Futuristic Technology Conference Presentation

FINANCE
AND OUR WORLD

OUR SPEAKERS
Abhyudoy Das( Co-founder, Zizle)
Ajay Rajan (Country Head, Yes Bank)
Ankur Wairoo ( Founder, WebVeda)
Ajoy Prabakar ( CFO, Venture Highway LLP)
Bharat Sharma ( Co-founder, Bizmart Ventures Private Limited & Status
Capital)
Bibek Debroy ( Chairman, Economic Advisory Council to the Prime
Minister)
Harshita Ramrakhyani (Associate, JPMorgan Chase and Co.)
Aaron( Loeb
Kinshuk Saraswat Associate manager, Accenture)
Rahul Saraf ( Head Of Investment Banking, Citi India)
Shyam Mundhada ( Head of Corporate Development (M&A), Infosys)
List of Databases
Newsletter Template Potential Topics
Infrastructure Sector and PPP’s
Current Overview of the Infrastructure Industry
India’s infrastructure sector is growing steadily, fueled by rapid

urbanization, increased investments, and government initiatives to boost
the economy. According to reports, the market is expected to grow by
around 10% annually from 2024 to 2029. This growth is driven by factors like
a growing population and middle class, and the need for better
transportation, energy, and utility services.
The sector's growth has particularly improved in the last years owing to the
prioritization of the development of roads, highways, renewable energy
plants, metro systems, and affordable housing. These efforts are integral to
India's ambition to become a $4 trillion economy by 2024 and aim for a $10
trillion economy by the early 2030s.
In tandem with government efforts, private equity firms, pension funds, and
sovereign wealth funds—both domestic and international—have shown
keen interest in India's infrastructure projects. They have focused
particularly on sectors like highways, renewable energy, and power
transmission, capitalizing on favorable valuations and promising future
returns.
Steps Taken by the Government in form of Policy Changes
The Indian government has introduced several policies to speed up infrastructure development, focusing heavily on
Public-Private Partnerships (PPPs). The National Infrastructure Pipeline (NIP) aims to invest over USD 1.5 trillion by
2025.Additionally, the government has introduced reforms to streamline project approvals, enhance ease of doing
business, and reduce regulatory bottlenecks.
One important initiative is the Model Concession Agreement (MCA), which sets rules for PPP projects to ensure fair
sharing of risks between public and private partners. This helps attract more private investment. Projects like Bharatmala
and Sagarmala aim to improve road and port infrastructure, which will boost connectivity and reduce logistics costs.
In recent years, the government has implemented various policy reforms to attract private investments across different
segments of infrastructure, including roads, airports, industrial parks, and education sectors. These reforms have
facilitated greater participation from private equity and venture capital firms, who invested US$ 3.5 billion across 71
deals in Indian companies in May 2023 alone.The development of Multimodal Logistics Parks (MMLPs) under initiatives
like Bharatmala Pariyojana exemplifies the government's strategic approach to enhancing logistical efficiencies. These
parks, with an investment of about Rs. 46,000 crore (US$ 5.5 billion), are set to significantly augment cargo handling
capabilities and streamline supply chain operations across the country. India's commitment to renewable energy and
sustainability is also evident in initiatives such as the Green Energy Project by Indian Railways. This project aims to make
railways more environmentally friendly by integrating renewable energy sources, contributing to the country's ambitious
targets of achieving 500 GW of renewable energy capacity by 2030.
Major Players and Best Performing Stocks
The infrastructure sector in India is dominated by several key players who have consistently delivered strong performance.
Companies like Larsen & Toubro (L&T), GMR Airports Infrastructure, and IRB Infrastructure Developers are at the forefront of
the sector, undertaking large-scale projects across various segments. Larsen & Toubro Ltd offers a strategic entry into a
diversified conglomerate that excels in engineering, procurement, and construction across critical sectors like infrastructure
and defense. The company’s long-term performance is underscored by a decade-long compounded sales growth of 10% and
profit growth of 11%. With a consistent dividend payout and a stock price compound annual growth rate (CAGR) of 13% over
ten years, L&T demonstrates strong financial health and growth potential. Despite some concerns over increased working
capital days and a ROE fluctuation, L&T’s recent total return metrics are robust, making it an attractive investment for those
seeking steady growth in a foundational sector of the economy. IRB Infrastructure Developers Limited stands out for its healthy
dividend payout of 47.0% and significant improvements in operational efficiency, including a reduction in debtor days from
64.4 to 37.4 and working capital days from 90.6 to 47.6. Despite challenges such as a modest sales growth of 2.01% over the
past five years and a low return on equity in the last three years, IRB has shown remarkable resilience. The stock’s
extraordinary price CAGR of 80% over three years highlights strong market confidence and potential for high returns. GMR
Airports Infrastructure Limited offers an intriguing opportunity for investors interested in the airport and infrastructure sectors.
The company is engaged in the development and operation of airports alongside power generation and highway development.
A significant improvement in operational efficiency is seen, with debtor days dramatically reduced from 55.7 to 20.1. Despite
historical challenges such as negative sales growth over the past five years and a high percentage of pledged promoter
holdings, recent trends indicate a turnaround with a 35% growth in the trailing twelve months and a remarkable 74% increase
in stock price over the last year. These metrics suggest potential for future growth and recovery.
Way Forward
The way forward for the infrastructure sector in India involves continued emphasis on PPPs, innovation in project financing,
and sustainable development practices. The government needs to maintain its momentum in implementing reforms and
creating an investor-friendly environment. Enhancing the capacity of public institutions to manage PPP projects, improving
contract enforcement mechanisms, and ensuring timely dispute resolution are critical for the long-term success of PPP
initiatives.
India's infrastructure sector is on a promising trajectory, driven by robust government policies, significant private sector
participation, and technological advancements. By addressing key areas such as sustainable practices, digital innovation, and
efficient project management, India can achieve its infrastructure goals, drive economic growth, and improve the quality of life
for its citizens. The continued focus on PPPs and policy enhancements will be instrumental in sustaining this growth and
ensuring long-term success.
Creation of montages and reels using Feature all current members on
video footage from past events “People” section or include accurate
Stories featuring more detailed profiles data on their professional pursuits
of speakers/guests to pique interest Ensure cover updated to latest version
Use consistent logo/branding for event Utilize LinkedIn Events/LinkedIn Live
Collaboration with prominent alumni Targeted circulation of promotional

and/or career influencers on LinkedIn materials and messages on relevant
and Instagram to generate greater finance-related WhatsApp, Telegram
awareness about Gnosis’s various events and Linkedin groups
Draft press releases with Instagram live with speakers

relevant details about preceding the event and reels
events and important guests featuring footage from past events
Creation of one consistent visual brand Interactive activities on social media such
for Gnosis to be utilized across all as quizzes, polls and user-generated
platforms, press releases and regular content on Instagram and LinkedIn to
release of promotional materials generate awareness among audience
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FINANCE

AND OUR WORLD

India’s infrastructure sector is growing steadily, fueled by rapid

Collaboration with prominent alumni Targeted circulation of promotional

Draft press releases with Instagram live with speakers

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