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Engineering

Engineering

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Published by Anand Lahoti

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Published by: Anand Lahoti on May 20, 2011
Copyright:Attribution Non-commercial

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07/10/2014

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 Top bu ys
 
op bu ys
Capex
DHOOM* 
September 2010
Dhirendra Tiwari
(Dhirendra.Tiwari@MotilalOswal.com); Tel: +91 22 3029 5127
Navneet Iyengar
(Navneet.Iyengar@MotilalOswal.com); Tel: +91 22 3029 5126
* Dhoom is a Hindi word for great fanfare, fireworks, music, dance & fun.
Engineering
 
September 2010
 
2Engineering | Capex
DHOOM 
Capex
DHOOM 
Page No.A graphic story of Indian Engineering
.............................................................
3-6Capex DHOOM
.............................................................................................
7-12Capex cycle gathering momentum
..............................................................
13-14Infrastructure expenditure likely to accelerate
.........................................
15-16Power sector at an inflexion point
...............................................................
17-20Power plant equipment: opportunity to scale up
........................................
21-24Nuclear power project awards commence
..................................................
25-28Annual opportunity of Rs400b in the Twelfth Plan for BoP
.......................
29-30T&D equipment makers: huge opportunity, growing competition
............
31-42Capex DHOOM: Financials trends
............................................................
43-44Companies
...................................................................................................
45-115ABB
.......................................................................................
46-52BGR Energy
.........................................................................
53-59BHEL
.....................................................................................
60-67Crompton Greaves
...............................................................
68-75Cummins India
......................................................................
76-85Larsen & Toubro
..................................................................
86-95Siemens
...............................................................................
96-107Thermax
............................................................................
108-115
 
September 2010
 
3Engineering | Capex
DHOOM 
Projects worth US$2t in the pipeline
Capex
DHOOM 
: A graphic story of Indian Engineering
India is in the NTD EraTwelfth Plan target for infrastructure spending
At 4.5x of Tenth PlanComprises 10% of GDP
5141,02522710th plan actual11th planrevised12th plan target2.3x4.5x5.1%7.6%10.0%10th planactual11th planrevised12th plan target
   2   1   3   3   5   7 1   5   02   9   34   5   1   4   6   1   4   7   9   5   0   87   2   1   8   3   7   9   4   61 ,   2   1   4   1 ,   3   1   4   1 ,   5   4   4   1 ,   7   7   2
        2  ,        0        2        5
   6   0   0
        1  ,        2        3        0
   F   Y   5   1   F   Y   6   0   F   Y   7   0   F   Y   8   0   F   Y   9   0   F   Y   0   0   F   Y   0   1   F   Y   0   2   F   Y   0   3   F   Y   0   4   F   Y   0   5   F   Y   0   6   F   Y   0   7   F   Y   0   8   F   Y   0   9   F   Y   1   0   F   Y   1   1   E   F   Y   1   2   E   F   Y   1   3   E
First US$ TrillionSecond US$ Trillion6 years60 years
 1,8723,5153,9344,5345,8551131051009692Q1FY10Q2FY10Q3FY10Q4FY10Q1FY11Added (Rsb)Outstanding (RHS)- Rsb
 
Outstanding (Rs t)Added (Rs b)
It took India almost 60 yearsafter independence tocreate its first trillion dollarof GDP. Growing at 13-15%per annum, it will add thenext trillion dollar (NTD) ofGDP in just 6-7 years. Thislinear growth in GDP willtranslate into exponentialgrowth for several sectors.Engineering is one of them.Sustained GDP growth, ledby the industrial sector, iscreating a massive capexcycle. There is a slew ofprojects in various stagesof implementation withoutstanding investment ofUS$2t. This spells a hugeand sustained businessopportunity for the Indianengineering sector.The whole of India is "work-in-progress". India's infraspend is poised to doublefrom US$500b in theEleventh Plan (FY08-12) toUS$1t in the Twelfth Plan(FY13-17), triggering hugeopportunities.
India's GDP (US$ b)

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