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>HDFC Bank is set to close a loan sale worth over $1 billion by September 2024</li>
<li>Reliance Consumer Products Ltd. (RCPL) plans a nationwide FMCG expansion, extending its in-house brands</li>
<li>SJVN generated 8,489 million units of green energy in FY24, despite hydrological challenges</li>
</ul>


HDFC Bank is set to close a loan sale worth over $1 billion by September 2024
Reliance Consumer Products Ltd. (RCPL) plans a nationwide FMCG expansion, extending its in-house brands
SJVN generated 8,489 million units of green energy in FY24, despite hydrological challenges


# 61 India Insight: HDFC Loan Sale over $1bn, Reliance FMCG Expansion, SJVN Generated 8.4 GW

APAC IPOs & Placements, Aequitas Research

Clarence Chu

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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ask-automotive" target="_blank" data-smartkarma-citation="entities:39866:1" rel="noopener">Ask Automotive (7175293Z IN)</a> is looking to raise around US$145m in its upcoming India IPO. </li>
<li>ASK Automotive (ASKA) is the largest manufacturer of brake-shoe and advanced braking (AB) systems for 2Ws in India, in terms of FY23 production volume for OEMs and the branded IAM.</li>
<li>As per CRISIL, it had an approximate 50% market share in said market. The IPO is expected to consist of 100% secondary shares, with promoters trimming their stakes.</li>
</ul>



Ask Automotive (7175293Z IN) is looking to raise around US$145m in its upcoming India IPO. 
ASK Automotive (ASKA) is the largest manufacturer of brake-shoe and advanced braking (AB) systems for 2Ws in India, in terms of FY23 production volume for OEMs and the branded IAM.
As per CRISIL, it had an approximate 50% market share in said market. The IPO is expected to consist of 100% secondary shares, with promoters trimming their stakes.


ASK Automotive Pre-IPO - Business Has Been Resilient, Although Concentration Risk Remains Elevated

External broker reports(aggregated public sources), Edelweiss Broking Limited

Edelweiss

External broker reports(aggregated public sources)

Edelweiss Broking Limited

Edelweiss Broking Limited is an Indian Financial services company based in Mumbai, India. The company is a subsidiary of Edelweiss Group. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<p>Growth driven by new businesses</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Growth driven by new businessesContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Minda Industries Ltd. | Q2FY22 Result Update

<p>New products to drive growth</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

New products to drive growthContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Minda Industries Ltd. Rs Q1FY22 Result Update

External broker reports(aggregated public sources), Chola Securities

Chola Wealth Direct

<p>Background Established in 1958, Minda Industries (MIL) is a flagship Company of UNO MINDA GROUP and one of the leading suppliers of proprietary automotive solution to OEMs. Headquarter at Manesar, Gurgaon, the company has 62 plants globally and R&amp;D; centers spread across the globe in 8 locations. The company offers a wide range product across different verticals of auto components like switching systems, lighting systems, acoustic systems and alloy wheels among others. It has more than 230 design registration and more than 30,000 touch points.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Background Established in 1958, Minda Industries (MIL) is a flagship Company of UNO MINDA GROUP and one of the leading suppliers of proprietary automotive solution to OEMs. Headquarter at Manesar, Gurgaon, the company has 62 plants globally and R&amp;D; centers spread across the globe in 8 locations. The company offers a wide range product across different verticals of auto components like switching systems, lighting systems, acoustic systems and alloy wheels among others. It has more than 230 design registration and more than 30,000 touch points.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

EARNINGS UPDATE- MINDA INDUSTRIES LTD 1QFY22

India

UNO Minda Limited designs, develops, and manufactures sales diverse auto components. The Company offers alternate fuel and air filtration systems, canisters, brake and fuel hoses, noise suppressor caps, alloy wheels, seat belts, air brakes, air ducts and washer bottle, and body sealing products. UNO Minda serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

UNO Minda (UNOMINDA IN)

# 61 India Insight: HDFC Loan Sale over $1bn, Reliance FMCG Expansion, SJVN Generated 8.4 GW

HDFC Bank to close $1 billion loan sale, RCPL expanding FMCG nationwide, SJVN generates 8,489 million units of green energy despite challenges.

Sudarshan Bhandari

ASK Automotive Pre-IPO - Business Has Been Resilient, Although Concentration Risk Remains Elevated

Ask Automotive (7175293Z IN) is looking to raise around US$145m in its upcoming India IPO. ASK Automotive (ASKA) manufactures brake-shoe and...

Clarence Chu

Minda Industries Ltd. | Q2FY22 Result Update

Growth driven by new businesses

Edelweiss

Minda Industries Ltd. Rs Q1FY22 Result Update

New products to drive growth

Edelweiss

EARNINGS UPDATE- MINDA INDUSTRIES LTD 1QFY22

Background Established in 1958, Minda Industries (MIL) is a flagship Company of UNO MINDA GROUP and one of the leading suppliers of proprietary...

Chola Wealth Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 61 India Insight: HDFC Loan Sale over $1bn, Reliance FMCG Expansion, SJVN Generated 8.4 GW

​HDFC Bank to close $1 billion loan sale, RCPL expanding FMCG nationwide, SJVN generates 8,489 million units of green energy despite challenges.

Sudarshan Bhandari

ASK Automotive Pre-IPO - Business Has Been Resilient, Although Concentration Risk Remains Elevated

Ask Automotive (7175293Z IN) is looking to raise around US$145m in its upcoming India IPO. ASK Automotive (ASKA) manufactures brake-shoe and...

Clarence Chu

Minda Industries Ltd. | Q2FY22 Result Update

Growth driven by new businesses

Edelweiss

Minda Industries Ltd. Rs Q1FY22 Result Update

New products to drive growth

Edelweiss

EARNINGS UPDATE- MINDA INDUSTRIES LTD 1QFY22

Background Established in 1958, Minda Industries (MIL) is a flagship Company of UNO MINDA GROUP and one of the leading suppliers of proprietary...

Chola Wealth Direct

HDFC Bank to close $1 billion loan sale, RCPL expanding FMCG nationwide, SJVN generates 8,489 million units of green energy despite challenges.