印度水泥工业分析(11月)（英文）

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1、CEMENTNovember2018Forupdatedinformation,pleasevisitwww.ibef.orgTableofContentExecutiveSummary3AdvantageIndia4MarketOverviewandTrends6StrategiesAdopted…11.GrowthDriversandOpportunities………14KeyIndustryOrganisations19Usefulinformation21EXECUTIVESUMMARY§Secondlargestcementmark

2、etCementproductioncapacityofaround455milliontonnes(MT),asof2017-18.AsofSeptember2018,India’stotalinstalledcementcapacitywasaround480milliontonnes(MT).§India’scementproductioncapacityisexpectedtoreach550milliontonnesby2020.§Indiaisthesecondlargestcementproducerintheworld.Do

3、minatedbyprivateplayers§Ofthetotalcapacity,98percentlieswiththeprivatesectorandtherestwithpublicsector.§Thetop20companiesaccountingforaround70percentofthetotalproductionHighershareoflargeplants§210largecementplantsaccountforacumulativeinstalledcapacityofover410milliontonne

4、s,whileover350minicementplantshaveanestimatedproductioncapacityofnearly11.10milliontonnes.Largeconcentrationinsouthandwest§Ofthetotal210largecementplantsinIndia,77aresituatedinthestatesofAndhraPradesh,Rajasthan&TamilNadu.Source:BusinessStandard,MinistryofExternalAffairs,DI

5、PP,HeidelbergCementInvestorsPresentationNovember2018CementADVANTAGEINDIAADVANTAGEINDIA§IncreasedallocationtoinfrastructureprojectsinUnionBudget2018-19todrivedemand§Initiativetobuild100smartcitiesandboosttoaffordablehousingprojectstogiveafurtherstimulus§Highcementdemandtobe

6、drivenbygovernment’sfocusoninfrastructureandhousingforallby2022.§TheNorth-East,whichiswitnessingaconstructionboom,offersattractiveinvestmentopportunities.§Opportunitiesavailableinareassuchashousing,dedicatedfreightcorridors,portsandotherinfrastructureprojects.§Oligopolym

7、arket,wherelargeplayershavepartialpricingcontrol.§Lowthreatfromsubstitutes.§Percapitacementconsumptionat210*kgiscurrentlythelowestamongdevelopingcountrieswhiletheworldaverageis580kg.§Long-termcementdemandgrowthrateisestimatedat1.2timesofGDPgrowthrate*.ADVANTAGEINDIA§Robu

8、stinvestmentsarebeingmadebytheexistingplayerstoexpandtheircapacity§FDIinflowinindustryrel