PM Gati Shakti National Master Plan:

'Transforming India's Infrastructure'

 INDIA NOW INDIA in 2030

5th 3rd
Largest Economy Largest Economy

900 million 1 Bn
Workforce Workforce

35% 42%
Urban Population Urban Population

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NATIONAL INFRASTRUCTURE PIPELINE
A $1.4 Tn investment outlay (2020-25) to provide world-class infrastructure pan-India

Infrastructure Vision 2025 2019 2025 21%

Share of private
Road Sector (NH) 132,000 Km 200,000 Km
investment in NIP
Energy Capacity 356 GW 619 GW

Number of Airports 120 220

Access Opportunities
Digital Infrastructure – Internet Penetration 40% 80% https://indiainvestment
Railways – Share in freight traffic 20% 45% grid.gov.in/

Sector Wise Investments under NIP

24% Energy 19% Roads 16% Urban 13% Railways

8% Rural 3% Industrial 3% Digital 14% Others

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NATIONAL MONETIZATION PIPELINE
Public Assets worth $81 Bn to be monetized between 2022 and 2025

OWNERSHIP Monetization of rights through lease for a long-term concession period

ASSETS Brownfield operational assets with a steady revenues to attract patient long-term capital

PORTFOLIO 20+ asset classes across 12+ sectors PIPELINE 15% assets to be monetized in FY22

Roads Railways Power Gas Pipelines

$21.7 Bn $20.7 Bn $11.5 Bn $3.3 Bn

Telecom Warehousing Mining Aviation

$4.7 Bn $3.9 Bn $3.9 Bn $2.8 Bn

Ports Urban Real Estate Stadiums Other Pipeline

$1.7 Bn $2.0 Bn $1.6 Bn $3.06 Bn
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PM GATI SHAKTI NATIONAL MASTER PLAN
PM Gati Shakti brings together 16 Ministries and states for integrated planning and coordinated implementation to
catapult the speed of infrastructure connectivity projects and address gaps to ensure seamless movement of people,
goods & services.

Digital Platform leveraging technology including spatial planning tools with ISRO imagery

Driven by 7 Engines Roads, Railways, Airports, Ports, Mass Transport, Waterways & Logistics

Cover Infra Initiatives Bharatmala, Sagarmala, UDAN, Dedicated Freight Corridors, etc.

Provide Connectivity to Manufacturing/Economic Zones Textile and pharmaceutical clusters, industrial and
defence corridors, electronic parks & agriculture zones

Network Planning Group has recommended more than 63 infrastructure projects worth USD 55 Bn

30 Central portals and 36 States portals developed, over 1,500 layers of data and 1,300 issues already solved
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PM GATI SHAKTI NATIONAL MASTER PLAN

PM Gati Shakti: innovative initiatives (1/2)

 Identification of critical infrastructure gaps to ports has been done under Comprehensive Port
Connectivity Plan for Road and Rail connectivity.

 Identification of infrastructure gaps in movement of bulk commodities such as coal, cement,

fertilizers and foodgrains have been identified

 Using PM GatiShakti NMP, inland water terminals are being developed to enable transportation of
cargo and bring down logistics cost by enabling modal shift in freight movement from roads to
waterways.

 Optimum alignment of power lines is being undertaken by avoiding ecologically sensitive areas and
railways crossings etc. on the way.

 DPRs for National highways and Railway lines are being developed in half the time otherwise
required through traditional methods.
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PM GATI SHAKTI NATIONAL MASTER PLAN

Innovative initiatives (2/2)

 Area Approach to develop 100 locations/economic nodes across the country.

 Vision of Area Approach is to create adequate infrastructure for catalysing socio-economic

development in a sustainable manner within a rational geographical location through a
convergence approach.

 Promote comprehensive, holistic, and integrated infrastructure development across the

country, along with bridging critical infrastructure gaps, and addressing relative
infrastructure deficit.

 Identification of strategic location having area of 150-200 sq. kms. around various economic
nodes that will be saturated with adequate infrastructure and enhanced last mile
connectivity.
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 NATIONAL LOGISTICS POLICY 2022
Provides a roadmap to develop a technologically enabled, integrated, cost-efficient, resilient, sustainable and trusted
logistics ecosystem in the country

Logistics Cost Logistics Performance Index Data-driven Decision Making

Targets
Key

Comparable to global benchmarks of Development of data driven systems

Among top 25 countries by 2030
8-9% of GDP for monitoring

Comprehensive Logistics Action Plan (CLAP), divided into specific key action areas and interventions, has been formulated to
implement the National Logistics Policy 2022
Key Action Areas Interventions Key Action Areas Interventions
EXIM (Export-Import) National Trade Facilitation Action Plan
Integrated Digital Systems Unified Logistics Interface Platform
Logistics (NTFAP)
Standardization of physical Benchmarking of Infrastructure and Service Improvement Annual “Logistics Ease Across Different
assets service quality standards Framework States (LEADS)” survey

Logistics HRD Logistics sector training institutes Formulation of Sectoral Plans for
Cross-Sector Collaboration
Efficient Logistics (SPEL)
Logistics Parks Framework guidelines for development
State Engagement State/City-level Logistics Plans
Development of Logistics Parks
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 LOGISTICS SECTOR – OVERVIEW

$250 Bn industry (2021), to grow at 500 Mn Sq. ft

10.7% CAGR (21-26) driven by Grade A& B Warehousing stock by
manufacturing, e-commerce, exports, 2025 from 307 Mn Sq. ft (H1 2022) in
urbanization and infrastructure reforms top 8 Tier -1 cities

Estimated to account for about 13-14

% of GDP. More than 22 million
people rely on it for their income.

