growth Trends - by Industry Requirement Projected Players - by Other Consumer Segments Requirement Projected - from Government OFC Requirement Targets Projected - Expansion Plans Capacity - Gap Analysis Demand-Supply - and 5G, Fiberisation for Fiberisation for 4G Backhaul Upgrades: Tower - Last Mile Fiberisation: FTTx, IBS and Wi-Fi - ML, Industry Connected 4.0, AR/VR, New Use Cases (AI/ML, IoT, cars, telemedicine, real time monitoring etc.) - and Objectives, Execution Timelines Provisions NDCP 2018: Policy and Status, Impact on OFC Demand - Implementation Status, State-wise Charges Rules: RoW - State Policies - and Consultations Recommendations TRAI - and Regulatory Gaps Policy - Industry Expectations - Size and Growth - Deployment Status: By Industry Players, Under Government - Growth Drivers - and Financial Crisis Impact of Sector Consolidation - Issues and Challenges Key - and Opportunities Emerging Trends - Outlook Future 5. TELCOS AND TOWERCOS ...... 6. GOVERNMENT PROGRAMMES ...... SECTION II: GROWTH DRIVERS - KEY CONSUMER SEGMENTS AND REQUIREMENTS 4. PROJECTIONS AND DEMAND ANALYSISAND ...... SUPPLY 3. EMERGING OFC USE CASES AND DEMAND DRIVERS ...... 2. IMPACT 2. OF IMPACT POLICIES AND REGULATIONS ...... 1. MARKET SNAPSHOT AND KEY TRENDS...... SECTION I: MARKET OVERVIEW, POLICY LANDSCAPE AND GROWTH SECTION I: MARKET OVERVIEW, DRIVERS SUMMARY AND KEY INSIGHTS SUMMARY www.indiainfrastructure.com Optic Fibre Cable Market in India 2020 in India Cable Market Optic Fibre Outlook and Demand Growth Drivers Market Trends, TELECOM Growth Drivers,EmergingBusinessModelsandFuture Outlook Telecom Tower InfrastructureinIndia 52 | India Infrastructure Research |IndiaInfrastructure 52 Table ofContents .SATCTE XEINEADOPRUIIS. . OPPORTUNITIES AND EXPERIENCE - CITIES SMART 7. deployment, futureexpansionplansandmarketopportunity) ofmarket size,growthdrivers,currentstatusof (Each segmentwillgiveanoverview . REGULATORYAND DEVELOPMENTS POLICY 3. . COVID-19 IMPACTOF 2. . TRENDS KEY AND OVERVIEW MARKET 1. JECTIONS SECTION I:TRENDS,DEVELOPMENTS, GROWTHDRIVERSANDPRO- . INSIGHTS KEY AND SUMMARY 4. EMERGING BUSINESS MODELS . MODELS BUSINESS EMERGING 4. .PEAIGFR5 EURMNSADOPRUIIS. OPPORTUNITIES AND REQUIREMENTS - 5G PREPARINGFOR 6. SECTION II:NEWGROWTHAREAS . 2025) (till PROJECTIONS MARKET OUTLOOKAND 5. Key CompletedandOngoingProjects - ExistingPartnerships - Implementation Experience - Applications and UseCases - Role ofTelecom Infrastructure - NDCP2018 - ImpactonBusinessOperations - DemandfromNon-urbanCenters - Trends in NetworkUsage - GrowthinDataConsumption - Future Outlook - EmergingTrends - IssuesandChallenges - ImpactofTelco ConsolidationandFinancialCrisis - andCompetitiveLandscape MarketStructure - SizeandGrowth - - Het-Nets Provisioning and Smart Infrastructure (Fiberisation, Infrastructure Het-NetsProvisioning andSmart - NeutralHosts - Sharing ActiveInfrastructure - Expectations Industry - Policy Gaps andRegulatory - TRAI’s Recommendations onEnhancingtheRole ofIP-1s - StatePolicies - RoW Rules - NationalBroadbandMission - EdgeDataCenters - Microsites - Tower SiteFiberisation - Outlook Industry - forTower Opportunities Companies - Projected GrowthinTenancies - Projected GrowthinTower Deployments - DataConsumption-GrowthTrends andForecasts - Key GrowthDrivers - Wi-Fi, smallcells,etc.) z z z z z z z z z State-wise Charges Implementation Status Key Provisions forTowerCosOpportunities Execution Timelines Provisions andObjectives forTowerCosOpportunities Execution TimelinesandStatus Policy Provisions andObjectives (October 2020) (Draft ToC)(October 2020)(Draft .NNCR UIESOPRUIIS. OPPORTUNITIES BUSINESS NON-CORE 9. . SOLUTIONS IN-BUILDING 8. 