Catalogue of Research Reports on Infrastructure Sectors

Transcription

1 Catalogue of Research Reports on Infrastructure Sectors - August 2015 India Infrastructure Research

2 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 segments 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.

3 TABLE OF CONTENTS ENERGY Power Sector in India Indian Power Sector and Equipment Market Outlook Power Transmission in India Distribution Network Growth and Capital Expenditure Discom Financing, Power Purchase Costs and Tariffs Captive Power in India Coal in India Coal-based Power Generation in India Hydro Power Projects in India Gas in India Bio-mass Power in India Solar Power in India Wind Power in India Captive Coal Mining Cost of Power for Industrial Users: Electricity, Fuel, Equipment-Trends and Future Projections Solar Project Performance in India Renewable Energy Finance in India TRANSPORTATION Railways in India Ports in India Dredging in India Freight Market in India Storage Infrastructure in India Airports Development in India Road Development in India Urban Rail Systems in India Urban Bus Transport in India Container Market in India CONSTRUCTION & MINING Construction in India Mining in India Bridges, Flyovers and Elevated MRTS Structures URBAN INFRASTRUCTURE Smart Cities in India Industrial Water Sector Municipal Water Sector Municipal Solid Waste in India Sewage Treatment Market in India TELECOM Enterprise Mobility in India MULTI-SECTOR Infrastructure Financing in Current Environment Infrastructure Projects in Pipeline Investment and Market Opportunities in Myanmar s Infrastructure Investment and Market Opportunities in African Infrastructure Investment and Market Opportunities in Southeast Asian Infrastructure Opportunities in The Indian Defence Industry NEWSLETTERS ORDER FORM India Infrastructure Research 1

4 ENERGY Power Sector in India 2015 (June 2015) No. of slides: 307 Price: Rs 60,000 (USD 1,367) SECTION A: MACRO ANALYSIS OF THE SECTOR 1. EXECUTIVE SUMMARY OVERVIEW Power Demand and Supply - Generation Capacity Trends and Developments - Plans and Targets - Key Issues and Challenges - Future Outlook 3. RECENT SIGNIFICANT DEVELOPMENTS Policy Developments - New Government Initiatives - Key Regulatory Developments - Mergers & Acquisitions 4. POWER DEMAND AND SUPPLY Macroeconomic Trends - Power Demand and Supply Trends - Power Deficit - Challenges in Meeting Power Demand - Power Demand Outlook and Projections 5. FUEL TRENDS Demand, Supply, Imports, Prices, Outlook and Projections 6. KEY POLICY INITIATIVES Fuel Supply Issues - Proposed Ammendments to Electricity Act, Recommendations by Advisory Group - Statutory Clearances - Pilot Smart Grid Projects - Renewable Energy Thrust 7. COST AND TARIFFS Generation Cost Trend, Cost of Supply, Tariff Trends and Impact on Discom Finances 8. KEY GOVERNMENT PROGRAMMES Deendayal Upadhyaya Gram Jyoti Yojana, Integrated Power Development Scheme, Jawaharlal Nehru National Solar Mission, National Smart Grid Mission, National Mission for Enhanced Energy Efficiency, Restructured Accelerated Power Development and Reforms Programme and Rajiv Gandhi Grameen Vidyutikaran Yojana 9. REGULATORY OUTLOOK Terms and Conditions of Tariff Regulations, Deviation Settlement Mechanism Regulations, Indian Electricity Grid Code Regulations, Grant of Connectivity, Long-term Access and Medium-term Open Access in ISTS Regulations, REC Regulations, FINANCING in Power Sector Financing - Investment Projections - Financial Closures - Mergers and Acquisitions - Financings Raised - Snapshot of Key Financing Entities 12. OUTLOOK AND PROJECTIONS Power Demand Projections - Capacity Addition Projections - Fuel Outlook - Projections for Renewable Energy Capacity - Policy Outlook SCTION B: SEGMENT ANALYSIS 13. GENERATION Recent Significant Developments - Investment Requirements - Opportunities - Growth Drivers - Generation Outlook - Projections for Generation Capacity 14. POWER TRANSMISSION Interregional Capacity - Creation of a National Grid - Private Sector Participation - High Capacity Power Transmission Corridors - Linkages with SAARC Countries - Transmission Infrastructure for Renewable Energy - Technology Trends - Technology Adoption by Powergrid - Twelfth Plan Targets and Progress - Thirteenth Plan Targets and Fund Requirement 15. DISTRIBUTION Network Size and Growth - Recent Developments - Discom Finances - Investment Requirements - Opportunities - Growth Drivers - Future Outlook 16. RENEWABLE ENERGY Recent Significant Developments - State Policies and their Impact - Investment Requirements - Upcoming Opportunities - Growth Drivers - Outlook and Projections 17. POWER TRADING Trends in Power Exchanges - Trends in Bilateral Trading - Bilateral Trading Directly Between Discoms - Trends in REC Market - Challenges and the Way Forward 18. APPENDIX 11. PROJECT PIPELINE Overall Project Pipeline - Pipeline by Project Stage The report is available along with a presentation in PDF format. 2 India Infrastructure Research

5 Indian Power Sector & Equipment Market Outlook ( ) Price: Rs 54,000 (USD 1,233) (June 2014) (No. of pages: 113) SECTION A: POWER SECTOR OUTLOOK 6. BALANCE OF PLANT EQUIPMENT MARKET KEY TRENDS AND DRIVERS Key BoP Segments - Generation - Procurement Models - Transmission - BoP Equipment Market Estimation - Distribution - Power Trading - Policy and Regulatory Developments - Summing Up 7. T&D EQUIPMENT MARKET POWER DEMAND OUTLOOK Growth Drivers - Equipment Trends - Power Demand Projection - T&D Equipment Market Projections - Industrial Demand for Power - Short-term and Long-term Power Demand - Summing Up 8. RENEWABLE ENERGY EQUIPMENT MARKET POWER SUPPLY PROJECTIONS Equipment and Technology Trends - Power Supply Projections based on Historical Growth Rates - Projected Capacity Addition - Power Supply Projections based on Tracked Capacity - Power Supply Projections based on Fuel Constraints - Expected Renewable Energy Capacity Addition The report has two elements: - Aggregate Capacity Addition Estimates 150+ Slide Presentation - Projections for Power Generation 100+ Page Written Report - Expected Trends in Demand-Supply Gap ENERGY 4. FUEL OUTLOOK Coal - Gas SECTION B: POWER EQUIPMENT MARKET OUTLOOK 5. BOILER, TURBINE AND GENERATOR MARKET Key Growth Drivers - Technology Trends - Order Flow - BTG Market Size Projection The report is available along with a presentation in PDF format. India Infrastructure Research 3

6 ENERGY Power Transmission in India 2015 Price: Rs 60,000 (USD 1,367) (October 2015) (Draft ToC) 1. EXECUTIVE SUMMARY SECTOR SIZE AND GROWTH Line Length (by voltage) - Transformer Capacity (by voltage) - Substations (by voltage) - Key Growth Drivers 3. KEY RECENT DEVELOPMENTS (LAST 12 MONTHS) Key Projects Completed - Cross-border Interconnections - Key Policy and Regulatory Developments - Projects Awarded through Competitive Bidding - Smart Grid Initiatives (URTDSM Project, NTAMC, etc.) 4. REGULATORY DEVELOPMENTS Sharing of Inter-State Transmission Charges and Losses - Grant of Connectivity, Long-term Access and Medium Term Open Access - Open Access in Inter-State Transmission - Indian Electricity Grid Code - Ancillary Services Operations - Framework for Forecasting, Scheduling and Imbalance Handling for Renewable Energy Generating Stations - Others 5. INTER-STATE COMPARISON Transmission Lines - Transformer Capacity - Number of Substations - Transmission Losses - Capital Expenditure - Transmission Tariffs - Tariffs of Central Sector Transcos - Tariffs of State Sector Transcos - Open Access Charges (Transmission Charges and Losses) 6. TRANSMISSION TARIFFS Tariffs of Central Sector Transcos - Tariffs of State Sector Transcos - Open Access Charges (Transmission Charges and Losses) 7. HIGH CAPACITY POWER TRANSMISSION CORRIDORS Inter-regional Transfer Capacity - Key Drivers for High Capacity Power Transmission Corridors (HCPTCs) - Current Status of HCPTCs - Future Outlook 8. PRIVATE SECTOR PARTICIPATION Competitive Bidding Experience - Recent Projects Awarded through Competitive Bidding - Projects in the Pipeline 9. GRID INTEGRATION OF RENEWABLE ENERGY Renewable Energy Capacity Addition Plans - Key Challenges in Grid Integration of Renewable Energy - Green Energy Corridors - Role of Renewable Energy Management Centres - Desert Power Plan - Regulatory Initiatives 11. FUTURE OUTLOOK AND PROJECTIONS Network Expansion (till 2020) - Investments (till 2020) - Private Participation - Policy and Regulatory Outlook - Technology Trends 12. EQUIPMENT MARKET OUTLOOK (TILL 2020) Towers - Conductors - Insulators - Transformers - Switchgear Equipment 13. CENTRAL TRANSMISSION UTILITIES Power Grid Corporation of India Limited - Damodar Valley Corporation - Bhakra Beas Management Board 14. STATE TRANSMISSION UTILITIES Maharashtra State Electricity Transmission Company Limited - Gujarat Energy Transmission Corporation Limited - Uttar Pradesh Power Transmission Corporation Limited - Transmission Corporation of Andhra Pradesh Limited - Transmission Corporation of Telangana Limited - Tamil Nadu Transmission Corporation Limited - Rajasthan Rajya Vidyut Prasaran Nigam Limited - Karnataka Power Transmission Corporation Limited - Madhya Pradesh Power Transmission Company Limited - Haryana Vidyut Prasaran Nigam Limited - Punjab State Transmission Corporation Limited - West Bengal State Electricity Transmission Company Limited - Kerala State Electricity Board - Delhi Transco Limited - Orissa Power Transmission Corporation Limited - Chhattisgarh State Power Transmission Company Limited - Jammu and Kashmir Power Development Department - Power Transmission Corporation of Uttarakhand Limited - Bihar State Power Transmission Company Limited - Assam Electricity Grid Corporation Limited - Himachal Pradesh Power Transmission Corporation Limited - Jharkhand State Electricity Board - Meghalaya Power Transmission Corporation Limited - Tripura State Electricity Corporation Limited 15. PRIVATE TRANSMISSION COMPANIES Reliance Infrastructure - Sterlite Technologies Limited - Adani Power Limited - Essar Power Transmission Company Limited - Essel Infraprojects Limited - L&T Infrastructure Projects Limited - Techno Electric & Engineering Company Limited - Others (RattanIndia Power Limited, GMR Energy, Emco Limited, Isolux Corsan Concesiones, Instalaciones Inabensa, Cobra Instalaciones, Megha Engineering and Infrastructures, Patel Engineering, BS Limited, Simplex Infrastructure, etc.) 10. CROSS-BORDER OPPORTUNITIES Present Cross-Border Interconnections - Upcoming Projects - Outlook The report will be available in a presentation format (PDF). 4 India Infrastructure Research

7 Distribution Network Growth and Capital Expenditure Price: Rs 50,000 (USD 1,144) (August 2015) (Draft ToC) SECTION A: TRENDS, COMPARISON AND ANALYSIS - Energy Sales (by category) - AT&C Losses 1. EXECUTIVE SUMMARY Planned Capex - Metering Status 2. NETWORK SIZE AND GROWTH Reliability Indices - Line Length (by voltage) - Planned Network Additions - Transformer Capacity (by voltage) - Substations (by voltage) THE DISCOMS COVERED IN THIS SECTION WILL INCLUDE: - Feeders - Andhra Pradesh (APSPDCL, APEPDCL) - Etc. - Assam (APDCL) - Bihar (NBPDCL, SBPDCL) 3. CAPITAL EXPENDITURE Chhattisgarh (CSPDCL) - Delhi (BRPL, BYPL, TPDDL) - Gujarat (PGVCL, UGVCL, MGVCL, DGVCL, Torrent Power) - Analysis/Breakdown: Key Areas/Elements/Components - Haryana (UHBVN, DHBVN) (Transformers, Substations, Metering, SCADA, IT, etc.) - Himachal Pradesh (HPSEB Limited) - Planned/Projected Capex - Jammu & Kashmir (JKPDD) - Funding Sources - Jharkhand (JSEB) - Karnataka (BESCOM, HESCOM, GESCOM, CESCOM, MESCOM) 4. OPERATIONAL PERFORMANCE Kerala (KSEB) - Consumer Mix - Madhya Pradesh (MP Paschim, MP Poorv, MP Madhya) - Growth in Number of Consumers - Maharashtra (MSEDCL, RInfra, Tata Power, BEST) - Trend in Energy Sales - Meghalaya (MePDCL) - Category-wise Energy Sales - Orissa (CESU, WESCO, NESCO, SOUTHCO) - AT&C Losses - Punjab (PSPCL) - Metering Status - Rajasthan (JVVNL, AVVNL, JdVVNL) - Reliability Indices - Tamil Nadu (TANGEDCO) - Telangana (TSNPDCL, TSSPDCL) 5. FUTURE OUTLOOK AND PROJECTIONS (UPTO 2020) Tripura (TSECL) - Energy Sales - Uttarakhand (UPCL) - Consumer Growth - Uttar Pradesh (UPPCL, KESCo, NPCL) - Network Addition Requirements: - West Bengal (WBSEDCL, CESC, India Power) Line Length Transformer Capacity Substations Feeders Etc - Metering Addition Requirements - Capital Expenditure in Key Areas (Transformers, Substations, Metering, SCADA, IT, etc.) - Funding Sources ENERGY SECTION B: DISCOM PROFILES EACH PROFILE WILL INCLUDE THE FOLLOWING: - Operational Area - Line Length (by voltage) - Transformer Capacity (by voltage) - Number of Substations (by voltage) - Number of Feeders - Number of Consumers (by category) The report will be available in a presentation format (PDF). India Infrastructure Research 5

8 ENERGY Discom Finances, Power Purchase Costs and Tariffs Price: Rs 50,000 (USD 1,144) (August 2015) (Draft ToC) SECTION A: TRENDS, COMPARISON AND ANALYSIS THE DISCOMS COVERED IN THIS SECTION WILL INCLUDE: - Andhra Pradesh (APSPDCL, APEPDCL) 1. EXECUTIVE SUMMARY Assam (APDCL) - Bihar (NBPDCL, SBPDCL) 2. DISCOM FINANCES (UPTO ) Revenues - Expenses - Gross Profit/Loss - Net Profit/Loss - Subsidies - Break-up of Costs - Key Ratios - AT&C Losses - Chhattisgarh (CSPDCL) - Delhi (BRPL, BYPL, TPDDL) - Gujarat (PGVCL, UGVCL, MGVCL, DGVCL, Torrent Power) - Haryana (UHBVN, DHBVN) - Himachal Pradesh (HPSEB Limited) - Jammu & Kashmir (JKPDD) - Jharkhand (JSEB) - Karnataka (BESCOM, HESCOM, GESCOM, CESCOM, MESCOM) - Kerala (KSEB) - Madhya Pradesh (MP Paschim, MP Poorv, MP Madhya) 3. DISCOMS COST OF POWER PURCHASE ( ) Inter-Discom Comparison - Factors Impacting Power Purchase Costs - Source-wise Power Purchase Cost - Share of Power Purchase Cost in Total Cost - Long-term vs. Short-term Power Purchase Cost - Cost of Purchase from Renewable Sources - Maharashtra (MSEDCL, RInfra, Tata Power, BEST) - Meghalaya (MePDCL) - Orissa (CESU, WESCO, NESCO, SOUTHCO) - Punjab (PSPCL) - Rajasthan (JVVNL, AVVNL, JdVVNL) - Tamil Nadu (TANGEDCO) - Telangana (TSNPDCL, TSSPDCL) - Tripura (TSECL) 4. TARIFF TRENDS Historical Tariff Revisions (upto ) - Customer Category-wise Tariffs - Recent Tariff Revisions ( ) - Fuel and Power Purchase Price Adjustment - Inter-State Comparison - Future Outlook - Uttarakhand (UPCL) - Uttar Pradesh (UPPCL, KESCo, NPCL) - West Bengal (WBSEDCL, CESC, India Power) 5. FUTURE OUTLOOK AND PROJECTIONS Long-term Power Purchase Costs - Cost of Short-term Power - Tariffs - Discom Finances SECTION B: DISCOM PROFILES EACH DISCOM PROFILE WILL INCLUDE THE FOLLOWING: - Key Financials (Revenue, Expenses, Gross Profit/Loss, Net Profit/ Loss, Subsidies, Break-up of Costs, Key Ratios, AT&C Losses, etc.) - Total Power Purchase Cost - Cost of Power Purchase per Unit - Source-wise Power Purchase Cost (Long-term vs Short-term; Thermal vs Hydro vs Renewable) - Category-wise Tariffs - Trends in Tariff Growth The report will be available in a presentation format (PDF). 6 India Infrastructure Research

