India’s Oil Supply Chain: From Wellhead to Wheel How a country with almost no oil of its own became one of the world’s most powerful oil refiners India imports nearly 5 million barrels of crude oil every single day. It refines more oil than any country except the US, China,…
Category: Knowledge Bytes
Knowledge Bytes
Importance of Capital Allocation
Importance of Capital Allocation for a Promoter Promoters often equate growth with value creation. While growth is important, it is not always synonymous with shareholder value creation. In fact, growth pursued without regard to returns on incremental capital can destroy value, even when revenues and absolute profits increase. The true…
Company Analysis
Narayana Health’s development of Health City Cayman Islands
Narayana Health’s development of Health City Cayman Islands is a case study on how NH was able to successfully build its first venture in the global healthcare space. Health City Cayman Islands (HCCI) is a tertiary-care hospital complex on Grand Cayman, founded by Dr. Devi Shetty and Narayana Health (NH)…
Industry Analysis
Health of power distribution companies
Health of power distribution companies is a very important facet of growth of power industry as it determines the overall health of the sector and whether the overall business can stay sustainably profitable. Most improvement and deterioration Which states / utilities are doing best (tops) Which states/utilities improved fastest (largest…
Industry Analysis
Indian power industry
India Power industry is a dynamic industry consisting of various elements from producers, distributors, transmitters to end consumers. India is one of the largest global power producer and consumers. All number in GW FY2025 India power production – Billion units 1,821 India power capacity – GW 475 India power capacity…
Knowledge Bytes
India’s nuclear future – Role of SMRs
India’s Nuclear Future: The Role of Small Modular Reactors (SMRs) 1. Why Nuclear Energy Matters for India 2. What Are SMRs? Small Modular Reactors (SMRs) are a new class of nuclear technology designed to be: 🌍 Global examples: 3. India’s SMR Vision India has a unique nuclear story: it developed…
Knowledge Bytes
Money Supply (M3), GDP, Inflation & Velocity – India
Money Supply (M3), GDP, Inflation & Velocity – India are closely related to the expansion and monetary policy of the central bank (RBI) of India. M3 (Money Supply): – Broadest measure of money in the Indian economy. – Includes currency with the public + demand deposits + time…
Industry Analysis
India’s car industry growth prospects
India’s car industry growth prospects can be analyzed by looking at the following charts. India, a country with one of the world’s largest populations, currently has one of the lowest vehicle ownership rates globally. Despite its vast network of roadways, the number of vehicles per 1,000 people remains significantly below…
Knowledge Bytes
Road length and density by country
As I was researching road length and density by country, I realized India has just recently overtaken USA as the country with the longest length of roads. Below are the top 10 countries by road length. It surprises me that despite being the largest in terms of road length, India…
Knowledge Bytes
India consumption story
India is now the largest population in the world and the India consumption story is currently evolving at a rapid pace. Below are some interesting numbers about how India spends currently. India GDP per capita is around 2500$ of which 51% of it is consumed and hence per capita spend…