Table of Contents Toggle In this article, you’re going to explorePM Narendra Modi’s new accession to Indian RailwaysList of all the working Vande Bharat expresses running across India26000 crore & 200 trains manufacturing: The first five biddersIndian Established Companies: RVNL, Tata Steel, BHEL, & Titagargh Wagons’ Role in the PictureRAIL VIKAS NIGAM Ltd. (RVNL)Tata Steel Ltd (TATASTEEL)Bharat Heavy Electricals Ltd (BHEL)  Titagarh Wagons (TWL)Opportunities for West Bengal: WB’s Uttarpara plant to manufacture 80 Vande Bharat trains Plant over 6 years!Here’s how?As per the latest market news, West Bengal is set to get second Bande Bharat Express, the route might be from Howrah to Puri.ConclusionLet Us know what do You Think of this Revolutionary Vande Bharat Project.Is it the right time to invest in stocks like Tata Steel, BHEL, TWL, RVNL? এই Blog টি বাংলায় পড়ুন In this article, you’re going to explorePM Narendra Modi’s new accession to Indian Railways.List of all the working Vande Bharat expresses.Initial 5 bidders: 26000 crore project on WIP.Indian Established Companies: Tata Steel, BHEL, & Titagargh Wagons’ Role in the PictureOpportunities for West Bengal: 80 Vande Bharat Trains to Roll Out from the Uttarpara Plant!PM Narendra Modi’s new accession to Indian RailwaysIndia, a land of diversity and wonder, has been brought together by the iron tracks of railways. And now is the correct time to merge such a ‘reason of progression’ with cutting-edge modern ideology. With that vision, Prime Minister Narendra Modi recently inaugurated Rajasthan’s first and India’s 4th edition (VB2M2) of the high-speed express, Vande Bharat, from Delhi Cant to Ajmer. With that being said, this will be the world’s first semi-high-speed passenger train on high-rise overhead territory (OHE) As we can see from history, India had already introduced its first high-speed express in the year 2019 on January 26th with the name “Train 18.” Later, Railway Minister Piyush Goyal corrected the name to “Vande Bharat.” The RDSO-standardised Vande Bharat Express (Train 18) was manufactured by Chennai’s popular manufacturing company ICF and had a speed of 180 km/h during its testing period. Later, considering the track capacity and crowd constraints, it was reduced to 130 km/h.In today’s blog, let us discuss what progression this news brings for the advancement of the future. List of all the working Vande Bharat expresses running across India The Vande Bharat train promises to revolutionize India’s rail infrastructure and connectivity. Its faster speeds and the reduced travel time will enhance mobility, making it more convenient and efficient for people to travel between different cities and regions. This improved connectivity will boost economic growth by facilitating trade, commerce, and tourism, driving development in both urban and rural areas, and fostering greater social integration. 26000 crore & 200 trains manufacturing: The first five bidders As per the source, last year around November and December, the news of the government’s Next 200 Fast Speed and Fourth Generation Vande Bharat vindication vision started hitting the headlines. With an estimated cost of Rs 26,000 crore for the project and 200 express manufacturing targets, the order quantity was decided as per the qualified bids of the companies. The five main bidders for the project were Alstom Transport (French Railway), Medha Servo Drives Pvt. Ltd., Titagargh, Siemens Ltd., and Russia’s CJSC Transmashholding. While Alstom was the sole bidder on the project, the other four companies submitted their names by tying up with other companies, as follows: Swiss company Stadler Rail (with Medha), BHEL (with Titagargh), BEML (with Siemens), and Rail Vikas Nigam Ltd. (TMH-RVNL) (with Transmashholding). The onboard manufacturing company will have to produce the first prototype of the next-generation train within 2 years. After the extended bid submitting dates, the two lowest-bidding companies have been selected for manufacturing the upcoming 200 Expresses, where the company with the lowest amount proposed got 120 orders and the second-lowest bagged the rest of the quantity. The rollout date of the first prototype is to be expected on or before April 2024. BHEL further informed that an additional order for Annual Maintenance Contract (AMC) has also been placed for 35 years. According to the conditions of the agreement, the company will supply 80 sleeper class Vande Bharat trains and undertake comprehensive maintenance of the same for 35 years. According to the Titagarh report, Indian Railways has outlined plans to expand the Vande Bharat train network and predicts a 2.5 times increase in passenger demand by 2051 as per the National