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.

Read Business Not Stock Prices

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kilburn-engineering-ltd" target="_blank" data-smartkarma-citation="entities:43974:1" rel="noopener">Kilburn Engineering (KEL IN)</a> acquired new assets, expanded into waste heat recovery, and enhanced its market position with acquisitions in July and August 2024.</li>
<li>Debt settlement, 2 Fundraise, 2 Mega acquisition, diversification of revenue and margin improvement are some key positives for Kilburn.</li>
<li>Rs. 371Cr of Order Book, FY25E Revenue of Rs. 500Cr Revenue leads to 60% revenue growth and expecting margins of 20% will lead to huge potential for this company.</li>
</ul>



Kilburn Engineering (KEL IN) acquired new assets, expanded into waste heat recovery, and enhanced its market position with acquisitions in July and August 2024.
Debt settlement, 2 Fundraise, 2 Mega acquisition, diversification of revenue and margin improvement are some key positives for Kilburn.
Rs. 371Cr of Order Book, FY25E Revenue of Rs. 500Cr Revenue leads to 60% revenue growth and expecting margins of 20% will lead to huge potential for this company.


The Beat Ideas: Kilburn Engineering Limited: Differentiated Business, Multiple Acquisition, Growth

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Event-Driven

<ul>
<li>In the overheated Indian markets where selling spree by promoters is going at record pace.</li>
<li>We identified certain interesting companies where promoters are buying giving confidence in their business</li>
<li>We further delve into the thesis and key triggers for these companies</li>
</ul>


In the overheated Indian markets where selling spree by promoters is going at record pace.
We identified certain interesting companies where promoters are buying giving confidence in their business
We further delve into the thesis and key triggers for these companies


Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

India

Kilburn Engineering Ltd. designs, manufactures and distributes drying machinery. The Company produces drying systems for the chemicals, petrochemicals, food, oil, gas, and other industries.

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Kilburn Engineering (KEL IN)

The Beat Ideas: Kilburn Engineering Limited: Differentiated Business, Multiple Acquisition, Growth

Kilburn Engineering strengthens market position through acquisitions, debt settlement, and revenue diversification, poised for significant growth...

Sudarshan Bhandari

Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Kilburn Engineering Limited: Differentiated Business, Multiple Acquisition, Growth

​Kilburn Engineering strengthens market position through acquisitions, debt settlement, and revenue diversification, poised for significant growth...

Sudarshan Bhandari

Thematic Report : Investment Opportunities in Indian Markets Led by Promoter Buying

​Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...

Nimish Maheshwari

Kilburn Engineering strengthens market position through acquisitions, debt settlement, and revenue diversification, poised for significant growth...

Indian markets see record promoter selling, but some companies show confidence with promoter buying. Article explores thesis and key triggers for...