#1INVEST INDIA NATIONAL INVESTMENT PROMOTION AND FACILITATION AGENCY Transforming India#2NEW INDIA 11€ 間 FASTEST GROWING ECONOMY POPULATION 2025 VOTERS 834MM 2014 553MM 7.7% 1.5B $2.6T 2025 29 TOP INVESTMENT DESTINATION $209B Apr 2014 - Dec 2017 CONSUMPTION $5T 2025 NEW VOTERS $245,000 (BCG) 117MM 2014 133MM (97 MM) 2019 2#3EASE OF DOING BUSINESS: IMPACT World Bank's Doing Business Ranking 132 132 134 142 130 130 100 Make in India launched in Sep 2014 ↑ 30 places Ease of Doing Business Ranking #100 (2018) ◆ 32 Places WORLD ECONOMIC FORUM Global Competitiveness Index WIPO #39 (2016) 121 Places Global Innovation Index #60 (2017) +19 Places Logistics Performance Index #60 (2016) 3#4+ TRANSFORMING INDIAN INFRASTRUCTURE#5# 1 in PPP Operational Maturity ADB Infrascope 2014 Comprehensive institutional framework for PPI Developed Market for PPP - ADB Infrascope 2014 WANGARATTA Focus for infrastructure development Over 1,400 PPP completed projects Increased Budgetary allocation for Infrastructure- $100 Bn Infrastructure development plan - $ 3 Tn#6INDIA INFRASTRUCTURE STRATEGY Integration (Sagarmala, Economic corridors) Investible (Tax rationalization, Investor facilitation, Rationalized risk allocations) New Models (Secondaries, Fund of Funds, Viability improvement through structuring) New Avenues (Waterways, High Speed rail, logistic parks) Delhi Metro construction site#7ROADS & HIGHWAYS 2X of NH (2,00,000 km) 66,000+ KMs under Bharatmala 350 bridges projects 100+ asset recycling projects Economic Corridors $ 150 Bn Bandra Worli Sea Link, Maharashtra, BOT - $ 350Mn#8RAILWAYS 7 High Speed Railways 6 Dedicated Freight Corridors 600 Station Re-development Port/Mine Connectivity $ 142 Bn Pamban rail bridge, Tamil Nadu, EPC#9POWER 175 GW Renewable Power by 2022 24 X 7 affordable & Environment friendly Power for all by 2019 18,000 MW Transmission Capacity in South India by 2018 $ 250 Bn 4000 MW Ultra Mega Power Plant, Rajasthan, PPI - $ 4 Bn#10PORTS & SHIPPING 7 Greenfield Major Ports 40+ Capacity enhancement projects 80+ Port Connectivity Projects 111 National Waterways development $ 150 Bn WANGARATTA Mundra Port, Gujarat, PPI - $ 250 Mn#11URBAN INFRASTRUCTURE 100 Smart Cities 500 Cities for Rejuvenation and Urban Transformation 50+ Metro Rail Projects $ 200 Bn Mumbai skyline#12AIRPORTS ACASAMZAR 100 Low cost airports in next 15 years 400 Airports upgradation 19 additional airports under the greenfield Airport policy $ 120 Bn Mumbai airport PPP - $3Bn#13Delhi Mumbai Industrial Corridor One of the largest infrastructure project in the world, developed in PPP Mode High Access Corridor- Road & Rail 24 Investment / Industrial Regions + International Aviation Hub 8 Smart Cities Logistic Hubs 1504 kms Dedicated Freight Corridor Railway Stations $ 90 Bn Delhi Mumbai Industrial Corridor Bangalore Mumbai Economic Corridor Amritsar Kolkata Industrial 2 Utilities for Power & Water Convention Centre MRTS Projects Corridor Chennai Bangalore Industrial Corridor Chennai Vizag Industrial Corridor#14+ PARTICIPATE IN INDIA'S GROWTH#15Infrastructure Asset Leasing (Toll - Operate - Transfer) 104 Operational Highway Projects Number of Projects 42 =4 34 23 <5% 5-10% > 10% Annual Toll Collection to Project Cost Reasons to Invest Cash Generating Assets I Long Term Proven Revenue Concession Streams Brownfield Assets No Construction Risk 62 6 49 51 90 79, 12 104 103) 45 93 63 94 76 Annual toll collection >500 mn 250 500 mn 150 250 mn 50-150 mn 0 - 50 mn XX New projects 70 15 14 97 60 53 98 13 95 71 92 55 54 86 58 100 101 99 96 65 17 37 64 18 56 19 36 20 67 11 44 89 43 84 38 73 81 82 83 85 46 39 40 42 68 69 78 24 23 26 87 27 25 28 29 31 30 32 34 35 33 22 88 22 59 15#16India Rolling Stock PPP Procurement - $20 Bn opportunity The Opportunity 50+ Metro/MRTS Projects 500+ Annual Coach Procurement target Reasons to Invest $1Bn+ Capital required per annum Guaranteed Cash flow Long Term Concession No Traffic Risk Limited / No competition Streams Well established Global Manufacturing Supply Chain $20 Billion CH 225 99#17Logistics Parks Growth Drivers 14% GST GOODS AND SERVICES TAX MAKE IN INDIA ₹ Cost of Logistics Government Support ➤ Large land parcels (100 - 500 acres) N. Punjab Jammu Solan S. Punjab Bhatinda Hisar Delhi NCR Jaipur Guwahati Kota Patna Bhopal N. Kandla Bhuj Gujarat Indore S. Kolkata Sundargarh Valsad Gujarat Nagpur • Nasik Raipur Jagatsinghpur Pune Mumbai Hyderabad Vijaywada Panaji ➤Long term concession (30 - 60 years) ➤ Trunk Infrastructure (Road, Railway, Airport & Waterway connectivity) ➤ Infrastructure Status Cochin Bangalor Vishakhapatn am Chennai • Coimbatore Top 15 - Cater to production i & consumption centers for ~40% of road freight.