Slide 1: Executive Summary Macro Economic Indicators Slide 2: GDP at Factor Cost: Quarterly (2009-10, 2010-11, 2011-12, 2012-13), Inflation Rate: Monthly (Nov - Dec 2012 - Mar - Apr 2013) Slide 3: Gross Fiscal Deficit: Monthly (Sep 2011 - Feb 2012), Exchange Rate: Monthly (Dec 2012- May 2013) Slide 4: Lending Rate: Annual (2009-10, 2010-11, 2011-12, 2012-13), Trade Balance: Annual (2009-10, 2010-11, 2011-12, 2012-13), FDI Annual (2009-10, 2010-11, 2011-12, 2012-13) India's Water Situation Slide 5: Water - An Indian Overview Slide 6: Water Bodies under Threat Introduction Slide 7: Indian Water Quality Standards Slide 8-9: Primary Parameter Standards Slide 10 -11: Water and Wastewater Management - Introduction Sectoral Demand for Water Slide 12: Current Water Usage Pattern in India Slide 13: Current Water Usage Pattern in India: Market Forces at Work Slide 14: Agriculture Sector - Overview Slide15 -16: Industrial sector - Overview Slide 17: Domestic sector - Overview Market Overview Slide 18: Untreated Wastewater Generation Slide 19 -20: Market Overview - Market Size - WWWM (Value-Wise) (2012, 2013e, 2014e, 2015e, 2016e, 2017e), Wastewater Treatment Demand (2012) Slide 21: Timeline: Water and Wastewater Management Industry in India Slide 22: Business Models in India's WWWM Sector Slide 23: Value Chain Analysis: Water and Wastewater Management Industry in India Wastewater Treatment Techniques Slide 24: WWW Treatment Techniques - Summary Slide 25 -34: Water Treatment Techniques Drivers & Challenges Slide 35: Drivers & Challenges - Summary Slide 36 - 43: Drivers Slide 44 - 47: Challenges Government Bodies and Initiatives Slide 47: Government Initiatives and Regulations - Summary Slide 47 -58: Government Initiatives and Regulations Recent Developments Slide 59: Summary Slide 60 -73: Recent Developments Competitive Landscape Slide 74: Porter's Five Forces Analysis Slide 75: Players across Value Chain Slide 76-80: Competitive Benchmarking Slide 81- 112: Major Public Players Slide 113-143: Major Private Players Market Entry Slide 144- 149: Strategic Recommendations Appendix Slide 150: Appendix Slide 151: Sources of Information

Macro Economic Indicators 1. GDP at Factor Cost: Quarterly (2009-10, 2010-11, 2011-12, 2012-13) 2. Inflation Rate: Monthly (Nov - Dec 2012 - Mar - Apr 2013) 3. Gross Fiscal Deficit: Monthly (Sep 2011 - Feb 2012) 4. Exchange Rate: Monthly (Dec 2012- May 2013) 5. Lending Rate: Annual (2009-10, 2010-11, 2011-12, 2012-13) 6. Trade Balance: Annual (2009-10, 2010-11, 2011-12, 2012-13) 7. FDI Annual (2009-10, 2010-11, 2011-12, 2012-13) India's Water Situation 1. Average Annual Precipitation Sectoral Demand for Water 1. Current Water Usage Pattern in India - Agriculture, Industry and Domestic - (2010, 2025e, 2050e) 2. Water Consumption Levels in Various Countries 3. Specific Industrial Water Consumption (2011) 4. Source of Water for Industrial Use (2012) 5. Ease of Water Availability and Pricing (2012) 6. Source Dependence for Water (2011) Market Overview 1. Sewage Generation and Treatment Levels (2008-09, 2009-10, 2010-11, 2011-12) 2. Market Size - WWWM (Value-Wise) (2012, 2013e, 2014e, 2015e, 2016e, 2017e) 3. Wastewater Treatment Demand (2012) Wastewater Treatment Techniques 1. Average Rainfall in Urban Cities 2. CETP Distribution in India (2012) Drivers & Challenges 1. Indian Population Estimates (2011, 2012e, 2013e, 2014e, 2015e) 2. Population Comparison: India vs. China (2010, 2015e 2020e 2025e 2030e 2035e 2040e 2045e 2050e) 3. Rising Urban Populace (1981, 1991, 2001, 2011) 4. Industry - Gross Capital Formation Sector-wise (2007-08, 2008-09, 2009-10, 2010-11, 2011-12) 5. Industry - Share in GDP Sector-wise (2007-08, 2008-09, 2009-10, 2010-11, 2011-12, 2012-13e) 6. Average Water Tariffs in Selected Countries (2011) Government Bodies and Initiatives 1. Investment - Water Supply and Sanitation (11th Plan, 12th Plan) 2. Required Fund for Transmission System Development (12th FYP) Competitive Landscape 1. Competitive Benchmarking - Key Ratios of 4 Major Private Companies - Operational Basis (FY 2012) 2. Company profiles (All Companies) a. Ownership Structure (Private Companies) b. Financial Snapshot c. Key Business segments (Public Companies) d. Key Geographic segments (Public Companies)Introduction 1. Indian Water Quality Standards 2. Primary Parameter Standards Sectoral Demand for Water 1. Current Water Usage Pattern in India : Market Forces at Work 2. Virtual Water Footprint (‘000 Ls/MT) 3. Specific Industrial Water Consumption 4. Per Capita Water Requirement Market Overview 1. Business Models in India's WWWM Sector Wastewater Treatment Techniques 1. Types of Filtration Methods 2. Economics of Sewage Collection, Transportation and Treatment Drivers & Challenges 1. Water Contaminants 2. State Wise Annual Water Level Fluctuation 3. Water Pricing Mechanism 4. Status of Water Supply Government Bodies and Initiatives 1. Institutional Framework in Urban Water Supply 2. Sector-wise projects sanctioned & projects completed under JNNURM 3. State-Wise Details of Sanctioned Projects Under Urban Infrastructure & Governance of JNNURM Recent Developments 1. Different Avenues for PPP's Competitive Landscape 2. Public Trading Comparables (FY 2012) 3. Company profiles (All Companies) a. Company Information (All Companies) b. Products and Services (All Companies) c. Key People (All Companies) d. Shareholders of the Company (Private Companies) e. Key Financial Performance Indicators (Public Companies) f. Key Ratios (All Companies) g. Business Highlights (All Companies) Appendix 1. Appendix 2. Sources of Information

Public Companies 1. Gammon India Ltd 2. Hindustan Dorr Oliver Ltd 3. Ion Exchange India Ltd. 4. Ramky Infrastructure Ltd. 5. SPML Infra Ltd. 6. Thermax Ltd. 7. Va Tech Wabag Ltd. 8. Wipro Ltd. Private Companies 1. Jamshedpur Utilities & Services Company Ltd. 2. Degremont Ltd. 3. Veolia Water (India) Private Ltd. 4. Paramount Ltd. 5. Driplex Water Engineering Ltd. 6. Doshion Veolia Water Solutions Private Ltd.