9 Captive Power in India 2015 (May 2015) No. of pages: 271 Price: Rs 50,000 (USD 1,144) 1. EXECUTIVE SUMMARY CAPTIVE POWER FROM RENEWABLE SOURCES Policy Support and Incentives 2. CAPTIVE POWER OVERVIEW Key Growth Drivers - Plans and Investments - Future Outlook 9. - Bagasse-based Captive Power - Biomass-based Captive Power - Wind-based Captive Power - Solar-based Captive Power EMERGING CAPTIVE POWER MODELS Hybrid 3. KEY DEVELOPMENTS (OVER LAST 1 YEAR) Industrial and Economic Scenario - Policy and Regulatory Developments - Key Projects and Investments - Captive Power Capacity Addition - Trends in Energy Costs Group Captive - Multi-fuel - Rental - Others SALE OPTIONS FOR CAPTIVE POWER GENERATORS Selling to Local Discoms 4. TOTAL INSTALLED CAPACITY ANALYSIS Estimated Total Captive Capacity - Size Distribution of Captive Capacity - Captive Power across Major Fuel Types - Captive Capacity across Industries - Captive Power across States Inter-State Trading Licensees - Power Exchanges - Volume and Price Trends of Short-term Power Market - Key Issues - Outlook POLICY AND REGULATION GRID POWER TARIFFS Industrial Power Tariff by State HT Tariff LT Tariff - Recent Tariff Revisions - Industrial Tariff Trends HT Tariff LT Tariff - Open Access Charges - Cross Subsidisation Trends - Future Outlook Policy Framework - Regulatory Framework Open Access Wheeling and Banking Third Party Sale Others - Renewable Purchase Obligations FUTURE OUTLOOK AND DEMAND PROJECTIONS Key Drivers for Future Demand 6. CAPTIVE POWER ECONOMICS Technology Options - Capex/Opex by Fuel Type and Size Coal-based (Steam Turbines) Expected Capacity Addition ILLUSTRATIVE CASE HISTORIES Gas-based (Gas Turbines) Liquid Fuel-based (Diesel Engines/Gensets) (Profiles of captive power plants with information on capacity, location, fuel type, generation, cost of power, expansion plans, etc.) ENERGY 7. FUEL OUTLOOK Demand, Supply and Pricing Coal Gas Liquid Fuel - Key Drivers - Outlook by Major Fuel Types Coal Gas Liquid Fuel DATABASE OF CAPTIVE POWER PLANTS (The most comprehensive database of captive power plants covering more than 2,500 captive power plants with information on owner, capacity, location and fuel type) The report is available along with a presentation in PDF format. India Infrastructure Research 7

10 ENERGY Coal in India 2014 (December 2014) No. of pages: 235 Price: Rs 50,000 (USD 1,144) SECTION A: MACRO OVERVIEW 1. EXECUTIVE SUMMARY OVERVIEW Primary Energy Consumption in India - Fuel Mix - Coal Demand-Supply Scenario - Policy and Regulation - Demand Drivers - Issues and the Way Forward 3. RECENT DEVELOPMENTS Coal Block Deallocation and Related Developments - Coal Supply Assurance to Power Plants - Steps to Enhance Production - Rationalisation of Linkages - Expediting Railway Links - Environmental Clearances 4. BACKGROUND ON CAPTIVE COAL MINING Background - Allocation Trend - Production Trend - Methodology for Future Allocation - Summing Up 5. HIGHLIGHTS OF SUPREME COURT S OBSERVATIONS AND VERDICT - Background - Supreme Court s Observations - Key Highlights of the Verdict 6. IMPACT OF COAL BLOCK DEALLOCATION Impact on Coal Production and Imports - Impact on Power Sector - Implications for the Metals Sector - Impact on the Banking Sector - Options for Meeting Demand - The Road Ahead 7. ORDINANCE AND DRAFT RULES FOR REALLOCATION OF COAL BLOCKS The Coal Mines (Special Provisions) Ordinance, The Coal Mines (Special Provisions) Rules, 2014 (Draft) - Industry and Analysts Views on the Draft Rules 8. POLICY OUTLOOK Auction by Competitive Bidding of Coal Mines Rules, Drivers for Policy Action - Recent Announcements by New Government - Policy Expectations 9. INCREASING COAL PRODUCTION Impact of Coal Block Deallocation on Production - Productivity Improvement - Relaxation of Environmental Norms and Fast-Tracking Clearances - Private Sector Participation - Technology Development and Modernisation of Mines - Summing Up - Demand Projections - Summing Up 11. CURRENT DOMESTIC SUPPLY AND PROJECTIONS Historical Trends - Demand-Supply Gap - Supply Projections - Future Plans of Key Players - Summing Up 12. PRICE TRENDS AND FORECASTS Domestic Coal Prices - E-auction Prices - Global Price Trend - Price Forecasts 13. COAL IMPORT SCENARIO Import Trends - Key Import Sources - Global Demand-Supply Scenario - Import Projections 14. OVERSEAS ACQUISITIONS Key Overseas Acquisitions by Indian Companies - Status of Acquired Assets - Attractiveness of Key Target Countries - Summing Up 15. COAL WASHING Capacity - Regulations - Upcoming Capacity - Technology 16. TRANSPORTATION AND LOGISTICS Share of Various Modes in Coal Transport - Railway Infrastructure - Port Capacity - Inland Waterways 17. FUTURE OUTLOOK Demand Outlook - Supply Projections - Price Forecasts - Policy Outlook - Update on Private Secto Participation - Summing Up SECTION B: COMPANY PROFILES 18. COMPANY PROFILES Coal India Limited - Singareni Collieries Company Limited - Neyveli Lignite Corporation 19. APPENDIX CURRENT DEMAND AND PROJECTIONS Historical Trend - Key Demand Segments The report is available along with a presentation in PDF format. 8 India Infrastructure Research

11 Coal-based Power Generation in India 2014 No. of pages: 263 Price: Rs 50,000 (USD 1,144) (December 2014) 1. EXECUTIVE SUMMARY OVERVIEW Power Generation Trends - Fuel Mix in Power Generation - Power Demand and Supply - Capacity Addition Projections - Issues and the Way Forward 3. RECENT DEVELOPMENTS Deallocation of Coal Blocks and Subsequent Actions - Capacity Addition - Coal Supply Assurance to Power Plants - Steps to Enhance Production - Rationalisation of Linkages - CERC s New Tariff Norms - Environmental Clearances - Costs and Tariffs - Recent Acquisitions 4. SIZE AND GROWTH Growth in Installed Capacity, Analysis of Existing Capacity, Key Growth Drivers, Issues and Challenges 5. BACKGROUND ON CAPTIVE COAL MINING Background, Allocation Trend, Production Trend,Methodology for. Future Allocation 12. NEW GOVERNMENT INITIATIVES FOR IMPROVING COAL SUPPLY TO POWER SECTOR Coal Supply Assurance to Projects to be Commissioned by March Optimisation of Coal Linkages - Reduction in E-auction Quantity - Expediting Critical Coal Linkages 13. GENERATION COSTS AND TARIFFS Trends in Generation Costs - Factors Impacting Cost of Generation - Tariff Trends - Tariffs Discovered under Recent Case 1 and 2 Bids - Outlook for Costs and Tariffs 14. FINANCING Sources of Financing - Trends in Coal-based Generation Projects Financing - Financial Closures - Financings Raised - Analysis of Stressed Assets 15. EVOLVING POLICY AND REGULATORY SCENARIO Re-allocation of Cancelled Coal Blocks - New Standard Bidding Documents - CERC s Tariff Regulations - Other Policies and Regulations ENERGY 6. HIGHLIGHTS OF SUPREME COURT S OBSERVATIONS AND VERDICT - Background - Supreme Court s Observations - Key Highlights of the Verdict 7. IMPACT OF COAL BLOCK DEALLOCATION Impact on Coal Production and Imports - Impact on Power Sector - Impact on the Banking Sector - Options for Meeting Demand - The Road Ahead 8. ORDINANCE AND DRAFT RULES FOR REALLOCATION OF COAL BLOCKS - The Coal Mines (Special Provisions) Ordinance, The Coal Mines (Special Provisions) Rules, 2014 (Draft) - Industry and Analysts Views on the Draft Rules 9. GENERATION PERFORMANCE Generation Trends - Impact of Coal Shortages on Generation - PLF Trends - Operating Performance 10. PROJECTS MOST AFFECTED BY COAL SHORTAGES Commissioned Projects with No Supply - Upcoming Commissionings with No Linkages - Projects at Low Utilisation Levels 11. NEW PROJECT PIPELINE AND OUTLOOK Current Project Pipeline - Post-Election Outlook - Impact of New Government Policies on Key Projects - Impact of New Government Policies on Project Pipeline - Market Opportunities 16. COAL DEMAND-SUPPLY SCENARIO Coal Demand for Thermal Power Plants - Supply from CIL and SCCL - Coal Demand-Supply Gap - Captive Coal Production - Impact of Coal Block Deallocation on Production - Projections of Coal Demand and Supply 17. OVERSEAS SOURCES OF SUPPLY Trend in Coal Imports - Coal Imports Across Major Countries - Price Trends - Overseas Mine Acquisitions - Global Demand-Supply Scenario 18. COAL PRICES Domestic Coal Prices, E-Auction Prices, Global Price Trend, Price Forecasts 19. ENVIRONMENTAL ISSUES Existing Environmental Regulations - Fly Ash Generation And Utilisation - Coal Washing - Technology Developments to Mitigate Environmental Impact 20. FUTURE OUTLOOK Capacity Addition Outlook - Coal Demand and Supply Outlook - Investment Requirement - Outlook on Generation Tariffs 21. APPENDIX The report is available along with a presentation in PDF format. India Infrastructure Research 9

12 ENERGY Hydro Power Projects in India 2014 (September 2014) No. of pages: 301 Price: Rs 50,000 (USD 1,144) Project Pipeline and Economics; Sector Outlook and Opportunities SECTION A: OVERALL SECTOR REVIEW 1. EXECUTIVE SUMMARY SIZE AND GROWTH Capacity and Potential - Growth Drivers - Capacity Addition - Issues and The Way Ahead 3. RECENT DEVELOPMENTS Capacity Addition - Generation Performance - Environmental Clearances - Tariffs - Recent Financings - Stalled Projects - Other Key Developments - Summing up 4. PROJECT PIPELINE Current Project Pipeline - Post Election Outlook - Impact of New Government on Key Projects 5. ANALYSIS OF PROJECT DELAYS Average Delay Time and Key Reasons - Cost Implications - Key Strategies for Delay Mitigation - Case Studies 9. OPPORTUNITIES IN NEIGHBOURING COUNTRIES Hydro Power Potential in Neighbouring Countries - Key Partnership Opportunities - Existing Projects - Upcoming Projects - Cross-Border Transmission Infrastructure - Future Outlook 10. PROJECT ECONOMICS Capital Cost - Operating Expenditure - Factors Impacting Costs - The Way Ahead 11. TARIFFS Key Tariff Components - Hydro Power Project Tariffs - Tariff Trends - Future Outlook 12. FINANCING Recent Financings - Mergers and Acquisitions - Investment Requirements - Issues and The Way Forward 13. EQUIPMENT MARKET OUTLOOK Ordering Status and Trends - Equipment Requirement for Upcoming Capacity - Technology Trends 6. ECOLOGICAL IMPACT AND ENVIRONMENTAL ISSUES Status of Environmental Clearance - Recent Clearances Awarded - Projects Impacted by Environmental Issues - Policy Expectations - Initiatives by New Government 7. OPPORTUNITIES IN KEY STATES Himachal Pradesh - Uttarakhand - Jammu & Kashmir - Sikkim 8. FOCUS ON NORTHEAST STATES Hydro Power Potential in The Northeast - Existing Capacity - Upcoming Capacity - Environmental Issues and Other Key Challenges - Power Evacuation for Projects Under Construction 14. FUTURE OUTLOOK Capacity Addition Outlook - Plans and Investments - Policy Outlook - Key Challenges SECTION B: PROJECT PROFILES 15. PROJECT PROFILES Central Sector Projects - State Sector Projects - Private Sector Projects 16. PROJECTS UNDER SURVEY & INVESTIGATION Key Data - List of Hydro Electric Schemes Under Survey & Investigation in The Country - Summary 17. APPENDIX The report is available along with a presentation in PDF format. 10 India Infrastructure Research

13 Gas in India 2015 (August 2015) (Draft ToC) Price: Rs 60,000 (USD 1,367) Marketplace, E&P, LNG, Pipelines & CGD 1. EXECUTIVE SUMMARY OVERVIEW India s Energy Scenario - Role and Share of Natural Gas - Demand-Supply Dynamics - Growth Drivers - Issues and Concerns - Upcoming Investments and Opportunities - Future Outlook and Projections 11. SHALE GAS PROSPECTS Indian Shale Gas Deposit Estimates, Shale Gas Policy and Other Key Developments, Progress So Far, Issues and Concerns SECTION III MIDSTREAM: FOCUS ON LNG 12. EXISTING LNG INFRASTRUCTURE Current Size and Growth - Existing Terminals: Capacity, Infrastructure, Pipeline Connectivity, Sourcing and Future Plans ENERGY 3. RECENT DEVELOPMENTS New Discoveries - Recent LNG Contracts - Auctioning of Small and Marginal Fields - Exemption of LPG Subsidies for E&P Players - Natural Gas Pooling for Fertilizer Plants - Recent Authorisations to CGD Players - Subsidies for Gas-fired Power Plants - Domestic Pricing Decisions - Kelkar Committee Recommendations SECTION I MARKETPLACE (DEMAND, SUPPLY AND PRICE) 4. DEMAND Recent Trends - Key Consuming segments (power, fertilizers, industry, CGD, etc.) - Growth Drivers - Constraining Factors - Demand Outlook and Projections (Upto 2020) 5. SUPPLY Recent Trends - Key Sources (domestic, LNG, unconventional) - Key Drivers - Constraining Factors - Supply Outlook and Projections (Upto 2020) 6. PRICING Historical Trends - Domestic Gas Pricing (recent revisions, impact on projects and investments, Kelkar Committee recommendations, etc.) - LNG Contract Prices and Spot Prices - Pricing Outlook and Projections SECTION II UPSTREAM: E&P INDUSTRY 7. RESERVES AND BASINS Sedimentary Basins, Gas Reserves, State-wise Gas Fields and Upcoming Blocks for Exploration 8. EXPLORATION AND PRODUCTION SCENARIO Domestic Production Trends, Update on NELP Rounds, Progress on NELP-X, Investment Experience of E&P Players, Exploration Plans of Major Players and Key Challenges 9. NEW REVENUE SHARING MODEL Current PSC Regime, Features of the New Model, Implications on E&P Industry and Concerns of Kelkar Committee with the New Model 10. COAL BED METHANE Reserves and Production - Review of Bidding Rounds - Production Outlook - Major Players 13. LNG IMPORTS (volume, source, spot vs contract, etc.) - Recent Contracts - Sourcing Options: Qatar, Australia, Russia, US, Canada, Mozambique and Others - Projected LNG Demand (Upto 2020) 14. RECENT PRICE DYNAMICS AND IMPACT Global Trends, Recent Trends in Spot Prices, Impact on the LNG Industry, Comparison with Domestic Fuel and Price Forecasts 15. UPCOMING LNG INFRASTRUCTURE Proposed Terminals, Upcoming Capacity, Planned Pipeline Connectivity, Expected Commissioning and Projected LNG Regasification Capacity SECTION IV MIDSTREAM: FOCUS ON PIPELINE INFRASTRUCTURE 16. NETWORK SIZE AND GROWTH Current Status of Pipeline Connectivity, Upcoming Projects, Key Issues and Major Players 17. FUTURE OUTLOOK Key Drivers, Proposed Projects and Investments, Policy and Regulatory Outlook & Projections SECTION V DOWNSTREAM: CITY GAS DISTRIBUTION 18. MARKET SIZE AND GROWTH Current Network Size and Consumption Levels - Growth in the Last Five Years - Growth in Network and Consumption - By State - Growth in Network and Consumption - By Operator in PNG and CNG segments - Key Growth Drivers - Constraining Factors 19. LICENSING, BIDS AND AUTHORISATIONS Licensing Regime - Current Licensees - Status of First Three Rounds of Bidding for New Licenses - Update on Fourth Round - Expressions of Interests for the Fifth Round 20. CGD MARKET POTENTIAL AND PROJECTIONS Projected Demand (Till 2020) - List of Identified GAs (Geographic Areas) - Opportunities for CGD players in 4th and 5th rounds - Investment Projections The report will be available in a presentation format (PDF). India Infrastructure Research 11

