Why am I so bullish on the Infrastructure theme? The Dream of 2047: India’s $35 Trillion Dollar economy To speed up GDP growth, India will A. Continue investment in Infra; B. Encourage Private infra investments through favourable policies Govt Infra budget FY25 - 11.1L Cr
In FY14, in infra capex Out of every 100 INR of Govt. spends Center Govt’s share was just 28% Now In FY25, in infra capex Out of every 100 INR of Govt. spends Center Govt’s share is 60%; Strong Infra capex likely to continue Every rupee spent on infra, there is 2.5 to 3.5
and some more stats before I tell you why am I studying this Actual spend FY25 upto Nov: 5.1L Cr That’s only 46.2% of 11.1L Cr Monthly spend rate of 1.5L Cr reqd. in Dec to Mar’26 to meet full target of 11.11L Cr It tells me 2 things - [A] Can expect a stronger H2 [B] Capex
As investors how do we benefit? Even though previous budgets indicate to the key focus areas, which are - 1. Road and Highways 2. Railways 3. Defence 4. Clean energy 5. Power we can’t be sure of A. how the allocation dist will change B. Expected ratio of Public to
Direct play can be 1. Road EPC companies 2. Waste water treatment 3. Transmission EPC etc. etc. Proxy play across the ecosystem 1. Industrial logistics 2. Crane rental 3. Construction chemical etc. etc. Objective is to pick companies with HIGH Probability of success
I hope you find a lot of multi baggers! Happy investing Alright, that’s a wrap! You read through! Thank you so much If you enjoyed the thread... 1. Follow me @mindmint_club 2. RT the first tweet to share