β’ Indiaβs warehousing sector experienced a remarkable growth in 2023, with a year-on-year increase of 15% in the total warehousing stock across Grade A and B spaces, reaching a total of 371 Mn sq ft.
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#logistics
#warehousing
This post covers the following β‘
β’ Indian Warehousing market
β’ Market Drivers
β’ National Logistics Policy
β’ Other Govt Policies
β’ Warehouse Absorption
β’ Vacancy
β’ Rent
β’ Sector wise share in Warehousing
β’ Top 8 cities
β’ Stock Distribution and Vacancy
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π― Indian Warehousing market
β’ The Market (Top 8 cities) is poised to grow at a CAGR of 12% from 2023-2027 from 371 to 595 Mn sq ft.
β’ Top 8 cities are Mumbai, Ahmedabad, Bengaluru, Chennai, Hyderabad, Kolkata, Delhi NCR, Pune
β’ EV is highly intuitive and has fewer parts.
24 moving parts with battery to wheel efficiency of 80-90% compared to 150 moving parts in ICE with tank to wheel efficiency of 25%
Read complete π§΅ π
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#ev
#electricvehicles
This post covers the following β‘
β’ Transition to EV from ICE
β’ EV Ecosystem
β’ Govt policy
β’ Components of EV
β’ EV battery
β’ Increase in efficiency of battery by 2025
β’ Fuel cells vs Li-ion battery
β’ EV charging
β’ Indian Charging Market Potential
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(Contd.)
β’ Total Cost of Ownership
β’ Factors which will drive EV adoption
β’ Overall Indian Market Potential
β’ Key Players
- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)
Read thread below!
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Source: Colliers-CII
#datacenter
(Contd)
- Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore
- Drivers - availability of space, global connectivity, low land & power costs, Digital India
- As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf
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(Contd.)
- Indian DC space almost doubled from 2020 to 2023
- Internet users inc. by 23% from 2020 to '23
- Avg. data consumption inc. 44% from 2020-'22
- Cloud mkt rose 2x from 2020-'22
- Due to high capex, top 5 operators hold 75% share
β’ Dominant RE player in Delhi NCR
β’ Preferred contractor for govt projects
β’ Portfolio comprises of Residential (Townships, Affordable housing) and Commercial (Datacenter, IT parks, Hospitality, Warehouse et.)
Read π§΅π
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#anantraj
β’ Presence across 300 acres in NCR
β’ Present in 5 states
β’ Residential (in msf)
- Group housing 3.18
- Villas/Floor 3.33
- DDJAY 1.34
- Affordable housing 1.22