Rail Plan. Indian Established Companies: RVNL, Tata Steel, BHEL, & Titagargh Wagons’ Role in the Picture The Vande Bharat project, aimed at developing high-speed rail technology in India, has received significant contributions from several established Indian companies, such as Tata Steel, BHEL (Bharat Heavy Electricals Limited), and Titagarh Wagons Ltd. For being leaders and leaving a mark of excellence in their fields, these companies are being tapped to play crucial roles in various aspects of the Vande Bharat project, contributing to its success. RAIL VIKAS NIGAM Ltd. (RVNL) Rail Vikas Nigam engaged in the business of implementing various types of Rail infrastructure projects assigned by Ministry of Railway including doubling, gauge conversion, new lines, railway electrification, major bridges, workshops, Production Units and sharing of freight revenue with Railways as per the concession agreement entered into with Ministry of Railway. At least 120 advanced Vande Bharat trains will be manufactured at RVNL’s Marathwada Railway coach factory in Latur, and efforts are on to begin production by August,” news agency PTI reported quoting Union minister Raosaheb Danve. The tendering process for coach manufacturing is in the final stages and the contract would be finalised soon, the report further said. Last month, RVNL emerged as the lowest bidder for manufacturing cum maintenance of Vande Bharat trains along with Russia’s Transmashholding (TMH) as a joint venture partner. TMH’s company Metrowagonmash is based in Russia’s Mytishchi. In addition, the miniratna PSU also emerged as the lowest bidder for – Mumbai Metro line 2B of MMRDA project worth Rs 378 crore. This month, RVNL received a nod from North Western Railway for the provision of automatic block signalling on Madar-Sakhun Section (51.13 Kms) of the Jaipur division. The order size was Rs 63 crore. Separately, RVNL has also incorporated a subsidiary company named Kinet Railway Solutions. As per technical chart, the stock is trading above 50 & 200 EMA in Daily TF. The stock has given almost 100% returned in last two months. Tata Steel Ltd (TATASTEEL) Tata Steel, one of India’s leading steel producers, has been instrumental in providing high-quality steel for the manufacturing of the Vande Bharat train. The train’s lightweight and aerodynamic design requires specialised steel that is strong yet lightweight, and Tata Steel’s advanced steel products have been used in the manufacturing of critical components of the train, ensuring its durability and performance. The company got a manufacturing contract for 22 trains with 16 coaches each. They will mainly develop the parts of the trains, which include seats, panels, windows, and Linke Hofmann Busch (LHB) first AC to Three-tier coaches. The company got around Rs 145 crore (per train) with a 12-month deadline. Debasish Bhattacharya, the vice president of the company, showed gratitude and best wishes as their manufactured trains will come up with 180-degree rotational seats and aviation-like amenities for the first time in India. As per technical chart, TATASTEEL is consolidating around its strong support zone of 102-110 level and trading around 50 & 200 EMA in Daily TF. Bharat Heavy Electricals Ltd (BHEL)  BHEL, a renowned engineering and manufacturing company have contributed to the Vande Bharat project by manufacturing and supplying traction equipment and systems for the train. The traction systems are critical for the train’s propulsion, and BHEL has leveraged its expertise in electrical engineering to develop and deliver advanced traction systems that meet the high-speed requirements of the Vande Bharat train.Company will make a total of 80 trains within 72 months, consortium with Titagarh Wagons Ltd.Consortium of BHEL & Titagarh Wagons will ensure the testing, maintenance, and other parameters for a period of 35BHEL has confirmed the maximum speed of the trains will be 176 km/hour. As per technical chart, the stock price of BHEL has taken support on 200 EMA & trying to take support on 50 EMA in Daily TF, also it has broken its downtrend channel in last week. Titagarh Wagons (TWL)Titagarh Wagons, a leading railway wagon manufacturer in India has utilized its expertise in the precision manufacturing of stainless steel shells, ensuring their safety and performance for Vande Bharat project. Consortium of BHEL & TWL will make a total of 80 trains within 72 months Shares of Titagarh Wagons Ltd. hit a record high after veteran investor Madhusudan Kela-backed Mahima Stocks Pvt. bought a stake in the company. Mahima Stocks holds 19.68 lakh shares in Titagarh Wagons, representing a 1.65% stake in the company.As per technical, TWL is in an uptrend and trading