Information Technology Consultant

Ishita Jain

Thematic (Sector/Industry)

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion in 2014. As the fight for market share trudges along, it is a battle of nerves and steel (or carbon fiber in this matter). The airlines industry today is dynamic and competitive, investing in cost-saving measures rapidly. How are these two manufacturing giants coping up? Let us take a look.

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Equity Bottom-Up

Dynamatic Technologies / Equity Bottom-Up

<ul>
<li>The structural shift in Dynamatic Technologies’ revenue mix is accelerating, with the high-margin Aerospace segment now contributing 82% of consolidated EBITDA in FY25, underpinned by major new contract industrialization.</li>
<li>The premium valuation is justified by its annuity-like, high-barrier sole-supplier status for the Airbus A320 family and significant new program wins (Airbus A220 doors), providing a multi-decade visibility.</li>
<li>DTL’s core value is increasingly diverging from its legacy segments; success hinges on efficient capital deployment in India and mitigating the persistent drag from its European Metallurgy business. 
</li>
</ul>


The structural shift in Dynamatic Technologies’ revenue mix is accelerating, with the high-margin Aerospace segment now contributing 82% of consolidated EBITDA in FY25, underpinned by major new contract industrialization.
The premium valuation is justified by its annuity-like, high-barrier sole-supplier status for the Airbus A320 family and significant new program wins (Airbus A220 doors), providing a multi-decade visibility.
DTL’s core value is increasingly diverging from its legacy segments; success hinges on efficient capital deployment in India and mitigating the persistent drag from its European Metallurgy business. 



The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace

Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

<ul><li>Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.</li><li>Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.</li><li>Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.</li></ul>

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this decade.Even if all existing, under-development and announced projects ran at full capacity, AJF would account for only about 5% of global jet fuel and meet less than half of projected demand growth by 2030.Longer-term, hurdles like high costs, scarce sustainable feedstocks and weak bankability may keep further scaling constrained.

Safran SA - Sustainable Aviation - Fuel Disclosure

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

AviChina Industry & Technology / Event-Driven

<ul>
<li>Down 18% in the past month, fundamentals for <a href="https://www.smartkarma.com/entities/avichina-industry-technology-h" target="_blank" data-smartkarma-citation="entities:16315:1" rel="noopener">AviChina Industry &amp; Technology H (2357 HK)</a>, one of China's leading aviation/defense plays, still appear demanding.</li>
<li>Preceding my comments on AviChina are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


Down 18% in the past month, fundamentals for AviChina Industry &amp; Technology H (2357 HK), one of China's leading aviation/defense plays, still appear demanding.
Preceding my comments on AviChina are the current setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: AviChina (2357 HK) Coming Up "Cheap"

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

<ul>
<li>Starlink’s Direct-to-Phone Semiconductor Integration Push Signals a Major Shift Coming for Telecom</li>
<li>Direct-To-Satellite Connectivity Could Become Critical for a Market-Competitive Smartphone SoC Design</li>
<li>Leadership in Satellite Connectivity Will Soon Mean Leadership in Smartphone SoCs</li>
</ul>


Starlink’s Direct-to-Phone Semiconductor Integration Push Signals a Major Shift Coming for Telecom
Direct-To-Satellite Connectivity Could Become Critical for a Market-Competitive Smartphone SoC Design
Leadership in Satellite Connectivity Will Soon Mean Leadership in Smartphone SoCs


MediaTek: Satellite Connectivity the Next Strategic Battleground for Mobile SoCs (Structural Long)

France

Airbus Group SE manufactures airplanes and military equipment.  The Company produces commercial aircraft including the Airbus, military fighter aircraft, military and commercial helicopters, missiles, satellites, and telecommunications and defense systems, and offers military and commercial aircraft conversion and maintenance services.

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Airbus Group SE (AIR FP)

Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...

Ishita Jain

The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace

Dynamatic' revenue shift to Aerospace drives EBITDA growth, justified by sole-supplier status and new program wins, but success depends on capital...

Nimish Maheshwari

Safran SA - Sustainable Aviation - Fuel Disclosure

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this...

Carbon Tracker Initiative

StubWorld: AviChina (2357 HK) Coming Up "Cheap"

Ongoing geopolitical tensions tend to lead to increased defense spending. All told, there should be trickle down benefits to AviChina. I like...

David Blennerhassett

MediaTek: Satellite Connectivity the Next Strategic Battleground for Mobile SoCs (Structural Long)

Push by Starlink to engage with chipmkers for direct to satellite technology in smartphones could revolutionize the telecom industry by making...

Vincent Fernando, CFA

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52-week Range

Market Cap (USDm)

P/E

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Flying through turbulent or clear skies: An analysis on Airbus & Boeing

Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...

Ishita Jain

The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace

​Dynamatic' revenue shift to Aerospace drives EBITDA growth, justified by sole-supplier status and new program wins, but success depends on capital...

Nimish Maheshwari

Safran SA - Sustainable Aviation - Fuel Disclosure

Alternative jet fuels (AJF), often referred to as sustainable aviation fuels or SAF, are unlikely to deliver material emissions cuts this...

Carbon Tracker Initiative

StubWorld: AviChina (2357 HK) Coming Up "Cheap"

Ongoing geopolitical tensions tend to lead to increased defense spending. All told, there should be trickle down benefits to AviChina. I like...

David Blennerhassett

MediaTek: Satellite Connectivity the Next Strategic Battleground for Mobile SoCs (Structural Long)

Push by Starlink to engage with chipmkers for direct to satellite technology in smartphones could revolutionize the telecom industry by making...

Vincent Fernando, CFA

Dynamatic' revenue shift to Aerospace drives EBITDA growth, justified by sole-supplier status and new program wins, but success depends on capital...