C&I Green Open Access-play: The next big investment destination for infra funds?

  • C&I market significantly untapped – accounts for just 6% of the total renewable power purchases
  • Captive open access the most preferred route – i.e. procuring power for captive consumption from private renewable players using govt. transmission facilities.
  • C&I consumer perspective – low investment, significant cost savings,

    Smart meters: The basic infrastructure for a green future

    • Smart meters are essentially a data play – offering unprecedented data that can be used to bring online more green energy, curb electricity loses and reduce costs for consumers
    • The sector has immense depth – USD 30 bn over just the next 2-3 years….

      SEBI is slowly re-defining InvITs: What’s at risk for the product and its institutional audience?

      • Strong minority unitholder protections introduced – for both public and private InvITs
      • Private InvITs originally designed to attract large institutional capital – light touch re- gulations allowed flexibility to parties to manage their arrangements…

        Investing into Infrastructure Holding Companies: What if you become a core investment company?

        • Infrastructure companies are mandated to execute concessions through SPVs, which often results in qualification of the holding company as a core investment company (CIC)
        • CIC risk is often avoided by structuring EPC and O&M revenues through the hol- ding company and swelling …

          Budget 2023: Impact on InvITs

          • Distributions out of repayment of debt principal could now be taxed as ‘other income’ – at odds with global standards
          • Distributions out of debt repayments through redemption of units not treated as ‘income’, but reduce cost of acquisition – InvIT / REIT Regulations do not permit redemption of units…

            EduInfra – Emergence of a new asset class

            • EduInfra offers a promising 10 – 11% entry cap rate for annuity investors with rental escalations in the region of 3
              – 5%

            • Infrastructure classification allows for tax optimal exit through InvITs
            • Seller awareness needed – operators slowly moving towards asset light models; depth, but potential…

              Listed or Unlisted InvITs – Which way to go?

              • Tracking evolution of InvITs – resurgence and success
              • Debate between private listed and unlisted InvITs – which way to go?
              • Unlisted InvITs remain attractive for investors seeking tax optimal returns and deregulated landscape…

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