Thursday, October 16, 2008

Faster,heavier and larger

Indian Railway key numbers

1853 first passenger service
63,000 km long network
7,000 stations
1.34 milion workers
17 milion daily passengers
USD19.2 billion revenue 2008
USD 6 billion cash surplus from bankruptcy in 2003

There is no great mystery behind the strategy of this turnaround. It is common knowledge that the marginal cost in a capital-intensive business like Indian Railways is substantially less than the average cost of operations. It is for this reason that it followed a strategy of playing on volumes, driving down unit cost, reducing tariffs and increasing market share to achieve record profits. The focus is on increasing yield-per-train rather than increasing tariff-per-passenger or per tonne. To sum it up, we are faster, heavier and larger. Each word is worth US$2 billion so far.

Chief strategist - No Havard graduate dressed in a traditional white Indian kurta, the silver-haired legendary Lalu Prasad, current India's railways minister.

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