The share of the evolving logistics and The Grade A share in the stock has also
industrial sector in global real estate
increased from 39% in 2018 to 48% in
investments in India has increased from
2% in 2020 to 20% in 2021 H1 2022
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INDUSTRIAL TOWNSHIPS – REDIFINING INDUSTRIAL CITIES
Building smart and sustainable industrial cities offering best-in-class plug-n-play infrastructure

Integrated Industrial Townships

11 238
PLOTS
CORRIDORS
ALLOTED
32 1.32
PROJECTS / LAKHS
EMPLOYMENT

1460
NODES
4 ACRE LAND
Plug-n-Play Infrastructure
PHASES
2169 ALLOTED
$20.65
ACRE
INDUSTRIAL
Bn
OTHER USE INVESTMENT
LAND
2502
MOBILIZED
$1.1 Bn AVAILABLE
EPC WORKS ACRE
AVAILABLE

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ROADS & HIGHWAYS – CONNECTING THE COUNTRY
The average pace of highway construction has trebled to 37 Km/day (2021) compared to 2015

Bharatmala Setu Bharatam Multi-Modal ParvatMala – National

Pariyojana Logistics Parks Ropeways Development

66,000 Kms 208 New Road Over Bridges 35 MMLPs 250 ropeway projects
additional & Road Under Bridges and Enhance logistics worth $15 Bn over a
highways 1,500 Widening or efficiency and period of 5 years
by 2025 Replacement projects reduce cost
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ROADS & HIGHWAYS – NOTABLE TECHNOLOGIES IMPLEMENTED

Electronic Toll Collection (ETC) Intelligent Parking Solutions

RFID technology to enable cashless and Sensors and mobile applications for real-
seamless toll payments time parking availability information

Intelligent Transportation Systems (ITS) Highway Traffic Management System

Improving traffic management and safety (HTMS)
through traffic signal synchronization, Real-time data and advanced technologies
variable message signs, automatic incident to monitor and manage traffic on highways
detection, etc.

Smart Highways
Road Weather Information Systems (RWIS) Highways equipped with advanced
Use of sensors and weather stations for technologies like solar panels, intelligent
collecting real-time weather data lighting systems, and emergency call boxes

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RAILWAY SECTOR HIGHLIGHTS
4th largest rail 22,600 trains, 23 Largest employer in
network in the 7,300+ Railway 60% of total broad- India (1.2 Mn) and
Mn passengers and
world - 67,415 Stations gauge track in the amongst the top
3.2 Mn tons freight - world
route kms ten globally
daily

Freight (Million Tons)

Passengers (Millions)

14,0 00
3,50 0

12,0 00
3,00 0
3,167
10,0 00
2,50 0

1,108

12,213
1,101
8,00 0
2,00 0

8,439 926
8,107

6,00 0
7,651

1,50 0

4,00 0
1,00 0

2,00 0
500

2010 2016 2019 2031 F 2010 2016 2019 2031 F

Driven by infrastructure enhancement and marquee projects – High Expansion steered by infrastructure improvement, Dedicated
Speed Corridors, Station Redevelopment, Vande Bharat Trains, etc. Freight Corridors, and new freight policies

 Opportunities – To ensure a modern and safe future network, indigenously developed world-class technology KAVACH (Train Collision
Avoidance System) has to be implemented across 2,000 kilometers of the Indian Railways network.
 Best practices and technology from other countries can also be adopted to enhance safety and develop automated signalling systems. 13
CREATING RAIL INFRASTRUCTURE FOR TOMORROW
Enhance passenger service and increase modal share in freight
Capacity Enhancement Scaling New Horizons
Capex in 2014-20 > Dedicated Freight Corridors
Cumulative Capex in 60
 Speed > 2x (100 km/hr)
Years (1951-2014)
 Capacity > 2x (longer
5x lines commissioned in
trains, wider wagons)
2020 Vs. average 2009-14
 Double Stacking
Mission Speed
World’s  Dedicated
Freight Corridors
First High-Speed Rail
Corridor Mumbai – First Double worth USD 9.85 Bn
Ahmedabad to cut travel Stack Long
time from 8 Hrs to 2 Hrs Haul Completion of two corridors
Container (Eastern and Western)
Another 7 lines planned at
capex USD 140 Bn Train length 3,360 km at cost USD
11 Bn – 2023
Opportunities
Another three (3,950 km) –
 Automated Signaling
under planning
 AI-enabled
automated
maintenance for safety PPP Opportunities

 Automatic Train Certain sections of DFC

Protection (ATP) System Private Freight Terminals
 KAVACH – Rolling out Multi Modal Logistics parks 14
AVIATION INDUSTRY – RESHAPING TRAVEL IN INDIA
India will become the 3rd global aviation market by 2025. Currently, India is the world’s 7th largest civil aviation market &
3rd largest in terms of domestic traffic.

