In our Water project Tracker, an occasional review of the progress of water projects (including the Jal Jeevan Mission) along with an analysis of its impact on demand for pipes, we outline our discussion with a senior official at Kerala Water Authority (KWA), which highlights that although currently there is a countrywide slowdown in execution of water projects, we will likely see pent up demand for pipes in FY22. Decoding the tender document of a water project, we learned that ~30% of the budget outlay is spent on DI pipes. The ongoing Andhra Pradesh State...