3 E LYR . . PLAYERS KEY 13. SECTION IV: PLAYER PROFILES . OPERATIONSMAINTENANCE SITE AND 12. . ENERGYMANAGEMENT 11. . SOLUTIONS TECHNOLOGIESAND DESIGNS, TOWER 10. MAINTENANCE SECTION III:TOWERDESIGN,ENERGY REQUIREMENTSANDSITE ships andcontracts,marketopportunity) (Each segmentwillcovermarketsize,growthdrivers,currentandplannedpartner- The report willbeavailableinaPDFformat. The report capex andexpansionplans) focusareas,keyprojects, key clients,financialperformance, print andportfolio, ofthecompany’soperations,tower foot- (Each playerprofilewillgiveanoverview EVChargingInfrastructure - DigitalSignageandAdvertising - Poles (IoTsensors,publicWi-Fi) Smart - andFuture Outlook Opportunities - IssuesandChallenges - Role ofTowercos - EmergingBusinessModels - OperatorDeploymentsandPlans - Key Solutions/Technologies: SmallCells;Wi-Fi DAS;FTTH; - Marketsizeandadoption - Future Opportunities - UpcomingTenders - - Others (GTL Infrastructure, RailTel, Others(GTL Infrastructure, PowerGrid, etc.) - Tower Vision - Reliance Infratel - Reliance JioInfratel - IndusTowers-Bharti Infratel - BSNL-MTNL - AscendTelecom Infrastructure - AmericanTower Corporation - ChallengesandWay Forward - InitiativesandExperience Industry - Focus onManagedservices - Key andEmergingTechnology Trends (Analytics,realtime - Practices andModels Current - Future Outlook - Initiatives Industry - Focus onGreenEnergy - Trends inEnergyStorage - EnergyEfficiencyStrategies - Types andNatureofEnergySources - CostStructure - Power ConsumptionTrends - GlobalBestPractices andLessons - DeploymentandInstallationModels - Trends inMaterialsUsed - EvolvingTower Designs - Types ofTower andKey Characteristics Structures - monitoring, automation) rc:R 8,0 (USD 1,888) Price: Rs80,000 www.indiainfrastructure.com MULTI-SECTOR 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 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
www.indiainfrastructure.com India Infrastructure Research | 53 MULTI-SECTOR 54 | India Infrastructure Research | IndiaInfrastructure 54 Investment and Market Opportunities inAfricanInfrastructure Investment andMarketOpportunities (November 2018) Table ofContents 4. FOREIGN INVESTMENT TRENDS . TRENDS INVESTMENT FOREIGN 4. 5. PROJECT PIPELINE AND MARKET OPPORTUNITIES . OPPORTUNITIES MARKET AND PIPELINE PROJECT 5. 3. FINANCING AND PPP EXPERIENCE . EXPERIENCE PPP AND FINANCING 3. . OVERVIEW SECTOR 2. SECTION I:AFRICANMARKETOVERVIEW . SUMMARY EXECUTIVE 1. FDIAnalysis - SizeandGrowth - TheWay Forward - Key RisksandChallenges - InvestmentRequirement andProjections - EmergingSourcesofFinance - Private SectorParticipation - Future Outlook - MarketOpportunities - Project PipelineAnalysis - OverallProject Pipeline - Providers ofOverseasEquipmentManufacturersandService Participation - Proposed Foreign Investments - InitiativestoEncourageForeign Investment - Funding Sources - Trends Spending inInfrastructure - Future Outlook - UpcomingOpportunities - Key IssuesandChallenges - Technology Trends - GrowthDrivers - CompetitiveLandscape - Deficit Infrastructure Current - GrowthinthePast FiveYears Infrastructure - MacroeconomicScenario - z z z z z z z z z z z z z z z z z z z z z z z Historical andExpectedReturns PE Exits Equity Funding Sector-wise Private Investments Experience SoFar Other Key Funding Sources Bond Financing Bank Lending Bilateral Funding Multilateral Funding FundingGovernment Other Stakeholders Material