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

Action Construction Equipment / Equity Bottom-Up

<ul>
<li>Action Construction - a leader in construction and heavy equipment theme is going for transformation with a defence foray and new product launches</li>
<li>With strong guidance and the historical success of good execution makes a good bet on the current infrastructure and manufacturing theme</li>
<li>The risk includes a slowdown in the election period and stiff competition from larger players</li>
</ul>


Action Construction - a leader in construction and heavy equipment theme is going for transformation with a defence foray and new product launches
With strong guidance and the historical success of good execution makes a good bet on the current infrastructure and manufacturing theme
The risk includes a slowdown in the election period and stiff competition from larger players


The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure Theme

Thematic (Sector/Industry)

<ul>
<li>India's construction equipment sector surged by 26% in FY23, hitting a milestone of over 100,000 units sold, driven by infrastructure and railway demand.</li>
<li>Obust growth in infrastructure projects, valued at USD 7.9 Bn in 2023, with an estimated growth to USD 12.4 Bn by 2029, highlights a thriving market.</li>
<li>2 Companies in India is riding on the wave of this fast growing construction equipment industry.</li>
</ul>


India's construction equipment sector surged by 26% in FY23, hitting a milestone of over 100,000 units sold, driven by infrastructure and railway demand.
Obust growth in infrastructure projects, valued at USD 7.9 Bn in 2023, with an estimated growth to USD 12.4 Bn by 2029, highlights a thriving market.
2 Companies in India is riding on the wave of this fast growing construction equipment industry.


Themes of India: Construction Equipment Industry

India

Sanghvi Movers, Ltd. is a crane hiring company. The Company provides construction and infrastructure projects for customers specializing in refineries, oilfields, petrochemicals, power, steel, cement and fertilizers.

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Sanghvi Movers (SGM IN)

The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure Theme

Action Construction, a construction and heavy equipment leader, is undergoing transformation with a defence expansion and new product launches,...

Sudarshan Bhandari

Themes of India: Construction Equipment Industry

India's construction equipment sector is booming, with a 26% surge in sales driven by infrastructure and railway demand, reaching over 1L units...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure Theme

​Action Construction, a construction and heavy equipment leader, is undergoing transformation with a defence expansion and new product launches,...

Sudarshan Bhandari

Themes of India: Construction Equipment Industry

​India's construction equipment sector is booming, with a 26% surge in sales driven by infrastructure and railway demand, reaching over 1L units...

Sudarshan Bhandari

Action Construction, a construction and heavy equipment leader, is undergoing transformation with a defence expansion and new product launches,...

India's construction equipment sector is booming, with a 26% surge in sales driven by infrastructure and railway demand, reaching over 1L units...