Understanding Shipbuilding Industry from scratch ft. Ishmohit Arora (
Автор: Markets by Zerodha
Загружено: 2026-02-14
Просмотров: 14033
Описание:
In this episode of Tangled In Thought, I and Ishmohit dive deep into a sector that is often overlooked but critical for national security and trade - Shipbuilding.
From the geopolitical necessity of a "Blue Water Navy" to the nuts and bolts of how a ship is actually built, we cover it all. We discuss why the government is shifting its defense budget heavily towards the Navy, the difference between PSU and private shipyards, and the "proxy" industries that supply everything from radars to HVAC systems.
If you are looking to understand the mechanics, financials, and investment opportunities in the Indian shipbuilding ecosystem, this episode is for you.
Topics Covered:
00:00 - Introduction: Why is there so much noise around Shipbuilding?
01:47 - Why Shipbuilding should matter to investor?
13:30 - How is a ship built, what are shipyards, and what is required to make a ship seaworthy?
17:48 - When companies plan capex, does it mean expanding existing shipyards, buying more land, and how does that capex actually work?
26:51 - How a ship is built? and what are the key cost components?
48:44 - Conclusion & Final Thoughts
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