Airlines:
Will This Quote Helpful for Indigo: “Tough times Don’t Last, But Tough Companies do.”
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We Can see Companies of Developed Countries do around 2-3 Lakh Cr Sales with an average 2-10% Net Profit Margins. Delta Air Lines’ largest in the world doing profits the same as Sales of Our largest Airlines Indigo.
Airfares have dropped by around 45% during the last decade. The civil aviation industry in India has emerged as one of the fastest-growing industries in the country during the last few years. India is currently considered the 7th largest civil aviation market and expected to become 3rd largest within the next 10 years. Since 2014 India has overtooked Major markets like Australia, Japan, Brazil & Russia. Air Passenger in India is growing by 17% y-o-y.
US with GDP of 18 TR & GDP/Capita of 5400USD Ferried 90 Cr passengers. China with 11Tr GDP & 8000 GDP/capita Ferried 61 Cr passengers. Hence, India with 3 TR GDP & 2000 GDP/Capita ferried 17 Cr Passengers. The higher GDP/capita Higher passengers. India currently 5th Largest in GDP but lacks GDP/capita, India expected to achieve Upper-Middle Income Status country from Current lower Income status till 2027 with 6TR GDP on the back of digitization, Globalization & Favorable Demographics. Can expect India to cross 100 Cr Passengers till 2040. We have seen a Traffic growth of 14% CAGR. IMF expects India to Lead Global Growth.
Key Growth Drivers: Growth of middle-class Population, Strong Economic Growth & Expanding Aviation Infra.
BY 2023 Airport traffic to grow by 5.3X. China to replace US as No#1 while India to Replace UK and Jump 3 from the current 7th as well as Indonesia to Jump 4th from the current 10th To replace Spain. To cater to the rising air traffic India currently with 105 airports would increase the number of airports to 200 by 2040. Currently, there are 650 operational airplanes in India which are expected to grow 1100 till 2027. The major cost of around 50% is of Fuel & Rental with Maintenance.
Indigo and Spice are two listed companies, while we are going to see an IPO of GOAir from the oldest group, ie. Wadia group soon. Good growth, but the Majority of the companies with high debt burdens and low margins.
Post COVID-19: Airline is the industry is highly affected and sales were down by 60% as this industry opened last and that also with limited cities. We may see Recovery till next year v/s many industries started recovering this year itself.
/teaching_material_text/image/1877034--?Expires=1733850119&Signature=tt1re4NrQqe0lj5IIoLLq0asoQjzIYiIEgvEQa-HTJLNi4PGW5ZR~NLPRFAa80DMpel9IfVx8tuqqxYTWO2BUsrtdELrShRrq0qEsUnnu2M6Cz87F60OPAY6mqhhXapmnyxWd7XPf2Ia18EUE2~aJlPsNznbOx5D06aBwkbMi9U0wwxYHQBs7XgT9HltHCtdjk4FXtjV39otrggS0ugH0FjQX6dyLIueT1cAbSH74sKsZ5bYAcUOdT3SFYQ0zIdBLh7nPeRji-Jx2c8FVqgyRl59~eAMNxP8kxNpjolEyEiVSPqHYj6bgjM6KhUbTBZ3WL3kvZGO9yCX4AVvpN6Dmw__&Key-Pair-Id=APKAIIFZDCEANAVU2VTA)
Class Sessions
1- Let us Understand the classification of Listed Indian industries _2023
2- Bajaj Auto: CMP: 9852: Long Term Gr: 11% Cy Growth: 19% | Q2_FY_25 RESULTS UPDATE
3- Eicher Motors: CMP: 2546: Long Term Gr: 15 C Year: 141
4- WONDERLA: 878 Long Term Gr: 15% | CYear Gr: 13% | Fy_24 Result updated
5- ### Wonderla Q1 FY25 Financial Analysis
6- Wonderla Q2 FY25 Full Analysis
7- Qualified institutions placement of equity share for Wonderla Holidays ????
