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.

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Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kuantum-papers-ltd" target="_blank" data-smartkarma-citation="entities:13797:1" rel="noopener">Kauntam Papers (KAUN IN)</a> is implementing a significant capacity expansion project, estimated to increase production capacity by 50% within 18 months. Total Capex: 735Cr, including debt of Rs. 535 crore.</li>
<li>Despite recent industry challenges, Kuantum Papers maintained a healthy EBITDA margin of approximately 22% Q2FY25. The company expects improved margins with anticipated demand increases and raw material price stabilization.</li>
<li>Under Project NIRMAN, focused on Industry 4.0 integration, the company has successfully implemented online sensors and control logic in its wood bleach section, improving automation and efficiency.</li>
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Kauntam Papers (KAUN IN) is implementing a significant capacity expansion project, estimated to increase production capacity by 50% within 18 months. Total Capex: 735Cr, including debt of Rs. 535 crore.
Despite recent industry challenges, Kuantum Papers maintained a healthy EBITDA margin of approximately 22% Q2FY25. The company expects improved margins with anticipated demand increases and raw material price stabilization.
Under Project NIRMAN, focused on Industry 4.0 integration, the company has successfully implemented online sensors and control logic in its wood bleach section, improving automation and efficiency.


The Beat Ideas: Kuantum Papers' Strategic Expansion and Product Innovation

India

Tamil Nadu Newsprint and Papers Limited manufactures newsprint, printing and writing paper. The Company also owns and operates a wind power farm, which is used primarily for captive consumption. Tamilnadu Newsprint manufactures eco friendly papers, by adopting innovative technologies for sustainable development.

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Tamil Nadu Newsprint & Papers (TNNP IN)

The Beat Ideas: Kuantum Papers' Strategic Expansion and Product Innovation

Kauntam Papers is expanding production capacity by 50% with a Rs. 735Cr investment, maintaining healthy EBITDA margins and implementing Industry...

Sudarshan Bhandari

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The Beat Ideas: Kuantum Papers' Strategic Expansion and Product Innovation

​Kauntam Papers is expanding production capacity by 50% with a Rs. 735Cr investment, maintaining healthy EBITDA margins and implementing Industry...

Sudarshan Bhandari

Kauntam Papers is expanding production capacity by 50% with a Rs. 735Cr investment, maintaining healthy EBITDA margins and implementing Industry...