14 ENERGY Biomass Power in India (October 2013) No. of pages: 187 Price: Rs 45,000 (USD 1,033) SECTION I: OVERALL SECTOR ANALYSIS 8. OFF-GRID BIOMASS EXECUTIVE SUMMARY Growth Drivers 2. OVERVIEW Government Initiatives and Programmes - Biomass-based Microgrids - Biomass Potential - Inter-state Comparison 9. FUTURE OUTLOOK Growth Drivers - Future Growth Drivers - Emerging Trends - Capacity Addition Outlook - Investment and Financing Outlook - Emerging Policy and Regulatory Framework 3. POLICY AND REGULATORY FRAMEWORK Policy and Legal Framework SECTION II: PROJECTS AND DEVELOPERS - Current Policy Guidelines - Regulatory Framework 10. PROJECT PROFILES State Initiatives - Rake Power Limited s 10 MW Project in Nagpur - Usher Eco Power s 16 MW Cogen Plant in Mathura - ASET s 1.2 MW Gasification-Based Plant in Vadodara - MPPPL s 4.5 MW Plant in Kirugavalu 4. FUEL SUPPLY AND LOGISTICS Malwa Power s 7.5 MW Plant in Muktsar - DEE Development s 8 MW Plant in Fazilka - Current Scenario - PBPL s 12 MW Plant in Patiala - Fuel Price Trends - SWIVPL s 9.9 MW Project in Mohindergarh - Evolving Fuel Management Strategies - Auro Mira s 7.5 MW Plant in Pudukottai - KPTL s 7.8 MW Plant in Ganganagar - Greenko s 8 MW ISA Power Project in Dhamtari 5. COST ECONOMICS AND TARIFFS STPPPL s 6 MW Plant in Beechpally - RRREL s 18 MW Plant in Pamboor - Cost Components - MUUL s 7.5 MW Plant in Raipur - Indicative Capital Cost of Existing Plants - Suryachakra Global s 9.8 MW Plant in Janjgir - Biomass Energy Tariffs - Abellon s 9.9 MW Plant in Khas - Incentive Options Driving Project - GAPS Power s 13 MW Plant in Shendra Economics - OGPL s 10 MW Plant in Narsimhapur - Chambal Power s 7.5 MW Project in Kota - A.A. Energy s 10 MW Project in Gadchiroli 6. EQUIPMENT AND TECHNOLOGY Key Technologies - Key Equipment - Market Overview - Issues and the Way Forward 7. FINANCING Sources of Funding - Equity Financing - Debt Financing - External Financing - Future Outlook 11. DEVELOPER PROFILES AllGreen Energy India Private Limited - Auro Mira Energy Company Private Limited - Bermaco Energy Limited - Clenergen India Private Limited - MPPL Renewable Energy Private Limited - Orient Green Power Company Limited - Shalivahana Green Energy Limited - Usher Eco Power Limited 12. APPENDIX The report is available along with a presentation in PDF format. 12 India Infrastructure Research

15 Solar Power in India 2015 (April 2015) SECTION A: OVERALL SECTOR SCENARIO 1. EXECUTIVE SUMMARY KEY TRENDS Key Drivers - Industry Structure - Investment and Financing - Policy and Regulations - Cost and Tariffs - Future Roadmap 3. RECENT DEVELOPMENTS Recent Capacity Commissioned - Capacity Allocations and Related Developments - Policy and Regulatory Developments - Solar REC Market - Manufacturing - Financing 4. NEW GOVERNMENT POLICY AND ITS IMPACT Roadmap for 100 GW Capacity by New Proposals and Budgetary Allocations - Scheme for Solar Parks and UMSPPs - Viability Gap Funding Scheme for Projects by PSUs - Scheme for Rooftop Projects - Impact so Far - Policy Outlook 5. JNNSM UPDATE Review of Phase I - Progress under Phase II - Investment Requirements 6. STATE SOLAR POLICIES AND PROGRAMMES State Profiles - Tariffs - Solar RPO Compliance 7. FINANCING Investment Trends - Debt Financings - Equity Financing - Government Grants and Subsidies - Risks and Concerns, and the Way Ahead 8. ECONOMICS OF SOLAR POWER Cost of Generation - Capital Cost Breakdown and Pricing Trends - Analysis of Returns for Solar PV Projects - Analysis of Projects based on REC Mechanism 9. DOMESTIC MANUFACTURING and Developments - Plans and Investments - Market OpportunitIes for Foreign Manufacturers - Key Indian Players - Future Outlook No. of pages: 369 Price: Rs 50,000 (USD 1,144) 10. FUTURE OUTLOOK AND PROJECTIONS Capacity Addition Outlook and Projections - Policy and Regulatory Outlook - Equipment Market Outlook - Costs and Tariffs SECTION B: SEGMENT ANALYSIS 11. SOLAR PARKS AND UMPPS Key Features of MNRE s Scheme - State-wise Plans and Key Developments - Key Growth Drivers - Transmission and Evacuation Infastructure - Investment Requirements - Emerging Business Models - Risks and Concerns 12. UTILITY-SCALE PROJECTS Key Growth Drivers - Issues and Concerns and the Way Forward 13. SOLAR ROOFTOP PROJECTS - Market Potential and Growth Drivers - Policy Landscape - Net/Gross Metering - Emerging Business Models - Project Pipeline 14. CAPTIVE SOLAR SEGMENT Growth Drivers - Policy Support and Incentives - Existing and Planned Capacity - Emerging Models - Issues and Concerns 15. FOCUS ON OFF-GRID Solar Irrigation Pumps - Solar Water Heaters - Solar Cooking - Solar Lighting - Solar Micro-grids - Solar Air-Conditioning or Cooling - Telecom Towers - Case Studies - Challenges and the Way Forward SECTION C: PLAYER PROFILES 16. DEVELOPER PROFILES Welspun Energy Limited, Mahagenco, NTPC Limited, Mahindra Susten, ACME Solar, SunEdison, Azure Power, Green Infra Limited, Hindustan Cleanenergy Limited, Tata Power Renewable Energy Limited, Solairedirect, Renew Power Ventures 17. APPENDIX The report is available along with a presentation in PDF format. ENERGY India Infrastructure Research 13

16 ENERGY Wind Power in India (January 2015) No. of pages: 381 Price: Rs 50,000 (USD 1,144) SECTION I: MARKET OVERVIEW 1. EXECUTIVE SUMMARY POWER SCENARIO IN INDIA Primary Energy Consumption in India - Current Capacity and Fuel Mix - Changing Role of Renewables - Plans and Targets - Future Energy Requirements and Supply Options 3. WIND POWER OVERVIEW Segment Size and Growth - Key Enablers and Growth Drivers - Market Structure - Outlook 4. KEY RECENT DEVELOPMENTS Capacity Addition Trends - Regulatory Developments - Policy Developments - Key Financings - Recent Acquisitions - Key Emerging Trends - New Entrants 5. NEW GOVERNMENT POLICY AND ITS IMPACT Industry Expectations - Key Initiatives so Far - Impact so Far and Future Outlook 6. REGULATORY FRAMEWORK Central Regulations - State Regulations - The Way Ahead 7. STATE GOVERNMENT INITIATIVES Leading Wind Power States - State-wise Initiatives - Issues and The Way Ahead 8. TRANSMISSION AND EVACUATION INFRASTRUCTURE Current Scenario - Green Corridors for Renewable Energy - Desert Plan State-wise Plans to Augment Renewable Power Evacuation Capacity - Investment Requirements 9. FINANCING Investment Trends - Key Financings - Private Equity and Venture Capital Investments - Issues and The Way Ahead 11. RENEWABLE ENERGY CERTIFICATES Operating Procedures and Mechanism - Volume and Price Trends - State-wise Analysis 12. WIND POWER GENERATION TECHNOLOGIES AND SOLUTIONS Overview - Wind Turbine Generators - Key Market Trends - Technology Trends 13. SMALL WIND MARKET Market Size and Potential - Growth Drivers - Government Incentives and Products 14. FUTURE OUTLOOK Wind Power Capacity Outlook and Projections - Policy and Regulatory Outlook - Offshore Wind - Outlook on Tariffs - Investment Requirements SECTION II: PROFILES OF KEY PLAYERS 15. WIND TURBINE GENERATOR MANUFACTURERS Suzlon Energy Limited, Vestas Wind Technology India Private Limited, Gamesa Wind Turbines Private Limited, Wind World (India) Limited, Inox Wind Limited, RRB Energy Limited, Kenersys India Private Limited, ReGen Powertech, GE Power & Water, Global Wind Power India Limited, Leitwind Shriram Manufacturing Limited, Pioneer Wincon Private Limited 16. IPP DEVELOPERS Share of IPPs in Wind Power Capacity CLP India, Green Infra Limited, Greenko Group, IL&FS Energy Development Company Limited, MSPL Limited, Mytrah Energy (India) Limited, Orient Green Power Limited, Reliance Power, Renew Power, Tata Power, Techno Electric and Engineering Company Limited, Wind World (India) Power Development Private Limited SECTION III: PROJECT UPDATE 17. RECENTLY COMMISSIONED PROJECTS By State, Project Size, Player Type, Turbine Manufacturer, Rated Capacity 18. PROJECT PIPELINE By State, Project Size, Player Type 19. APPENDIX WIND POWER ECONOMICS: COSTS AND TARIFFS Cost Components - Indicative Capital Cost of Existing Plants - Wind Energy Tariffs - Incentive Options Driving Project Economics The report is available along with a presentation in PDF format.. 14 India Infrastructure Research

17 Captive Coal Mining 2013 (April 2013) Sector Outlook and Project Opportunities SECTION A MACRO ANALYSIS 1. COAL SECTOR OVERVIEW Industry Structure - Policy and Regulation - Recent Developments - Key Consuming Segments - Issues and Concerns 2. CAPTIVE COAL MINING POLICY FRAMEWORK Guidelines & Conditions for Block Allocation - CAG Report and Implications - Rules for Auction of Coal Blocks by Competitive Bidding, Other Relevant Policies and Notifications - Policy Outlook No. of pages: 225 Price: Rs 40,000 (USD 923) 7. RISKS AND CHALLENGES Environmental and Forestry Clearances - Joint Allocation - Infrastructural Bottlenecks - Land Acquisition Constraints - Commercial Issues - Experience So Far 8. OUTLOOK Key Demand Drivers - Projected Demand and Production - Investment Projection SECTION B PROJECT PROFILES ENERGY 3. CAPTIVE COAL MINES ALLOCATION AND PRODUCTION TRENDS... - Coal Block Allocation History - Production Trends - Leading Producers - Allocation and Production by End-use 9. BLOCKS UNDER PRODUCTION Project Profiles 10. PROJECTS UNDER DEVELOPMENT Project Profiles 4. UPCOMING AUCTIONS Auction Methodology - Blocks on Offer - Likely Terms and Conditions - Timelines 11. DE-ALLOCATED BLOCKS Project Profiles 12. APPENDIX COAL PRICING AND ECONOMICS OF CAPTIVE MINING Captive Coal Mining Costs - Coal Prices in Industry - Cost Comparison 6. MDOS MDO Model - Experience so far with MDOs - Future Opportunities - Issues and challenges The report is available along with a presentation in PDF format. India Infrastructure Research 15

18 ENERGY Cost of Power for Industrial Users (December 2013) No. of pages: 121 Price: Rs 45,000 (USD 1,033) 1. EXECUTIVE SUMMARY EQUIPMENT COSTS COST OF POWER IN KEY INDUSTRIES Coal-based Power Plants - Gas-based Power Plants in Industrial Power Tariff - DG Sets - Cost of Power for Key Industries - Outlook and Projections - Cross-Industry Analysis - Cost Management Strategies - Future Outlook 3. GRID POWER TARIFFS Key Determinants and Drivers - HT Tariffs by State - LT Industrial Tariffs - ToD Tariffs - Outlook and Projections 4. COST OF CAPTIVE POWER GENERATION Coal-based Captive Power Plants - Gas-based Captive Power Plants - Liquid Fuel-based Captive Power Plants 5. COST OF TRADED POWER Short-term Power Market Overview - Trading Licensees - Power Exchanges - Outlook and Projections 6. COST OF RENEWABLE ENERGY OPTIONS Wind Power Plants - Solar Power - Biomass Power - Bagasse-based Power - REC Trading 7. FUEL COSTS: TRENDS AND OUTLOOK Coal - Gas - Diesel The report is available in presentation and traditional formats (PDF). 16 India Infrastructure Research

19 Solar Project Performance in India (January 2014) No. of pages: 369 Price: Rs 45,000 (USD 1,033) Data Analysis, Trends and Insight 1. SOLAR POWER OVERVIEW Companies - Performance of Projects Developed by Diversified Players - Comparative Performance Analysis and Developments - Summing up - Investment Requirements and Opportunities - Issues and the Way Forward 7. PERFORMANCE OF SOLAR TRACKER-BASED PROJECTS REVIEW OF SOLAR PROJECT PERFORMANCE Level of Adoption of Solar Tracker Technology - Economics of using Solar Trackers - Generation/Net Exported Power - Performance Analysis of Tracker-based Projects - Capacity Utilisation Factor - Seasonality 8. CASE STUDIES PROJECT PERFORMANCE BY LOCATION Narmada Canal-top Project - Azure Solar, Nagaur - Inter-state Comparison - SunEdison, Patan - Intra-state Comparison - Tata Power, Mithapur - Impact of Location on Project Performance - Mahagenco, Sakri Project - Summing Up - Adani Power, Kutch - Acme Solar, Khambat 4. PROJECT PERFORMANCE BY SIZE Reliance Power, Dhursar - Green Infra, Rajkot - Project Size 1-5 MW - M and B Switchgears Rajgarh Project - Project Size over 5 MW - C&S Electric s Bhiwani Project - Impact of Project Size on Performance - Mahindra Solar One, Rajasthan - Summing Up 9. DATABASE PROJECT PERFORMANCE BY TECHNOLOGY Level of Adoption - Technology Providers - Inverter Providers - Projects using Crystalline Silicon Technology - Projects using Thin-Film Technology - Projects using Crystalline and Thin-film Technology - Impact of Technology on Project Performance - Summing up ENERGY 6. PROJECT PERFORMANCE BY DEVELOPER TYPE Share of Capacity by Developer Type - Performance of Projects Developed by Integrated Solar Project Developers - Performance of Projects Developed by Independent Power Producers - Performance of Projects Developed by Power Generation The report is available along with a presentation in PDF format. India Infrastructure Research 17

20 ENERGY Renewable Energy Finance in India (January 2014) No. of pages: 165 Price: Rs 45,000 (USD 1,033) Needs and Requirements, Sources and Options SECTION I: OVERALL ANALYSIS SECTION II: SEGMENT ANALYSIS 1. OVERVIEW Cross-segment Comparison - Investment Trends - Financing Trends - Growth Drivers - Risks and Mitigation Strategies 7. WIND POWER and Developments - Investment Requirements and Opportunities - Rates of Return - Recent Financings 2. GOVERNMENT INITIATIVES Preferential Tariffs - Capital Subsidies - AD and GBI - Viability Gap Funding - Renewable Energy Certificates - Renewable Purchase Obligations and the Way Forward 3. DEBT FINANCE Types of Debt Finance - Sources of Debt Finance - Renewable Energy Portfolio of Select Domestic Financial Institutions - Renewable Energy Portfolio of Select International Funding Institutions - Risks and Challenges 4. PRIVATE EQUITY AND VENTURE CAPITAL Recent Deals - Risk Factors 5. EMERGING FINANCING INSTRUMENTS Bridge Financing - Mezzanine Financing - Takeout Financing - Pooled Financing - Other Financing Instruments 8. SOLAR POWER and Developments - Investment Requirements and Opportunities - Rates of Return - Recent Financings - Issues and the Way Forward 9. SMALL HYDRO and Developments - Investment Requirements and Opportunities - Recent Financings - Issues and the Way Forward 10. BIOMASS and Developments - Investment Requirements and Opportunities - Rates of Return - Recent Financings 11. APPENDIX FUTURE OUTLOOK Segment-wise Financing Requirement - Emerging Financing Trends - Financing Transmission Infrastructure The report is available along with a presentation in PDF format. 18 India Infrastructure Research

