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

Thematic (Sector/Industry)

<ul>
<li>Larsen &amp; Toubro (L&amp;T) plans to generate INR 40,000 crore in pre-sales revenue through aggressive land acquisition and portfolio expansion.</li>
<li>NLC India aims to reach a mining capacity of 1 MTPA for critical minerals by FY30</li>
<li>Reliance's Viacom 18-Disney Merger Approved, Creating India’s Largest Media Empire</li>
</ul>


Larsen &amp; Toubro (L&amp;T) plans to generate INR 40,000 crore in pre-sales revenue through aggressive land acquisition and portfolio expansion.
NLC India aims to reach a mining capacity of 1 MTPA for critical minerals by FY30
Reliance's Viacom 18-Disney Merger Approved, Creating India’s Largest Media Empire


# 63 India Insight: L&T to Raise INR 400 Billion, NLC Targets 1 MTPA Capacity, Tata Motors Start JLR

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Smartworks Coworking Spaces Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/smartworks-coworking-spaces-ltd" target="_blank" data-smartkarma-citation="entities:43882:1" rel="noopener">Smartworks Coworking Spaces Ltd (1742134D IN)</a> is looking to raise about US$120m in its India IPO.</li>
<li>It is an office experience and managed campus platform, typically focused on leasing entire/large, bare shell properties in prime locations and transforming them into fully serviced, tech-enabled campuses with amenities.</li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



Smartworks Coworking Spaces Ltd (1742134D IN) is looking to raise about US$120m in its India IPO.
It is an office experience and managed campus platform, typically focused on leasing entire/large, bare shell properties in prime locations and transforming them into fully serviced, tech-enabled campuses with amenities.
In this note, we talk about the company’s historical performance.


Smartworks Coworking Spaces Pre-IPO - Healthy Revenue Growth Led by Strategic Capacity Expansion

<ul>
<li>L&amp;T Secures Rs 10,000-15,000 Crore Order in the Middle East</li>
<li>Power Grid Corporation Shares Rise After Winning Key Transmission Projects</li>
<li>NHPC to Raise INR 2,300 Crore for Expansion through Securitization</li>
</ul>


L&amp;T Secures Rs 10,000-15,000 Crore Order in the Middle East
Power Grid Corporation Shares Rise After Winning Key Transmission Projects
NHPC to Raise INR 2,300 Crore for Expansion through Securitization


# 62 India Insight: HDFC Bank Plans INR 60K Loan Sale, L&T Order, NHPC INR 2,300 Crore Expansion

Belstar Microfinance Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/belstar-microfinance-ltd" target="_blank" data-smartkarma-citation="entities:43409:1" rel="noopener">Belstar Microfinance Ltd (3624918Z IN)</a> is looking to raise around US$156m in its upcoming India IPO.</li>
<li>Belstar Microfinance is a non-banking finance company (NBFC) in India with a focus on furnishing micro-enterprise loans. </li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



Belstar Microfinance Ltd (3624918Z IN) is looking to raise around US$156m in its upcoming India IPO.
Belstar Microfinance is a non-banking finance company (NBFC) in India with a focus on furnishing micro-enterprise loans. 
In this note, we talk about the company’s historical performance.


Belstar Microfinance Pre-IPO - Accelerating Profitability Growth With A Diversified Network

P N Gadgil Jewellers / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/p-n-gadgil-jewellers" target="_blank" data-smartkarma-citation="entities:41129:1" rel="noopener">P N Gadgil Jewellers (1742652D IN)</a> raised around US$130m in its India IPO. </li>
<li>It is an Indian organized jewellery player with product offerings which include traditional as well as modern and functional jewellery designs, in gold, diamond, silver and platinum.</li>
<li>In our previous notes, we looked at the company’s past performance and valuation. In this note, we talk about trading dynamics.</li>
</ul>



P N Gadgil Jewellers (1742652D IN) raised around US$130m in its India IPO. 
It is an Indian organized jewellery player with product offerings which include traditional as well as modern and functional jewellery designs, in gold, diamond, silver and platinum.
In our previous notes, we looked at the company’s past performance and valuation. In this note, we talk about trading dynamics.


P N Gadgil Jewellers IPO Trading- Decent Anchor, Strong Insti Demand

India

Larsen & Toubro Ltd manufactures engineering equipment, undertakes large scale engineering projects, and acts as the Indian representative for a number of overseas manufacturers of heavy machinery. The Company's products include bulldozers, road rollers, dairy machinery, chemical and pharmaceutical plants, switchgears, food processing machinery and feed milling plants.

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Larsen & Toubro (LT IN)

# 63 India Insight: L&T to Raise INR 400 Billion, NLC Targets 1 MTPA Capacity, Tata Motors Start JLR

L&T aims for INR 40,000 crore in pre-sales revenue, NLC India targets 1 MTPA mining capacity by FY30, Reliance's Viacom 18-Disney merger approved...

Sudarshan Bhandari

Smartworks Coworking Spaces Pre-IPO - Healthy Revenue Growth Led by Strategic Capacity Expansion

Smartworks Coworking Spaces Limited is looking to raise about US$120m in its India IPO. In this note, we talk about the company’s historical...

Akshat Shah

# 62 India Insight: HDFC Bank Plans INR 60K Loan Sale, L&T Order, NHPC INR 2,300 Crore Expansion

Indian infrastructure companies secure major contracts and funding for expansion in the Middle East and domestically, driving stock prices up.

Sudarshan Bhandari

Belstar Microfinance Pre-IPO - Accelerating Profitability Growth With A Diversified Network

Belstar Microfinance Limited is looking to raise around US$156m in its upcoming India IPO. In this note, we talk about the company’s historical...

Akshat Shah

P N Gadgil Jewellers IPO Trading- Decent Anchor, Strong Insti Demand

P N Gadgil Jewellers Ltd (PNGJ) raised around US$130m in its India IPO. In this note, we talk about the trading dynamics.

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 63 India Insight: L&T to Raise INR 400 Billion, NLC Targets 1 MTPA Capacity, Tata Motors Start JLR

​L&T aims for INR 40,000 crore in pre-sales revenue, NLC India targets 1 MTPA mining capacity by FY30, Reliance's Viacom 18-Disney merger approved...

Sudarshan Bhandari

Smartworks Coworking Spaces Pre-IPO - Healthy Revenue Growth Led by Strategic Capacity Expansion

Smartworks Coworking Spaces Limited is looking to raise about US$120m in its India IPO. In this note, we talk about the company’s historical...

Akshat Shah

# 62 India Insight: HDFC Bank Plans INR 60K Loan Sale, L&T Order, NHPC INR 2,300 Crore Expansion

​Indian infrastructure companies secure major contracts and funding for expansion in the Middle East and domestically, driving stock prices up.

Sudarshan Bhandari

Belstar Microfinance Pre-IPO - Accelerating Profitability Growth With A Diversified Network

Belstar Microfinance Limited is looking to raise around US$156m in its upcoming India IPO. In this note, we talk about the company’s historical...

Akshat Shah

P N Gadgil Jewellers IPO Trading- Decent Anchor, Strong Insti Demand

P N Gadgil Jewellers Ltd (PNGJ) raised around US$130m in its India IPO. In this note, we talk about the trading dynamics.

Akshat Shah

L&T aims for INR 40,000 crore in pre-sales revenue, NLC India targets 1 MTPA mining capacity by FY30, Reliance's Viacom 18-Disney merger approved...

Indian infrastructure companies secure major contracts and funding for expansion in the Middle East and domestically, driving stock prices up.