The global aircraft fleet is mainly dominated by 2 players – Boeing and Airbus. There are roughly 30000 aircrafts in service (passenger + cargo). The orderbook currently stands at around 18000 which is roughly 30% of the global fleet. At the current rate, it will take another 10 to 12…
Category: Knowledge Bytes
Knowledge Bytes
India’s Workforce: The Complete Picture
1. The Basic Numbers India has 1.46 billion people. Of those, about 56.2 crore (562 million) are employed. Another 4.6 crore are unemployed but actively looking for work. The remaining ~85 crore are outside the labour force entirely — students, homemakers, elderly, and children. Men participate far more than women:…
Industry Analysis
India’s Natural Gas — The Complete Story
Two molecules, two supply chains, one word: “gas” When your auto-rickshaw driver fills up CNG, when your kitchen runs on a piped gas connection, and when your mother refills an LPG cylinder — all three are called “gas” in everyday conversation. They are not the same thing. They come from…
Industry Analysis
India’s oil supply chain
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,…
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…