Carlos Ugarte
Head of Corporate and Business Development
Ferrovial - Cintra
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
Session 2
Decarbonisation: An ever-expanding theme
5:15 pm - 6:30 pm (IST)
- •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
Speakers
Carlos Ugarte
Head of Corporate & Business Development
Ferrovial - Cintra
Nishant Arya
Vice Chairman
JBM Group
Abhishek Poddar
India Country Head
Macquarie Group
Sumit Sen
Partner
Actis
Harsh Shah
CEO
IndiGrid
Ami Momaya
Director
KKR & Co. Inc.
Kuljit Singh
Partner & Leader - Infrastructure
EY
Srishti Ahuja
Infrastructure strategy & Transaction Partner
EY
Shreyas Bhushan
Partner,
Resolüt Partners
Ruchir Sinha
Managing Partner,
Resolüt Partners