Event: Evolving Strategies for Indian Infrastructure Investments - Resolut Partners

Evolving Strategies for
Indian Infrastructure
Investments

Friday, 12 July, 2024
Four Seasons Hotel, Mumbai

Sessions: 4:00 pm - 6:30 pm (IST)

Cocktails & Dinner: 7:00 pm onwards

Evolving Strategies for Indian Infrastructure Investments

Friday, 12 July, 2024 , Four Seasons Hotel, Mumbai

Sessions: 4:00 pm – 6:30 pm (IST)

Cocktails & dinner: 7:00pm Onwards

Presentation

4:00 pm - 4:15 pm (IST)

Session 1

Highways: India’s most seasoned infra asset class

4:15 pm - 5:00 pm (IST)

Return profile: past and future
Drivers of M&A deals and market size
Investing in green-field assets – risks and potential
Captive investment platforms, InvITs and LP interest – how are deal structures likely to evolve

Private PPA vis-a-vis utility scale platforms – risks, returns and exits
Emerging frontiers like EVs, charging infra, biofuels, storage – capital requirement, deal contours, assessing returns
Green Hydrogen – at inflection point of viability
Smart meters – risks, returns and the future
The growth capital v/s yield play conundrum; greenfield InvITs
Components of an optimal financing mix, and emerging financing structures
Path to exits and InvIT roll-over: potential roadblocks and solutions

Session 2

Decarbonisation: An ever-expanding theme

5:15 pm - 6:30 pm (IST)

Speakers