Suppliers Technology andEquipmentProviders Investors Financiers/Long-term Contractors Developers By Stage By Country By Sector By Sector By Destination By Source The report isavailableinaPDFformat. The report Each ofthesectorscovers: ANALYSISSECTION III:SECTOR-WISE Opportunities) 9. TOP10-15INVESTMENTDESTINATIONS (BasedonUpcoming . PROJECTIONS AND PLANS CAPACITYADDITION 8. . COUNTRIES AFRICAN KEY OF SNAPSHOT 7. Niger, Guinea,Mauritania,Malawi. Congo,Rwanda, Namibia, Madagascar, Benin, Guinea, Equatorial Chad, BurkinaFaso, Mauritius, Gabon, Mali, Senegal, Cameroon, Zambia,SouthSudan,Mozambique,Botswana, Côted’Ivoire,Uganda, DR, Congo Ghana, Tunisia, Libya, Tanzania, Angola,Kenya, Ethiopia, Sudan, Morocco, Algeria, Africa, Egypt, South Chapters 7and8coversananalysisofkeycountriesincludingNigeria, SECTION II:COUNTRY-WISE ANALYSIS . PROJECTS UPCOMING 100 TOP 6. SizeandGrowth,EmergingTrends andRecent Developments, - Water and Sanitation - ICT - Airports - Seaports - UrbanTransport - Railways - Roads - OilandGas - Mining - Renewable Energy - Electricity - Outlook Country - MarketOpportunities - ChallengesandLessonsLearnt - Key SuccessesandFailures - UpcomingBig-ticketProjects - Project Pipeline - Private InvestmentMobilised - SectorOverview Infrastructure - Sector-wise CapacityandInvestmentTargets - Proposed Investments - PlannedCapacityAdditions - AllocationsandOutlays Budgetary - Key CommissionedProjects - Recent Policy Developments - BusinessIndicators Ease-of-Doing - GrowthIndicators Infrastructure - EconomicScenario - Implementation (Recently awarded/approved/announced) BySector, Country, Type (Brownfield/Greenfield),Stageof - Issues andChallenges,Future Outlook Proposed Investments,UpcomingProjects, MarketOpportunities, Price: Rs100,000(USD2,360) www.indiainfrastructure.com No. ofslides:772 MULTI-SECTOR Irrigation in India (July 2020) Price: Rs 110,000 (USD 2,596) State Profiles, Upcoming Projects, Investments and Opportunities No. of slides: 496 Table of Contents
KEY INSIGHTS AND THE ROAD AHEAD ...... - Interlinking of Rivers (ILR) Programme - Command Area Development and Water Management SECTION I: EMERGING TRENDS, DEVELOPMENTS, NEW PROJECTS AND - Atal Bhujal Yojana (ABHY) - National Groundwater Management OPPORTUNITIES Improvement Program - Dam Rehabilitation and Improvement Programme 1. IRRIGATION MARKET OVERVIEW ...... - National Aquifer Mapping Program (NAQUIM) - Size and Growth For each of the programmes we will cover project scope, investment requirements, - Irrigation Potential financing sources, current status, key completed and ongoing projects, upcoming - Notable Sector Trends tenders, targets and completion timelines, etc. - Key Government Programmes - Funding Sources & Expenditure Trends 8. IRRIGATION TECHNIQUES AND TECHNOLOGY ...... - Type of Irrigation Systems - Current Deployment & Practices - Industry Structure and Major Players - Key Irrigation Techniques (Drip, Sprinkler, Center Pivot, Pot) - Issues & Challenges - Focus on Micro Irrigation - Notable Innovations and Advancements 2. WATER DEMAND AND SUPPLY SOURCES ...... - Future Outlook - Demand for Water - Water Availability & Sources 9. EQUIPMENT MARKET TRENDS AND REQUIREMENTS ...... - Recycle and Reuse Practices - Types of Equipment - Water Supply-Demand Gap - Pumps and Pumping Systems (Solar & Electric Pumps) - Irrigation Demand Outlook - Metering Practices - Other Ancillary Equipment 3. IMPACT OF COVID-19 ON IRRIGATION SECTOR ...... - New Trends and Advancements - Impact on Government Programmes and Budgets - Major Players - Impact on Project Delivery - Sourcing Options z Ongoing Projects - Segment Outlook z New Bids/Tenders - Impact on Labour and Raw Material Availability SECTION II: STATE IRRIGATION PLANS AND INITIATIVES - Impact on Input Cost - Capex Plans of Major Players 10. PROFILES OF KEY STATES ...... - Relief Measures for Irrigation Sector This section will cover detailed profiles of states such as Andhra Pradesh, Bihar, - Key Recommendations based on Industry Interactions Chhattisgarh, Gujarat, Haryana, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, Odisha, Punjab, Rajasthan, Uttarakhand, Tamil Nadu, Telangana, Uttar 4. RECENT DEVELOPMENTS (in the past 12 to 18 months) ...... Pradesh and West Bengal - Regulatory Developments - New Standards and Norms Each profile will give information on the following: - Project Completions - Agriculture Overview - Contract Awards - Water Availability and Sources - Projects Approved/Announced - Irrigation Potential - Other Key Developments - Irrigation Schemes and Programmes z Key Completed Projects 5. PROJECT PIPELINE AND ANALYSIS ...... z Key Ongoing Projects - Project Pipeline by z Key Upcoming Projects z Region - Recent Developments & Initiatives z State - Type of Projects (Major, Medium and Minor) z Stage of Development - Cost Structure and Water Tariffs z Type of Project (Major, Medium and Minor) - Key Funding Sources z Completion Period - Irrigation Techniques & Practices - Expected Capacity Addition - New Trends and Advancements - Top 50 Upcoming Projects - Irrigation Storage Systems - Initiatives for Improving Water Use Efficiency 6. FUTURE OUTLOOK AND OPPORTUNITIES ...... - Pipes and Pumping Systems - Key Growth Drivers - Major Players - Short-term and Long-Term Sector Outlook - Upcoming Contracts and Tenders z Investment Requirements - Expected Capacity Addition - Market Opportunities - Investment Requirements z EPC Contractors - Future Outlook z Pumps Manufacturers - Issues and Concerns z Pipe Manufacturers z Storage System Providers SECTION III: DATABASE OF KEY PROJECTS z Meter Manufacturers The database is a compilation of upcoming projects (ongoing and planned) in the z Technology Providers sector with details on scope, location, cost, capacity, funding sources, implementing z Consultants agency, contractor (wherever available), current status, expected date of completion, etc. 7. UPDATE ON KEY GOVERNMENT PROGRAMMES ...... - Pradhan Mantri Krishi Sinchayee Yojana (PMKSY) - Accelerated Irrigation Benefits Programme - Bharat Nirman Programme - Participatory Irrigation Management The report is available in a PDF format
www.indiainfrastructure.com India Infrastructure Research | 55 Infrastructure Investment and Market Opportunities in Southeast Asia Price: Rs 110,000 (USD 2,596) (November 2020) (Draft ToC) Table of Contents
SUMMARY AND INSIGHTS ...... 19 on Project Timelines, New Bids and Financing; Key Projects . . (Completed and Ongoing); Top Upcoming Projects; Technology . . SECTION I: MARKET OVERVIEW, TRENDS AND COVID-19 IMPACT Advancements (AT&C Loss Reduction, Energy Storage, ASSESSMENT Transmission Technology & Automation); Proposed Investments & Capacity Addition Targets; Market Opportunities; Issues and . . . . . 1. INFRASTRUCTURE SNAPSHOT ...... Challenges; Sector Outlook v Size and Growth; Infrastructure Deficit; Growth Drivers; Emerging Trends; Key Sectoral Trends; Recent Policy Changes and 12. OIL AND GAS: E&P, LNG AND PIPELINE INFRASTRUCTURE, Government Initiatives; Growth Drivers; Investment Projections; REFINERY AND PETROCHEMICALS ...... Fiscal and Monetary Response; Key Mitigation Strategies; Risks v Size and Growth; Emerging Trends and Developments; Impact of
