Part 13: Indian Case Studies
Chapters 93–97 · BEL, HAL, ICICI Bank, PFC, REC analysis
Practice Lab (Hands-On)
| Resource | Description |
|---|---|
| 00-practice-lab | Diagrams, Indian market examples, 13+ practice questions with answer key |
| assets/diagrams | SVG visuals used across this part |
| 00-printable-worksheet.html | Print-friendly worksheet — Ctrl+P to save as PDF |
Complete the Practice Lab after finishing all chapters in this part.
Chapters in this Part
- 93-case-studies-index
- 94-bel-analysis
- 95-hal-analysis
- 96-icici-bank-analysis
- 97-pfc-rec-indian-cases
Read in order for best learning flow.
Chapters
93Indian Case Studies — BEL, HAL, ICICI, PFC/REC IndexExplain how case studies turn theory into investment judgment Explain: eight Indian companies cover different sectors and themes Explain: the 15 question…94BEL Case Study — Defence Electronics and Order BookExplain why order book ratio is the primary metric for defence electronics BEL Build a BEL thesis using revenue trend, ROCE, working capital, and export…95HAL Case Study — Aerospace, MRO, and Order VisibilityExplain HAL's aerospace moat: licensed manufacturing, MRO, high entry barriers Evaluate order book coverage and execution risk in PSU timelines Compare…96ICICI Bank Case Study — Asset Quality CycleAnalyze a private bank using GNPA, NNPA, PCR, NIM, ROA — not P/E alone Track asset quality cycle improvement vs deterioration Compare ICICI vs peers on…97PFC and REC Case Studies — Power Financing Deep DiveExplain PFC/REC spread based NBFC model and structural high D/E Evaluate dividend yield vs payout sustainability and government policy risk Apply ROE/ROCE…