Investor Presentaiton
India picking up growth momentum
G
ما
ADITYA BIRLA
UltraTech
Housing for All
• Government
impetus since 2017
to bring >1 trillion
USD investment in
the sector by 2025
•~18 mn houses are
constructed under
PMAY-G vs target
of 29.5 mn by FY22
Urban Housing
•Unsold inventory at
17 months lowest
since 2011
.38% of population
(534 mn) to occupy
Indian cities by
FY25 (current 33%)
⚫ Housing Shortage
of 62.45 Mn units
of which 30% is in
Urban India
Roads
•Bharatmala project
target of 60,000 km
from FY20 to FY24,
of which 53%
constructed till FY22
• Momentum to
continue given
strong investment
pipeline under NIP
Industrial
• Industrial and
Commercial
segment should
grow in mid term;
favorable base,
production linked
incentive schemes,
corporate capex pick
up
Metro & Airports
•
.
Total operational
metro length
increased threefold
over last few years,
Government targets
to double the length
by FY25
Airports planned to
increase from 140
to 220 by 2025
Irrigation
•Various irrigation
projects are in
progress or to
begin; PMKSY with
an outlay of Rs 0.93
lakh crores, River
linking project -
Draft DPRs for 5
river links have
been finalized
Source: Industry estimates, Research reports
NIP National Infrastructure Pipeline, PMKSY - Pradhan Mantri Krishi Sinchai Yojana, DPR - Detailed Project Report, PMAY-G - Pradhan Mantri Awaas Yojana Gramin
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