8- BEL: CMP: 290: Sales Long term: 11% Q1_FY25: 20% | Q1_FY_25 Result Updated
9- ### Bharat Electronics Limited (BEL) Q1 FY25 Financial Analysis
10- INDUSTRY DASHBOARD
11- Balkrisind: CMP: 2340 LongTerm CAGR: 15% | Cy Gr: (-10%) | Q3_FY_24 RESULT UPDATE
12- Auto Tyres & Rubbers Industry
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26- MRF: CMP: 80400: Long term Gr: 10 CY Gr: 70
27- FAIR VALUE OF MRF:
28- Useful Links
29- Q1 FY25 results for Balkrishna Industries Ltd:
30- ### Balkrishna Industries: Consolidated Q2 FY25 & H1 FY25 Financial Analysis
31- AMARA RAJA BATTERIES CMP: 1548 | LONG TERM GR: 15% | Q1_fy25 GR: 17% | Q1_fy25 Result Update
32- ### Amara Raja Batteries: Consolidated Financial Results for Q1 FY25
33- Asset Management Companies: Industry DASHBOARD
34- 🏦 HDFC AMC – AUM Powerhouse with Profit Precision
35- Airlines Industry
36- InterGlobe Aviation: CMP: 4270: SALES GR LT: 20% | FY24: 25% RESULT UPDATE
37- Agro Chemicals
38- PI Industries Q1 FY25 Key Highlights
39- PI Industry: CMP: 3790 Sales Gr long term: 19% CYear: 18% | fy_24 result update
40- INDUSTRY DATA
41- Breweries & Distilleries:
42- UBL: CMP: 1491 | Long term Gr: 19% | Cyear Gr: 27% | Fy_23 Result update on 23rd June 23
43- Radico: CMP: 454: CY SALES: -13
44- Kajaria Ceramics: CMP: 1319 | Long growth: 17% | C_Year Growth: 5% | 9M_Fy_24 Results Update
45- TCS: 3246: Sales Growth Long Term: 19% | fy25Sales: 6%
46- ### Tata Elxsi: CMP: 6203: Long Term: Sales 17% | Cy Sales 6.6% |Q3_Fy_25 Result Update
47- INFY:CMP: 1751: Sales Growth: 17 Profits: 21
48- INFY FAIR VALUE
49- LTI: CMP: 3874 : Cy Sales 31 LongTerm Sales: 18
50- LTI FAIRVALUE
51- TRIO OF IT INDUSTRY: DATA STUDY
52- Cement & Cement Products:
53- Ultracemco: CMP: 11105: Long term Sales Gr 13% | H1_fy25: 0% | H1_fy25_Result Update
54- SHREE CEMENTS: CMP: 21163: LONG TERM GR: 15 CY GROWTH: 21 H1_FY23 RESULT UPDATE: 16TH OC
55- Shreecement Intrinsic Value
56- Eagle’s Eye View: Analysis for UltraTech Cement's Q2 FY25:
57- HAVELLS: CMP: 1636 | Long Term: 15% | | Q2_FY25 Sales Gr: 16% | Q2_FY_25 Result Update
58- *Havells India* Limited's Q1 FY25 results: Eagle’s Eye View:
59- Cigarettes, Tobacco Products:
60- FAIR VALUE: ITC
61- Civil construction industry in India:
62- Larsen & Toubro: CMP: 3690: LONG TERM SALES GR: 16 Q1_FY25: 15% | Q1_fy25 Results Update
63- Rites: CMP: 271: Long Term Gr: 8 CYear -25
64- Fairvalue of RITES
65- Q1 FY25 Results Larsen & Toubro (L&T):
66- ### Larsen & Toubro (L&T) Financial & Operational Summary for Q2 FY25 & H1 FY25
67- India Ratings Affirms Larsen & Toubro’s NCDs at ‘IND AAA’/Stable
68- Dmart: CMP: 3834: Long Term Sales: 27% 9M_FY25_Sales: 17% |9M_Fy_25 RESULT UPDATE
69- Diversified Commercial Services
70- TEAMLEASE: CMP: 2639 Long Term Growth: 19% CYear Growth: 16% | Q1_FY24 Result Update 7th Sept
71- HINDUNILVR: CMP: 2427 | LONG TERM GR: 10% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE
72- PATANJALI: CMP: 1703 CYear Gr:-8%, Long Term Gr: 10% | Q1_Fy25 Result Update
73- Eagle’s Eye View: Patanjali Foods Limited for Q1 FY25:
74- Patanjali's Q2 FY25 financials:
75- Ecommerce Listed Space
76- ZOMATO FAIRVALUE
77- Zomato's latest Q1 FY25 Results:
78- POWERDATA FOR POWER EXCHANGE
79- IEX: CMP: 209: Long term Gr: 15 Cy Gr: 19% | Q1_FY25 Result Update