MULTI-SECTOR and Challenges; Outlook and Opportunities (till 2025) Covid-19 on Project Timelines, New Bids and Financing; Pricing Trends; Key Projects (Completed and Ongoing); Top Upcoming 2. IMPACT OF COVID-19 ON PROJECTS, CONSTRUCTION AND Projects; Technology Advancements (Asset Monitoring and Pipeline INVESTMENTS ...... Integrity & Safety); Proposed Investments & Capacity Addition . . . v Expected Time and Cost Overruns (Short Term and Medium Term); Targets; Market Opportunities; Issues & Challenges; Sector Outlook Impact on Project Delivery; Impact on FDI Investments; Impact on Other Funding Sources; Response of Countries; Impact on Trade 13. ROADS ...... Partnerships; Capacity and Investment Outlook v Size and Growth; Emerging Trends and Developments; Impact of Covid-19 on Project Timelines, New Bids and Financing; Key 3. PROJECT PIPELINE ANALYSIS: RE-ASSESSMENT OF OPPORTUNITIES Projects (Completed and Ongoing); Top Upcoming Projects; IN LIGHT OF COVID-19 (TILL 2025) Technology Advancements (Tolling, Construction and O&M); v Assessment of Project Pipeline: Short Term, Medium Term, Long Proposed Investments & Capacity Addition Targets; Market Term; Analysis by Sector; Analysis by Country; Analysis by Stage of Opportunities; Issues and Challenges; Sector Outlook Development; Analysis by Ownership; Analysis by Country; Analysis by Investment; Top Upcoming Projects in Terms of Investment; 14. RAILWAYS ...... Projects Awaiting Clearances/Land Acquisition/Financial Closure; v Size and Growth; Emerging Trends and Developments; Impact of Big-ticket Opportunities to Look Out For Covid-19 on Project Timelines, New Bids and Financing; Key Projects (Completed and Ongoing); Top Upcoming Projects; 4. MARKET OPPORTUNITIES AND FUTURE OUTLOOK ...... Technology Advancements; Proposed Investments & Capacity v Economic Outlook and Growth Forecasts (Short term and long Addition Targets; Market Opportunities; Issues and Challenges; term); Capacity Addition Plans and Projections; Sector-wise Sector Outlook Capacity and Investment Targets; Planned Capacity Additions; Proposed Investments; Market Opportunities 15. URBAN TRANSPORT v Size and Growth; Clean Bus Market; Emerging Trends and 5. INVESTMENT AND FINANCING TRENDS ...... Developments; Recent Developments; Impact of Covid-19 on v Infrastructure Spending; Investment Laws and Promotion Agencies; Project Timelines, New Bids and Financing; Key Projects Trends in Funding Sources (Past five Years); FDI Trends and Impact (Completed and Ongoing); Top Upcoming Projects; Proposed of Covid-19; New and Emerging Sources of Finance; Issues and Investments & Capacity Addition Targets; Technology Challenges; Risks and Historical Rates of Return; Investment Advancements (Rolling Stock, Fare Collection and S&T); Market Outlook in the Post-Covid World Opportunities; Issues and Challenges; Sector Outlook 6. PRIVATE SECTOR PARTICIPATION: EXPERIENCE, CHALLENGES AND 16. SEAPORTS ...... OPPORTUNITIES ...... v Size and Growth; Emerging Trends and Developments; Recent v Current Scenario; Business Models; Sector-wise Private Developments; Impact of Covid-19 on Project Timelines, New Bids Investments; Key Completed PPP Projects; Key Upcoming PPP and Financing; Key Projects (Completed and Ongoing); Top Projects; Key Risks and Challenges; Impact of Covid-19 on Upcoming Projects; Technology Advancements (Mechanisation and Developer Revenues; Upcoming Opportunities; Short, Medium and Modernisation); Proposed Investments & Capacity Addition Targets; Long-term Outlook Market Opportunities; Issues and Challenges; Sector Outlook 7. EPC MARKET: EXPERIENCE AND OPPORTUNITIES ...... 