around its all time high and above 50 & 200 EMA in Daily TF.Opportunities for West Bengal: WB’s Uttarpara plant to manufacture 80 Vande Bharat trains Plant over 6 years!The major portions of the train components will be manufactured at the Uttarpara plant of of Titagarh Wagons Limited (TWL), about 15km from Kolkata, which will be renamed Titagarh Rail Systems.Umesh Chowdhary, the vice-chairman and MD of TWL, said that the Uttarpara plant had the technological capability to build the 80 Vande Bharat trains. However, given the magnitude of the order, some capacity expansion would be necessary, and Rs 1,000 crore has been earmarked for this, of which Rs 350 crore has already been invested.Here’s how? A milestone achievement: It reflects their commitment to excellence and their ability to compete at a national level.Boosting the economy: This proximity is likely to create job opportunities for local residents and contribute to the economic growth of the region, stimulating the boost of ancillary industries, and overall economic development of West Bengal..Technological advancement: The production of modernly designed Vande Bharat trains will bring significant transfer of advanced manufacturing techniques, promote research and development, and upgrade the state’s industrial capabilities.Enhanced global competitiveness: The consortium with BHEL also indicates a global collaboration and a step towards enhancing the global competitiveness of West Bengal, further establishing its position as a preferred investment destination.As per the latest market news, West Bengal is set to get second Bande Bharat Express, the route might be from Howrah to Puri.ConclusionThe introduction of more Vande Bharat trains in West Bengal is expected to improve the overall quality of rail travel, offering a faster and more comfortable mode of transportation for commuters, tourists, and business travellers alike..Additionally, the success of the Vande Bharat project may boost investor sentiment in the overall transportation and infrastructure sectors in India, which could further benefit stocks like Tata Steel, BHEL, TWL, RVNL etc that are involved in such projects. However, while the stock market carries various risks depending on other vital factors, INVESMATE is suggesting you to take your investment decision mindfully.Let Us know what do You Think of this Revolutionary Vande Bharat Project. Is it the right time to invest in stocks like Tata Steel, BHEL, TWL, RVNL?Write Us in the Comment Section Below 👇

Table of Contents Toggle Brief Overview of lithium reserves in Jammu and Kashmir ReasiImportance of Lithium in modern technologyGlobal Industry HighlightsGrowth of the Indian lithium industryEffect of this news on the Indian stock marketTop 5 Lithium Battery manufacturers in 2023: Opportunities for Retail investorsReliance - EVMahindra - EVExide -EVAmara Raja Batteries Ltd.Here are the two main ancillary industries that, in our vision, have the potential to flourish in the near future.Tata Chemicals LtdGujarat FluoroChemicals In This Blog You Are Going To Explore👉Brief overview of lithium reserves in Jammu and Kashmir’s Reasi.👉 Importance of lithium in modern technology.👉 Global industry highlights.👉 Indian lithium industry.👉 Impact of the news on indian stock market.👉Last but not least, retail investors’ opportunities in top-tier companies, as well as proxy investing? Indian Lithium Reserve Discovery Unlocks Exciting Opportunities for Retail Investors in the Stock Market.Investing in India’s Lithium Boom: Retail Investors Set to Reap Rewards in the Stock Market. Brief Overview of lithium reserves in Jammu and Kashmir Reasi A life-changing moment for India’s advancement as the 5.9 million ton deposit of lithium has been found in Salal -Haimana region of Reasi district situated on the bank of river Chenab of the Indian Union Territory of Jammu and Kashmir. The operation took place under the close supervision of the Geological Survey of India (GSI). While the ever-rising demand for the latest electronic gadgets is seen everywhere from the educational sector to high-quality electric transportation, lithium is considered one of the critical resources that have the potential to meet all the provincial necessities of this country. And needless to say, for the tremendous importance of this shiny and grey metal, it is often called “White gold” in electric mobility industries.As per the source, the found reserve of lithium is 500 parts per million plus grading, which is way better than the normal grades, as confirmed by the Indian mining ministry on February 9, 2023. In his vision, this new discovery has the capability to beat, if not all three, then at least the third-positioned lithium