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

Solara Active Pharma Sciences / Equity Bottom-Up

<ul>
<li>Refocusing on the core business with the promoter stepping back on the board &amp; demerger. Also focusing on value-added products and reducing debt from rights issues &amp; internal accruals.</li>
<li>
<a href="https://www.smartkarma.com/entities/solara-active-pharma-sciences" target="_blank" data-smartkarma-citation="entities:33800:1" rel="noopener">Solara Active Pharma Sciences (SOLARA IN)</a> had issues in getting US FDA approvals for the Visakhapatnam facility &amp; pricing pressure on the key product Ibuprofen.</li>
<li>The CRAMS and high-potent API segments have the potential to generate significant value over the next 4-5 years through the addition of new customers.</li>
</ul>


Refocusing on the core business with the promoter stepping back on the board &amp; demerger. Also focusing on value-added products and reducing debt from rights issues &amp; internal accruals.

Solara Active Pharma Sciences (SOLARA IN) had issues in getting US FDA approvals for the Visakhapatnam facility &amp; pricing pressure on the key product Ibuprofen.
The CRAMS and high-potent API segments have the potential to generate significant value over the next 4-5 years through the addition of new customers.


The Beat Ideas: Solara Active Pharma Science~ Turnaround & Value Unlocking Via Demerger

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Event-Driven

<ul>
<li>The start of 2025 has been particularly turbulent for Indian equities as broader market sentiment soured due to elevated valuations, foreign institutional investor (FII) outflows, and global macro uncertainty. </li>
<li>However, amid this volatility, one signal stood out: insider trading activity.</li>
<li>In this report, we deep-dive into insider buying and selling trends from January 1 to March 3, 2025, to uncover where company promoters and top executives are placing their bets</li>
</ul>


The start of 2025 has been particularly turbulent for Indian equities as broader market sentiment soured due to elevated valuations, foreign institutional investor (FII) outflows, and global macro uncertainty. 
However, amid this volatility, one signal stood out: insider trading activity.
In this report, we deep-dive into insider buying and selling trends from January 1 to March 3, 2025, to uncover where company promoters and top executives are placing their bets


Insiders' Playbook: Who’s Buying and Selling Amid Market Turbulence?

India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Thematic (Sector/Industry)

<ul>
<li>Following our mid-month insider-buying report from last week, number of buying transactions has increased further. This is Part-3 of the series,providing an update on insider-buying activity from just last week.</li>
<li>Given this sharp decline in mid and small-cap Indian listed stocks, there has been a notable increase in insider buying activity in recent weeks.</li>
<li>As there are many companies with insider-buying this week (50 in total), we have divided this update into two parts for ease of reading.</li>
</ul>


Following our mid-month insider-buying report from last week, number of buying transactions has increased further. This is Part-3 of the series,providing an update on insider-buying activity from just last week.
Given this sharp decline in mid and small-cap Indian listed stocks, there has been a notable increase in insider buying activity in recent weeks.
As there are many companies with insider-buying this week (50 in total), we have divided this update into two parts for ease of reading.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

<ul>
<li>Given the sharp decline in mid and small-cap stocks, insider buying activity has notably increased in recent weeks.</li>
<li>This is Part 2 of the update on companies with insider buying in February 2025.</li>
<li>We expect many more companies to witness insider buying after the earnings season concludes this week.</li>
</ul>


Given the sharp decline in mid and small-cap stocks, insider buying activity has notably increased in recent weeks.
This is Part 2 of the update on companies with insider buying in February 2025.
We expect many more companies to witness insider buying after the earnings season concludes this week.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 2

APAC IPOs & Placements, Aequitas Research

Ethan Aw

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

Premier Energies / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/premier-energies-limited" target="_blank" data-smartkarma-citation="entities:42190:1" rel="noopener">Premier Energies Limited (0377949D IN)</a> raised around US$337m after pricing the deal at the top end of the range at INR450 / share.</li>
<li>It also executes engineering, procurement, and construction (EPC) projects and provides follow-up operation and maintenance (O&amp;M) services.</li>
<li>We have looked at various aspects of the deal in our previous notes. In this note,  we talk about demand and trading dynamics. </li>
</ul>



Premier Energies Limited (0377949D IN) raised around US$337m after pricing the deal at the top end of the range at INR450 / share.
It also executes engineering, procurement, and construction (EPC) projects and provides follow-up operation and maintenance (O&amp;M) services.
We have looked at various aspects of the deal in our previous notes. In this note,  we talk about demand and trading dynamics. 


Premier Energies IPO Trading - Very Strong Insti Demand, Looks Ready to Pop

India

Solara Active Pharma Sciences Limited manufactures pharmaceutical products. The Company focuses on production, processing, formulating, merchandising, distributing, and trading of active pharmaceutical ingredients. Solara Active Pharma Sciences serves patients in India.

Solara Active Pharma Sciences (SOLARA IN)

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Solara Active Pharma Sciences (SOLARA IN)

The Beat Ideas: Solara Active Pharma Science~ Turnaround & Value Unlocking Via Demerger

Solara Active Pharma Sciences refocuses on core business, reduces debt, and looks to generate value in CRAMS and high-potent API segments despite...

Sudarshan Bhandari

Insiders' Playbook: Who’s Buying and Selling Amid Market Turbulence?

Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Nimish Maheshwari

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Sreemant Dudhoria

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 2

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Premier Energies IPO Trading - Very Strong Insti Demand, Looks Ready to Pop

Premier Energies Limited (0377949D IN) raised around US$337m after pricing the deal at the top end of the range at INR450 / share.

Ethan Aw

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Solara Active Pharma Science~ Turnaround & Value Unlocking Via Demerger

​Solara Active Pharma Sciences refocuses on core business, reduces debt, and looks to generate value in CRAMS and high-potent API segments despite...

Sudarshan Bhandari

Insiders' Playbook: Who’s Buying and Selling Amid Market Turbulence?

​Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Nimish Maheshwari

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 3

​Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Sreemant Dudhoria

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 2

​Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Premier Energies IPO Trading - Very Strong Insti Demand, Looks Ready to Pop

Premier Energies Limited (0377949D IN) raised around US$337m after pricing the deal at the top end of the range at INR450 / share.

Ethan Aw

Solara Active Pharma Sciences refocuses on core business, reduces debt, and looks to generate value in CRAMS and high-potent API segments despite...

Indian equities face turbulence in early 2025 due to various factors, but insider trading activity provides a signal amid the volatility.

Insider buying activity in mid and small-cap Indian listed stocks has increased, with 50 companies reporting transactions this week.

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.