Omni Bullet Train
Strategy Rationale
- Indian Railways, World's 4th largest, is projected to account for 40% of global rail travel by 2050.
- The National Infrastructure Pipeline (2020-25) Railways allocation is INR 14 Lakh Crores & Annual Railway Capex budget of INR 2.5 Lakh Crores.
- Ambitious National Rail Plan 2024 and 2030-50 (7 Bullet Trains, 6 RRTS and 25+ Metro projects, 400 Vande Bharat and 2 DFC) with multi-decadal opportunity.
- This curated portfolio provides exposure to railway consulting, EPC, capital equipment & finance companies which have strong balance sheets, large order books and historical growth rates of 15%-30%.
How to Invest
Via smallcase Platform
https://omniscience.smallcase.com/smallcase/OMNMO_0006
Strategy Resources
YouTube Videos
- Brief introductory video (06-Oct-21 : 6 Mins) https://tinyurl.com/5n84hwjp
- Deep Dive video (10-Oct-22 : 48 Mins) https://tinyurl.com/w8smc3pz
- Applying the Scientific Investing Framework (11-Nov-22 : 20 Mins) https://tinyurl.com/zy4brjhe
- Multi Decadal Opportunity (21-Jan-23 : 14 Mins) https://tinyurl.com/yfbb4b4j
- Budget Impact on Railways (03-Feb-23 : 12 Mins) https://tinyurl.com/42xs2t9e
Research Reports
Media Coverage
Disclaimer: