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gas desulphurisation
Mahan Phase-II project
apex against a target of 8,800 crores.
https://www.ibef.org/news/power-grid-corporation-board-approves-investments-of
Capacity of 2.5GW
https://www.financialexpress.com/industry/jsw-energy-ahead-of-schedule-to-achiev
Annual capex
The company is executing three
projects under the JV at Pakal Dul,
Kiru and Ratle in J&k
Part of 16000 cr capex for 10years https://ventura1.com/calltracking/TechnicalCalls/stockideas/Adani%20Transmission%
1980MW - UP
2,400-MW Talabira pit-head
AGEL to be commercialising around
2GW annually over FY24-FY25
pproves-investments-of-about-us-497-million-rs-4-071-crores
ad-of-schedule-to-achieve-10-gw-of-installed-capacity-prashant-jain/2771426/
/Adani%20Transmission%20Ltd%20-%208th%20Dec%2021_637746820994669481.pdf
St
Company Capacity Added(MTPA) Timeline
Jsw Steel 5 end of FY24
1.5 Q1FY24
1.5
8.5
Phase 1 completed, Phase 2 till FY24
0.37 FY24
Tata Steel 5 End of FY24
Jindal steel 13.05 FY24
8.7 FY25
SAIL 4.5
3
APL apollo tubes 1 Commenced in FY23
0.4 FY24
0.5-1 FY25
NMDC steel 3 Q1FY24
NMDC (iron ore expansion) 20 FY27
40 FY30
Arcelor mittal nippon steel (iron ore) 3
Arcelor mittal nippon steel 6.4
8500
19000
Total capex of 12500, already
spent 5500 till the end of FY23
800-1000(90% incurred)
900
40000
1000
530
97400
Steel Industry
Remark
Brownfield Expansion
Coke even battery
commencement of a Rs 60,000-crore investment programme to increase production capacity of its Hazira plant in Gujarat
https://www.businesstoday.in/markets/company-stock/story/tata-steel-shares-gain-on-rs-12000-crore-capex-plan-341834-20
https://www.bseindia.com/xml-data/corpfiling/AttachHis/130d9688-e4c5-4e0b-82b9-be505c545b6f.pdf
https://ec https://www.livemint.com/companies/news/nmdc-reports-record-production-and-sales-of-iron-ore-in-new-delhi-b
https://www.moneycontrol.com/news/trends/features/nmdc-to-invest-rs-40000cr8-yrs-for-capacity-expansion-1484155.htm
0-crore-capex-plan-341834-2022-07-18
ales-of-iron-ore-in-new-delhi-boosted-by-advanced-technologies-and-innovation-11683030433156.html
acity-expansion-1484155.html
Pharma Industry
Company Cost (in crores) Timeline
Cipla 700-800 FY23-24
Divis loboratories 1000
Zydus lifescince 957 FY23
Aurobindo pharma 600 FY24
300 FY26
2000 FY24
Glenmark 700-800
Biocon 700-800
Lupin 600
Alembic 250-300
Piramal 1200 Next 18-24 months
Aarti drugs ltd 600 starting from FY22-FY24
Wockhardt 150 each year from FY23-25
Pfizer 150
Total capex 10,257.00
Pharma Industry
Remark
The Kakinada facility should be ready for validation and regulatory approval in 2-3 years.
china plant
Invested by its wholly owned subsidiary curaTeq ltd
Penicillin G (Pen G) plant in Andhra Pradesh
Annual capex
Annual capex
Annual capex
Annual capex
Annual capex
Global drug and research center at IIT madras
SUGAR INDUSTRY
Company Capacity Added Cost (in crores)
EID Parry 120KLPD (Haliyal)
268
45 KLPD (Nellikuppam)
Balrampur chini 2000TCD 104.55
Triveni Engineering and Industries Ltd 450KLPD 460
2000TCD 85
Dalmia Bharat Sugar 50KLPD
Dhampur Sugar 100 KLPD
Indian Sucrose ltd 7000TCD 100
120 KLPD 192
Dharampur bio 4000TCD 65
Total capcity 1,274.55
SUGAR INDUSTRY
Timeline
Q4 of FY2024
Apr-24
FY24
May-23
Oct-23
AR INDUSTRY
Remark
gs.com/upload/CompanyFiles/PR/12012023065409_Shree_Cement_Limited.pdf
Capex - 12886Cr
et/stocks/jk-cement-capacity-expansion-grinding-unit- Capacity Increase:22.6MTPA
This is for Ultratech
Current Capacity 119.95
After Expansion 159.25
Major Chemical Companies doing Capex Estimates
Name Amount (cr)
GFL 1349
1500
SRF 15,000
Navin 450
Aarti 1500
1500
Anupam Rasayan India Ltd 64.4
605.6
Jubilant Ingrevia Ltd 700
600
Laxmi Organic Industries Ltd
Amount in this concall
Meghmani Organics Ltd 150
Supreme Petrochem Ltd 1200
Solar Industries India Ltd 750
Clean Science & Technology Ltd 180
20
Aether Industries Ltd 750
Gujarat Narmada Valley Fertilizers & Chemicals Ltd225
Neogen Chemicals Ltd 450
Dhanuka Agritech Ltd 200
60
Supreme Petrochem Ltd 1200
Deepak Fertilizers 2200
Total Amount 30,654
ng Capex Estimates
Estimated Year of Completion
FY-23