Key Policy Initiatives

410 Mn 220
annual air Number of
passengers 2025 Airports 2025 RCS UDAN
(136 million in (140 in FY23)
FY23) Enhancing connectivity to India's unserved and
under-served airports. 405 Routes Operationalized
1,200
airplanes by 2025 NABH Nirman Policy
(700 in 2022)
Next Generation Airports for Bharat Nirman
proposes investments in airport upgradation. +100
Airports
USD 12Bn $2.4 Bn
Capital for airport MRO market by
National Monetization Pipeline - Airports:
development 2028 20+ major AAI airports are considered for
2025 (CAGR 13%) monetization over FY 2022-25

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 OPPORTUNITY: AIRPORT INFRASTRUCTURE
Under the Nirman Policy, the government of India plans to expand its airport capacity by 5x and develop 100 airports to carry
out 1 billion air trips per year

Phasing of Monetization Pipeline – Airports (USD Million)

The government to privatize 30-35
1000 12 airports in the next five years.
900
800 10
Airports considered for monetization: 25
700
8
600
Airports are being leased out for 50
500 6
years.
400
300 4 Share in overall NMP in value terms (%): 4%
200
2
100 Indicative monetization value: ~$2.7
0 0 Bn
FY 22 FY 23 FY 24 FY 25
Airports identified for operations,
AAI Stake Sale management, and development through
Investment PPP mode: 13
No. of airports considered for monetization
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PORTS & SHIPPING – KEY TO ACHIEVING EXPORT TARGETS
SAGARMALA PROGRAM (2016)
Unlocking potential of India’s
coastline and waterways to
7,500 km 111 NWs Inland port
Major port reduce logistics costs for cargo
coastline identified Non-major port
Proposed CEZ

Port Modernization
Allahabad Varanasi Patna

Farakka
Kandla

212 95%
Mundra Kolkata

ports
Sikka Dahej Haldia
Connectivity Enhancement
of EXIM trade Pipavav
Hazira
Dhamra

Mumbai Paradip
`
JNPT Gopalpur

Dighi Vizag
Gangavaram
Jaigarh
Kakinada Port Led Industrialization
Mormugao Krishnapatnam

1.8 Bn Katupalli

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NMPT Ennore

MTPA
Chennai

CEZ’s
traffic in 2025
Cochin Karaikal
Coastal Community
Tuticorin Development
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PORTS & SHIPPING – MARITIME INDIA VISION 2030
400+ projects worth $40 Bn across ship building, port capacity expansion, berths mechanization, and
hinterland connectivity, to generate 2 million jobs

150+ initiatives identified across Ports, Shipping and Waterways

PORTS
Reducing logistics cost and enabling
multi-modal shift
'Smart Ports' to improve Ease of
Doing Business
Institutional, regulatory
and legislative reforms
Safe, sustainable and
green maritime sector
Globally competitive port
infrastructure
SHIPPING
Atmanirbhar in ship building, repair
and recycling
Reforming shipping policy
and institutional framework
Improving yard infrastructure to build
larger tonnage vessels
World-class maritime research,
education and training
Enhancing India’s global stature
WATERWAYS
Promoting cargo and passenger
movements
Increasing regional connectivity
Development through multi-modality
River cruise tourism
Urban water transport
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WATER INFRASTRUCTURE – OVERVIEW

$233 Bn
FHTC (Functional Household
Indicative Budget Outlay 2020-2025
Tap Connections) to all
(National Infrastructure Pipeline –
Urban/Rural Households by
JJM, AMRUT, and Irrigation)
2024

Only 4 percent of the world's

freshwater resources available at India for
18% of the world’s population

100% coverage of sewerage and 78 % (Gap between Sewage

septage in 500 AMRUT cities, by generation and Installed Treatment as
providing 26 million sewer of March 2021). Another 1743 MLD
connections/ septage connections sewage treatment capacity is under
planning or construction stage. 19
INVEST INDIA – END TO END VIRTUAL HANDHOLDING Digital Platforms

Information Discovery Approvals & Registrations Issue Resolution & Monitoring

Empowered Group of
www. .gov.in
Secretaries
(Investment Clearance Cell)

Project Monitoring Group

National Infrastructure Pipeline

Project Development Cells

Technology
PM-STIAC
Development Fund

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 PRATYUSH KUMAR
SENIOR INVESTMENT SPECIALIST
pratyush.kumar@investindia.org.in
logistics@investindia.org.in
+919993744970