Aerospace , if you want to understand the Indian market these are things you should read/watch
1) Aequs DRHP ( for the data only on latest trends )
2) Dynamatic Annual reports ( last 3 years )+ AGM of last year Video is there on you tube
3) HAL Annual reports last 3 years and Bharat Shakti Youtube channel for on ground management Interviews of smaller co's
4) Ideaforge and Zen for smaller co's , read their investor presentations and product catalogues for capabilty mapping
5) Azad/PTC for their Deep industry capabilities in niche turbines and Titanium forging
6) Unimech to understand the MRO market plus tooling's hour business
Valuing such lumpy business is a different thing , but these will give you good groundwork
Reading this much will give you good broader context on the industry , use this as a context builder so you can understand the developments in this space with more depth
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