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>Tata Motors introduces the Tata.ev app to help EV owners find and navigate to reliable charging stations.</li>
<li>Bharti Airtel postpones the call for INR15,000 crore of its rights issue.</li>
<li>SBI will deploy 2,000 executives to enhance its wealth management services, aiming to attract high-net-worth individuals.</li>
</ul>


Tata Motors introduces the Tata.ev app to help EV owners find and navigate to reliable charging stations.
Bharti Airtel postpones the call for INR15,000 crore of its rights issue.
SBI will deploy 2,000 executives to enhance its wealth management services, aiming to attract high-net-worth individuals.


# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

<ul>
<li>Tata Motors plans to split into TML Commercial Vehicles and a merged PV, EV, and JLR entity, creating focused companies.</li>
<li>TVS Motor's July sales rose 9%, with EV sales soaring 61%, reflecting strong growth.</li>
<li>Hero FinCorp seeks INR 3,668 crore through an IPO, aiming to boost capital for lending activities.</li>
</ul>


Tata Motors plans to split into TML Commercial Vehicles and a merged PV, EV, and JLR entity, creating focused companies.
TVS Motor's July sales rose 9%, with EV sales soaring 61%, reflecting strong growth.
Hero FinCorp seeks INR 3,668 crore through an IPO, aiming to boost capital for lending activities.


# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, 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/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric</a> is now looking to raise about US$730m in its India IPO.</li>
<li>Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.</li>
<li>In our previous notes, we looked at the company’s past performance. In this note, we will talk about valuations.</li>
</ul>



Ola Electric is now looking to raise about US$730m in its India IPO.
Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.
In our previous notes, we looked at the company’s past performance. In this note, we will talk about valuations.


<ul>
<li>L&amp;T wins contracts for key grid infrastructure in India, Saudi Arabia, UAE, advancing clean energy.</li>
<li>Airtel re-farms mid-band spectrum to boost 5G speeds and coverage, launching SA technology soon.</li>
<li>Adani Total Gas reports 20% profit rise, driven by higher CNG and PNG sales.</li>
</ul>


L&amp;T wins contracts for key grid infrastructure in India, Saudi Arabia, UAE, advancing clean energy.
Airtel re-farms mid-band spectrum to boost 5G speeds and coverage, launching SA technology soon.
Adani Total Gas reports 20% profit rise, driven by higher CNG and PNG sales.


# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric</a> is now looking to raise about US$730m in its upcoming India IPO.</li>
<li>Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.</li>
<li>In our previous notes, we looked at the company’s performance, undertook a peer comparison and talked about valuations. In this note, we look at the updates from its recent filings.</li>
</ul>



Ola Electric is now looking to raise about US$730m in its upcoming India IPO.
Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.
In our previous notes, we looked at the company’s performance, undertook a peer comparison and talked about valuations. In this note, we look at the updates from its recent filings.


Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy

India

Tata Motors Limited manufactures cars and commercial automotive vehicles in India. The Company designs, manufactures and sells heavy commercial, medium commercial and small commercial vehicles including trucks, tankers, vans, buses, ambulances and minibuses. Tata also manufactures small cars and sports utility vehicles.

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

Tata Motors DVR (TTMT/A IN)

# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Sudarshan Bhandari

# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

Sudarshan Bhandari

Ola Electric IPO - Thoughts on Valuation

Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...

Sumeet Singh

# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.

Sudarshan Bhandari

Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy

Ola Electric is now looking to raise about US$730m in its upcoming India IPO. In this note, we look at the updates from its most recent filings.

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

​Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Sudarshan Bhandari

# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

​Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

Sudarshan Bhandari

Ola Electric IPO - Thoughts on Valuation

Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...

Sumeet Singh

# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

​L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.

Sudarshan Bhandari

Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy

Ola Electric is now looking to raise about US$730m in its upcoming India IPO. In this note, we look at the updates from its most recent filings.

Sumeet Singh

Tata Motors launches Tata.ev app for EV charging, Bharti Airtel delays rights issue, SBI to boost wealth management services with 2,000 executives.

Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

L&T secures contracts for grid infrastructure, Airtel enhances 5G capabilities, Adani Total Gas sees profit growth from CNG and PNG sales.