A Hidden Monopoly Industry: The Airport Business Explained
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00:00 — Introduction: Why Airport Businesses Matter
01:33 — Global Airport Operator Examples
02:36 — Aviation Value Chain Explained
05:40 — Revenue Sources of Airports
07:01 — Aero Revenue (Regulated)
07:55 — Non-Aero Revenue (Growth Engine)
08:46 — Real Estate Monetisation
10:14 — What’s Coming Next
12:33 — Company #1: GMR Airports
19:29 — Company #2: Fairfax India
21:39 — Company #3: Travel Food Services
25:50 — Additional Mention: Adani Airports
28:38 — Key Risks
29:23 — Valuations, Debt & Metrics
34:13 — Conclusion
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