80- PowerGrid: CMP: 194 Long term gr: 18 Cy Year: -4
81- CDSL: CMP: 1536 : LONG TERM GROWTH:25% CY GROWTH: 72% | Q1_fy25 Result update
82- ### Analysis of IEX Q1 FY25 Financial Results
83- Finance Including NBFC:
84- Bajaj Finance: CMP: 6610: LT SALES GR: 25% | Q1_FY25_GR: 29% |Q1_fy_25 Results Update
85- IRFC: CMP: 174 | LONG TERM GR: 15% | CYEAR GR: 12% | FY_24 RESULT UPDATE
86- IREDA: CMP: 147 Long tIREDA: CMP: 177 Long term Gr: 23% | Fy25 Growth: 36%
87- Recltd :CMP: 139:
88- Financial results of Indian Railway Finance Corporation (IRFC) for Q1 FY25:
89- *Indian Railway Finance Corporation Limited (IRFC) for Q2 FY25:*
90- Relaxo Footwear: CMP: 836 9M_fy_24 Result updated
91- ## Relaxo Footwears Limited Q1 FY25 Results Analysis
92- Fertilizer
93- Coromandel: CMP 789: Sales growth long term: 12 Cyear: 11
94- DataStudy of Coromandel
95- ICICI GI: 1904 Long Term Sales Gr: 14% | H1_FY25 GR: 15% Q2_fy25 Result Update
96- Investor Report Fy_25: ICICI Lombard General Insurance Company Ltd
97- Eagle's Eye View on ICICI Lombard's Q1_fy25 and insights:
98- Titan Ind CMP: 3769: Long term Sales: 19% | Q1_fy25: 23% q1_FY25 Latest result Update
99- Pageind: CMP: 40187: long term Sales: 19 CYear:55 H1 result update 12th Nov
100- DashBoard of Titan & Page
101- ### Titan Company Limited Q1 FY25 Financial Analysis
102- PAGE INDUSTRIES: CMP: 38982 | Long term Gr: 21% | C Year: (-3%) | FY24 Result Update
103- ### Page Industries Q1 FY25 Financial Analysis and Insights
104- TTK PRESTIGE: CMP: 698 | LONG TERM GR: 12% | CYEAR:(-5%) | Q3_FY_24 RESULT
105- Voltas: CMP: 1778: Sales Gr Long Term: 12% | Q1_fy25: 47%
106- Housing finance companies:
107- *Bajaj Housing Finance Limited (BHFL)* : CMP: 130 Long Term Gr: 30% | CY Gr: 24%
108- HDFC: CMP: 2342 Cy Sales: -2 LongTerm Sales: 23 9M Result Update on 24th Feb-22 Low Dem
109- FAIRVALUE HDFC
110- Lal PathLabs Ltd: CMP: 2752 | LONG TERM GR: 15% | CY GR: 10% | FY24 RESULT UPDATE
111- Healthcare Facilities: Long Term Sales: 17 CYear: -6
112- Apollo Hospital: 6504: Sales Gr Long term: 17% | CY: 15% Q3_fy24 Result Update
113- ### **Apollo Hospitals Q1 FY25 Financial Analysis**
114- Holding Companies:
115- Bajaj Finserv: cmp: Intrinsic Value
116- Bajaj Finserv: cmp: 5952:
117- Internet & Catalogue Services Industry
118- Naukri: CMP: 6780: Long Term Growth: 17 CYear: 8% | FY_24 Result Update
119- Highlights for Info Edge (India) Limited's FY24 results and Q4 FY24
120- Iron & steel Interim. Products
121- JSW Steel: CMP:901: Long term growth: 15% | Q1_fy25 Growth: 1.7% Result Updated
122- TataSteel: CMP: 1088 Sales Gr: 5 Profit Gr: 6X
123- INDUSTRY DATA
124- LTTS: CMP: 4966: LONG TERM GR: 15% Q2_FY_25: Gr: 8% Result Update
125- Advertising & Media Industry
126- AFFLE: CMP: 1528: Long term gr: 49% | Cy Growth: 28% | Q1_FY_25 Result Updated
127- Eagle’s Eye view: *L&T Technology Services (LTTS)* Q1 FY25 results:
128- ### Affle (India) Limited Q1 FY25 Analysis
129- Affle (India) Limited's Q2 FY25
130- Let us Understand the classification of Listed Indian industries
131- Life Insurance Industry
132- HDFC Life Investment Insight: Strong Business Fundamentals and Fair Value Outlook
133- SBI LIFE: CMP: 1076: 1.3x increase in number of claims reported from FY21 to Q1-FY22.
