Investor Presentaiton
JINDAL
STEEL & POWER
Focused on Leading India's Growth Story
(million tonnes)
160.0
140.0
120.0
7.9%
3.1%
100.0
80.0
60.0
40.0
3.0% CAGR
Indian Steel Demand Forecast
8.8%
1.4%
-6.0%
15-17%
4.6%
6-6.5% CAGR
30%
20%
6-6.5%
10%
0%
(10%)
(20%)
135.0
(30%)
FY26P
20.0
84.0
90.7
98.7
100.2
94.1
105.4
0.0
FY17
FY18
FY19
FY20
FY21
Steel consumption
FY22P
Objective
112.3
FY23P
Y-o-Y Growth (RHS)
A healthy 6-6.5% growth in India's steel demand is expected in the long-term
Housing For All
PMAY-U (11.2 mn houses to
be constructed);
PMAY-G (29.5 mn houses
constructed till 2023-24)
Long term drivers intact
Bharatmala
Bharatmala Pariyojana
of 65,000 kms with total
outlay of 6.9 trillion
Sagarmala
Rs. 8.5 trillion for port
modernization through
>577 projects during
2015-2035
Freight Corridor
Rs 815 billion planned
construction capex in
2 freight corridors (3,360 km)
Status
PMAY-U: 4.05 mn houses
constructed (up till Dec 20)
PMAY-G: 12.4 mn houses
constructed till Dec 2020
~10,237 km of roads
constructed in FY20
against 10,855 km in
FY19, Phase 2 likely to
be completed by FY25
As of Sept 19,
121 projects completed
and 210 projects under
implementation
As of Sep 2020,
~physical & financial
progress of 63% & 61%
achieved under EDFC
and WFC respectively;
~98% of land is acquired
Potential Steel
Demand for entire
project
50-60
MT
Source: CRISIL report, Research reports and public domain information
18-20
MT
13-15
MT
6-7
MT
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