Business Monitor International


India Infrastructure Report

Published 15 July 2014

  • 208 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
India Infrastructure Report

BMI View: We remain conservative towards the near-term growth outlook for India's construction and infrastructure sectors. Even though the historic win by the pro-business Bharatiya Janata Party during the 2014 Lok Sabha elections increases the likelihood for policy formation and execution as well as greater coordination between ministries, other factors dampening construction and infrastructure activity are unlikely to be resolved anytime soon. These factors include the high cost of domestic capital, high cost of overseas inputs due to a record-weak rupee, the lack of fiscal capacity to finance fixed asset investment and structural weaknesses in the country's business environment.

Key Trends And Developments

  • In March 2014, Bloomberg reported (citing unknown sources) that Cyrus Mistry, the chairman of India's Tata Group since December 2012, is planning to invest at least USD8bn in developing housing, roads and airports in India. To facilitate this spending plan, Bloomberg reported that Mistry is aiming to expand at least three of Tata's unlisted infrastructure companies after revamping operations among its larger listed companies such as its auto and steel business units.

  • In June 2014, the government of Delhi, India, approved the regional rapid transit system (RRTS) project that will link Delhi with the neighbouring cities of Meerut, Alwar and Panipat by high-speed trains. The first corridor Delhi-Sonipat-Panipat is 111km and is expected to carry 380,000s passengers a day in 2016, while the second corridor Delhi-Gurgaon-Alwar is 180km and will reportedly carry 700,000 passengers a day. The third corridor Delhi-Ghaziabad-Meerut is 90km and will carry about 570,000 passengers a day in 2016. Delhi will have nine stations on the three corridors and section of the alignment will be underground. Work on the three corridors is expected to start in 2013. The government also approved the establishment of INR1bn (USD16.74mn) National Capital Region Transport...

Table of Contents

BMI Industry View
7
SWOT
9
Industry Forecast
11
Construction And Infrastructure Forecast Scenario
11
Table: India Construction And Infrastructure Industry Forecasts, 2011/12 -2016/17
11
Table: India Construction And Infrastructure Industry Forecasts, 2017/18 -2022/23
12
FY2013/14: Structural Weakness
16
Transport Infrastructure - Outlook And Overview
21
Table: India Transport Infrastructure Industry Forecasts, 2011/12 - 2016/17
21
Table: India Transport Infrastructure Long Term Forecasts, 2017/18-2022/23
23
Table: Competitiveness Of India's Infrastructure
26
Table: India - High-Speed Railway PPP Projects Being Planned
32
Table: Phases Of Development For The Navi Mumbai International Airport
35
Table: Major Projects - Transport
39
Energy And Utilities Infrastructure - Outlook And Overview
73
Table: India Energy and Utilities Infrastructure Industry Forecasts, 2011/12 - 2016/17
73
Table: India Energy and Utilities Infrastructure Industry Forecasts, 2017/18 - 2022/23
74
Table: Nuclear Power Reactors
86
Table: Major Projects - Energy and Utilities
94
Residential/Non-Residential Construction - Outlook And Overview
125
Table: India Residential and Non-Residential Building Industry Forecasts, 2011/12-2016/17
125
Table: Table: India Residential and Non-residential Building Long Term Forecasts, 2017/18-2022/23
125
Table: Major Projects - Residential/Non-Residential Construction and Social Infrastructure
131
Industry Risk Reward Ratings
136
India Industry Risk Reward Ratings
136
Asia Infrastructure Risk Reward Ratings
138
Giants Of Asia: Rewards Sizeable, Risks Sizeable
139
South East Asia: Large Pipelines, Loose Monetary Policy
142
Nearly Developed Markets: Economic Slowdown Takes A Toll
143
Table: Asia Infrastructure Business Environment Ratings
144
Market Overview
145
Competitive Landscape
150
Table: EQS Data
150
Company Profile
152
Gammon India
152
Larsen & Toubro
154
Reliance Infrastructure
158
Global Industry Overview
162
Europe, Middle East, Africa
162
Dubai Confidence Up, Mega-Spending Status Quo In The Region
163
Low Yields Push Capital Further Into Infrastructure
164
Turkey Shines As South Africa and Poland Struggle To Recover
166
Natural Resource Boom Drives SSA Infrastructure Investment
167
Latin America
169
Table: Planned Elections: Latin America 2013
175
Asia
177
Methodology
185
Data Methodology
185
Construction
186
Capital Investment
188
Table: Infrastructure Business Environment Indicators
189

The India Infrastructure Report features Business Monitor International (BMI)'s market assessment and forecasts covering public procurement and spending on all major infrastructure and construction projects, including transportation and logistics by land, sea and air; power plants and utilities, and commercial construction and property development. The report analyses the impact of regulatory changes and the macroeconomic outlook and features competitive intelligence on contractors and suppliers.

BMI's India Infrastructure Report provides industry professionals and strategists, sector analysts, investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the Indian infrastructure and construction industry.

Key Benefits

  • Benchmark BMI's independent infrastructure industry forecasts for India to test other views - a key input for successful budgetary and planning in the Indian infrastructure market.
  • Target business opportunities and risks in the Indian infrastructure sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in India.
  • Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity).

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering infrastructure and construction, regulatory changes, major investments and projects and significant multinational and national company developments.

These are broken down into Construction (social, commercial and residential), Transport (roads, railways, ports, airports etc), and Energy & Utilities (powerplants, renewable projects, pipelines and so on).

Industry Trends

Analysis of latest projects across the infrastructure sector (covering the transport, utilities and commercial construction sub-sectors) - including:

Market Overview:Analysis of the key elements driving developments, including evaluations of current capacity and future requirements.

Building Materials Overview

The building materials overview provides industry trend analysis on the global and regional demands for building materials and the impact of this on the emerging and developed markets.

Business Environment Rankings

BMI's Infrastructure Business Environment Rankings provide a country-comparative Risk-Reward Rankings index aimed at investors (construction companies, suppliers and partners) in the regional infrastructure market.

The rankings methodology makes sophisticated use of over 40 industry, economic and demographic data point.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the infrastructure and construction sectors and within the broader political, economic and business environment.

BMI Industry & Economic Forecasts

Historic data series (2008-2012) and forecasts to end-2018 for all key industry and economic indicators, supported by explicit assumptions, plus analysis of key risks to the main forecast. Indicators include:

Construction: Industry value (US$bn); contribution to GDP (%); employment (`000); real growth (%).

Infrastructure: Value (US$bn); contribution to construction industry (%); real growth (%) of transport infrastructure (broken down by railways, airports, roads and bridges, ports and harbours) and energy and utilities (broken down by power plants and transmission grids, oil and gas pipelines, and water infrastructure).

Economy: Economic growth (%); nominal GDP (US$bn); unemployment (%); interest rates (%); exchange rate (against US$).

Company Profiles

Examines the competitive positioning and short- to medium-term business strategies of key industry players. Strategy is examined within the context of BMI's industry forecasts, our macroeconomic views and our understanding of the wider competitive landscape to generate SWOT analyses. The latest financial and operating statistics and key company developments are also incorporated within the company profiles, enabling a full evaluation of recent company performance and future growth prospects.

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Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc