2

Key Indicators of India’s Investment Attractiveness

Getting Credit Resolving Insolvency
140

India
4th 15% 120

Most Attractive Corporate tax rate for

100
Investment new manufacturers China
Destination

80
Ref: PwC Global CEO Vietnam
Survey
60

Indonesia
3rd 79 40

INDIA
Most Unicorns in the Position jumps in 20
world Ease of Doing Nigeria
Business
0
India Vietnam Brazil Indonesia
0 100 200 300 400
Ref: World Bank
Country’s Rank in Getting Capital and
Monthly Minimum wages (in $US) Resolving Insolvency

Overall Stats Labor Credit

India’s an emerging economic
mammoth with rapidly improving
EoDB and business friendly policies
India has a high L/K ratio, thus increasing
productivity with increased investment
Low wage rates and upskilling schemes like
PMKVY make India agreeable to greenfield
investments
In recent Worl Bank EoDB reports
India has trumped all close Asian
competition in credit metrics
3
Key Indicators of India’s Investment Attractiveness

NIFTY 50 FTSE A50

40
After GST, mass warehouse relocation for
efficiency, not tax saving
0 50 30 Taxation
Tax relief for first 2 years of
manufacturing start-ups
Brazil 98
20

4 labor codes introduced improving labor

10 Labor
Indonesia 33 dispute resolvance

0
NHB established for cheaper credit
Vietnam 27 Credit

INDIA
Credit Guarantee Scheme
-10

India 22 100% automatic FDI in manufacturing,

-20
Trade warehousing, and real estate

21
21

23
22

23
22
20

20
20

20
20
20
EPCG policy for limited customs duty

20
20

ec
ne

ec
ne
ne

ec
ec

D
Ju

D
D
D

Ju
Ju
China 12
Rank in Getting Electricity
Bi-yearly % YoY change in national 50 index Legal IBC reforms for stressed asset resolution
(NIFTY 50 & FTSE A50)

Utilities Financial Policies

India lost 5-6% of its GDP (2015) to India’s stock indices hit new highs India's broad economic reforms focus on
power outages, today India ranks everyday showing the strength and efficiency, start-up support, credit accessibility
amongst the best Asian nations in growth of the economy compared to and trade liberalization, making it a high ROI
consistent utilities supply countries like China nation for infrastructure investment
4
Exploring Prime Investment Prospects across Infrastructural Sectors

RAILWAYS HIGHWAYS WAREHOUSING

Components manufacturing projects Village connectivity Warehouse Construction

Terminal infrastructure projects Highways Warehouse Leasing
Tunnelling Expressways Cold Storage Upgradation
High speed train projects Bridge Construction Logistics Parks (MMLP)
Electrification Tunnelling Parties: 3PL, E-Commerce,
Track doubling/laying projects Upgradation Retail, FMCG
Dedicated Freight Corridors Metalling
Freight terminals operations

5
RAILWAY SECTOR
ESTIMATED
FUTURE DEMAND
100% Automatic Route FDI

By 2047 ~51% of the 17.2bn 12bn

population will be in In Revenue from Annual Estimated
Freight Traffic Passengers by 2030
Urban areas requiring
Broad Gauge Railway Lines greater connectivity
91% Electrified and more efficient
8MT
rolling stock Annual Freight

KEY SECTORS
Demand by 2031

Freight Modal Split

27% Shows the possible areas of rapid investment
and opportunities to shift away from over-
dependence on roads RAILWAY TRACK
LENGTH BY
YEAR
Broader Opportunities
Electrification and
Planning 100 PM Gati Shakti Cargo terminals for multimodal expansion of the rail
logistics in the next three years. network has been at
No fees for registration or licensing.
the forefront. Indian
Reimbursement of 10% freight rebate for Terminals with 1 MT
railways also broke a
or more outward traffic.
world record by
Maintenance of assets covered by railways at their own cost.
Solarized over 1000 stations in line with the green mission building 6,577 RKMs
Redevelopment of 508 stations (US $2 bn) in a single year 6
Current Investment Opportunies
Boridand - Ambikapur Doubling Line
Project (Chhattisgarh)
The Indian railway sector has entered a phase of robust growth
and offers a diverse range of tangible investment opportunities IRR: 18%
across infrastructure development, technology integration, and The project encompasses Doubling, Electrification, and
service enhancements. Maintenance of Existing Track in the Railway Track sub-sector.
Tracks The doubling initiative is expected to facilitate increased
loading and transportation of coal, particularly benefiting
All India Proposed High Speed Rail Corridors power plants in the region.

KEY SECTORS
RSP Spares For Electric Loco Project
IRR: 10%
US $1bn Project for the Construction of factory/yard/depot in
the Railway Rolling Stock sub-sector.
Rolling Stock

Redevelopment Of Railway Station,

Chandigarh
Mumbai-Ahmedabad High-Speed Rail (MAHSR) Contract Value: US$ 72mn
Corridor
Delhi-Amritsar-Katra High-Speed Rail Corridor Redeveloping Chandigarh railway stations under a 80 crore
Delhi-Varanasi High-Speed Rail Corridor
Chennai-Bangalore-Mysore High-Speed Rail Corridor
INR PPP project, currently in planning and RFQ stage.

Terminals 7
ROAD & HIGHWAY SECTOR

36%
ESTIMATED
Automatic Route FDI FUTURE DEMAND
By 2050, India will have
100% 1.65bn people, cities will
spread, connectivity will
be imperative for
Transport Modal Split for
sustenance and growth,
Roads
85% necessitating road and
CAGR FOR MARKETS FOR ROADS & HIGHWAYS
ESTIMATED FOR 2016-2025

KEY SECTORS
highway connectivity

33% of Villages don’t have

all-weather roads
33% ALREADY
ACCELERATED $102bn 28km
Broader Opportunities GROWTH Raised by NHAI from Roads built per
InvITS, FIIs, and DIIs day
US $347 bn worth of Opportunities currently available The NHAI budget
according to GOI increased from 37k
PM Gram Sadak Yojana for road connection to villages (US$ 46.9bn ) crore (2014) to 1.68L
US$ 10bn in HAM investments
crore (2024) 26mn 2nd
Bharatmala Pariyojana: a flagship highways development program
With a 36% CAGR, it Vehicles produced Largest road
Set a resolute target to expand the National Highways network by
has and will have one in FY ‘23 network
an additional 25,000 km in the upcoming year.
Phase-I covers 34,800 km with a USD 64 billion investment of the highest ROIs
8
Current Investment Opportunies

Nagpur-Mumbai Super Tamil Nadu District Roads

Communication Expressway Upgradation Project
Upgradation Project
IRR: 16%

KEY SECTORS
Project Value: US $7bn
Project Value: US $3bn

THe project focuses on constructing new roads, bridges, Initiated by the Government of Tamil Nadu,
underpasses, and tunnels to upgrade and enhance the the project involves Upgradation or Widening
connectivity of this expressway of Road/Bridge/Underpass/Tunnel
The project is following the Engineering, Procurement, and Other Areas of Opportunity The chosen implementation route for this
Construction (EPC) route for its implementation, ensuring an project is through the Engineering,
efficient approach to the construction process Procurement, and
Delhi: Delhi-Mumbai (1350km), Delhi-Amritsar-Katra
The scale and scope suggest a transformative impact on the Construction (EPC) route, emphasizing an
(600km)
transportation infrastructure in the region efficient approach to the development
Bangaluru: Bangaluru-Chennai (272km)
process
Hyderabad: Hyderabad-Raipur (330km), Hyderabad-
Vishakhapatnam (221km)

9
 2,500
INCREASING
WAREHOUSING DEMAND
2,000

With rising e-commerce

stores, and post-pandemic 1,500

100% 23 delivery services like

FDI through E-Commerce Amazon Fresh, Blinkit, and 1,000

Automatic Route Unicorns, 21 of which

were added in 2021
Zepto, the demand for
alone 500
adequate warehousing has
increased, increasing
0
investment opportunities of

KEY SECTORS
11

21
13

19
12

15

16

17

18

20

22
14
20

20
20

20
20

20

20

20

20

20

20
20
3PL PE Investment in Indian

223 mn $3.8bn
Warehousing ($USmn)

Square feet projected Investment

to be absorbed by Opportunity
warehouses

CALL FOR NEW

OVER OLD
Broader Opportunities/Policies
Mature assets have
National Logistics Policty reducing cap rates. Low
Creates Multi-Modal Logistic Parks with construction times and a
serviceable warehouses lack of mature assets
Capacity enhancement give a green light to
The New Warehousing Policy aims to collaborate with greenfield investment
NHAI and create cold storage warehouses through
Ref: Knight Frank, 2023 10
PPP
Current Investment Opportunies

Renovation & Upgradation Of

Warehousing Facilities In Warehouse
Complex [Godown 2] At Amingaon,
Kamrup, Assam

Contract Value: US$ 1.2mn

KEY SECTORS
Focuses on enhancing storage infrastructure in
Warehouse Complex [Godown 2] at Amingaon, Kamrup
Renovation and upgradation with a focus on
modernization, contributing to increased storage
capacity and improved logistics in the region
With a ticket size of 9.64 INR Crores, the project is in the
Tender Publish stage allowing investors to seize the
opportunity by financing potential contractors
Other Areas of Opportunity

Warehousing clusters throughout India for potential investment:

NCR Region: Kapashera-Bamnoli Cluster, DHankit, Ghaziabad cluster,
Bahadurgarh cluster
Ahmedabad: Changoda cluster, Sanand Cluster, Kadi
Bangaluru: Saukya Road cluster, Bidadi cluster, Malur Cluster 11
 India's burgeoning infrastructure sector, particularly in railways, roads, and
warehousing, underscores a promising investment landscape ripe with sustainable
growth prospects and favourable regulatory frameworks, positioned to deliver
substantial returns for investors.

BE A PART OF INDIA’S INFRASTRUCTURAL

LEGACY. 12