In our occasional review of the progress of water projects (including the Jal Jeevan Mission) and its impact on demand for pipes, we highlight how funding has resumed in the Covid-hit states along with a 3x surge (vs. August 2020) in countrywide release of funds. Our discussion with a senior official at Uttar Pradesh State Water and Sanitation Mission (SWSM) indicates massive spending worth Rs65bn aimed to increase the tap water coverage to 40% in 2years (14% currently). With 4x surge in budgetary allocation by Centre for the Jal Jeevan Mission Rural in FY22 and announcement of another Rs2.87tn for Jal Jeevan Mission Urban, we...