17. AIRPORTS ...... v Current Scenario; Key Players (Domestic and Foreign); Key v Size and Growth; Emerging Trends; Recent Developments; Impact Contracts; Foreign Players; Sector-wise Experience; Impact of of Covid-19 on Project Timelines, New Bids and Financing; Covid-19; Issues and Challenges; Market Opportunities; Short, Technology Advancements (Passenger Facilitation and Cargo Medium and Long-term Outlook Handling); Tariff Trends; Key Projects (Completed and Ongoing); Top Upcoming Projects; Proposed Investments & Capacity Addition SECTION II: SECTOR-WISE ANALYSIS, DEVELOPMENTS & OPPORTUNITIES Targets; Market Opportunities; Issues & Challenges; Sector Outlook 8. REGIONAL INFRASTRUCTURE ...... 18. WATER AND WASTE ...... v ASEAN Economic Community; Master Plan on ASEAN Connectivity v Size and Growth; Emerging Trends; Recent Developments; Impact 2025; ASEAN Single Window; ASEAN Highway Network; ASEAN of Covid-19 on Project Timelines, New Bids and Financing; Smart Cities Network; ASEAN Single Aviation Market; ASEAN . . . Technology Advancements (Treatment, Metering & Loss Reduction Single Shipping Market; ASEAN Power Grid and Asian Super Grid; and Asset Management); Costs and Tariffs; Key Projects ASEAN Broadband Corridor; China's Belt Road Initiative (BRI); Key (Completed and Ongoing); Top Upcoming Projects; Proposed Upcoming Cross-border Projects under MPAC 2025; Proposed Investments & Capacity Addition Targets; Market Opportunities; Investments Issues and Challenges; Sector Outlook 9. CONVENTIONAL ELECTRICITY GENERATION ...... SECTION III: COUNTRY PROFILES v Size and Growth; Emerging Trends and Developments; Impact of v Brunei; Cambodia; Indonesia; Lao PDR; Malaysia; Myanmar; Covid-19 on Project Timelines, New Bids and Financing; Costs and Philippines; Singapore; Thailand; Timor-Leste; Vietnam Tariffs; Key Projects (Completed and Ongoing); Top Upcoming Each country profile will cover the current economic scenario, current state of infras- Projects; Proposed Investments & Capacity Addition Targets; tructure, sector-wise size and growth, trends in budgetary allocations, mitigation Technology Advancements; Market Opportunities; Issues and strategies and relief measures to deal with the impact of Covid-19, expected capacity Challenges; Future Outlook and Demand Projections additions, proposed investments, and a snapshot of key completed and upcoming projects. 10. RENEWABLE ELECTRICITY GENERATION ...... v Size and Growth; Emerging Trends and Developments; Impact of SECTION IV: DATABASE OF KEY PROJECTS Covid-19 on Project Timelines, New Bids and Financing; Costs and The database will have information on project scope, cost, capacity, location, imple- Tariffs; Key Projects (Completed and Ongoing); Top Upcoming menting agency, ownership, EPC contractor/developer, equipment provider, current Projects; Proposed Investments & Capacity Addition Targets; status, date of commencement of construction/month of award, and expected date of Technology Advancements; Market Opportunities; Issues and completion Challenges; Future Outlook and Demand Projections 11. TRANSMISSION, DISTRIBUTION AND SMART GRID INFRASTRUCTURE ...... v Size and Growth; Smart Grid and Metering Initiatives; Emerging Trends and Developments; Recent Developments; Impact of Covid- The report will be available in a PDF format.
56 | India Infrastructure Research www.indiainfrastructure.com MULTI-SECTOR No. of slides: 401 No. of slides: Table of Contents Table Price: Rs 75,000 (USD 1,770) Price: Rs 75,000 India Infrastructure Research | 57 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) Movers Limited; Shipbuilders and Engineers Limited; Garden Reach Goa Shipyard Limited; Hindustan Aeronautics Limited; Hindustan Shipyard Limited; Mazagon Dock Limited; Mishra Dhatu Nigam Limited 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; Tie-ups; Collaborations and 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 Plans and Launches;New Product Upcoming Contracts; Segment Outlook Contracts Awarded;Key Industry Structure and 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 - Airbus Group India; Ashok Leyland Defence Systems; Bharat Forge - Bharat Dynamics Limited; Bharat Electronics Limited; Bharat Earth - 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 10. PROFILES PLAYERSOF PRIVATE ...... SECTION IV: KEY PLAYERS KEY PLAYERS SECTION IV: (DPSUS)9. PROFILES OF DEFENCE PUBLIC SECTOR UNDERTAKINGS . . The report is available in a PDF format. The report 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 SEGMENT ANALYSIS SECTION III: 8. KEY SEGMENTS...... (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 - 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 - 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 7. FUTURE POTENTIAL AND OUTLOOK ...... 6. DEFENCE OFFSETS MARKET ...... 3. DEFENCE LANDSCAPE ...... MANUFACTURING 4. POTENTIAL SECTOR FOR PARTICIPATIONPRIVATE ...... 5. SECTOR AND OUTLOOK MARKET OPPORTUNITIES ...... SECTION II: DEFENCE OFFSETS: PROGRESS AND OPPORTUNITIES 2. DPP 2016 MODELPARTNERSHIP AND STRATEGIC ...... 1. SECTOR OVERVIEW...... SECTION I: RECENT TRENDS, DEVELOPMENTS AND OUTLOOK AND OUTLOOK DEVELOPMENTS SECTION I: RECENT TRENDS, EXECUTIVE SUMMARY ...... www.indiainfrastructure.com Market Analysis, Potential for Offsets and Future Outlook Outlook and Future for Offsets Potential Market Analysis, Opportunities 2019 Defence Market in Indian MULTI-SECTOR 58 | India Infrastructure Research | IndiaInfrastructure 58 Current StatusandEmergingTrendsCurrent Banking Technology inIndia Table ofContents S 1 S 4 3 2 5 . . . . . E E
B E A I B C C S X L P A T T S E O I I P N O O U C - Core Banking - Key IssuesandChallengesforFintech - EnterpriseApplications - CloudComputing - Risk,IdentityandSecurity - Key IssuesandChallenges - Growth ofFintechMarketandKey Developments - Current Tech Infrastructure ofBanks - MajorFintechDealsandInvestmentsinIndia - SegmentsandMajorPlayersintheFintechMarket - GlobalversusIndianFintechMarket - ITSpendinginIndia - Technology inBanking-FintechversusTechfin - MajorUseCasesinBanking - Technology OverviewandEvolution - Future Prospects andOutlookfor: Internet - OutlookforFintechInfrastructure (ATMs,PoS, Mobileand - Policy DevelopmentsImpactingFintech - Growth DriversforFintechAdoption C L K N N E U I K I C S N
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Reports (PDF) Price (INR)# Price (USD) ;
