Thread by @MarketLearner_

Infrastructure & Logistics (Mainly roadways) - Time for growth?

#StockMarket #Stocks #Infra

@KommawarSwapnil @kuttrapali26 @harrie007 @AdeptMarket @caniravkaria @kaushaldarshan_ @TheFactFindr @josephseby78 @mishika_chamria @Ishan_Narayan_ @mystock_myview @SmartSyncServ

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Contents :-

👉Infra sector
👉Growth drivers
👉Transportation segment
👉Listed companies

👉The infra sector is expected to grow rapidly thanks to the 35% increase in capital expenditure outlay in this year's budget.

👉Creation of new infra & upgrading the existing ones would improve connectivity, bring down logistics cost & accelerate urbanisation.

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👉Growth in this sector would be driven by :-

- Deleveraging company's balance sheets.
- Planned development of 60k km of NHs.
- Rising share of private sector in highways.
- Improved public - private partnership.
- Advanced tech in traffic management & safety.

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👉50% of the planned investment will be in transport sector, including roads, railways, airports & ports. Road projects account for almost 20%.

👉Road transport is the most cost effective & convenient in India as it has a high penetration with door to door delivery.

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👉Indian logistics cost are very high at 14% of GDP compared to 8% globally. Hence, gov wants to increase national & state highways network.

👉Rising sales of automobiles, growing freight traffic, strong trade & tourist flows are the key growth drivers of roads segment.

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👉Listed companies in the road construction space have pretty healthy order books at 2.5 to 3.5 times of 2021-22 sales despite the higher competitive intensity.

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Which is your favorite listed company in this space? Let me know in the comments🤗🤗

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The Market Learner.