FY-24
FY-28 (Capex over 5 years)
FY-25
FY 24
FY 25
FY-23
FY-24
FY-24
FY-25
FY 24
FY 25
FY-24
FY-25
FY-24 Defense, domestic an
FY-24
FY 25
FY 25
FY-26
FY-26
FY-24
FY-25
FY-25
Q2 FY-25 420Cr done till date
1000Cr - Fluoropolymers and battery
chemical space
Rest in Refrigerant Gases
https://economictimes.indiatimes.com/markets/stocks/news/fundamental-radar-rs-15000-cr-capex-plan-makes-this-specialty
40,000TPA
Source : https://www.bseindia.com/xml-data/corpfiling/AttachLive/a1a0cbe8-b32a-4429-8a3e-57b0c68dbcc9.pdf
chloro-toluene
https://www.bseindia.com/xml-data/corpfiling/AttachHis/3fdca516-b52f-4dac-b087-87a554d9eabf.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/56f37ad3-8657-4cd7-80fe-2c486cb8390a.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachLive/5f61cef1-c7d8-4455-8259-f56f694146bd.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/1370efdb-3770-413a-8d60-ef6726042407.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachLive/d28a9570-3919-46e5-9039-43e9987c126e.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/1e2aa0da-b1f9-45c3-9e31-f1034ba12c80.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/3fdca516-b52f-4dac-b087-87a554d9eabf.pdf
HF Capacity
https://www.bseindia.com/xml-data/corpfiling/AttachHis/254513da-25eb-45c2-b398-503ab66d78ce.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/7d4b9b0d-78e8-4f85-9c53-c575da4ef294.pdf
https://www.srf.com/wp-content/uploads/2022/11/SRF-Limited-Q2-H1-FY23-Conc
SRF-Limited-Q2-H1-FY23-Concall-Transcript.pdf
Consumer Durables and FMCG capex Estimates:
Name Amount (cr)
Britannia 500-600
Havells 600
Blue Star 250-300
250-300
Voltas 350-450
Nestle 5000
Dixon 250-260
PG Electroplast Ltd 125-230
Stove Kraft Ltd 50-60
Borosil Ltd 600
Amber 250-275
CG Power & Industrial Solutions Ltd 230
Adani Willmar 2200
HUL 1500-2000
Mondelez 4000
Heritage Foods 120
Dabur 325.87
ADF Foods 60
60
Total 17,530.87
CG capex Estimates:
Estimated Year of Completion
FY-24
FY-24
FY24
FY25
H1FY25
FY-25
FY-24
FY-24
FY-24
FY-24
FY-24
FY-25
FY24-25
FY24
FY27
FY24,25,26
FY-24
FY-24
FY-25
17,530.87
Dairy Investments
(Confirm in concall of May'23)
Pg.12
https://www.bseindia.com/xml-data/corpfiling/AttachHis/102dbc9c-a2b1-470c-a0ac-38574f8770aa.pdf
12,00,000 Units Approx
https://www.bseindia.com/xml-data/corpfiling/AttachHis/a0de36d3-0dc5-4160-9b49-3836464ffad0.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/1485c84f-69ec-4b1f-a977-024d95ee5338.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/6b8bf216-2984-4cc4-b2a9-a4bbc95c8a88.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachHis/6fb439ac-3295-417f-964c-d7afaf11e932.pdf
,
Oil and Gas capex Estimates:
Name Amount (cr) Estimated Year of Completion
ONGC 30,125 FY-24 It wants to have 10GW of re
capacity by 2030, Mr. Sing
GAIL 10,000 FY-24
BPCL:
Ethylene Cracker Project 49000
Wind power plants 978 Depends on Various factors -
Petroleum Oil Lubricants 2753 Company said in filing
Total 259,856.00
IOCL
It wants to have 10GW of renewable https://www.thehindu.com/business/ongc-plans-capex-of-30125-crore-in-fy24/arti
capacity by 2030, Mr. Singh said.
https://www.moneycontrol.com/news/business/earnings/gail-india-plans-rs-10000
https://www.bseindia.com/xml-data/corpfiling/AttachHis/fdd4e0c4-485d-400c-ae0
https://www.bseindia.com/xml-data/corpfiling/AttachHis/fdd4e0c4-485d-400c-ae0
https://www.indianchemicalnews.com/interviews/capex-planned-in-fy-2023-24-is-
Page 3 https://www.icra.in/Rationale/ShowRationaleReport?Id=118400#:~:text=472%20c
pex-of-30125-crore-in-fy24/article66908747.ece
nings/gail-india-plans-rs-10000-cr-capex-expects-rebound-in-profits-10616591.html
hHis/fdd4e0c4-485d-400c-ae0a-0dab1f80812b.pdf
hHis/fdd4e0c4-485d-400c-ae0a-0dab1f80812b.pdf
apex-planned-in-fy-2023-24-is-rs-12000-cr-s-bharathan-director-refineries-hindustan-petroleum-corporation-limited-283
?Id=118400#:~:text=472%20crore%20in%20FY2024.,in%20FY2023%20and%20FY2024%2C%20respectively.
n-limited-283
Industry Capex Data
Industry Capex (cr)
Power 212,962
Steel 97,400
Pharma 10,257
Sugar 1,275
Cement 43,703
Chemicals 30,654
FMCG and durables 17,531
Oil and Gas 259,856
Total 673,637