The Investor Lens
@logical_traderr
• Equity Research Analyst • Decoding businesses via Numbers & narrative • DM for 1:1 Mentorships / Discussions
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Everyone’s saying: “17,000 planes on backlog! 10–12 years to clear! Aerospace sector will fly high ” But nobody really explains why there’s such a huge backlog in the first place. Chalo, aaj ye bhi samajh lete hain 😎 ✈️ The Global Turbulence That Rewired Aerospace This…
The global commercial aircraft backlog has reached a record ~17,000 planes as of early 2025. Airbus holds around 8,700 jets in its order book . Boeing has about 6,300 unfilled orders (as of end-March 2025). This backlog equals roughly 10 – 14 years of manufacturing work . In…
Don't miss the Complete sectoral breakdown of Aerospace sector , Check out below link 👇👇👇👇 Do like , Repost and subscribe for more. Thanks , Have Fun. open.substack.com/pub/theloggica…
Interarch continues to perform well — Banger Q2 FY26 performance Revenue from Operations: ₹491.1 crore (up 52% YoY) Profit Before Tax: ₹43.5 crore (up 59% YoY) Profit After Tax: ₹32.3 crore (up 56% YoY) EPS: ₹19.25 vs ₹13.54 last year (+42% YoY) Growth was driven by…
Last year, when I shared about Interarch Building Products at ₹1100 (30th Sep 2024), a few well-known investors felt that PEB (Pre-Engineered Buildings) could never really scale in India after all, “we have abundant cheap labour,” right? Fast forward to today - the stock…
Last year, when I shared about Interarch Building Products at ₹1100 (30th Sep 2024), a few well-known investors felt that PEB (Pre-Engineered Buildings) could never really scale in India after all, “we have abundant cheap labour,” right? Fast forward to today - the stock…
Northern Arc Capital Ltd | Q2 FY26 Earnings Highlights A steady quarter marked by margin expansion, improved credit quality, and continued prudence on provisioning.(More details on Snap Attached 👇) Management Outlook : FY26 & Beyond - FY26 : AUM growth of 20–22%, - ROA of…
Most people commented that time : “How much can you even allocate if the company doesn’t hold concalls?” This one doesn’t. Yet, I built conviction. Timex Group India Ltd (TGIL) : India’s classic watchmaker just posted its best-ever quarter in Q2 FY25-26. Revenue jumped 40%…
Timex Group India Ltd 2.0 — A Turnaround Ticking Perfectly! ⏳ Blog live now : Do subscribe the newsletter ! open.substack.com/pub/theloggica… Some of the most rewarding investments I’ve ever studied have one thing in common, they weren’t obvious at first glance. Think about it - when a…
Ola Electric has officially started deliveries of its S1 Pro+ (5.2kWh) : the first scooter powered by India’s own 4680 Bharat Cell. This means Ola is now the first Indian company to make both the battery pack and the cell in-house A huge step toward true EV self-reliance.…
Cost Breakup / Function of BESS components Think of building a BESS like constructing a premium smartphone: you’ve got the battery cell, you’ve got the processor + screen, you’ve got the software & wiring, and you’ve got the case & assembly. A BESS is similar, just much bigger…
“How to make it big in stocks?” You don’t. The right businesses, the right people, the right patience : they make it big for you. Here’s my honest note ; not a secret formula, but a mirror. Go through it. Feel it. Bookmark it. 👇👇
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