134- SBILIFE FAIRVALUE
135- Route Mobile: CMP: 1791 LONG TERM GROWTH 37% | fy_24: 13% Result Update
136- ### Eagle’s Eye View: Route Mobile Q1 FY25 Analysis
137- Non Alcoholic Beverages
138- VBL: CMP: 1004 Long Term Gr: 17 CY Growth: 34
139- Data Study
140- HDFCBANK: CMP: 1766 | Sales LONG TERM: 20% | SALES Q2_FY25: 13 %
141- Yes Bank: cmp: 15: Cy Sales: -31 Profit: 129
142- ### Eagle’s Eye view: HDFC Bank Q1 FY25 Results Analysis
143- Paints:
144- Asian paints: CMP: 2946: Long Term Gr: 16% | CYear: (-2%) | Q1_FY_25 Result Update
145- Kajaria Cera: 1174: Long term sales: 12 CYear Sales: 79 Q1 Result Update on 29th July-2
146- FAIRVALUE OF KAJARIA
147- SFL: 3407 Long Term Sales: 17 CYear: 30 Huge Demand But Inflations Hurt Profits 9M Re
148- SFL FairValue
149- SBIN:CMP: 817 Sales Gr: 15% | CYEAR GR: 26% | fy24 Result Update
150- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE
151- SUPREMEIND: CMP: 4803 LONG TERM GR: 13% Q2_fy25 GR: (-2%) | RESULTS UPDATE
152- ### Supreme Industries Q2 FY25 Financial Analysis
153- Pharmaceuticals:
154- Divis Lab: CMP 3796: Sales Long Term: 19% CYear: (-24%) Q1_Fy_24 Result Update 12/09/23
155- Pfizer: CMP: 4538: Long Term Sales Gr: 6 CYear: 4
156- Abbott India: CMP 16015: Long Term Gr: 15 CY Gr: 5
157- Sun Pharma: cmp 526: Sales: -9 Profits: Loss
158- Aplltd: cmp: 984: Sales Growth: 28Profit Growth: 65
159- Ajanta Pharma: cmp: 1461:
160- DataBase Of Pharma World
161- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis
162- Britannia: CMP: 4913: LONG TERM GR: 12% | CYEAR GR: 3% | Q3_FY_24 RESULT UPDATE
163- NESTLE INDIA 2776 Long Term Gr: 11% | H1_fy25 RESULT: SALES GR: 2%
164- Maruti: CMP: 12389: Sales LongTerm: 14%, Sales Q1_FY25: 10% | Q1FY25 RESULT UDPATE
165- M&M: CMP: 892 : LONG TERM GR: 12 CYEAR GR: 30 H1 RESULT UPDATE: 9TH NOV-21
166- FAIR VALUE M&M
167- Personal Care Dashboard
168- Godrej Cons: CMP: 759: Long Term Sales Gr: 12 CYear: 11
169- Godrej Consumer FAIR VALUE
170- Marico: Cmp: 528 : Sales Gr: Long Term: 9 Cyear: 10
171- COLGATE: Cmp: 1600: Sales Gr: 3 Profits: 18
172- Dabur: CMP: 503: Sales Gr: LongTerm: 7 Cyear: 14
173- Jubilant Foods: CMP: 687 Long term Gr: 14% | Q1_FY_25 Gr: 45%
174- Jubilant FoodWorks Limited Q1 FY25 Financial Performance Overview
175- Reliance Industries: CMP: 2719 LT Sales: 13% | CY: Sales: 6% | H1_FY_25 RESULT UPDATE
176- ### *Eagle’s Eye view Analysis of Reliance Industries' Latest Consolidated Results for Q1 FY25*:
177- Chairman's statement at the 47th Annual General Meeting (AGM) of Reliance Industries Limited:
178- Godrej Properties: CMP: 3299 Long Term Gr: 12% | Cyear gr: 35% fy24 Result Update
179- TEAMLEASE: CMP: 2244 Long Term Gr: 18% | C_Year Gr: 21% Result update: 30th May_23
180- MAPMYINDIA: CMP: 3069 | LONG TERM GR: 25% | Q1_fy25: 14% | Q1_fy25 Result Update
181- INDUSTRY DATA
182- ### MapmyIndia Q1 FY25 Financial Analysis and Insights
183- ???? Q2 FY25 Results Analysis for MapMyIndia
184- ???? New Update for MapmyIndia (C.E. Info Systems Limited): 16% Plus today
185- Specialty Retail:
186- PVR: 1599: Sales growth LT: 28 CY: 702 9M RESULT UPDATE ON 4TH FEB-22
187- PVR: FAIRVALUE
188- Specialty Chem Industry
189- Pidilitind: CMP: 3013: Long Term Gr: 16% | Current Year: 5% | FY_24 Result Update
190- TATA CONSUMER: CMP: 960 | Long term Gr: 12% , H1Fy25 Gr: 15%
191- ### Tata Consumer Products Limited Q2FY25 Financial Analysis
192- AU Small Finance Bank: CMP: 599: Long term Gr: 34% Cy Gr: 34% | Q3_FY24 Result Update
193- ### AU Small Finance Bank Q1 FY25 Financial Analysis
194- IRCTC: CMP: 918 LONG TERM GR: 18% | Q1_fy25 GR: 12% | RESULTS UDPATE
195- Telecom Services: LT Growth :14 CAGR Cy Year Growth: 21
196- Bharti Airtel: CMP 697: Long Term Sales: 12 CYear: 12 H1 RESULT UPDATED 3RD NOV-21
197- Bharti Airtel: Intrinsic Value
198- Textiles Industry
199- Textiles Industry DataStudy
200- KPR Mill: CMP: 464: Sales Growth: 43 H1
201- VTL: CMP: 830: Sales Growth -21
202- Garware Technical Fibres Ltd: CMP: 2158: CY Sales: -9
203- ### EMS Ltd Q1 FY25 Results Analysis
204- $50 million loan agreement between the Government of India and the Asian Development Bank (ADB)
205- Indias Largest Companeis in 2030: SUPER-21
206- Utilities Non_electric: longterm Gr: 17 CYear -19 Covid Affected Industry
207- Gail: CMP: 143 : long term Gr: 11 CYear: 44
208- IGL: cmp: 537: Long Term: 21 CYear: -32
209- MGL: cmp: 1107: Long Term Gr: 12 CYear: -28
210- FairValue of MGL
211- Indias TOP 3 Companies would be Crossing 1 Lakh Cr Profits during 2025-30.
212- Reliance Ind: Long Term Gr: 15 CAGR
213- TCS: Long Term Gr: 20 CAGR
214- HDFCBank: LongTerh Gr 22 CAGR
215- Nifty-6 Document
216- Nifty-6 DashBoard
217- Biotechnology
218- Biocon: CMP: 360: Long Term Growth of 15 CY Growth 10 9M Result Updated on 27th Jan-22
219- FAIRVALUE of BIOCON
220- Tata Consultancy Services (TCS), detailing their new partnership with Landis+Gyr
221- ZOMATO: CMP: 274 Long Term Growth: 56% Q1_fy25 Growth: 75% Q1_fy25 Result Update
222- ### Divi's Laboratories Limited: Q1 FY25 Financial Analysis
223- Tata Elxsi Technical Chart
224- 💼 How to Invest in India’s Booming Mutual Fund Industry – February 2025 Analysis + Stock Picks