producer country, China, in the near future.Let’s dive deep and understand what the government’s future vision for this project is, what its effect will be on India’s lithium industry, and how it can help stock market investors in these sectors. Importance of Lithium in modern technology The craze of Lithium is nothing “over the top” for its unique properties and qualities. It is one of those highly sustainable metals which are extremely light in weight, long-lasting, capable of storing a maximum of energy for a longer period of time and a good reactive alkaline. So in the modern world, where safe and sustainable products are our concern, lithium has the potential to fit into any new-age industry, from electronic goods to electric vehicles.Because of its high energy storage capacity per kg, it is widely used in making EV batteries, personal desktops, phones, tablets, etc. Not only that, but it is also a brilliant option for automatic electric vehicle manufacturing companies because of its lesser mass and high energy density. From transportation, steel, air conditioners, and aluminium to medical compounds as well as aviation, lithium has made a huge contribution to these industries so far.Lithium carbonate, an inorganic compound of lithium, has a tendency to reduce thermal expansion by increasing its strength; for that reason, back in 2010, lithium was the 31%-contributing component in making ceramics and glasses. But after a sudden surge of EV and lithium-ion batteries, the amount of used lithium has decreased significantly, which ensures that other sectors have sufficient lithium supplies. While talking about the global contribution, it will be unjust if we don’t talk about the world’s most populous country, China. As per the above chart, we can see China is holding the #3 position with its 7.9% of the world’s lithium reserves. But that is only one side of the story. Global Industry Highlights As per the documents shared by the International Lithium Association, the current lithium supply is constrained to 24% of the total global demand, whereas the assumption is that this could hit the 79-80% slab within the year 2028-2030, which is around $15.45 billion with a 12.0% CAGR (according to a 157-page published report with the name “Global Lithium Industry Forecast 2022-2028”))This is a graphical forecast of the likely brisk demand for lithium in the coming years. While looking at the global picture, the first name that shows up is Tesla. For being one of the top and most renowned EV producers, their need for safe and good quality lithium batteries is essential, and to stay at the top, they are going to require 2700 GWh of lithium batteries each year. For that reason, they already had a long-term contract with one of China’s leading enterprise lithium-producing companies, Ganfeng Lithium.A few other global lithium-ion battery importer companies are Panasonic, Samsung, LG, etc., which are also going to teem in terms of the usage of lithium-ion batteries from telecom to technology—you name it—in the coming eras.When other countries have completed their brilliant and strategic plans for the future, India’s concern about the same becomes relevant.Why does India require its own lithium reserves? And how will this contribute to the expansion of the Indian lithium battery industries and proxy investing? Growth of the Indian lithium industry Is it really a fortune for AtmaNirbhar Bharat? By now there are no second thoughts about the usefulness of this recently founded whitish-grey treasure in Reasi, India. There are numerous reasons for India to have its own lithium deposits, not just in EV.With the emergence of further job opportunities in the top IT hub spots like Bangalore, Hyderabad, Mumbai, New Delhi, etc., the requirements for electric mobility are going to increase at a rapid rate in the coming time in both private and public transportation.So far, India was one of the top lithium importers from abroad, and China was the source of more than 90% of India’s total imported lithium-ion batteries in the year 2020–2021 (which was around Rs 8,811 crore), as per the stated official government reports. In this context, the recent discovery of white gold has given a ray of hope among the Indian direct and ancillary industry entrepreneurs, which is acknowledging this country’s capability of producing its own lithium-ion batteries instead of being dependent on others, therefore strengthening India’s mining rank on the global platform.As we know, being a riverine country, India has always been abundant in its several river bodies, thus providing unending water supplies. So unlike other countries, the discovery of this new resource in our country can be a boon for us since