21 Railways in India 2015 (January 2015) No. of pages: 351 Price: Rs 50,000 (USD 1,144) SECTION I: MACRO ANALYSIS 1. OVERVIEW Current Size and Growth - Key Sector Trends - Role of Rail Tariff Authority - Policy Initiatives - Investment Requirements - Key Opportunities - Key Challenges - Future Outlook 2. RECENT DEVELOPMENTS Policy Announcements - Tariffs and Fares - Recent Project Completions and Approvals - Initiatives for High-Speed Rail - Improving Cleanliness - New Technologies and Solutions - Other Key Developments SECTION III: KEY FOCUS AREAS 10. HIGH-SPEED RAIL Relevance and Benefits, Role of HSRC and HSRA, Key Milestones. and Current Status, Technology Options, Key Challenges 11. ROLLING STOCK Size and Growth, Policy Framework for Private Players, Performance of Existing Production Units ( ), Status of New Production Units, Recent Innovations, Key Challenges, Future Projections 12. STATIONS AND TERMINALS Size and Growth, Policy Framework for Private Players, Ongoing and Upcoming Projects, Recent Modernisation Initiatives, Multi-modal Logistics Parks and Other Facilities, Key Challenges, Future Projections 13. TRACKS Size and Growth, Ongoing and Upcoming Projects,Recent Innovations, Key Challenges, Future Projections TRANSPORTATION 3. NEW GOVERNMENT POLICY AND INITIATIVES Foreign Direct Investment - Rail Budget Focus on Resource Mobilisation - Increasing Private Sector Role - Railway Restructuring - Passenger/Customer-friendly Initiatives 4. RAILWAYS FINANCE AND INVESTMENTS Financial Performance of IR - Railway Budget Investment Projections - Sources of Financing - New Revenue Models - Key Recommendations of IMG for Creative Financing for IR - Risks and Challenges 5. PPP OPPORTUNITIES Experience So Far, New Policy Initiatives, Current PPP Projects/Initiatives, Private Investment Projections, Key Issues and Challenges 6. KEY RAILWAY PROJECTS IN THE PIPELINE Total Project Pipeline - Pipeline by Project Stage - Key Issues and Challenges - Market and Investment Opportunities - Project Outlook 7. MARKET OPPORTUNITIES Key Growth Drivers, Future Projections till , Expected Investments till , Emerging Market Opportunities SECTION II: SEGMENT ANALYSIS 8. FREIGHT Traffic Trend - Earnings Trend - Commodity Composition Analysis - Zonal Comparison - Growth Strategies - Future Projections 9. PASSENGER Traffic Trend, Earnings Trend, Zonal Comparison, Growth Strategies, Future Projections 14. RAILWAY BRIDGES Size and Growth, Ongoing and Upcoming Projects, Recent Innovations, Key Challenges 15. SIGNALLING AND TELECOMMUNICATION Size and Growth, Recent Innovations, Key Challenges, Future Outlook 16. SAFETY Safety Performance and Overview, Recent Innovations, Key Recommendations of HLSRC and NTDPC, Key Challenges, Future Outlook 17. CATERING AND TOURISM Size and Growth, Recent Innovations, Key Challenges, Future Outlook 18. ENERGY CONSERVATION Energy Consumption and Expenditure of IR, Recent Innovations, Role of REMC, Key Requirements, Future Outlook SECTION IV: UPDATE ON KEY PROJECTS 19. DFC AND DMIC Dedicated Freight Corridor Project, Delhi-Mumbai Industrial Corridor Project, Status of Other Rail-Port Connectivity Projects 20. NORTH-EAST RAIL CONNECTIVITY Current Scenario of Rail Connectivity in North-East, Key Completed Projects, Key Ongoing and Planned Projects, Financing Details, Key Challenges, The Way Forward SECTION V: KEY PLAYER PROFILES 21. PROFILES OF KEY RAILWAY PSUS Indian Railway Finance Corp. Ltd., Container Corp. of India Ltd., Ircon International Ltd., Rail Vikas Nigam Ltd., Konkan Railway Corp. Ltd., Rail India Technical and Economic Services Ltd., Indian Railway Catering and Tourism Corp. Ltd., Railtel Corp. of India Ltd., Rail Land Development Authority, Braithwaite & Co. Ltd., Pipavav Railway Corp. Ltd., Dedicated Freight Corridor Corp. of India Ltd., Bharat Wagon and Engineering Co. Ltd., Mumbai Railway Vikas Corp. Ltd., Centre for Railway Information Systems, Burn Standard Co. Ltd. 22. APPENDIX The report is available along with the presentation in PDF format. India Infrastructure Research 19

22 TRANSPORTATION Ports in India 2015 (February 2015) No. of pages: 441 Price: Rs 50,000 (USD 1,144) SECTION I: PORT SECTOR OVERVIEW AND OUTLOOK 1. EXECUTIVE SUMMARY OVERVIEW Macroeconomic and Trade Scenario - Twelfth Plan Targets and Achievements so Far - Recent Government Initiatives - Key Emerging Trends - Key Issues and Challenges - Upcoming Projects and Opportunities 3. RECENT DEVELOPMENTS Union Budget Policy Initiatives - Sagar Mala Project - Recent Financings - Project Completion and Award - Other Developments 4. INTER-PORT COMPARISON Cargo Traffic Trends, Vessel Traffic Trends, Capacity Addition, Efficiency Performance, Financial Performance SECTION II: CARGO ANALYSIS 11. DRY BULK CARGO Existing Facilities/Terminals at Ports and Operators - Dry Bulk Vessel Traffic - Planned Capacity Addition - Ongoing and Upcoming Projects 12. LIQUID BULK CARGO Existing Facilities/Terminals at Ports and Operators - Liquid Bulk carrying Vessels - Bunkering - Planned Capacity Addition - Ongoing and Upcoming Projects 13. CONTAINER CARGO Container Vessels - Existing Facilities/Terminals at Ports and Operators - Comparative Analysis of Container Terminals - Planned Capacity Addition - Ongoing and Upcoming Projects 5. SECTOR OUTLOOK AND MARKET OPPORTUNITIES Growth Drivers - Traffic and Investment Projections - Current Project Pipeline - Market Opportunities 6. EMERGING GROWTH AREAS Bunkering, Cruise Shipping, Land Use, LNG Cargo, Project Cargo, Roll-on, Roll-off 7. FINANCING NEEDS AND CHALLENGES Financing Experience - Key Financiers - Financing Trends in the Past 1-2 Years - Recent Finance-related Initiatives - Investment Requirements and Opportunities - Opportunity for Financial Investors 8. PPP EXPERIENCE AND POTENTIAL Experience so Far - Completed Projects - Upcoming Projects and Investment - New Areas for Private Participation - Issues and Concerns 9. POLICY AND INSTITUTIONAL FRAMEWORK Institutional Framework - Policy and Fiscal Framework - Regulatory Framework - Key Acts and Legislation - Recently Announced Policies/Initiatives and their Likely Impact - Proposed Changes in Policy and Regulatory Framework - Key Challenges 10. OVERVIEW OF COASTAL SHIPPING AND IWT Policy and Legal Framework - Recent Policy Initiatives - Traffic and Investment Projections - Upcoming Projects and Opportunities - Key Issues and Challenges SECTION III: PROJECT PIPELINE 14. OVERALL PROJECT ANALYSIS Current Project Pipeline - Market and Investment Opportunities - Impact of Project Delays on Costs - Recent Government Initiatives - Case Studies 15. KEY MAJOR PORT PROJECTS Overall Project Pipeline - Expected Capacity Addition and Investments - Project Pipeline by Stage - Key Issues and Concerns 16. KEY NON-MAJOR PORT PROJECTS Overall Project Pipeline - New Ports (Capacity and Investments) - State-wise Analysis - Projects at Existing Non-major Ports - Key Issues and Challenges SECTION IV: PORT PROFILES 17. MAJOR PORTS Kandla Port Trust, Paradip Port Trust, Jawaharlal Nehru Port Trust, Mumbai Port Trust, Visakhapatnam Port Trust, Chennai Port Trust, Kolkata Port Trust, New Mangalore Port Trust, V.O Chidambaranar Port Trust, Kamarajar Port Limited, Cochin Port Trust, Mormugao Port Trust 18. OPERATIONAL PRIVATE NON-MAJOR PORTS Mundra Port, Krishnapatnam Port, Gangavaram Port, Dhamra Port, Kakinada SeaPorts, Pipavav Port, Dahej Port, Karaikal Port, JSW Jaigarh Port, Adani Hazira Port, Dighi Port, Kattupalli Port, Angre Port, Gopalpur Port 19. APPENDIX The report is available along with the presentation in PDF format. 20 India Infrastructure Research

23 Dredging in India (January 2015) No. of pages: 179 Price: Rs 50,000 (USD 1,144) SECTION I: OVERALL SECTOR SCENARIO 1. EXECUTIVE SUMMARY OVERVIEW Market Size and Growth - Existing Policy and Fiscal Framework - FIDIC Guidelines Role and Impact - Emerging Trends - Investment Needs and Requirements - Upcoming Projects and Investments - Market Opportunities - Outlook 3. RECENT DEVELOPMENTS Projects Completed - Projects Awarded - Acquisition of Dredgers and Other Equipment - New Technologies and Solutions - Key Completed Projects - Key Ongoing Projects 8. CAPITAL DREDGING Need and Requirement - Port-wise Analysis - Key Completed Projects - Key Ongoing and Upcoming Projects SECTION III: DREDGING NEEDS IN OTHER AREAS 9. DREDGING IN INLAND WATERWAYS Overview of National Waterways - Experience So Far - Current and Upcoming Projects - Future Requirements TRANSPORTATION 4. PROJECT PIPELINE Type-wise Analysis of Current Project Pipeline - Port-wise Analysis of Current Project Pipeline - Reasons for Project Delays - Market and Investment Opportunities 5. MARKET SIZE AND POTENTIAL Types of Dredgers - Market Size and Growth - Key Suppliers - Dredger Requirements and Projections - Requirement for Other Supportive Equipment - Indigenous Manufacturing Experience So Far and Potential - Key Concerns - Outlook 6. ISSUES AND CHALLENGES Policy Issues - Tax-related Issues - Contractual Issues - Environmental Issues - Survey and Investigation Issues SECTION II: SEGMENT ANALYSIS 10. DREDGING IN OTHER AREAS Experience So Far - Future Demand - Key Current and Upcoming Projects - Future Outlook SECTION IV: PROFILES OF LEADING PLAYERS DOMESTIC AND FOREIGN 11. PROFILES OF LEADING PLAYERS Dredging Corporation of India - Adani Ports and Special Economic Zone Limited - Akash Dredging and Marine Services - Ardeshir B. Cursetjee and Sons Limited - Chellaram Shipping Private Limited - Dharti Dredging and Infrastructure Limited - IMS Ship Management Private Limited - International Seaport Dredging Limited - Maldar Dredgers and Salvagers Private Limited - Meka Dredging Company Private Limited - Mercator Limited - Rock and Reef Dredging Private Limited - Sahara Dredging Limited - Sea Eagle Dredging Marine Infrastructure Private Limited - Jan De Nul Group - Royal Boskalis Westminster N.V. - Van Oord 12. APPENDIX MAINTENANCE DREDGING Need and Requirement - Port-wise Analysis The report is available along with a presentation in PDF format. India Infrastructure Research 21

24 TRANSPORTATION Freight Market in India (August 2014) No. of pages: 155 Price: Rs 50,000 (USD 1,144) Sector Analysis and Market Opportunities 1. EXECUTIVE SUMMARY AIR FREIGHT SECTOR OVERVIEW Segment Size and Growth - Policy and Legal Framework - Market Segments - Recent Initiatives and Developments - Recent Trends and Developments - Proposals Under Budget Pricing Trends - Key Growth Drivers - Industry Structure and Key Players - Investment Projections - Traffic and Investment Projections - Market Structure and Key Players - Market Opportunities - Key Customer Segments - Outlook and the Way Forward 7. EXPRESS LOGISTICS ROAD FREIGHT Segment Size and Growth - Segment Size and Growth - Policy and Regulatory Framework - Policy and Legal Framework - Government Initiatives - Government Initiatives - Recent Trends and Developments - Recent Trends and Developments - Pricing Trends - Pricing Trends - Industry Structure and Key Players - Trucking Industry - Structure and Key Players - Investment Projections - Traffic and Investment Projections - Market Opportunities - Market Opportunities 8. APPENDIX RAIL FREIGHT Segment Size and Growth - Policy and Legal Framework - Government Initiatives - Recent Trends and Developments - Pricing Trends - Industry Structure and Key Players - Traffic and Investment Projections - Market Opportunities 5. MARINE FREIGHT Segment Size and Growth - Policy and Legal Framework - Government Initiatives - Recent Trends and Developments - Pricing Trends - Industry Structure and Key Players - Traffic and Investment Projections - Market Opportunities The report is available along with a presentation in PDF format. 22 India Infrastructure Research

25 Storage Infrastructure in India (August 2014) No. of pages: 151 Price: Rs 50,000 (USD 1,144) Market Size, Segment Analysis, Outlook and Opportunities 1. EXECUTIVE SUMMARY CONTAINER FREIGHT STATIONS AND INLAND CONTAINER DEPOTS.. 2. SECTOR OVERVIEW Overview of CFSs and ICDs - Market Segments and Structure of CFSs - Evolution of Warehousing Industry of ICDs - Trends and Developments - Proposals under Union Budget and Railway Budget Growth Potential - Major Consumer Segments - Competitive Landscape - Upcoming Projects and Opportunities - Outlook and Projections - Upcoming Projects and Opportunities 7. FREE TRADE WAREHOUSING ZONES Overview of FTWZs - Growth Drivers 3. AGRICULTURAL WAREHOUSING Experience So Far - Key Upcoming Projects - Market Size and Growth - Policy and Legal Framework and Developments 8. LOGISTICS PARKS Growth Potential - Key Projects and Expected Capacity Addition - Experience so Far - Market Opportunities - Major Players - Growth Drivers - Key Projects and Investments - Market Opportunities 4. INDUSTRIAL WAREHOUSING Market Size and Growth - Demand and Supply Scenario 9. APPENDIX Key Policies and Developments - Growth Drivers - Upcoming Projects and Investment - Market Opportunities TRANSPORTATION 5. COLD STORAGE MARKET Overview - Current Market Size - Temperature-controlled Storage - Refrigerated Transport - Growth Drivers - Legal, Institutional and Fiscal Framework - Government Initiatives - Recent Trends and Developments - Upcoming Projects and Opportunities The report is available along with a presentation in PDF format. India Infrastructure Research 23

26 TRANSPORTATION Airports Development in India 2015 No. of pages: 303 Price: Rs 50,000 (USD 1,144) (April 2015) SECTION I SECTOR TRENDS AND ANALYSIS 1. EXECUTIVE SUMMARY OVERVIEW Macro-economic and Air Travel Scenario - Industry Structure - Policy and Regulatory Framework - Investment Requirement - Market Opportunities - Risks and Challenges - Industry Outlook 10. MAINTENANCE, REPAIR AND OVERHAUL Current Estimated Market Size - Demand Drivers - New Initiatives in the MRO Segment - Upcoming Projects/Potential - Issues and Concerns 11. CARGO INFRASTRUCTURE Current Estimated Market Size - Demand Drivers - New Initiatives in the Cargo Segment - Upcoming Projects at Key Airports - Issues and Concerns 3. NEW GOVERNMENT S APPROACH TO AIRPORT DEVELOPMENT Government s Plans and Targets - Draft Civil Aviation Policy - New Initiatives/Projects - Proposed Policies 4. SIZE AND GROWTH Traffic Trends - Capacity Growth - Investments - Revenues at Key Airports 5. FINANCING EXPERIENCE Key Sources of Finance - Existing Business Models (in terms of viability, revenues, etc.) - New/Alternate Sources of Revenue - Opportunities for Investors - Key Financing Risks 6. PPP EXPERIENCE AND OUTLOOK Existing Models - Experience at Key Airports (Delhi, Mumbai, Hyderabad, Bengaluru, Cochin) - New Areas of Private Participation (O&M contracts) - Major Players - PPP Outlook 7. AIRLINE OVERVIEW Size and growth - Recent developments - Financial performance - Future plans 8. SECTOR OUTLOOK Demand Drivers - Traffic Projections (till 2020) - Investment Projections - Project Pipeline (announced, under planning, awarded) - New Areas of Investment - Risks for Future Development SECTION III PROJECT PIPELINE ANALYSIS 12. BROWNFIELD PROJECT PIPELINE Overall Project Pipeline - Expected Capacity Addition and Investments - Project Analysis by Type of Projects (terminal expansion, cargo infrastructure, city side development, O&M contracts, no-frills airports, etc.) - Status of Project Pipeline (physical/financial progress) - Key Issues and Challenges 13. GREENFIELD PROJECT PIPELINE Overall Project Pipeline - Expected Capacity Addition and Investments - Projects Analysis by Stage (announced, under planning, under bidding, stalled, etc.) - Key Issues and Challenges 14. KEY GREENFIELD AIRPORT PROFILES Navi Mumbai, Kannur, Mopa, Sriperumbudur, Chakan, Others SECTION IV AIRPORT PROFILES 15. KEY AIRPORTS Each airport profile will cover Traffic Trends, Capacity, Current Infrastructure, Key Ongoing Projects, Upcoming Projects, Financial Performance, etc. Delhi, Mumbai, Hyderabad, Bangalore, Cochin, Chennai, Kolkata, Key AAI Non-metro Airports (Top airports based on traffic), Durgapur, Pakyong, Other Airports SECTION V PLAYER PROFILES 16. KEY PLAYERS Each player profile will cover Background, Operations, Key Initiatives, Financial Performance, etc. Airports Authority of India, GMR Infrastructure Limited, GVK Power and Infrastructure Limited, Larsen and Toubro Limited, CIDCO, Bengal Aerotropolis Projects Limited, Punj Lloyd Limited, Others 16. APPENDIX SECTION II NEW GROWTH AREAS 9. NO-FRILLS AIRPORTS Demand Drivers - Key Projects Planned - Viability and Business Models - Global Experience The report is available along with a presentation in PDF format. 24 India Infrastructure Research

