Shendra–Bidkin (AURIC)
Shendra–Bidkin, branded AURIC, is the DMIC’s clearest operational success after Dholera: Phase 1 (Shendra) is nearly sold out with firms in production, and Phase 2 (Bidkin) is in advanced development. Cumulative confirmed investment is cited by NICDC at ~₹56,200 cr, concentrated in the EV ecosystem.
The marquee tenants are EV and auto — Toyota Kirloskar, JSW Green Mobility and Ather Energy — alongside Lubrizol in chemicals, with the South Korean textile giant Hyosung (~₹1,500 cr, operational since 2018) as the original anchor. A PIB land-allotment round in August 2025 added committed mega-projects (Lonbest India electronics ₹110 cr, Science for Society ₹104 cr) — these are committed allotments, not MoUs.
The chief infrastructure risk — water for Bidkin — was substantially mitigated in March 2025 by approval of a ₹400 cr independent supply scheme from Jayakwadi Dam, though its ~3-year build means interim sourcing until ~2028.
What this node pulls — supplier opportunity surface
Semiconductor & electronics
A fab or OSAT anchor pulls a ~500-supplier cascade: bulk utilities localise first, while electronic-grade materials, metrology and specialist services stay 75-98% import-dependent - the opportunity band.
| Layer | Status | What the anchor pulls | Import dep. | Entry |
|---|---|---|---|---|
| Ultrapure water (UPW) systems | Localised (strong Indian base) | Design, build, operate and zero-liquid-discharge for wafer/package plants | 45% | Build-now |
| Bulk gases (N2/O2/Ar) | Localised (Indian JVs active) | On-site air-separation and baseload gas supply | 30% | Build-now |
| Equipment calibration (NABL) & maintenance | Near-absent / OEM-captive | Accredited on-site calibration labs; spares + field service independent of AMAT/Lam/TEL | 90% | Build-now |
| Electronic specialty gases | Distributor-only for electronic grade | NF3/WF6/HCDS/C4F6 - captive on-site electronic-gas plants | 92% | Position-early |
| Electronic wet chemicals & CMP slurry | Distributor-only | Developers, precursors, slurry - import substitution | 88% | Position-early |
| Metrology, test & failure analysis | Service-led opening | Metrology-as-a-service labs for every fab/OSAT | 75% | Position-early |
| Cleanroom engineering & consumables | Partial (EPC local, materials imported) | HEPA/ULPA, garments, wipes, filter media | 60% | Position-early |
| Advanced packaging / OSAT services | Moving (Micron/Tata/Kaynes) | Assembly, test, substrate supply into anchor plants | 55% | Position-early |
| Photoresist & wafer handling (FOUPs) | Import-only | High-IP, long-horizon strategic items | 96% | Watch |
EV & automotive
An auto/EV anchor pulls mechanical depth (forgings, machining, tooling) first, then the electrified layers - cells, motors, power electronics - that are still largely imported.
| Layer | Status | What the anchor pulls | Import dep. | Entry |
|---|---|---|---|---|
| Precision machining & forgings | Local base exists | CNC machining, forgings, castings, fasteners into Tier-1 supply | 45% | Build-now |
| Tooling, dies & moulds | Localising | Press tools, injection moulds for body and interior programs | 60% | Build-now |
| Battery packs & cell components | Import-dependent | Cell hardware (foils, tabs, casings); pack assembly localises first | 70% | Position-early |
| Motors, controllers & power electronics | Import-heavy | EV powertrain electronics and thermal management | 80% | Position-early |
| Cathode/anode active material | Import-only | Highest-value cell input; localisation once cell volume is real | 95% | Position-early |
| Wiring harnesses & connectors | Localising | High-labour, high-volume content that anchors fast | 50% | Build-now |
| Testing, calibration & EMC labs | Partial | Agnostic to OEM - every plant needs certified validation | 55% | Build-now |
| Battery recycling (black mass to metals) | Green-field | Domestic route to Li/Co/Ni that shortcuts refining | 75% | Build-now |
Indicative opportunity surface derived from the node's sector profile and Techadyant sector-level research (import-dependency figures from the Dholera supplier workbook and cross-report modelling). Not node-specific verified commitments — verify each layer against current tenders and anchor statements before acting. Entry tiers: Build-now (capital-light, local base exists), Position-early (gap to close), Watch (long-horizon, high-IP).