there will be a requirement for a huge water supply at every stage of its further procedures.Also, as we discussed earlier, China, despite being a large exporter of lithium, is always facing a threat in terms of its quality. In these circumstances, India has a slight vision to surpass China in the near future with both quantity and quality parameters, as per Mr Amit Sharma, the J.K. mining secretary’s statement.The good news is that, in addition to the government’s resolutions, several large industries are banding together to carry on this endeavor by establishing numerous lithium manufacturing plants across India. Reliance, the No. 1 telecom company, has already made a contract with Ambri for establishing a Gigafactory. Mahindra, JSW, and Suzuki are the few other names that are also planning to take part in this rally. Effect of this news on the Indian stock market Top 5 Lithium Battery manufacturers in 2023: Opportunities for Retail investors Reliance - EV recently focusing more on sodium-ion battery manufacturing since the company believes sodium-ion batteries are cheaper and safer in the EV revolution. As a result, Reliance Industries has acquired Faradion, a UK startup producing sodium-ion batteries. Mahindra - EV Like Tesla and any other top-tier EV companies, Mahindra – one of the greatest car manufacturer companies in India is also setting its foot on the EV race. The news of their E-rickshaw concept is already making headlines, along with their auto-rickshaw Treo concept. The company’s vision is to fully embrace lithium-ion batteries in its products. With that being said, it is stated that the company has submitted their bids under India’s $2.4 billion battery scheme for the same, where Reliance and Hyundai’s names are also on this list. Exide -EV In India, Exide has been the biggest domestic lithium battery-selling company since 2018, forming a 75:25 JV with Leclanche SA. The JV was established with a plan in mind to assemble lithium batteries within our country itself in the financial year of ’21, but later they started an integration approach for manufacturing cells in India. Amara Raja Batteries Ltd. Among the top conglomerates comprising businesses, Amara Raja is one of the largest lead acid battery manufacturing companies that supplies an extended amount of battery storage appliances for both automotive and industrial companies. It is great ideation on the part of Amaron, the power brand of Amara Raja, to shift their focus from lead batteries to lithium-ion batteries, considering the recent full-fledged market for electric vehicles. They’re also setting up a gigafactory in Telangana to work on the same thing on a larger scale. According to our research, these are all the companies that have the potential to become big in such scenarios, but what about the ancillary industries in terms of proxy investing that are also ready to boom along with these opportunities? Here are the two main ancillary industries that, in our vision, have the potential to flourish in the near future. Tata Chemicals Ltd TCL is a leading Indian multinational company that manufactures a wide range of products, from chemicals to fertilisers and consumer products. It is the world’s third soda ash production company, with a capacity of 3670 KT.Talking about soda ash or sodium carbonate is one of the main inorganic compounds which is used to extract metals like aluminium and lithium for its further usage. While soda ash is responsible for 56% of the revenue of Tata Chemicals, it is no wonder that after the advancement of EVs, the progress possibility of this ancillary company is also going to increase. Gujarat FluoroChemicals Last but not least on our list is GFL, a leading fluorochemicals manufacturing company established in 1987 that produces a wide range of products, including refrigerants, fluoropolymers, and chemicals, mainly for industries focused on aluminium and steel. But by setting up the subsidies, they’re also working on lithium chemical cells. So there’s an assumption that with the large global presence of Gujarat FluoroChemicals, the chemical shares of it will be playing an important role in upcoming years of EVs, and this could be the right time for retail investors as there has been a recent price correction on this stock.In conclusion, the potential of lithium to meet global demand is enormous. With enough reserves to meet the growing demand and new technologies emerging, the production of lithium can lead to a more sustainable future. As the world continues to shift towards eco-friendly and sustainable energy sources, lithium will play a crucial role in powering the transition in every sector, be it the stock market or any other field of modern life.