27 Road Development in India 2015 (February 2015) No. of pages: 484 Price: Rs 100,000 (USD 2,256) Annual Subscription Package SECTION I: SECTOR PERFORMANCE AND OUTLOOK 1. EXECUTIVE SUMMARY OVERVIEW Network Size and Growth - Traffic Trends - Policy and Regulatory Framework - Experience with Implementation of Models (PPP vs EPC) - Financing Trends - Key Industry Players - Growth Drivers - Future Outlook and Opportunities - Issues and Concerns 3. NEW GOVERNMENT POLICY AND INITIATIVES Key Announcements - Recent Policy Initiatives - Other Key Developments - Likely Impact on the Sector - Proposed Plans - Industry Perspectives - Policy Outlook and The Way Forward 4. EPC OPPORTUNITY Rationale for EPC - Historical Experience - Targets vs Awards - NHDP Project Pipeline - State Highway Project Pipeline - Future Outlook - Progress under ETC Implementation - Key OMT Players - Market Outlook for OMT Contracts 10. EQUIPMENT/MATERIALS MARKET OUTLOOK AND PROJECTIONS... - Equipment - Materials: Cement, Steel, Bitumen SECTION II: CENTRAL SECTOR PROGRAMMES 11. PROGRESS UNDER NHDP Project Scope - Investment and Financing Strategy - Progress in Progress during FY Current Bidding Scenario - Phase-wise Progress Report - Project Pipeline - Key Initiatives to Revive Activity - Focus on NHIIP - Key Issues and Challenges 12. UPDATE ON SARDP-NE Project Scope - Investment and Financing Strategy - Project Update - National Highways and Infrastructure Development Corporation Limited - Key Issues and Challenges SECTION III: STATE ROAD DEVELOPMENT TRANSPORTATION 5. WAY FORWARD FOR PPP Experience So Far - PPP and NHDP - State Project Pipeline - Future Outlook 6. PROJECT PERFORMANCE COMPARISON Overall Analysis - Cost Per Lane-km - Time Overruns - Cost Overruns - Traffic Revenues 7. DEVELOPER PERFORMANCE COMPARISON Overall Performance of Leading Developers - Inter-Developer Comparison - Road Segment Revenues 8. FINANCING TRENDS AND REQUIREMENTS - Financing Sources - Terms and Structures - Financing Trends - Recent Initiatives to Ease Financing - Investment Projections - Future Opportunities for Financial Investors - Key Concerns 9. OMT EXPERIENCE AND MARKET OUTLOOK The OMT Concept - Current Scenario - Tolling Methods and Technologies 13. INTERSTATE COMPARISON - Network Size - Institutional and Policy Framework - Current Project Portfolio - Project Pipeline 14. PROFILES OF KEY STATES - Andhra Pradesh, Bihar, Chhattisgarh, Gujarat, Haryana, Himachal Pradesh, Jammu & Kashmir, Jharkhand, Karnataka, Kerala, Madhya Pradesh, Maharashtra, North Eastern Region (Eight States), Odisha, Punjab, Rajasthan, Tamil Nadu, Telangana, Uttar Pradesh, Uttarakhand, West Bengal SECTION IV: PROFILES OF LEADING DEVELOPERS 15. PROFILES OF LEADING DEVELOPERS Ashoka Buildcon Limited, Gayatri Projects Limited, GMR Infrastructure Limited, Hindustan Construction Company Limited, IL&FS Transportation Networks Limited, IRB Infrastructure Developers Limited, Jaypee Infratech Limited, KMC Constructions Limited, Larsen & Toubro Limited, Navayuga Engineering Company Limited, NCC Limited, Oriental Structural Engineers Limited, Reliance Infrastructure Limited, Sadbhav Engineering Limited, Other Key Players 16. APPENDIX The report is available along with a presentation in PDF format. India Infrastructure Research 25

28 TRANSPORTATION Urban Rail Systems in India (December 2014) SECTION I: URBAN RAIL MARKET OVERVIEW AND OUTLOOK 1. EXECUTIVE SUMMARY OVERVIEW Network Size and Ridership - Policy Framework - Financing Trends - Role of Private Sector - Key Sector Trends - Investment Needs and Requirements - Market Opportunities - Future Outlook 3. RECENT DEVELOPMENTS Projects Completed - Projects Approved - Key Contracts Awarded - Recent Financings - New Technologies and Solutions - Other Developments 4. NEW GOVERNMENT POLICY AND INITIATIVES New Government s Approach to Urban Transport Policy - Stance on Metro Projects - Budgetary Support - Need for Multi-modal Transport - Focus on Urban Renewal 5. ECONOMICS AND FINANCING Experience so Far - Financing Models and Sources - Role of Multilateral and Other Organisations - Role of PPP - Investment Requirement - Economics of Metro Projects - Economics of Monorail/Light Rail Projects - Risks and Challenges No. of pages: 240 Price: Rs 50,000 (USD 1,144) 8. SIGNALLING AND ITS Technologies in Use - Market Size and Growth - Key Contracts and Orders - Outlook and Opportunities 9. FARE SYSTEMS Type of Systems - Market Size and Growth - Recent Contracts 10. CONSTRUCTION Market Size and Growth - Metro structures - Tunnelling and Elevated - Methods and Techniques - Key Contracts and Orders - Outlook and Opportunities SECTION III: PROJECT PROFILES 11. OPERATIONAL URBAN RAIL PROJECTS Delhi Metro Phase I & II - Bengaluru Metro - Kolkata Metro - Gurgaon Metro - Mumbai Metro - Mumbai Monorail 12. URBAN RAIL PROJECTS UNDER CONSTRUCTION Delhi Metro Phase III - Bengaluru Metro Phases I & II - Kolkata Metro - Hyderabad Metro - Chennai Metro - Gurgaon Metro Phase II - Jaipur Metro - Kochi Metro - Mumbai Metro - Navi Mumbai Metro - Mumbai Monorail - Lucknow Metro 6. SECTOR OUTLOOK AND MARKET OPPORTUNITIES Key Growth Drivers - Expected Network Size and Ridership ( ) - Project Pipeline (until ) - Projected Investment (until ) - Market Opportunities in Procurement of New Rolling Stock - Market Opportunities in Installation of Signalling and ITS - Market Opportunities in Fare Collection Systems - Market Opportunities in EPC - Key Concerns SECTION II: SEGMENT ANALYSIS 7. ROLLING STOCK Nature of Fleet - Market Size and Growth - Key Contracts and Orders - Outlook and Opportunities 13. URBAN RAIL PROJECTS-PLANNED Pune Metro - Chandigarh Metro - Nagpur Metro - Bhopal Metro - Indore Metro - Patna Metro - Ahmedabad-Gandhinagar Metro Rail Project -Phase I - Kozhikode Light Rail - Thiruvananthapuram Light Rail - Bengaluru Monorail - Chennai Monorail 14. APPENDIX The report is available along with a presentation in PDF format. 26 India Infrastructure Research

29 Urban Bus Transport in India (December 2014) No. of pages: 271 Price: Rs 50,000 (USD 1,144) SECTION I: URBAN BUS TRANSPORT OVERVIEW AND OUTLOOK 1. EXECUTIVE SUMMARY OVERVIEW Institutional and Policy Framework - Investment and Financing Pattern - Role of Private Sector - Use of Technology and ITS - Key Sector Trends - Issues and Concerns 3. JAWAHARLAL NEHRU NATIONAL URBAN RENEWAL MISSION Reforms Goals and Achievements - Financing Structure - Funding for Buses - Urban Bus Transport Projects under JNNURM - Recent Developments 4. NEW GOVERNMENT PROGRAMMES New Government s Approach to Urbanisation - New Government s Stance on Urban Transport - Budgetary Support - Need for Multi-modal Transport - Stance on City-bus Service Projects - Focus on Urban Renewal 5. MANAGEMENT/OPERATOR PERSPECTIVE Goals and Objectives - Key Performance Benchmarks - Operational and Commercial Performance - Potential Strategies 6. ECONOMICS OF BUS-BASED PROJECTS Key Cost Components - Revenue Sources and Analysis - Tariff Analysis - Taxes and Subsidies - Current Status - Future Opportunities 11. FUTURE OUTLOOK AND MARKET OPPORTUNITIES Key Growth Drivers - Projects in Pipeline - Projected Investments - Market Opportunities - Issues and Concerns SECTION II: PROFILES-CITY-BUS SERVICE PROVIDERS 12. INTER-CITY COMPARISON Fleet Strength - Fleet Utilisation - Vehicle Efficiency - Staff per Bus Ratio - Average Age of Fleet - Number of Accidents - Revenue per Bus per Day - Cost per Bus per Day - Net Profit/Loss 13. CITY-BUS SERVICE PROVIDERS Ahmedabad Municipal Transport Services - Atal Indore City Transport Services Limited - Bangalore Metropolitan Transport Corporation - Brihanmumbai Electric Supply and Transport Undertaking - Calcutta State Transport Corporation - Chandigarh Transport Undertaking - Delhi Transport Corporation - Metropolitan Transport Corporation Limited (Chennai) - Pune Mahanagar Parivahan Mahamandal Limited - Amritsar City Transport Services Limited - Bhopal City Link Limited - Bhubaneswar-Puri Transport Services Limited - Jabalpur City Transport Services Limited - Jaipur City Transport Services Limited - Ludhiana City Bus Services Limited - Raipur City Bus Limited - Vadodara City Bus Service SECTION III: PROFILES-BRTS TRANSPORTATION 7. FINANCING AND PPP Investment Requirements - Current Funding Sources - PPP Models and Options 8. ROLLING STOCK AND ALLIED INFRASTRUCTURE Nature of Fleet - Market Size and Growth - Recent Contracts and Orders - Market for Allied Infrastructure 9. TECHNOLOGY AND ITS Technologies in Use - Key Projects - Recent Tenders and Contracts - Outlook and Investment Projections 10. FARE COLLECTION SYSTEMS Overview - Technology Options 14. KEY BRTS PROFILES Ahmedabad BRTS - Amritsar BRTS - Bhopal BRTS - Delhi BRTS - Hubli-dharwad BRTS - Indore BRTS - Jaipur BRTS - Kolkata BRTS - Naya Raipur - Pimpri-Chinchwad BRTS - Pune BRTS - Rajkot BRTS - Surat BRTS - Vijayawada BRTS - Visakhapatnam BRTS 15. APPENDIX The report is available along with a presentation in PDF format. India Infrastructure Research 27

30 TRANSPORTATION Container Market in India (August 2015) No. of slides: 212 Price: Rs 50,000 (USD 1,144) 1. EXECUTIVE SUMMARY ROADS Current Scenario 2. OVERVIEW Existing Infrastructure - India s GDP and Trade Flow - Cost of Container Movement - Overall Size and Growth - Market Structure and Major Players - Level and Key Drivers of Containerisation - Key Challenges - Segment Outlook and Projections - Freight Rates - Development in the Past One Year 8. COASTAL SHIPPING/INLAND WATERWAYS Impact of GST - Current Scenario - Key Issues and Challenges - Market Structure and Key Players - Industry Outlook and Projections - Potential for Container Movement - Potential Coastal Shipping Routes 3. OUTLOOK AND MARKET OPPORTUNITIES Key Government Initiatives - Key Growth Drivers - Key Challenges - Capacity Augmentation Projects - Segment Outlook and Projections - Traffic Projections - Investment Requirements 9. REFRIGERATED CONTAINER TRANSPORT PORTS Existing Infrastructure - Market Structure and Key Players - Region-wise Analysis - Existing Terminals - Growth Potential - Handling Charges - Government Initiatives - Market Structure and Major Players - Key Challenges - Ongoing and Upcoming Projects - Market Outlook and Projections - Key Challenges - Future Outlook 10. CFSS/ICDS RAILWAYS Existing Infrastructure - State-and Ownership-wise Distribution - Zonal Railway-wise Analysis - Market Structure and Key Players - Exim versus Domestic Traffic Movement - Growth Potential - Market Structure - Key Success Factors for CFSs and ICDs - Existing Infrastructure/Network - Key Challenges - Major Players - Upcoming Projects - Analysis of Haulage Charges - Segment Outlook and Opportunities - Key Challenges - Segment Outlook and Projections 11. LOGISTICS PARKS AND FTWZS Future Plans of Container Train Operators - Growth Drivers - Existing Infrastructure - Market Structure and Key Players 6. DEDICATED FREIGHT CORRIDOR Key Inhibitors and Drivers - Growth Potential - Key Features - Key Challenges - Current Status and Timelines - Upcoming Projects - Traffic Outlook - Market Opportunities - DMIC - Impact of DFC - Impact on Container Market The report is available in a presentation format (PDF). - Future Corridors 28 India Infrastructure Research

31 Construction in India 2015 (September 2015) (Draft ToC) Price: Rs 60,000 (USD 1,367) 1. EXECUTIVE SUMMARY SECTION I: CONSTRUCTION MARKET OVERVIEW 2. MARKET SIZE AND GROWTH Current Size of Construction Industry - Growth in the Past Five Years - Demand from Infrastructure and Real Estate - Key Policy Developments and Impact - Construction Contracts - Growth Drivers - Issues and Concerns - Outlook and Projections 3. PROJECT PIPELINE AND MARKET OPPORTUNITIES (TILL 2020) Under Planning - Announced - Awarded - Awaiting Clearances/Land Acquisition/Financial Closure - Under Implementation - Market Opportunities: Contractors, Equipment Suppliers, Material Suppliers 15. INTER-CONTRACTOR PERFORMANCE (LEADING PLAYERS) Order Books, Revenues, Debt Servicing, Profits, Key Ratios/Margins (profit, cost, etc.) SECTION IV: EQUIPMENT MARKET 16. SIZE AND GROWTH Current Size - Market Segmentation by Product - Growth in Past Five Years (production and sales) - Export and Import Trends - Market Structure and Key Players - Cost and Price Analysis - Capacity Additions by Key Players - New Entrants/Key Deals 17. LEASING AND RENTAL MARKET Evolution and Current Size - Key Enablers - Recent Trends - Future Potential - Key Constraints CONSTRUCTION & MINING 4. FINANCING NEEDS AND CHALLENGES Investment Requirements - Funding Sources - Current Financial State of Construction Companies - Opportunities for Financial Investors - Key Issues and Concerns - Way Forward SECTION II: CONSTRUCTION DEMAND - INFRASTRUCTURE AND HOUSING Each chapter includes information on expected investments, project pipeline, construction opportunity, key concerns, outlook and projections (till 2020) 5. ROADS AND BRIDGES PORTS POWER AIRPORTS WATER SUPPLY AND IRRIGATION URBAN TRANSPORT RAILWAYS HOUSING TUNNELS SECTION III: CONTRACTING CAPACITY AND PERFORMANCE 14. MARKET SIZE AND KEY PLAYERS Current Market Structure - Contractor capacity - Major Players - Key Issues - Projected Size and Outlook 18. FUTURE OUTLOOK AND PROJECTIONS (TILL 2020) Growth Drivers - Projections of Key Equipment (production, sales, etc.) - Upcoming Facilities - Market Outlook SECTION V: KEY MATERIALS CEMENT Demand-Supply Scenario - Key Consuming Segments - Installed Capacity and Utilisation - Production and Consumption Trends - Cost Analysis - Pricing Trends - Market Structure and Key Players - Demand Drivers - Market Outlook and Key Projections (till 2020) 20. STEEL Demand-Supply Scenario - Key Consuming Segments - Installed Capacity and Utilisation - Production and Consumption Trends - Cost Analysis - Pricing Trends - Market Structure and Key Players - Demand Drivers - Market Outlook and Key Projections (till 2020) 21. BITUMEN AND OTHER MATERIALS Production and Consumption Trends - Market Structure and Key Players - Price and Cost Analysis - Other Key Materials - Drivers of Future Growth - Market Outlook and Key Projections (till 2020) The report will be available in a presentation format (PDF). India Infrastructure Research 29

32 CONSTRUCTION & MINING Mining in India 2015 (March 2015) No. of pages: 301 Price: Rs 50,000 (USD 1,144) SECTION I: MACRO ANALYSIS 1. EXECUTIVE SUMMARY OVERVIEW Mineral Reserves and Production - Demand and Consumption - Exports and Imports - Acquisitions of Overseas Assets - Issues and Concerns - Sector Outlook 3. RECENT DEVELOPMENTS Deallocation and Subsequent E-Auctions of Captive Coal Blocks - Lifting of Iron Ore Mining Ban - Easing of Environmental Clearances - Renewal of Mining Leases - Revision of Rates of Royalty and Dead Rent 4. EMERGING POLICY SCENARIO Impact of Iron Ore Mining Ban - Impact of Coal Block Deallocation - E-Auction of Coal Blocks - Environmental Clearances - Amendment in MMDR Act 5. FOCUS ON COAL MINING Government s Plans and Targets - Increasing Coal Production - Technologies in use and under Consideration - Prospects for Commercial Mining - Outlook and the Way Forward 9. FINANCING AND COST ECONOMICS Costs and Margins of Major Mining Companies - Trend in Capital Expenditure - Operating Expenses - Investment in Fixed Assets - Financing Options - Industry Outlook 10. EQUIPMENT MARKET Market Size and Growth and Development - Emerging Technologies - Market Outlook and Projections 11. ENVIRONMENTAL ISSUES Environmental Norms Regarding Mining - Issues Regarding Environmental and Forest Clearances - New Government Initiatives SECTION II: TRENDS IN KEY MINERALS (Each chapter includes information on reserves, production, demand, foreign trade, key consumers and producers, price trends, future outlook) 12. COAL LIGNITE BAUXITE IRON ORE OTHER METALLIC MINERALS NON-METALLIC MINERALS SECTION III: COMPANY PROFILES 6. FACTORS IMPACTING THE MINING SECTOR - Commodity Prices - Mineral Demand - Cost of Mining - Project Execution Challenges - Currency Fluctuations - Transport Infrastructure 7. KEY PLAYERS AND INDUSTRY PERFORMANCE - Market Share of Key Minerals - Operational Performance - Financial Performance - Productivity Trends - Role of MDOs - Summing Up 8. FUTURE OUTLOOK - Demand-Supply Projections - Investment Outlook - Key Upcoming Projects - Policy Outlook 18. COMPANY PROFILES Coal India Limited - Singareni Collieries Company Limited Corporation Limited - Neyveli Lignite Corporation - National Aluminium Company Limited - Hindalco Industries Limited - NMDC Limited - Steel Authority of India Limited - Tata Steel Limited - Sesa Sterlite Limited - Hindustan Copper Limited - Hindustan Zinc Limited SECTION IV: MINING PROJECTS 19. MINING PROJECTS Mineral-wise Analysis of Project Pipeline - Projects by Stage - Projects by State 20. APPENDIX The report is available along with a presentation in PDF format. 30 India Infrastructure Research

33 Bridges, Flyovers and Elevated MRTS Structures Price: Rs 45,000 (USD 1,033) Indian Market Outlook & Segment Analysis (January 2013) 1. OVERVIEW EQUIPMENT AND MATERIAL REQUIREMENTS Market Size and Growth - Key Recent Developments - Key Categories: Equipment and Materials - Market Size and Growth - Product and Technology Trends - Sector Outlook - Projected Requirements - Market Outlook and Opportunities 2. ROAD BRIDGES BRIDGE DESIGN, TECHNOLOGY AND O&M PRACTICES Market Size and Growth - Key Projects Under the National Highway Network - Current Trends and Practices in India - Key Projects at the State Level - Advancements in Design - Case Studies - New Technologies - Proposed Projects and Investments - Global Best Practices - Segment Outlook and Projections - O&M Practices CONSTRUCTION & MINING 3. URBAN BRIDGES AND FLYOVERS Market Size and Growth - Completed Projects (Under JNNURM and Others) - Projects under Implementation (Under JNNURM and Others) - Case Studies from Key Cities - Proposed Projects and Investments - Segment Outlook and Projections 4. ELEVATED MRTS STRUCTURES Market Size and Growth - Completed Projects - Projects under Implementation - Case Studies - Segment Outlook and Projections 8. PROJECT MANAGEMENT AND CONSTRUCTION CHALLENGES Managing Geological Complexities - Changes in Project Scope - Challenges in RoB Construction - Construction of Sub-structures and Super-structures - Other Issues 9. MARKET OUTLOOK Demand Drivers - Projected Demand up to Market Opportunities 10. APPENDIX RAILWAY BRIDGES Market Size and Growth - Completed Projects - Projects under Implementation - Case Studies - Proposed Projects and Investments - Segment Outlook and Projections The report is available along with a presentation in PDF format. India Infrastructure Research 31

34 URBAN INFRASTRUCTURE Smart Cities in India 2015 (May 2015) No. of slides: 164 Price: Rs 75,000 (USD 1,700) Opportunities and Challenges: Hype and Reality SECTION I: SMART CITY - CONCEPT, PROGRAMME, EXPERIENCE AND CURRENT LANDSCAPE 1. SMART CITY: CONCEPT AND DEVELOPMENT Definition of Smart City - Smart City Elements Smart Technology and Infrastructure; Smart Governance; Smart Planning; Smart Transportation; Smart Buildings; Smart Energy; Smart Water and Waste Management; Smart Safety and Security; Other Citizen Services (Education, Healthcare, etc.) - Key Drivers in India - Constraints and Challenges - Market Opportunities SMART CITIES SCHEME Mission and Scope - Identification/Selection of 100 Smart cities - Desired Infrastructure/Instruments - Conditions Precedent: Eligibility Requirements - Specified Benchmarks and Goals - Pre-requisites and Procedure Citizen Reference Framework; Smart City Development Plan; Environmental Sustainability Plan; Approval Process; Evaluation and Allocation of Funds - Financing Possible Sources of Financing; Budgetary Support and Allocation; Role of Private Sector - Bilateral Partnerships Cooperation with Singapore; Cooperation with United States; Others - Other Government Support (policy support and capacity building) - Key Government Agencies - Assessment of Scheme Key Opportunities; Risks and Challenges; Key Success Factors - Inter-city Comparison 8. SMART GOVERNANCE Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Online Birth and Death Certificates; Bills and Payments; Building Plan Approvals; E-procurement and Monitoring; Health (licences, vaccination alerts, etc.); Accounting System; Personnel Information System; Citizens Grievances and Redressal; Others 9. SMART CITY PLANNING Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Consultancy Services; Computer-aided Planning; Information Management Systems; Others 10. SMART TRANSPORTATION Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Traffic Management System; Passenger Information System; Ticketing and Fare Collection; Parking Management System; Video Surveillance; Others 11. SMART BUILDINGS Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Security; Lighting Control; HVAC; Car Park Management System; Energy Management; Fire Security and Emergency Response 3. EXPERIENCE SO FAR: CASE STUDIES Smart City Projects in India Gujarat International Finance Tec-City (GIFT); Lavasa City; Other Projects - Selected Overseas Smart City Projects Amsterdam City Project, The Netherlands; Chengdu Smart City, China; Copenhagen, Denmark; Masdar City, Abu Dhabi; Santander, Spain; Seoul, Korea; Singapore; Tokyo, Japan; Jubail, Saudi Arabia; Smarter Dubuque, U.S. 4. NEW SMART CITIES New Smart City Projects Dholera, Gujarat; Shendra, Maharashtra; Greater Noida, Uttar Pradesh; Vikram Udyogpuri (Ujjain), Madhya Pradesh; Garhi Harsaru (Gurgaon), Haryana; Bhiwadi-Neemrana, Rajasthan; Smart City Kochi, Kerala; Haldia, West Bengal; Others 5. ICT AND URBAN LOCAL BODIES: CURRENT STATUS AND FUTURE PLANS - Core Infrastructure - Budget and Spending - ICT Solutions and Application Areas 6. COMPETITIVE LANDSCAPE Overview : System Integrators; Network Service Provider; Smart City Product Vendors; Managed Service Providers - New Product Development - Agreements, Partnerships and Collaborations SECTION II: SMART CITY ELEMENTS - SEGMENTS AND MARKET OPPORTUNITIES 7. SMART TECHNOLOGY AND INFRASTRUCTURE - IT Hardware - Communication Network and Devices - Cloud Services - Data Storage - GIS/Mapping 12. SMART ENERGY Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Distribution Automation/Management System; Smart Meters and AMI; Micro-grid Management; Communication Solutions; Others 13. SMART WATER AND WASTE MANAGEMENT Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments: Water SCADA; Smart Meters; Sensors; Others - Key Segments: Waste Management GPS-based Vehicle Tracking; RFID Tags; Smart Bins; Mechanical Separation; Others 14. SMART SAFETY AND SECURITY Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Surveillance Systems; Critical Infrastructure Protection; Disaster/Emergency Management; Others 15. OTHER CITIZEN SERVICES Market Size and Potential - Experience so far: Key Projects - Key Technology Providers and Vendors - Key Segments Smart Education; Smart Healthcare; Others The report is available in a presentation format (PDF). 32 India Infrastructure Research

35 Industrial Water Sector 2015 (May 2015) No. of slides: 207 Price: Rs 50,000 (USD 1,144) Project Pipeline and Economics; Sector Outlook and Opportunities SECTION I: SECTOR ANALYSIS AND OUTLOOK 1. OVERVIEW Current State of Industrial Water Supply - Key Sector Trends - Key Recent Developments - Future Outlook 2. WATER SUPPLY AND DEMAND Total Freshwater Resource Availability - Principal Sources of Water Supply - New Water Supply Sources - Water Demand Across Sectors (Domestic, Industrial and Agriculture) - Water Demand Outlook - Demand Supply Balance 3. POLICY AND REGULATORY FRAMEWORK Industrial Water Consumption Norms and Standards - Effluent Generation Norms and Standards - Experience in Compliance to Norms and Standards - National Water Policy, Role of Central and Regional Pollution Control Boards - Key Issues 4. SEGMENT SIZE AND GROWTH Industrial Water Requirement - by Industry - Consumption Growth - by Industry - Effluent Generation and Treatment - Recent Trends and Developments - Key Growth Drivers - Future Outlook and Projections (Till 2020) - Key Issues - Best Practices in Water Management - Key Issues 9. PAPER AND PULP Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water - Best Practices in Water Management - Key Issues 10. OIL REFINERIES Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water - Best Practices in Water Management - Key Issues 11. STEEL Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water - Best Practices in Water Management - Key Issues 12. OTHERS (FERTILISERS AND CHEMICALS, CEMENT, ETC.) Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water - Best Practices in Water Management - Key Issues URBAN INFRASTRUCTURE 5. TARIFFS AND COSTS Current Tariff Structure - State-wise Tariff for Industrial Sector - Trends and Recent Revision in Water Charges - Proposed Model Cost Structure - Water as an Input Cost - by Industry 6. TREATMENT TECHNOLOGY MARKET Treatment Technologies - Market Size and Growth - by Value and by Volume - Major Drivers - Outlook and Opportunities SECTION II: KEY INDUSTRIAL CONSUMERS 7. THERMAL POWER PLANTS Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water - Best Practices in Water Management - Key Issues 8. TEXTILES Specific Water Consumption - Current Water Requirement - Projected Water Requirement - Cost of Water SECTION III: NEW WATER SOURCES 13. RECYCLE AND REUSE Experience so Far - Current Practices - Recycle and Reuse Potential - Key Enablers 14. DESALINATION Major Drivers - Technology and Economics - Key Projects - Segment Outlook SECTION IV: PROJECT PROFILES 15. PROJECT PROFILES (UNDER IMPLEMENTATION AND UPCOMING) Each project profile/case history will contain information on project scope, contractor, technology provider, capacity, capex, cost per unit, current status, project timelines, etc. The report is available in a presentation format (PDF). India Infrastructure Research 33

36 URBAN INFRASTRUCTURE Municipal Water Sector 2015 (May 2015) No. of slides: 206 Price: Rs 50,000 (USD 1,144) 1. OVERVIEW Current State of Municipal Water Supply - Key Sector Trends - Recent Developments - Investment Requirements - Future Outlook and Opportunities 2. WATER SUPPLY AND DEMAND Total Freshwater Resource Availability - Principal Sources of Water Supply - New Water Supply Sources - Water Demand Across Sectors (Domestic, Industrial and Agriculture) - Water Demand Outlook - Demand Supply Balance 3. POLICY AND INSTITUTIONAL FRAMEWORK Institutional Structure - Current Norms and Standards - Experience in Compliance to Existing Norms - National Water Policy, State Level Policies - Key Issues 4. MUNICIPAL SEGMENT SIZE AND GROWTH Current Piped Water Supply Network - Growth Trends - Current Consumption - Consumption Growth (by City-size) - Geographic Analysis - Sewage Generation and Treatment 5. PRICING AND TARIFF STRUCTURE Current Tariff Structure - City-wise tariffs - Tariff Trends and Recent Reforms - Proposed Model Tariff Structure - Cost of Water Supply in ULBs 6. IMPACT ASSESSMENT OF THE JNNURM Reform Goals and Achievements - Project Funding under the JNNURM - Impact on Water Supply and Wastewater Management - Key Learnings 7. NEW GOVERNMENT PROGRAMMES AND INITIATIVES New Government Strategies on Water Supply and Wastewater Management - Focus on Urban Renewal 100 Smart Cities Rejuvenation of Heritage Cities Urban Renewal of 500 Habitations - Budgetary Support - Focus on Alternate Water Resources 8. FINANCING EXPERIENCE Financing Requirements - Key Funding Sources - Financing Trends - ULB Finances - Risks and Challenges 9. PPP EXPERIENCE AND POTENTIAL Formats and Models - PPP Enablers - Experience so Far (Completed and Under Implementation Projects) - Case Studies-PPP Projects - Key Learnings - Risks and Challenges X7 WATER SUPPLY Experience so Far - Case Studies- 24x7 Pilot Projects - Key Learnings - Planned Projects 11. METERING WATER SERVICES Current Scenario - Recent Metering Initiatives - Impact of Metering Water Services (Case Studies of Select ULBs) - Market Opportunities 12. NON REVENUE WATER (NRW) Focus on NRW Reduction - Current Levels of NRW - Key Factors behind NRW - Recent NRW Reduction Initiatives 13. SEGMENT OUTLOOK AND OPPORTUNITIES ( ) Key Growth Drivers - Expected Water Demand in Cities - Investment Requirements and Projections - Project Pipeline (Under Implementation and Planned) - Emerging Opportunities 14. PROFILES OF WATER UTILITIES (These profiles will provide information on existing water network and infrastructure, sewage network and treatment capacities, performance across different service level benchmarks, recent projects, financial performance, etc.) - Ahmedabad Municipal Corporation - Bangalore Water Supply and Sewerage Board - Chennai Metropolitan Water Supply and Sewerage Board - Delhi Jal Board - Hyderabad Metropolitan Water Supply and Sewerage Board - Jaipur Municipal Corporation - Kolkata Municipal Corporation - Municipal Corporation of Greater Mumbai - Pune Municipal Corporation - Surat Municipal Corporation - Etc. 15. KEY PROJECT PROFILES (These profiles will contain information on implementing agency, project scope, nature of contract, project cost, key players, status, expected date of completion, etc.) - Under Implementation - Upcoming (bidding/preliminary stage) The report is available in a presentation format (PDF). 34 India Infrastructure Research

