A Toll Road Business

Dear Viewer, 

In this video, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. 

We explore global case studies, India’s aviation value chain, and a deep dive into key companies

We also cover revenue models, valuations, risks, and the future outlook of the sector. 

If you’re interested in asset-heavy businesses and long-term compounding themes, this video is for you.

We'd be delighted to know your top 3 key learnings in the video's comment!