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Construction industry to drive infra growth
RENU RAJARAM
Friday, February 05, 2010, 09:56 Hrs  [IST]

The Indian construction industry is expected to grow at 22.4 per cent in 2009-10 compared to just 7.1 per cent growth in 2008-09, Sudhir K. Nair, Head of Research, Credit Rating and Information Services of India Ltd, said. Growth of the construction industry declined substantially in the previous year due to the global economic slowdown and the liquidity crunch faced by contractors and developers.

"We expect the construction industry to bounce back after increased spending under the stimulus packages, budgetary support and an improving economy," Nair said.

Sudhir Nair's bullish outlook for the Indian construction sector is reflected in a recent global report. In about just a decade India will move on from ninth-largest to third-largest construction market in the world, a new 10-year forecast titled Global Construction 2020 published by Global Construction Perspectives and Oxford Economics has said. The report has predicted that, by 2020, India's construction market will be worth almost $650 million—making up 5 per cent of the world's total construction output. Only construction giants China and USA will be doing better than India.

The Indian economy is expected to record 8 per cent GDP growth for the next three years up to 2012. With the expected average annual compounded growth rate of 8.5 per cent, GDP is expected to be $1.4 trillion by 2017 and $2.8 trillion by 2027. Construction accounts for nearly 7 per cent of GDP and is the second biggest contributor (to GDP) after agriculture. It is estimated that there are $860 billion worth of construction opportunities in India.

Business Monitor International's Q409 India Infrastructure Report has pointed out that the construction sector was growing, in real terms, at a rate of 2.6 per cent y-o-y in 2009. This still remains, historically, a low figure for India. With the strong recovery, it is forecasted that the sector will grow by 9.4 per cent in 2010.

Indeed, infrastructure was the focal point of the 2009-10 budget. Investment in construction accounts for nearly 65 per cent of the total investment in infrastructure and it is expected to be the biggest beneficiary of inflows in the core sector in the next five to six years. In transport sector, funding earmarked for the national highways development project increased by 23 per cent compared with the previous year's budget, while funding for railways increased by close to 45 per cent. In power sector, allocation for power development programmes increased by 160 per cent.

Crisil Research has estimated construction expenditure to almost double from Rs 6,217 billion from 2003-04 through 2007- 08 to Rs 12,189 billion from 2008- 09 through 2012-13. Currently, the size of the construction industry is Rs 1,866 billion.

According to a Crisil official, the roads sector will be the primary growth driver in the infrastructure sector. Roads, irrigation and urban infrastructure will together constitute 72 per cent of total construction expenditure on infrastructure over the next five years (2008-09 through 2012-13). The report by BMI also pointed out that transport would contribute the vast majority of infrastructure industry value, 73 per cent, in 2009-10, equal to Rs 1.69 trillion ($35.53 billion).

The roads and ports sectors have seen most activity over the past quarter, with a number of contracts awarded as both EPC and concessions. Increased focus by the central and state governments and urban local bodies on development of infrastructure in urban areas will support investments. A combination of higher government funding and public-private partnerships will also drive new investments into infrastructure projects.
 
                 
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