MASSIVE Infrastructure Growth in India: Experts Break Down the Sector

In Episode 4 of HDFC SKY’s Make Money Matter, Shashank Udupa dives deep into the vast and complex world of India’s infrastructure sector, joined by industry experts Varun and Unmesh from HDFC Securities. This episode unpacks the intricacies of infrastructure investment, from understanding government CapEx allocation in roads, railways, and defense to analyzing key players and business models like the Hybrid Annuity Model (HAM) and Infrastructure Investment Trusts (InvITs).

Whether you’re interested in the growth drivers behind construction giants like L&T or curious about the cyclical nature of infrastructure spending, this discussion provides valuable insights and practical tips for investors looking to navigate this essential sector. Tune in for an in-depth look at the metrics that matter and the trends shaping India’s infrastructure landscape!
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*About the show:*
Make Money Matter is India’s smartest financial podcast where top HDFC Securities analysts break down key trends and investment opportunities. Each episode provides actionable insights on stocks, strategies, and market analysis to help investors make informed decisions and stay invested in the market.

*Make Money Matter Podcast | NOW AVAILABLE ON SPOTIFY:*
https://open.spotify.com/show/5Egcnn05UL3RLf8Jkb24I4?si=39d8b86218ff4a09
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*Fill this form for an internship opportunity with HDFC Sky:* https://forms.gle/ZiEFqWHBcDFDVS5r5
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*Timestamps:*
00:00 – What To Expect
01:06 – Introduction to Make Money Matter
01:39 – Tracking India’s Infra Boom
06:37 – Future of Infra Investment
12:59 – InvITs Explained: A New Way to Invest
16:18 – Railways: Risks & Rewards
19:11 – India’s Infra Transformation
25:15 – Cement Industry: Trends & Challenges
32:00 – Top Tips for Retail Infra Investors
37:18 – How to Evaluate Infra Stocks
39:33 – Picking Winning Infra Stocks
45:53 – Key Metrics & Common Pitfalls
48:56 – Internship Opportunity
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*About the host:*
Shashank Udupa, the host of Make Money Matter, is a former investment banker and a highly respected figure in India’s finance space. As a two-time entrepreneur with deep expertise in Indian markets, Shashank has built a reputation for delivering well-researched, insightful stock analysis that resonates with value investors.

*About the Guest:*
*Unmesh Sharma*
_Head of Institutional Equities_
With over 17 years of experience, Unmesh Sharma leads Institutional Equities at HDFC Securities. He has worked across Capital Markets, excelling as a top-rated analyst in Real Estate, Telecom, and Consumer sectors. Prior to HDFC, he held key roles at Macquarie Capital, BofA-Merrill Lynch, and JP Morgan. Unmesh holds a CFA, an MBA from IIM Lucknow, and an Engineering degree from Mumbai University.

*Varun Lohchab*
_Head of Institutional Research_
Varun Lohchab oversees Institutional Research at HDFC Securities, backed by 18 years in Indian equity markets. He has worked with top firms like Fidelity, Franklin Templeton, and Jefferies, earning recognition as a Starmine-rated consumer sector analyst. Varun holds a PGDM from IIM Calcutta and a Bachelor of Engineering from Delhi College of Engineering.
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*Subscribe:*

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*Shashank Udupa:*
YouTube: https://www.youtube.com/@ShashankUdupa1
Instagram: https://www.instagram.com/shashank_udupa/?hl=en
LinkedIn: https://www.linkedin.com/in/shashankudupa1/

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*Disclaimer:*
_This podcast is intended for educational purposes only and does not constitute financial advice. The opinions and insights shared by the experts are based on their personal knowledge and experience and do not necessarily reflect the opinions of HDFC Sky and HDFC Securities, and may not be applicable to all individuals or situations. Investing involves risk, and past performance is not indicative of future results. Please consult with a qualified financial advisor before making any investment decisions. The information provided in this podcast should not be relied upon as a substitute for professional advice._

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