ENERGY Bangladesh Power Market 2020 (October 2020) 100,000 1,500 Operational and Financial Performance of Discoms 75,000 1,770 Solar Power Market in India (2020-2030) (June 2020) 75,000 1,770 Small-scale LNG Market 2020 (April 2020) 75,000 1,770 Solar Power in Africa 2020 (December 2019) 120,000 2,832 Power Transmission in India 2020 (March 2020) 90,000 2,124 Power Distribution in India 2020 (February 2020) 90,000 2,124 Charging Infrastructure for Electric Vehicles (February 2020) 80,000 1,888 Electricity Tariff Trends in India 55,000 1,298 Cost of Power for Discoms and Industrial Users (December 2019) 55,000 1,298 Captive Power in India 2019 (November 2019) 75,000 1,770 Wind-Solar Hybrid Market in India (October 2019) 60,000 1,416 Floating and Canal-based Solar PV Market in India (October 2019) 60,000 1,416 T&D Equipment Market Projections in India 2019 (August 2019) 90,000 2,124 Commercial and Industrial Solar Market in India (May 2020) 75,000 1,770 City Gas Distribution Market in India 2019 (June 2019) 100,000 2,360 Coal-Based Power Generation in India 2020 (July 2020) 75,000 1,770 Rooftop Solar in India 2019 (May 2019) 75,000 1,770 Open-Access for Renewables (December 2018) 60,000 1,416 Underground Cables Market in India (November 2018) 50,000 1,180 Future of Solar O&M in India (September 2018) 60,000 1,416
Waste to Energy 2018 (May 2018) 50,000 1,180 Competitive Bidding for Wind Projects (May 2018) 50,000 1,180 Hydro Power Market in India 2020 (July 2020) 75,000 1,770 Renewable Energy Development in Africa (April 2018) 200,000 3,200 Distribution Franchise in India (April 2018) 50,000 1,180 Solar Plant Performance in India 2017-18 (January 2018) 60,000 1,416 TRANSPORTATION Storage Infrastructure in India 2020 75,000 1,770 Airports in India 2020 (June 2020) 110,000 2,596 Urban Rail in India 2020 (March 2020) 75,000 1,770 Railways in India 2020 (June 2020) 110,000 2,596 Road Development in India 2021 (November 2020) 110,000 2,596 Ports in India 2020 (June 2020) 110,000 2,596 Container Market in India 2019 (October 2019) 80,000 1,888 Dredging in India (October 2018) 60,000 1,416 Logistics in India 2020 (August 2020) 100,000 2,360 Clean Bus Market in India: Hybrid, Electric, Gas-Based (May 2018) 50,000 1,180 CONSTRUCTION & MINING Mining in India 2020 (April 2020) 75,000 1,770 Mining Equipment Market Projections in India 2020 (April 2020) 75,000 1,770 Tunnelling in India 2020 (April 2020) 75,000 1,770 URBAN INFRASTRUCTURE Desalination Market in India 50,000 1,180 Wastewater Treatment and Reuse Market in India 50,000 1,180 Water in India 2020 (October 2020) 100,000 2,360 Sewage Treatment Market in India 2020 (July 2020) 75,000 1,770 Affordable Housing in India 2019 (September 2019) 75,000 1,770
Municipal Solid Waste Market in India 2020 (August 2020) 75,000 1,770 Smart Cities in India 2020 (June 2020) 75,000 1,770 TELECOM Optic Fibre Cable Market in India 2019 (July 2019) 60,000 1,416 Telecom Tower Infrastructure in India (October 2020) 80,000 1,888 MULTI-SECTOR Opportunities in the Indian Healthcare Market (November 2019) 75,000 1,770 Investment and Market Opportunities in African Infrastructure (November 2018) 100,000 2,360 Irrigation in India (July 2020) 110,000 2,596 Infrastructure Investment and Market Opportunities in Southeast Asia (November 2020) 100,000 2,360 Opportunities in Indian Defence Market 2019 (January 2019) 75,000 1,770 Banking Technology in India (September 2018) 80,000 1,888
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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.
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