Lord's Mark Industries Charts Multi-State Infrastructure Investment Roadmap
India's strategic focus on clean energy, accessible healthcare, and robust domestic manufacturing is transitioning from policy frameworks to tangible execution. State governments are now spearheading the development of investible, future-ready infrastructure to realize these national priorities. In a significant move aligning with this transformative shift, Lord's Mark Industries Limited is positioning itself as a key private sector partner, enabling this critical transition through substantial capital deployment and project execution.
Strategic Vision Forged at Global Forum
Following strategic engagements led by its Managing Director, Sachidanand Upadhyay, at the prestigious World Economic Forum 2026 in Davos-Klosters, Switzerland, the company has crystallized a comprehensive, multi-state investment blueprint. This roadmap spans the core sectors of clean energy, healthcare infrastructure, and advanced manufacturing. Currently, these initiatives are at various stages of development, including Expression of Interest (EOI), signed Memoranda of Understanding (MoUs), and ongoing governmental discussions. This phased approach underscores Lord's Mark's deliberate intent to actively participate in and contribute to India's next wave of infrastructure-led economic growth.
Maharashtra: Healthcare and Manufacturing Hub
Lord's Mark has formalized its commitment in Maharashtra by entering into an MoU with the state government for two high-impact projects with a combined proposed investment of ₹225 Crore.
- Affordable Medical & Healthcare Infrastructure Project: This initiative involves a substantial investment of ₹150 Crore. Scheduled to commence in May 2026, the project is expected to reach completion within the subsequent 3-4 years. Upon operationalization, it is projected to generate impressive annual revenues of approximately ₹500 Crore.
- Manufacturing & Medical Devices Facility: To be established across strategic locations in Mahape and Nagpur, this project entails a proposed investment of ₹75 Crore. With an anticipated start date in September 2026, it is slated for completion within a 2-year timeframe. This venture is estimated to yield annual revenues in the vicinity of ₹300 Crore.
Uttar Pradesh: A Clean Energy and Healthcare Powerhouse
The company's ambitions extend to Uttar Pradesh, where it has signed MoUs covering three transformative projects, signaling a deep commitment to the state's development agenda.
- Green Hydrogen Project: With a massive proposed investment of ₹1,000 Crore, this initiative is planned to begin in December 2026 in collaboration with a Joint Venture (JU) Partner. The project timeline is set for 3 years, contributing to the state's green energy portfolio.
- Solar Rooftop & Battery Energy Storage Systems (BESS): Another ₹1,000 Crore initiative, this project focusing on renewable energy storage is scheduled to commence in September 2026, also with a JU Partner, and will conclude over a 3-year period. Revenue projections for this venture are to be finalized as the project matures.
- Affordable Healthcare Diagnostics (PPP Model): Operating under a Public-Private Partnership framework, this project involves a proposed investment of ₹300 Crore. Expected to start in July 2026, it has a targeted completion window of 2 years.
The Uttar Pradesh portfolio is strategically designed to create long-term, recurring revenue streams, underpinned by the sustained and growing demand for clean energy solutions and accessible healthcare infrastructure. Given the evolving nature and early-stage structures of these projects, the company anticipates generating approximately ₹700-800 Crore in annual revenue from these initiatives.
Expanding Footprint: Kerala and Assam
Lord's Mark is also exploring opportunities in Southern and North-Eastern India, broadening its national impact.
- Kerala: The company has entered into a non-binding Expression of Interest (EOI) with the Government of Kerala to explore potential investments worth around ₹100 Crore in the medical and healthcare sector. The proposed project is tentatively planned for a July 2026 start, with a 2-year completion target, and is expected to generate roughly ₹200 Crore in annual revenues.
- Assam: Ongoing discussions are underway with the Government of Assam for a medical infrastructure project. While the proposed investment amount is currently under evaluation, the project is estimated to have the potential for annual revenues of approximately ₹200 Crore.
Building a Diversified National Platform
Collectively, this expansive suite of initiatives firmly positions Lord's Mark Industries as a diversified infrastructure and manufacturing platform, meticulously aligned with India's dual priorities of energy transition and healthcare expansion. By partnering directly with state governments on these identified, high-growth sectors, the company is strategically building:
- Institutional Credibility: Leveraging public-sector trust and partnerships.
- Long-Duration Revenue Visibility: Anchored in the essential, non-cyclical services of energy and healthcare.
- Scalable Asset Platforms: Across the complementary domains of clean energy and healthcare infrastructure.
- Employment-Linked Growth: Reinforcing alignment with national policy objectives on job creation.
Leadership Perspective and Execution Strategy
Commenting on these strategic developments, Sachidanand Upadhyay, Managing Director of Lord's Mark Industries Limited, stated: "Our engagements at Davos reflect a focused and deliberate approach to building scalable, sustainable platforms in clean energy and healthcare. These initiatives not only strengthen our long-term growth visibility but also allow us to contribute meaningfully to employment generation and regional infrastructure development. As we drive progress on the ground, we are proud to be an integral part of India's journey towards self-sustainability, actively leveraging local talent and resources to build a more resilient and inclusive economy."
To ensure robust execution, the company has adopted a phased and balanced capital deployment strategy. Project financing will be secured through a prudent mix of internal accruals, selective equity infusion via a rights issue, project-linked debt, and alignment with global foreign direct investment (FDI) platforms. This diversified financial structure is designed to support timely project execution while maintaining the company's balance sheet strength. All projects are planned for completion within a 2–3 year delivery window.
By sequencing investments with clear milestone progress and revenue ramp-up plans, Lord's Mark aims to increasingly rely on operating cash flows for future growth. The combined portfolio of these state-level initiatives is expected to generate over 2,000 direct and indirect employment opportunities across multiple states, contributing significantly to local economies.
It is important to note that the revenue projections mentioned are contingent upon successful project completion and are subject to prevailing government policies and regulations in the respective sectors.
