Knowledge Marine - Positioned to Double Revenue with No CapEx

[vivek_17]

Massive expansion of shipping fleet and port infrastructure on the cards. Centre eyes 10x expansion in domestically flagged Ships - The Economic Times

Centre eyes 10x expansion in domestically flagged Ships

This document gives out the shipping statistics of India - ISS 2022 _31032023.pdf (5.8 MB)

Those who missed my previous post on the subject please read these-

Knowledge Marine - Positioned to Double Revenue with No CapEx

The govt vision is clear. Company margins are extremely good. If India is aiming to be a product export based economy, the maritime sector has to be invigorated. With MNC conglomorates taking huge bets by strategic investments in India, prospects of auto/EV exports, UK FTA, Australia will result in huge cargo volumes. Some interesting topics for connecting the dots. https://www.bloomberg.com/news/articles/2023-07-05/india-wants-to-ship-green-hydrogen-abroad-in-bet-on-demand-surge https://www…

Knowledge Marine - Positioned to Double Revenue with No CapEx

@sameernics pl go through the investor presentation to understand the kind of boats, their order book to understand the expanding scope of operations. It will be too much to put everything here. https://www.bseindia.com/xml-data/corpfiling/AttachLive/b8ed911f-4015-44a0-a949-4140c0b20e6e.pdf For basic understanding of dredging- What is Dredging - History, Importance And Effects As number of ships increases the repair opportunity for them will become huge(one of their business segment). Do’t mis…