Companies & commitments
| Company | Sector | Commitment |
|---|---|---|
| Hyosung | Technical textiles (South Korea) | ~₹1,500 cr — operational; AURIC’s first mega investor (2018) [V1] |
| Toyota Kirloskar Motor | EV / automotive | Committed (major Bidkin allotment), multi-crore [V] |
| JSW Green Mobility | EV / green mobility | Committed, multi-crore [V] |
| Ather Energy | EV scooters | Committed, multi-crore [V] |
| Lubrizol India | Specialty chemicals / additives | Committed, multi-crore [V] |
| Lonbest India | Electronics (chipsets, PCBs) | ₹110 cr · 500 jobs · Sector 12 — land allotted (mega-project), Aug 2025 [V] |
| Science for Society Techno Services | Specialty food ingredients | ₹104 cr · 325+ jobs · Sector 12 — land allotted (mega-project), Aug 2025 [V] |
| Alankar Engineering Equipments | Road-construction equipment | ₹17.5 cr · Sector 5 — expansion allotment, Aug 2025 [V] |
| Polycab Wires | Electrical wires / cables | Allotted (cited in a CAG expansion-policy reference) [V] |
| Reliance Infrastructure / Anvi Power / Gensol Engineering | Infrastructure, power, renewables | MoU / intent, multi-crore [V1] |
Industries coming up
Infrastructure & connectivity
- Phase 1 Shendra ~2,073 ac (8.39 sq km) almost fully allotted; Phase 2 Bidkin ~7,857 ac (31.79 sq km) selling fast.
- Plug-and-play trunk infrastructure to the plot boundary; published utility rates (treated water ₹20/KL, recycled ₹10/KL); land base ~₹1.42 cr/acre.
- ₹400 cr independent Bidkin water scheme drawing from Jayakwadi Dam approved Mar 2025 (~3-yr build), resolving the node’s main infrastructure risk; ~15 km from Chhatrapati Sambhajinagar airport.
- Mid-2026 expansion works: 520 acres of residential land converted to industrial use, and a PMNC tender for Bidkin Phase B & C (2,446.49 ha) published 20 July 2026 with the pre-bid on 27 July.
- Bidkin sell-through is now the programme’s deepest: 91 plots covering 2,570 acres allotted with only 278 acres of industrial land remaining (NICDC channels), and MITL opened a fresh industrial-plot allotment round on 24 August 2026, closing 4 September.
Incentives & land: Maharashtra Industries, Investment & Services Policy 2025 — land at Re 1/acre for qualifying global giants, SGST refunds, capital subsidy / interest subvention, electricity-duty exemption and power-tariff support; MAITRI 2.0 AI-driven approvals. (Re-1 land applicability to AURIC not yet confirmed.)
The EV and auto cluster
AURIC has built a genuine EV identity. Toyota Kirloskar, JSW Green Mobility and Ather Energy are all committed, most of them in the larger Bidkin phase, with Lubrizol anchoring a specialty-chemicals adjacency. Tier-1 and tier-2 auto ancillaries are the logical fill, supported by the deep legacy Aurangabad auto base — Bajaj Auto, Skoda Auto Volkswagen, Varroc and Endurance Technologies.
Hyosung, the South Korean technical-textile giant, remains the foundational tenant: ~₹1,500 cr and operational since 2018, it proved the node could attract global mega-investment before the EV wave.
Committed allotments vs intent
A PIB-documented August 2025 land-allotment round is the strongest evidence of committed (not merely intended) investment: Lonbest India (electronics, ₹110 cr, 500 jobs), Science for Society (food ingredients, ₹104 cr) and Alankar Engineering (₹17.5 cr expansion) received land under mega-project / priority categories. Reliance Infrastructure, Anvi Power and Gensol Engineering, by contrast, are at MoU / intent stage.
Risks & open questions
The ₹400 cr Bidkin water scheme is approved but has a ~3-year execution horizon (≈2028), so units setting up now may rely on interim sources until the Jayakwadi pipeline is live.
The 2025 policy’s Re-1/acre land offer is transformative but its qualifying criteria are not yet public, and there is no confirmation AURIC has allotted under it. Plot-level land-use splits and which firm sits in Shendra versus Bidkin are also not publicly itemised.
Timeline
- 2014MITL (then AITL) incorporated
- 2015–16CCEA approval of Shendra (2015) and Bidkin (2016)
- 2018Hyosung becomes AURIC’s first mega investor (~₹1,500 cr)
- Mar 2025₹400 cr independent Bidkin water scheme approved
- Aug 2025PIB land-allotment round (Lonbest, Science for Society and others)
- Dec 2025Maharashtra 2025 industrial policy (Re-1/acre, SGST refunds)
- Jul 2026PMNC tender for Bidkin Phase B & C (2,446.49 ha) published 20 July; 520 ac converted to industrial use
- Jul 2026NICDC–MITL cross-learning site visit at AURIC for corridor SPVs, PMNCs and EPC contractors (23–24 July); BHAVYA framework discussed
- Aug 2026Fresh AURIC Bidkin allotment round opens 24 August (applications close 4 September); Bidkin cumulative allotment at 91 plots / 2,570 ac
Sources
- NICDC — Shendra-Bidkin node page ↗
- PIB — AURIC land allotments (PRID 2159657) ↗
- Times of India — Bidkin ₹400 cr water scheme ↗
- Elets eGov — AURIC / Hyosung first mega investor ↗
- Financial Express — CCEA approval (2015) ↗
- NICDC — Tenders (Bidkin Phase B & C PMNC, Jul 2026) ↗
- AURIC official portal — Bidkin allotment round (24 Aug – 4 Sep 2026) ↗
- PIB — NICDC cross-learning site visit to AURIC (23–24 Jul 2026) ↗