37 Municipal Solid Waste in India 2015 Price: Rs 50,000 (USD 1,144) (October 2015) (Draft ToC) SUMMARY AND THE WAY FORWARD SECTION I: MARKET OVERVIEW AND OUTLOOK 1. SECTOR SNAPSHOT Current Status of Waste Generation - Growth in Last Five Years - State and City Wise Analysis - Waste Recovery and Recycle Potential - Existing Policy Framework - Recent City Level Initiatives - Financing Initiatives - Role of Private Participation - Key Challenges 2. NEW GOVERNMENT PROGRAMMES/REGULATIONS Swachh Bharat Mission and Scope Key Components Allocations and Disbursements Impact on MSW Market Opportunities - AMRUT Mission and Scope Key Components Allocations and Disbursements Impact on MSW Market Opportunities - Smart Cities Mission and Scope Key Components Allocations and Disbursements Impact on MSW Market Opportunities - Draft Waste Management Rules Other Key Initiatives 3. INTER-CITY COMPARISON Generation - Collection - Treatment - Disposal - Landfill Facility - No. of Processing Plants - Etc. 4. FINANCING OPTIONS AND STRUCTURES Experience so far - Key Funding Sources - Recent Innovations - Issues and Concerns 5. MARKET OUTLOOK AND PROJECTIONS (TILL 2020) Growth Drivers - Projections of Waste Generation - Investment Requirements - Project Pipeline - Expected Capacity Addition 7. PPP POTENTIAL AND THE WAY FORWARD Experience so far - Key Projects (Completed and Ongoing) - Major Players - Investment Projections - Project Pipeline - Case Studies - Lessons Learnt 8. EMERGING GROWTH AREAS Regional/cluster development - 3Rs (Reduce, Recycle and Reuse) - E-waste - Decentralised Waste Management - Others SECTION II: SEGMENT ANALYSIS 9. COLLECTION AND TRANSPORTATION Current Practices - Primary Collection and Segregation - Secondary Collection and Transportation - C&T Expenditure - Equipment and Technology - Issues and Concerns 10. TREATMENT AND DISPOSAL Current Practices - Scientific Disposal - Key Technologies - Integrated MSW Management - Issues and Concerns 11. WASTE TO ENERGY Existing Capacity - Experience so far - Policies and Incentives - Potential for Energy Generation - Investment Opportunities - Key Projects - Technology Options SECTION III: PROJECT PROFILES 12. PROJECT PROFILES Under Implementation - Bidding Stage - Announced/Initial Planning Stage - Stalled (Each project will contain information on the implementing agency, project scope, capacity, total cost, type of contract, key stakeholders, current status, expected date of completion, etc.) URBAN INFRASTRUCTURE 6. COST ECONOMICS Current Business Models - Key Cost Components - Revenue Sources and Cost Recovery - Project Bankability - Key Case Studies The report will be available in a presentation format (PDF). India Infrastructure Research 35

38 URBAN INFRASTRUCTURE Sewage Treatment Market in India 2015 Price: Rs 50,000 (USD 1,144) (October 2015) (Draft ToC) SUMMARY AND THE WAY FORWARD SECTION I: SEWAGE TREATMENT MARKET OVERVIEW 1. SIZE AND GROWTH Sewage Generation (state-wise and city-wise) - Network Growth - Sewage Treatment Gap - Recent Trends - Policy and Regulatory Developments - Impact Assessment of the JNNURM (allocations, disbursements, network expansion, capacity addition, etc.) - Investment Requirement 2. NEW GOVERNMENT PROGRAMMES/INITIATIVES AMRUT Mission and Scope Key Components Cities Covered Under the AMRUT Reform Milestones and Timelines Allocations and Disbursements Expected Impact on Sewage Treatment - Smart Cities Key Features City Selection Process Implementation Strategy Allocations and Disbursements Expected Impact on Sewage Treatment - Swachh Bharat Mission Mission and Scope Key Components Year-wise Targets Implementation Strategy Allocations and Disbursements Expected Impact on Sewage Treatment - National Mission for Clean Ganga Mission and Scope Key Components Year-wise Targets and Progress Implementation Strategy Allocations and Disbursements Expected Impact on Sewage Treatment 3. CITY-WISE ANALYSIS OF STPS: KEY METROPOLITAN CITIES (BY POPULATION) (EACH CITY WILL COVER THE FOLLOWING INFORMATION) Sewage Generation - Sewage Network - No. of STPs - Treatment Technology - Installed Treatment Capacity - Operational Capacity - Plant Cost - O&M Cost - No. of Sewage Pumping Stations - Reuse of Treated Sewage Water - Power Generated 4. FINANCING Experience so far - Financing Requirements - Key Funding Sources - Recent Trends - Risks and Challenges 5. PPP EXPERIENCE AND POTENTIAL Formats and Models - Experience so far (Completed and Under Implementation Projects) - PPP Enablers - Constraining Factors - Case Studies-PPP Projects - Key Learnings - Risks and Challenges 6. MARKET OUTLOOK AND PROJECTIONS (till 2020) Key Growth Drivers - Expected Sewage Generation - Investment Projections - Project Pipeline (Under Implementation and Planned) - Emerging Opportunities SECTION II: EMERGING SEGMENTS 7. RECYCLE AND REUSE Applications & Standards for Reuse - Experience so far - Selected Case Studies - Potential for Treated Sewage Water Reuse 8. ENERGY FROM SEWAGE TREATMENT PLANTS Existing Capacity - Experience so far - Relevant Technologies - Selected Case Studies - Potential for Energy Generation SECTION III: KEY PROJECTS 9. PROJECT PROFILES Under Implementation - Bidding Stage - Announced/Initial Planning Stage - Stalled (Each project will contain information on the implementing agency, project scope, capacity, total cost, type of contract, key stakeholders, current status, expected date of completion, etc.) The report will be available in a presentation format (PDF). 36 India Infrastructure Research

39 Enterprise Mobility in India (May 2015) No. of slides: 95 Price: Rs 100,000 (USD 1,800) SECTION I: INTRODUCTION AND SUMMARY 1. SURVEY DESIGN AND METHODOLOGY ENTERPRISE MOBILITY: KEY FINDINGS, TRENDS, OUTLOOK AND PROJECTIONS Enterprise Resource Planning - Customer Relationship Management - Supply Chain Management - Inventory Management - Business Intelligence - Field Force Management - Sales Force Automation 3. MOBILE HANDSETS AND WORKFORCE: KEY FINDINGS AND TRENDS - Mobile Workforce - Mobile Provision - Smartphone Penetration - Expenditure on Handsets and Services 9. INVENTORY MANAGEMENT Level of Adoption Already Deployed Considering Deployment within 12 months - Current Status of Mobilisation Already Mobilised Planning to Mobilise within One Year Planning to Mobilise within Two Years - Industry-wise Analysis 10. BUSINESS INTELLIGENCE Level of Adoption Already Deployed Considering Deployment within 12 months - Current Status of Mobilisation Already Mobilised Planning to Mobilise within One Year Planning to Mobilise within Two Years - Industry-wise Analysis TELECOM SECTION II: SURVEY FINDINGS - ENTERPRISE APPLICATIONS AND MOBILITY 4. ENTERPRISE RESOURCE PLANNING - Level of Adoption Already Deployed Considering Deployment within 12 months - Current Status of Mobilisation Already Mobilised Planning to Mobilise within One Year Planning to Mobilise within Two Years - Industry-wise Analysis 5. FIELD FORCE MANAGEMENT Being Used - Being Considered for Deployment in the Next Year - Analysis by Industry 6. SALES FORCE AUTOMATION Being Used - Being Considered for Deployment in the Next Year - Analysis by Industry 7. CUSTOMER RELATIONSHIP MANAGEMENT Level of Adoption Already Deployed Considering Deployment within 12 months - Current Status of Mobilisation Already Mobilised Planning to Mobilise within One Year Planning to Mobilise within Two Years - Industry-wise Analysis 8. SUPPLY CHAIN MANAGEMENT Level of Adoption Already Deployed Considering Deployment within 12 months - Current Status of Mobilisation Already Mobilised Planning to Mobilise within One Year Planning to Mobilise within Two Years - Industry-wise Analysis SECTION III: SURVEY FINDINGS MOBILE HANDSETS AND WORK- FORCE 11. MOBILE WORKFORCE - Proportion of Workforce Classified as Mobile - Industry-wise Analysis 12. MOBILE PROVISION Provision of Mobile Handsets - Nature of Provision Company-owned Company-paid (COCP) Individual-owned Individual-paid (IOIP) Individual-owned Company-paid (IOCP) - Industry-wise Analysis 13. SMARTPHONE PENETRATION By Device Type (Standard mobile handset, BlackBerry, ios-based, Android-based) - Industry-wise Analysis 14. EXPENDITURE ON HANDSETS AND SERVICES Price Paid for Handsets Offered by the Company - Average Monthly Expenditure on Service - Industry-wise Analysis (In Sections II and III, industry-wise analysis will inlcude Banking, Financial Services and Institutions, Education, FMCG, Government and Utilities, IT and ITES, Logistics and Transportation, Manufacturing, Media and Entertainment, Retail, Travel and Hospitality) The report will be available along with a presentation in PDF format India Infrastructure Research 37

40 MULTI-SECTOR Infrastructure Financing in Current Environment No. of pages: 286 Price: Rs 60,000 (USD 1,367) Traditional Sources and Energy Alternatives (January 2014) SECTION I: TRENDS AND DEVELOPMENTS 1. OVERVIEW Investment Requirements - Trends in Funding Sources - Current Financing Scenario - Recent Policy Moves - New Funding Sources - Financing Outlook 2. KEY RECENT DEVELOPMENTS Trends in the Last Few Months - Recent Initiatives to Revive Financing - Recent Financial Closures 7. ROLE OF PUBLIC SECTOR INSTITUTIONS Financings by Key Players (IIFCL, PFC, REC & HUDCO) - Terms and Structures - Role in the Current Environment - Successes and Failures of Recent Schemes (take-out financing, credit enhancement, etc.) 8. INTERNATIONAL FUNDING AGENCIES Terms and Structures - Lending Activities - Key Concerns 3. SECTOR-WISE: FINANCING SCENARIO Roads - Power - Ports - Airports - Urban Transport - Water and Sanitation 9. EXTERNAL COMMERCIAL BORROWINGS Policy Framework - Terms and Structures - Role in Current Environment - Strategies to Manage Exchange Rate Volatility - Key Constraining Factors 4. OUTLOOK Drivers for Future Investment - Future Funding Requirements - Financing Opportunities for Debt and Equity Players - Emerging Financing Instruments - Expectations from Policymakers SECTION II: FINANCING IN THE CURRENT ENVIRONMENT 5. COMMERCIAL BANKS AND NBFCS Recent Terms and Structures - Project Bankability Redefined - Risk Factors in the Current Scenario 5A. CORPORATE DEBT RESTRUCTURING of CDRs - Revised Norms and Regulations - Future Projections - Impact on Banking Industry - Impact on Infrastructure Developers - Key Concerns 6. EQUITY: PE TRENDS PE Perspective in the Current Environment - Trends in the Recent Past - New Opportunities for PE Investors - Risk Perception and Returns Expectations - Key Areas of Concern SECTION III: ALTERNATE FUNDING SOURCES 10. INFRASTRUCTURE DEBT FUNDS Key Features - Key Policy Measures to Bolster Investments - Announcement of New Debt Funds - Key Constraining Factors 11. EX-IM/ECA FINANCING Terms and Structures - Role in the Current Environment - Key Constraining Factors 12. DEVELOPMENT OF BOND MARKETS Role of Bond Markets - Experience so Far - Challenges in Developing the Market - Credit Enhancement Scheme - Measures Required to Deepen the Bond Market 13. INSURANCE AND PENSION FUNDS Role of Insurance and Pension Funds - Experience so Far - Challenges in Developing the Market - Key Strategies Required to Enable Greater Participation 14. APPENDIX The report is available along with a presentation in PDF format. 38 India Infrastructure Research

41 Infrastructure Projects in Pipeline 2015 (March 2015) No. of pages: 283 Price: Rs 60,000 (USD 1,367) SECTION I: OVERVIEW 1. EXECUTIVE SUMMARY INFRASTRUCTURE PROJECT PIPELINE Recent Developments - Announced/Under Planning Projects - Awarded Projects - Under Construction Projects - Outlook and Projections (By ) 3. PROJECT PIPELINE ANALYSIS By Sector - By Ownership - By State - By Promoter - By Contractor SECTION II: PIPELINE ANALYSIS BY SECTOR 4. ROADS AND BRIDGES Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 5. PORTS Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 6. URBAN TRANSPORT Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 7. RAILWAYS Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 9. POWER Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 10. OIL AND GAS Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 11. RENEWABLE ENERGY Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 12. COAL Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 13. WATER SUPPLY AND SANITATION Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) 14. WASTE MANAGEMENT Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) MULTI-SECTOR 8. AIRPORTS Recent Developments - Overall Project Pipeline (no. of projects, investment size and capacity) - Pipeline by Project Stage Announced/Under Planning Projects, Awarded Projects,Under Construction Projects, Projects Completed in 2014, Outlook and Projections (By ) The report is available along with a presentation in PDF format. India Infrastructure Research 39

42 MULTI-SECTOR Investment and Market Opportunities in Myanmar s Infrastructure Price: Rs 100,000 (USD 1,800) (August 2015) (No. of slides: 232) SECTION I: OVERVIEW 1. COUNTRY OVERVIEW Key Macroeconomic Indicators - Recent Policy Changes and Policy Framework - Infrastructure Size and Growth - Current Infrastructure Deficit - Myanmar s SWOT Analysis 9. POWER Power Sector Performance - Key Agencies - Policy Framework, Key Sector Reforms, Pricing and Tariffs - Market Structure and Key Players - Future Potential and Projections - Project Pipeline and Market Opportunities 2. INVESTMENT POLICY FRAMEWORK Brief Historical Overview - Current Policy Framework - New Foreign Investment Law - Myanmar Investment Commission - Investment Rules and Impact on Infrastructure - Taxation Regime and Other Key Investment Related Policies - Investment Treaties and Agreements - Key Constraints 3. FOREIGN INVESTMENT IN MYANMAR S INFRASTRUCTURE Experience So Far - Top FDI Contributing Countries 4. FINANCING OPTIONS AND TRENDS Funding Sources - Commercial Bank Lending - Multilateral and Bilateral Funding - PPP Experience - Emerging Sources of Finance - Key Risks and Challenges 5. MARKET AND INVESTMENT OPPORTUNITIES Key Growth Drivers - Infrastructure Needs and Requirements - Infrastructure Investment Projections - Market Opportunities and Investment Outlook SECTION II: SECTOR-WISE ANALYSIS 6. ROADS AND BRIDGES Roads and Bridges - Key Agencies - Policy Framework, Pricing and Tariffs - Key Sector Trends - Market Structure and Key Players - Investment Projections - Project Pipeline and Market Opportunities 7. AIRPORTS Key Agencies and Policy Framework - Pricing and Tariffs - Market Structure and Key Players - Investment Projections - Project Pipeline - Under Implementation and Planning 8. PORTS Key Agencies - Policy and Legal Framework - Key Sector Reforms, Pricing and Tariffs - Market Structure and Key Players - Investment Requirement - Project Pipeline and Market Opportunities 10. OIL AND GAS Existing Infrastructure - Recent Bidding Rounds - Key Agencies - Policy Framework, Pricing and Tariffs - Market Structure and Key Players - Investment Plans of Key Companies - Project Pipeline and Market Opportunities 11. TELECOM Key Agencies - Policy Framework and Key Sector Reforms - Pricing and Tariffs - Market Structure and Key Players - Myanmar s Tower Industry - Investment Plans - Market Opportunities - Market Liberalisation, Data Drive and Tower Industry 12. WATER AND SANITATION Water Supply and Sanitation in Yangon - Key Agencies - Policy Framework - Pre 2000 and Post Pricing and Tariffs - Market Structure and Key Players - Investment Projections - Market Opportunities and Project Pipeline 13. RAILWAYS Policy Framework - Pricing and Tariffs - Key Sector Trends - Market Structure - Investment Projections - Market Opportunities and Project Pipeline 14. SEZS/INDUSTRIAL ZONES SEZs in Myanmar - Location, Key Facts and Current Status - DaweiSEZ Timeline - Thilawa SEZ Timeline - KyaukpyuSEZ Timeline - Policy Framework - New Investment Rules for Thilawa SEZ - Key Agencies - Market Structure and Key Players - Market Opportunities and Project Pipeline The report is available in presentation format (PDF). 40 India Infrastructure Research

43 Investment and Market Opportunities in African Infrastructure Price: Rs 100,000 (USD 1,800) (June 2014) (No. of pages: 766) SECTION I: MACRO ANALYSIS 6. INDIAN EXPERIENCE SO FAR OVERVIEW Bilateral Trade Growth Between India and Africa - Past and Current Investments - Current State of Economy - Sector-wise Interest - Indian Companies in Africa - Recent Infrastructure Growth ( ) - Proposed Investments - Current Infrastructure Deficit - Key Challenges - Trade Growth - Experience of Indian Equipment Manufacturers and Service Providers - Expected Demand from Key Infrastructure Sectors - Key Infrastructure Programmes - Focus on Regional Development SECTION II: SECTOR-WISE MARKET/INVESTMENT OPPORTUNITIES - India s Investment Experience in Africa (Each chapter includes information on existing infrastructure, growth in the - Outlook for Infrastructure last few years, policy framework, institutional structure, proposed investments, financing arrangements for the sector, key sector trends, major pro- jects in pipeline, key sector challenges, investment opportunities for Indian 2. POLICY AND REGULATORY FRAMEWORK developers and financiers, market opportunities for Indian equipment manufacturers and service providers) - Existing Institutional Framework - Key Acts/Regulations Governing Infrastructure Sectors 7. ELECTRICITY Regulatory Reforms Across Sectors 8. OIL AND GAS Fiscal and Taxation Regime - Next Steps and The Way Forward 9. ROADS MULTI-SECTOR 3. FINANCING OF AFRICAN INFRASTRUCTURE Investment Requirement - Financing Sources - Government Funding - Non-government Funding - Rising Share of Sovereign Wealth Funds - Role of Public-private Partnerships - Innovative Funding Sources - Financing Risk and Returns 4. PRIVATE PARTICIPATION IN AFRICAN INFRASTRUCTURE Experience So Far - Sectoral Analysis - Upcoming Projects and Investments - Risks and Challenges for PSP 5. FOREIGN PARTICIPATION IN AFRICAN INFRASTRUCTURE Financial Flows to Africa - Financing Partnerships with Countries - Upcoming Investments - Participation of Overseas Equipment Manufacturers 10. RAILWAYS SEAPORTS AIRPORTS/AIR TRANSPORT ICT WATER AND SANITATION SECTION III: COUNTRY PROFILES 15. COUNTRY PROFILES Algeria, Angola, Burkina Faso, Cameroon, Chad, Cote d Ivoire, Democratic Republic of Congo, Egypt, Ethiopia, Ghana, Guinea, Kenya, Madagascar, Malawi, Mali, Morocco, Mozambique, Niger, Nigeria, Rwanda, Senegal, South Africa, Sudan, Tanzania, Uganda, Zambia, Zimbabwe - Other Country Profiles Benin, Burundi, Liberia, Libya, Republic of Congo, South Sudan, Togo, Tunisia 16. APPENDIX The report is available along with the presentation in PDF format. India Infrastructure Research 41