#18Private Equity Investments - India Overview 25,000 Baille Gifford, Greenoaks, Steadview, T Rowe Price, QIA, DST, GIC, Iconiq and Tiger - Flipkart ($700 Mn) Softbank Vision Fund-Flipkart ($2,500 Mn) Private Equity Breakdown by Value 2015 1% 20,000 15,000 Provedence Aditya Birla Telecom ($640 Mn) 10,000 Blackstone - Fire Capital - Moser Baer Fire ARCOR Infrastructure ($250 Mn) Projects ($300 Mn) 5,000 300 Bain & GIC - Hero Motocorp ($848 Mn) Bain - Genpact ($1,000 Mn) 300 270 310 200 Morgan Stanley, 1000 900 GIC, Accel, DST, Iconiq and Sofina Flipkart ($1,000 Mn) Brookfield - Reliance Infratel ($1,600 Qatar 735 Mn) Foundation Endowment - Bharti Airtel ($1,260 Mn) 400 500 2008 2009 2010 2011 Investment ($ Mn) 2012 2013 2014 2015 2016 2017 No. of Deals (Right Scale) 660 active funds currently 2.5X growth over 2011 16% 2% 59% 2016 0% 22% 15% 3% 22% 60% ■ Angel / Seed ■Venture Capital ■ PE Funds ■ Pre-IPO ■ Placements#19LP India Investment Experience ADIA جهاز أبو ظبي للاستثمار Abu Dhabi Investment Authority Energy Housing Highways Railways Retail Consumer goods Growth capital in existing platforms Mi Mi Mi FAIRFAX Airports Logistics Financial Services Infrastructure Retail FINANCIAL HOLDINGS LIMITED Consumer goods Controlling Stake in operational assets M M SM CPP BOARD INVESTMENT Real Financial Estate Services Logistics Healthcare Financial Services Retail | M M SM TEMASEK Financial Services Logistics Energy Healthcare Natural Consumer Resources goods I Mi Mi Mi CDPQ INVESTISSEMENTS PSP INVESTMENTS Renewables Logistics M M Real Estate M Healthcare Financial Services Retail Highways M Co-investments in M&A deals New platform creation with experienced operators Indirect investments through GPs Mi Minority hold Energy Telecom M Majority hold SM Significant Minority hold#20+ YOUR PARTNER IN INDIA#21Invest India: Your Partner in India GOVERNMENT INDUSTRY Centre / States Foreign Missions / Agencies INVEST INDIA NATIONAL INVESTMENT PROMOTION AND FACILITATION AGENCY Associations Corporates Professional Advisors / Academia Awareness & Engagement Business Advisory Strategy & Implementatio Investor Aftercare 1 UNCTAD Award for World's 1 Best Practice IPA 2016 IPA in South Asia, East Asia, Oceania 2016 1 Long term partnership Best Investment Deal for IUIH 2016#22IIG: PAN-INDIA PROJECT PORTAL a + INDIA INVESTMENT GRID beta USD 36 BN OPPORTUNITY IN MAHARASHTRA PROJECT SITES UNDER 547 MAHARASHTRA וווי Andaman & Nicobar Andhra Pradesh Project(s) 3548 Opportunity USD 186.4 Bn E TOLL-FREE 1800114556 [10 AM - 6 PM IST] USD (US) ▼ REGISTER → LOGIN PROJECTS SECTORS SCHEMES STATES ANALYTICS ALL STATES View all States 87 460 GOVT. PROJECT SITES UNDER MAHARASHTRA Arunachal Pradesh Project Distribution Mode of Implementation 15% Promoter[s] 1061 長 16% OO 85% 34% 51% Assam 487 PRIVATE PROJECT SITES UNDER MAHARASHTRA Bihar Top State[s] [by Project Count] 395 314 247 221 176 170 161 147 142 District(s) 471 Private Project(s) 547 Govt. Project(s) 3001 Private Government PPP EPC Others www.indiainvestmentgrid.com: INTERACTIVE PLATFORM FOR INVESTORS AND PROJECT PROMOTERS#23IIG: EXPLORE PROJECT-WISE OPPORTUNITIES INDIA INVESTMENT GRID IIG Filters PROJECTS SECTORS INR (INDIA) ▼ SCHEMES ✓ REGISTER -LOGIN STATES ANALYTICS State Sector Subsector Government Schemes Project Cost: <INR 10 Cr Ownership: Private Government solar Map Satellite SOLAR PARK PROJECT [SAKRI INR 4,000 Cr SOLAR PHOTOVOLTAIC POWER PROJECT (SONBHADRA] INR 200 Cr anistan Sector: Energy Subsector: Solar Energy >INR 500 Crate[s] : Maharashtra SOLAR PHOTOVOLTAIC POWER PROJECT (DURGAPUR] INR 200 Cr Sector: Energy i Sector: Energy Subsector: Solar Energy State[s]: Uttar Pradesh Search Reset Pakistan New hi नई दिली Nepal Bhutan Mumbai मुंबई India Bangladesh Mya (Bu SOLAR POWER PROJECT (KARNATAKA) INR 137 Cr Bengaluru ಬೆಂಗಳೂರು Bay of Bengal in Sea กรุงเทพ Andama i Sector: Energy i Sri Lanka Laccadive Sea#24THANK YOU