RATIONALE:

Indian Railways, World's 4th largest, is projected to account for 40% of global rail travel by 2050.
The National Infrastructure Pipeline (2020-25) Railways allocation is INR 14 Lakh Crores & Annual Railway Capex budget of INR 2.5 Lakh Crores.
Ambitious National Rail Plan 2024 and 2030-50 (7 Bullet Trains, 6 RRTS and 25+ Metro projects, 400 Vande Bharat and 2 DFC) with multi-decadal opportunity.
This curated portfolio provides exposure to railway consulting, EPC, capital equipment & finance companies which have strong balance sheets, large order books and historical growth rates of 15%-30%.

VIDEOS:

Brief introductory video (06-Oct-21 : 6 Mins) :- https://tinyurl.com/5n84hwjp
Deep Dive video (10-Oct-22 : 48 Mins) :- https://tinyurl.com/w8smc3pz
Applying the Scientific Investing Framework (11-Nov-22 : 20 Mins) :- https://tinyurl.com/zy4brjhe
Multi Decadal Opportunity (21-Jan-23 : 14 Mins) :- https://tinyurl.com/yfbb4b4j
Budget Impact on Railways (03-Feb-23 : 12 Mins) :- https://tinyurl.com/42xs2t9e
For regular updates subscribe to our YouTube Channel :- https://tinyurl.com/5brfbxwt

RESEARCH REPORTS:

NOTE:

If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.
LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.
SIP: For a lower starting amount, do an SIP of INR 10K per month.
Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.
To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz., @OmniScienceCap and @OmniScience_IN Twitter handles, @OmniScience Capital and @OmniScience smallcase LinkedIn pages, @OmniScienceCapital page on Facebook and @OmniScienceCap handle on Instagram.

DISCLAIMER:

Adani Wilmar Ltd

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