Infrastructure Sector Research, News, Real Estate News, Ideas

Airports - Smooth Runway Post Pandemic

In this report, CareEdge Ratings has assessed the state of air passenger traffic recovery, near term outlook of the sector and the financial performance of major Indian public-private partnership (PPP) Airport players.

Dec 28 2022 | -

Gas Pricing Recommendation: Legacy-Field Gas Producers may lose INR 23k cr in FY24

CareEdge Ratings believes recommendations of the Kirit Parikh committee as a great balancing act to safeguard the interest of gas consumers, city gas distribution companies and gas producers from difficult fields.

Nov 30 2022 | -

Container Rail Volumes to Surge at 16 percent CAGR by FY25

CareEdge Ratings has analysed the imminent shift in the mode of freight movements from roadways to railways

Oct 28 2022 | -

Wind Assets’ Performance on a Gloomy Turn, Solar Sparkles

CareEdge has analysed the generation performance of its monitored operating portfolio comprising 8.4-GW wind assets and 14.5-GW solar assets

Sep 19 2022 | -

Strong fundamentals outweigh turbulence in housing finance

The growth for the housing finance segment gained momentum last year with the sector growing at 11% y-o-y backed by low-interest rates and improvement in the overall macroeconomic situation.

Jul 12 2022 | -

Elevated Solar Module Prices, Rainy Days for Developers Ahead

The report analyses the key reasons for the increase in the prices of the solar modules, the extent of the increase as well as its impact on the coverage indicators of the existing projects.

May 23 2022 | -

Airports - Enroute to Stability After Heavy Turbulence

CareEdge expects a V-shape recovery in the passenger traffic in FY23, with nearly 70% growth over FY22 passenger traffic.

Apr 20 2022 | -

Infrastructure push and low base aid 25% (y-o-y) growth in cement production

CareEdge Research expects cement production to register a double-digit growth in FY22 on account of a low-baseof FY21 and improvement in demand from across various end-user industries including the demand driven byGovernment of India’s continued focus towards Infrastructure development, housing as well as rural development.

Feb 22 2022 |

Road HAM projects - Safe drive for stake holders

Operational hybrid annuity model (HAM) projects of National Highways Authority of India (NHAI, rated CARE AAA/ Stable) with low leverage have proved to be a safe investment proposition for the stakeholders.

Dec 03 2021 |

The National Infrastructure Pipeline in India

CARE Advisory and EMIS joint Webinar held on 16th Sept 2021

Sep 16 2021 |

CARE Ratings - Stability in solar power generation vis-à-vis wind a structural credit positive

Sep 15 2021 |

National Monetisation Pipeline - a wider net for asset recycling

Aug 30 2021 |

Farmers agitation – Toll road projects worth Rs.4800 cr at the brink of termination

The disruption of toll collections for state projects since October 2020 accentuated with no fees collection at toll plazas since December 2020…

Aug 09 2021 |

A sigh of Covid Relief - Toll and HAM projects may benefit

In FY2021, Government of India announced various liquidity measures under ‘Atmanirbhar Bharat’ financial package for the road sector in a bid to boost liquidity for roads developers against the backdrop of Covid 19 pandemic…

Jul 21 2021 |

ISTS waiver extension by two years - Necessary and timely boost for renewable IPPs

Ministry of power on June 21st announced waiver of Inter state transmission charges on transmission for electricity generated from wind and solar projects by another 2 yrs..

Jul 05 2021 | -

Update on Power Sector - May 2021

The reimposition of pandemic restriction and lockdown across states since the end of March has had a telling impact on electricity demand and consequently generation...

Jun 18 2021 |

Impact of PLI Scheme for Solar Modules

Capacity booster; to reduce domestic solar module prices by about ten percent...

Jun 02 2021 |

CARE rated toll roads resilient to Covid II

CARE Ratings’ investment grade toll road portfolio is likely to deliver a stable credit performance, despite Covid II. Forty seven out of fifty-six CARE rated investment grade operational projects are likely to be stable from credit perspective, despite possible shocks of traffic disruption...

May 19 2021 |

Ports Sector - Downside risks alongside recovery

The fall in economic activity and global trade has had a direct bearing on the cargo traffic handled at the Indian ports. Following the sharp decline during April-August’20, there has been a progressive improvement in the volume of cargo traffic at the major and non-major ports of the country...

Apr 20 2021 |

Update on Power Sector - March 2021

Power generation and consumption is expected to improve in FY22 with the anticipated higher levels of economic activity amid optimism that the vaccination programme would facilitate normalization and stimulate economic recovery...

Apr 14 2021 |

Update on Warehousing Industry - April 2021

The warehousing market is to expand to Tier-2, Tier 3 and Tier 4 cities as well. Work from home (WFH) may result in a resource shift to smaller towns. With employees based out of Tier-2,3 or 4 cities it will lead increase in local consumption of daily requirements...

Apr 13 2021 |

New BCD to increase solar tariffs by about 20 percent

The tariffs for solar power are expected to increase, by approximately 25 to 30 paisa/kWh in case only cells are imported whereas the tariffs are expected to increase by around 40 to 45 paisa/kWh in case modules are directly imported, with the new BCD regime vis-à-vis no duty structure…

Mar 15 2021 |

Update on Power Sector - February 2021

Electricity consumption and generation held on to the improvements of recent months in February’21 and was only marginally lower than the pre-lockdown period of February’20...

Mar 12 2021 |

Update on Ports - February 2021

The volume of cargo traffic handled at the government-run Indian ports has witnessed a decline in the current financial year, owing to the disruption brought about by the pandemic...

Mar 08 2021 |

Update on Power Sector - December 2020

Power consumption and generation bounced back in December’20, reversing the decline of the previous two months and pointed towards the expansion in economic activity during the month...

Jan 12 2021 |