44 MULTI-SECTOR Investment and Market Opportunities in Southeast Asian Infrastructure Price: Rs 100,000 (USD 1,800) (October 2014) (No. of pages: 580) SECTION I: REGIONAL INFRASTRUCTURE OVERVIEW 6. FOREIGN INVESTMENTS IN SOUTHEAST ASIAN INFRASTRUCTURE.. 1. OVERVIEW Foreign Direct Investment - Participation from Top FDI Contributors - Economic Growth in the Region - Proposed Investments - Infrastructure Growth in the Last Five Years - Initiatives to Encourage Foreign Investment - Trade and Openness - Participation of Overseas Equipment Manufacturers and - Current Infrastructure Deficit Service Providers - Expected Demand from Key Infrastructure Sectors - Infrastructure Investment Projections and Outlook SECTION II: SECTOR ANALYSIS - Key Regional Infrastructure Programmes - Recent Policies and Reforms (Each chapter includes information on existing infrastructure, growth in the - Focus on Sustainable Infrastructure last few years, policy framework, institutional structure, proposed investments, financing arrangements for the sector, key sector trends, project pipeline, key sector challenges, investment and market opportunities) 2. POLICY AND REGULATORY FRAMEWORK ELECTRICITY Key Acts/Regulations Governing Infrastructure Sectors 8. OIL AND GAS Existing Institutional Framework 9. ROADS Regulatory and Institutional Reforms Across Sectors 10. RAILWAYS Fiscal and Taxation Regime 11. SEAPORTS Next Steps and the Way Forward 12. AIRPORT/AIR TRANSPORT URBAN TRANSPORT (METRO, LIGHT RAIL AND BUS RAPID TRANSIT 3. FINANCING OF SOUTHEAST ASIAN INFRASTRUCTURE SYSTEM) ICT Overall Financing Requirement 15. WATER & SANITATION Financing Sources - Government Funding SECTION III: COUNTRY ANALYSIS - Non-government Funding - Rising Share of Sovereign Wealth Funds 16. INTER-COUNTRY COMPARISON Increasing Potential for Mergers and Acquisitions - Role of Public-private Partnerships - Country-wise Economic Scenario - Innovative Funding Sources - Current Infrastructure - Financing Risks - Growth in the Last Five Years - Expected Capacity Additions - Proposed Investments 4. PPP EXPERIENCE AND OPPORTUNITIES Summary of Project Pipeline - Policy and Institutional Framework 17. COUNTRY PROFILES Experience So Far - Indonesia - Sector-wise Analysis - Thailand - Proposed Investments - Malaysia - Case Studies - Singapore - Project Pipeline - Philippines - Risks and Challenges - Vietnam for PPP - Myanmar - Brunei Darussalam 5. FOCUS ON REGIONAL/CROSS-BORDER INFRASTRUCTURE Cambodia - Lao People s Democratic Republic (PDR) - Investments So Far - Key Programmes/Initiatives 18. APPENDIX Key Ongoing Projects - Case Studies - Initiatives to Attract Cross-border Investments - Investment Requirement and Projected Investments The report is available along with the presentation in PDF format. - Constraints to Cross-border Infrastructure 42 India Infrastructure Research

45 Opportunities in The Indian Defence Industry (September 2015) (Draft ToC) Price: Rs 75,000 (USD 1,700) 1. EXECUTIVE SUMMARY SECTION I: SECTOR OVERVIEW AND TRENDS SIZE AND GROWTH Defence Expenditure - Segment-wise Allocation - Defence Expenditure vis-à-vis Economic Parameters - Key Drivers for Defence Spending - Recent Trends in the Industry - Defence Industry Eco-system - Market Size Projections ( ) 3. BUSINESS AND POLICY ENVIRONMENT Business Models - Foreign Investments - Policy and Regulatory Environment - Tax Environment 4. GOVERNMENT AND PRIVATE COLLABORATION Key Government Agencies - Government Initiatives and Incentives - Private Sector Participation - Expectations from the Government - Possible Intervention Areas for the Private Sector - Risks and Challenges 8. FOCUS ON DEFENCE ELECTRONICS Market Size and Developments - Key Projects and Orders - Collaborations and Joint Ventures - Investment Potential - Emerging Opportunities and Future Outlook 9. FOCUS ON DEFENCE AEROSPACE Budget Allocation and Expenditure and Developments - Key Projects and Orders - Collaborations and Joint Ventures - Investment Potential - Emerging Opportunities and Future Outlook 10. OPPORTUNITIES IN DEFENCE OFFSET Defence Offset Policy and Guidelines Offset Process and Implementation - Direct and Indirect Offset Obligation - Global Offset Cases - Offset Capability and Trends - Key Contracts and Offset Prospects - Opportunities for Foreign OEMs and Indian Offset Partners MULTI-SECTOR 5. PURCHASING POLICY AND PROCEDURES - Defence Procurement Procedures (DPP) 2013 [ Buy, Buy and Make, Buy and Make (Indian), Make categories] - Revision in DPP - Procedure for Defence Ship Building - Bilateral Agreements - Inter-Governmental Purchases SECTION II: SEGMENT ANALYSIS AND OPPORTUNITIES OPPORTUNITIES IN DESIGN AND ENGINEERING SERVICES Business Model - Current Scenario - Collaborations and Joint Ventures - Key Projects - Emerging Opportunities and Future Outlook 7. OPPORTUNITIES IN DEFENCE EQUIPMENT Current Scenario/Size - Key Categories Equipment for Army (ammunition, combat vehicles, tanks, etc.) Equipment for Navy (navy vessels and surface combatants, etc.) - Collaborations and Joint Ventures - Key Projects and Orders - Investment Potential - Emerging Opportunities and Future Outlook SECTION III: PROFILES OF KEY PLAYERS Each profile will cover company background, operational details, product offerings, financial details, key projects/orders, tie-ups and JVs, future plans, etc. 11. DEFENCE PUBLIC SECTOR UNDERTAKINGS Hindustan Aeronautics Limited (HAL) - Bharat Electronics Limited (BEL) - Bharat Earth Movers Limited (BEML) - Bharat Dynamics Limited (BDL) - Garden Reach Shipbuilders and Engineers Limited (GRSE) - Goa Shipyard Limited (GSL) - Mishra Dhatu Nigam Limited (MIDHANI) - Mazagon Docks Limited (MDL) 12. INDIAN ORDNANCE FACTORIES (41 FACTORIES) OTHER KEY PLAYERS Private Players: Ashok Leyland, Larsen & Toubro, Tata Group, Mahindra and Mahindra, Pipavav Defense, Reliance Industries, Bharat Forge and others - International Players in India: Boeing, Honeywell, Thales, General Electric, Rockwell Collins, Northrop Grumman and others - IT/ITes Companies in Defence Sector: Rolta, Tata Consultancy Service, Wipro, Quest, HCL and others The report will be available in a presentation format (PDF). India Infrastructure Research 43

46 NEWSLETTERS Weekly Newsletters India Infrastructure Publishing brings out weekly newsletters that cover the latest developments in infrastructure sectors such as power, oil & gas, infrastructure finance, ports & shipping, roads & bridges, urban water & sanitation, telecom and aviation. These newsletters are sent every Monday morning via 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, equity analysts, contractors, equipment manufacturers, service providers, etc. The newsletters offered and their primary focus areas are: Power News Power News covers the latest developments in the Indian power sector across all key segments generation, transmission and distribution. The focus areas of this newsletter are government policy, project updates, legal and regulatory developments, contracts and orders, corporate news, financings and reform/restructuring developments. Oil & Gas News Oil & Gas News covers the latest developments in the Indian oil and gas sector in the upstream, midstream and downstream segments. The focus areas of this newsletter are developments in policy, exploration and production, downstream, LNG, transportation and finance. It covers news related to investments, contracts and orders, legal and regulatory affairs and corporate developments. Telecom News Telecom News covers the latest developments in the Indian telecom sector across all segments fixed, wireless, broadband, long distance, satellitebased services, etc. The focus areas of this newsletter are government policy, legal and regulatory developments, contracts and orders, corporate news, sales promotion news, and new product/service introductions. Ports & Shipping News Ports & Shipping News covers the latest developments in the Indian ports and shipping sector. The focus areas of this newsletter are policy, deals, investments, contracts, plans, financings, projects, tariffs and other regulatory developments. It covers news related to major and minor ports, Indian and foreign shipping lines as well as related segments and sectors like rail connections, containers, etc. Roads & Bridges News Roads & Bridges News covers the latest developments in the Indian roads and bridges sector. Its scope includes national, state and key local projects. The focus areas of this newsletter are project updates, government plans and initiatives, contracts and orders, corporate news, financings, concessions and other agreements. Infrastructure Finance News Infrastructure Finance News covers the latest developments in the area of infrastructure finance. The focus areas of this newsletter are policy, equity moves, debt/bond issues, mergers and acquisitions, loans and credit, credit ratings, primary and public issues, joint ventures/agreements and financial results. The sectors covered include power, telecom, oil & gas, ports & shipping, roads & bridges, aviation, railways, urban infrastructure, water and housing. The lending institutions covered include financial institutions, nationalised banks, private banks, foreign banks, multilateral institutions and bilateral funding agencies. Aviation News Aviation News covers the latest developments in the Indian aviation sector. It covers both the airline and airport segments. The primary focus areas of this newsletter are infrastructure development, policy, investment, contracts and orders, privatisation and modernisation initiatives, promotional offers, financing and key statistics. Urban Water & Sanitation News Urban Water and Sanitation News covers policies, regulations, projects, finance, service providers, sanitation, and international news in the urban water development and sanitation sector. The newsletter will include a brief write-up on trends, project developments, key concepts, city profiles, relevant data, etc. Annual subscription rate per newsletter is Rs 21,000. (Package rates available for subscription to more than one newsletter.) 44 India Infrastructure Research

47 ORDER FORM Name (Block Letters) Designation Company Mailing Address Telephone Mobile Fax Reports (PDF) Price (INR) # Price (USD) ENERGY Power Sector in India 2015 (June 2015) 60,000 1,367 Indian Power Sector and Equipment Market Outlook [ ] (June 2014) 54,000 1,233 Power Transmission in India 2015 (October 2015)** 60,000 1,367 Distribution Network Growth and Capital Expenditure (August 2015) 50,000 1,144 Discom Financing, Power Purchase Costs and Tariffs (August 2015) 50,000 1,144 Captive Power in India 2015 (May 2015) 50,000 1,144 Coal in India 2014 (November 2014) 50,000 1,144 Coal-based Power Generation in India 2014 (November 2014) 50,000 1,144 Hydro Power Projects in India 2014 (September 2014) 50,000 1,144 Gas in India 2015 (August 2015) 60,000 1,367 Bio-mass Power in India (October 2013) 45,000 1,033 Solar Power in India 2015 (April 2015) 50,000 1,144 Wind Power in India (January 2015) 50,000 1,144 Captive Coal Mining 2013 (April 2013) 40, Cost of Power for Industrial Users: Electricity, Fuel, Equipment (December 2013) 45,000 1,033 Solar Project Performance in India (January 2014) 45,000 1,033 Renewable Energy Finance in India (January 2014) 45,000 1,033 TRANSPORTATION Railways in India 2015 (January 2015) 50,000 1,144 Ports in India 2015 (February 2015) 50,000 1,144 Dredging in India 2015 (January 2015) 50,000 1,144 Freight Market in India 2014 (August 2014) 50,000 1,144 Storage Infrastructure in India 2014 (August 2014) 50,000 1,144 Airports Development in India 2015 (April 2015) 50,000 1,144 Road Development in India 2015: Annual Subscription Package (February 2015) 100,000 2,256 Urban Rail Systems in India (December 2014) 50,000 1,144 Urban Bus Transport in India (December 2014) 50,000 1,144 Container Market in India (August 2015) 50,000 1,144 CONSTRUCTION & MINING Construction in India 2015 (September 2015)* 50,000 1,144 Mining in India 2015 (March 2015) 50,000 1,144 Bridges, Flyovers and Elevated MRTS Structures (January 2013) 45,000 1,033 URBAN INFRASTRUCTURE Smart Cities in India 2015 (May 2015) 75,000 1,700 Industrial Water Sector 2015 (May 2015) 50,000 1,144 Muncipal Water Sector 2015 (May 2015) 50,000 1,144 Municipal Solid Waste in India 2015 (October 2015)** 50,000 1,144 Sewage Treatment Market in India 2015 (October 2015)** 50,000 1,144 TELECOM Enterprise Mobility in India (May 2015) 100,000 1,800 MULTI-SECTOR Infrastructure Financing in Current Environment (January 2014) 60,000 1,367 Infrastructure Projects in Pipeline 2015 (March 2015) 60,000 1,367 Investment and Market Opportunities in Myanmar s Infrastructure (August 2015) 100,000 1,800 Investment and Market Opportunities in African Infrastructure (June 2014) 100,000 1,800 Investment and Market Opportunities in Southeast Asian Infrastructure (October 2014) 100,000 1,800 Opportunities in The Indian Defence Industry (September 2015)* 75,000 1,700 Total INR USD # Additional service tax of 14 per cent is applicable ** Early bird discount of 20 per cent for orders and payments made before or on September 7, 2015 * Early bird discount of 10 per cent for orders placed on or before August 31, 2015 Please check the reports you would like to order.

48 ORDER FORM Newsletters Oil & Gas News Ports & Shipping News Power News Roads & Bridges News Telecom News Infrastructure Finance News Aviation News Urban Water & Sanitation News Annual Package Price (INR) # Price (USD) Any 1 21, Any 2 40, Any 3 57,000 1,200 Any 4 74,000 1,550 Any 5 88,000 1,850 Any 6 1,02,000 2,150 Any 7 1,15,000 2,400 All 8 1,28,000 2,650 Please check the newsletters you would like to subscribe to. # Additional service tax of per cent is applicable Total (Reports+Newsletters) INR USD I am enclosing Rs., vide cheque/demand draft no. drawn on dated in favour of India Infrastructure Publishing Pvt. Ltd. Payment Options Signature Wire transfer details Beneficiary : India Infrastructure Publishing Pvt. Ltd. Bank Name : The Hongkong and Shanghai Banking Corporation Ltd Address : R-47, Greater Kailash-1, New Delhi Account No. : Swift Code : HSBCINBB IFSC Code : HSBC Contact Details India Infrastructure Publishing Pvt. Ltd. B-17, Qutab Institutional Area, New Delhi , India Tel: , Fax: [email protected] To buy online please visit

49 CUSTOM RESEARCH India Infrastructure Research now offers custom research solutions. Our core research team comprises over 30 highly qualified full-time professionals with masters or higher degrees in various fields such as economics, engineering and business. Our extended team includes a network of senior industry experts who support the core team on an as-needed basis. The team is headed by a senior professional with two decades of industry experience with international and national organisations. We have an in-house archive of sector information and data on projects and companies spanning the last decade and a half. Our extensive knowledge and information base relating to the infrastructure sectors ensures greater insight, faster delivery time and competitive cost. We accept assignments that do not conflict with our obligations as a publisher of industry magazines or involve competitive intelligence. For more information on how India Infrastructure Research can provide customised solutions for your research needs, please contact: Atika Wadhwa Sr. Associate Director B-17, Qutab Institutional Area New Delhi Phone: (D), /01 (B) Fax: [email protected]

50 India Infrastructure Research B-17, Qutab Institutional Area, New Delhi Phone: Fax: