India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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.

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Equity Bottom-Up

<ul>
<li>Rs. 1,000 crores allocated for growth, with Rs. 350 crores deployed. 25,000 spindles added by May 2025.</li>
<li>Shift towards value-added products, including knitting, weaving, and dyed fabrics, with plans to double revenue in 3-5 years.</li>
<li>Despite expansion and potential opportunities, capacity constraints and global demand shifts temper expectations in the short term.</li>
</ul>


Rs. 1,000 crores allocated for growth, with Rs. 350 crores deployed. 25,000 spindles added by May 2025.
Shift towards value-added products, including knitting, weaving, and dyed fabrics, with plans to double revenue in 3-5 years.
Despite expansion and potential opportunities, capacity constraints and global demand shifts temper expectations in the short term.


<ul>
<li>Company recently demerged from <a href="https://www.smartkarma.com/entities/ghcl-ltd" target="_blank" data-smartkarma-citation="entities:12239:1" rel="noopener">Ghcl Ltd (GHCL IN)</a> and guiding for 30% revenue growth and double margins from here onwards with cotton prices being stable.</li>
<li>A Debt Free Textile company available at 0.56x Price to Book with growth plan in progress and adding Value added products in its portfolio.</li>
<li>Due to Forced selling from DII, FII company remained undervalued, now with changing margin profile, the Company will be available at a cheap valuation compared to peers.</li>
</ul>


Company recently demerged from Ghcl Ltd (GHCL IN) and guiding for 30% revenue growth and double margins from here onwards with cotton prices being stable.
A Debt Free Textile company available at 0.56x Price to Book with growth plan in progress and adding Value added products in its portfolio.
Due to Forced selling from DII, FII company remained undervalued, now with changing margin profile, the Company will be available at a cheap valuation compared to peers.


GHCL Textile: The Undervalued & Turnaround Play

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ghcl-textiles-ltd" target="_blank" data-smartkarma-citation="entities:41303:1" rel="noopener">GHCL Textiles (GHCLTEXT IN)</a>  Aiming 25-30% revenue growth along with 15-20% average margins significantly increase the profitability of the company.</li>
<li>Entering into value-added products like Functional fabrics and setting up their own manufacturing plant for fabric.</li>
<li>Management Guidance on yarn prices, capex and debt profile of the company.</li>
</ul>



GHCL Textiles (GHCLTEXT IN)  Aiming 25-30% revenue growth along with 15-20% average margins significantly increase the profitability of the company.
Entering into value-added products like Functional fabrics and setting up their own manufacturing plant for fabric.
Management Guidance on yarn prices, capex and debt profile of the company.


India

GHCL Textiles Limited manufactures home textile products. The Company produces cotton and synthetic ring spun, vortex, and open end yarns. GHCL Textiles serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
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GHCL Textiles (GHCLTEXT IN)

GHCL Textile Q1 FY25 Update

Funds allocated for growth in textile sector, focusing on value-added products and capacity expansion, but short-term expectations tempered by...

Sudarshan Bhandari

GHCL Textile: The Undervalued & Turnaround Play

Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

Sudarshan Bhandari

GHCL Textile Q4 FY24 Update

GHCL Textiles aims for 25-30% revenue growth and 15-20% margins by focusing on value-added products and expanding manufacturing capabilities.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

GHCL Textile Q1 FY25 Update

​Funds allocated for growth in textile sector, focusing on value-added products and capacity expansion, but short-term expectations tempered by...

Sudarshan Bhandari

GHCL Textile: The Undervalued & Turnaround Play

​Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

Sudarshan Bhandari

GHCL Textile Q4 FY24 Update

​GHCL Textiles aims for 25-30% revenue growth and 15-20% margins by focusing on value-added products and expanding manufacturing capabilities.

Sudarshan Bhandari

Funds allocated for growth in textile sector, focusing on value-added products and capacity expansion, but short-term expectations tempered by...

Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

GHCL Textiles aims for 25-30% revenue growth and 15-20% margins by focusing on value-added products and expanding manufacturing capabilities.