Omni Bullet Train: Putting India on the Fast Track
Omni Bullet Train: Putting India on the Fast Track |
Putting India on the Fast Track |
Railways serve as one of the foundations of the Indian economy, having the 4th largest network in the world after US, China, and Russia[i]. With India projected to account for 40% of global rail travel by 2050[ii], the future of Indian Railways presents a huge infrastructure opportunity in all aspects of the industry, including development of high-speed railways, increasing density of metro projects, increase in dedicated freight corridors, and an industry-wide modernization effort. This secular push towards an infrastructure upgrade presents a lucrative, multi-decadal investment opportunity in the Indian markets, with several companies – from specialized technology companies to infrastructure conglomerates – set to benefit from infra projects and enhancements in the Indian Railway sector in the coming decades.
[i] https://www.ndtv.com/business/fact-sheet-on-indian-railways-worlds-fourth-largest-network-318594
[ii] https://economictimes.indiatimes.com/industry/transportation/railways/india-to-account-for-40-per-cent-of-global-rail-travel-by-2050-report/articleshow/67760418.cms
This growth vector provides exposure to companies that provide and develop infrastructure critical to the Indian Railways industry, including railway consulting, rail-infra financing, EPC companies, and related capital equipment manufacturers.
“A portfolio of highly undervalued companies that are consistent business performers and market leaders across the Railways infrastructure sector”
Download the full report here: Omni Bullet Train