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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ganesha-ecosphere-ltd" target="_blank" data-smartkarma-citation="entities:12751:1" rel="noopener">Ganesha Ecosphere (GNPL IN)</a> is expanding from textiles to FMCG packaging with rPET granules, aiming for a 10-12% market share in the recycled PET market by 2029.</li>
<li>The shift to high-margin rPET products and expansion into FMCG packaging aligns with regulatory trends and growing demand for sustainable materials.</li>
<li>GEL’s strategic focus on high-value, sustainable products and robust market position suggests significant growth potential and improved profitability.</li>
</ul>



Ganesha Ecosphere (GNPL IN) is expanding from textiles to FMCG packaging with rPET granules, aiming for a 10-12% market share in the recycled PET market by 2029.
The shift to high-margin rPET products and expansion into FMCG packaging aligns with regulatory trends and growing demand for sustainable materials.
GEL’s strategic focus on high-value, sustainable products and robust market position suggests significant growth potential and improved profitability.


The Beat Ideas: How Ganesha Ecosphere Is Shaping the Future of Recycling?

Thematic (Sector/Industry)

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

Indian Accounting Research Analyst, Trudence Capital Advisors

Nitin Mangal

Indian Accounting Research Analyst

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

<p>In a recent media article, it was headlined that ‘Yarn Stocks on HNI Radar’. The headline comes on the back of a stellar performance of yarn and related textile stocks post the COVID era, owing to an exponential price hike in the same. The price hike was attributed to several industry related external factors such as limited supply, pent up demand, etc. due to the lockdown last year. As the economy prepares for another lockdown, albeit a fragmented one rather than nation-wide, it has created a hysteria of another phase of stellar performance in the coming months.</p>
<p>However on the contrary, our hypothesis which is supported by industry channel checks in Bhilwada, one of the textile hug of India, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very tricky situation going ahead.</p>
<p>We commence with the industry overview and what happened in the post COVID era that led to the frenzy last fiscal, and then move on to understand the uncertainty aspect hovering around in current scenario.</p>

In a recent media article, it was headlined that ‘Yarn Stocks on HNI Radar’. The headline comes on the back of a stellar performance of yarn and related textile stocks post the COVID era, owing to an exponential price hike in the same. The price hike was attributed to several industry related external factors such as limited supply, pent up demand, etc. due to the lockdown last year. As the economy prepares for another lockdown, albeit a fragmented one rather than nation-wide, it has created a hysteria of another phase of stellar performance in the coming months.
However on the contrary, our hypothesis which is supported by industry channel checks in Bhilwada, one of the textile hug of India, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very tricky situation going ahead.
We commence with the industry overview and what happened in the post COVID era that led to the frenzy last fiscal, and then move on to understand the uncertainty aspect hovering around in current scenario.

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

<div class="content-highlight"><h2><strong>Market Overview</strong></h2></div><p>The S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.</p><ul>
<li>The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.</li>
<li>The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…</li>
</ul>

Market OverviewThe S&amp;P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017.
The market witnessed a steady rise post budget as fears of an extension of holding period for long-term capital gains in Budget 2017 proved unfounded. The Government kept the fiscal deficit target of FY18 at 3.2%, a positive signal for markets.
The rally was further accentuated post a massive win for the Bharatiya Janata Party in the states of Uttar Pradesh and Uttarakhand. Winning a major…


Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

<p><strong>At 2x the Size, Feature Phone Market Looms over Smartphones in India</strong></p><p>Much like the unsophisticated Maruti Suzuki 800 that became a part of 2.6 million households, feature phones too are making a strong drive into the hands of consumers in India, especially in rural areas where wireless teledensity is a low 52.84 compared to 165.04 in urban India. According to Speeda, the Indian mobile phone market is predominantly a feature phone market with smartphones making up for only 39.7% of handset sales…</p>

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6 million households, feature phones too are making a strong drive into the hands of consumers in India, especially in rural areas where wireless teledensity is a low 52.84 compared to 165.04 in urban India. According to Speeda, the Indian mobile phone market is predominantly a feature phone market with smartphones making up for only 39.7% of handset sales…

Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"

India

Vardhman Textiles Limited manufactures textile products. The Company offers wide  range of greige and dyed yarns in cotton, polyester, acrylic, and a variety of blends. Vardhman Textiles serves customers worldwide.

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Vardhman Textiles (VTEX IN)

The Beat Ideas: How Ganesha Ecosphere Is Shaping the Future of Recycling?

Ganesha Ecosphere is targeting a 10-12% market share in recycled PET market by 2029, expanding into FMCG packaging with rPET granules to align...

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Textiles Industry- Is It Over Hyped?

Channel checks in Bhilwada, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very...

Nitin Mangal

Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...

Das Capital Management and Advisors

Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...

Speeda Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: How Ganesha Ecosphere Is Shaping the Future of Recycling?

​Ganesha Ecosphere is targeting a 10-12% market share in recycled PET market by 2029, expanding into FMCG packaging with rPET granules to align...

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Textiles Industry- Is It Over Hyped?

Channel checks in Bhilwada, indicates that the last year events were one-off in nature and the industry might face a doomsday as it poses a very...

Nitin Mangal

Market Outlook- Massive Victory for BJP in State Elections to Accentuate Reforms

Market OverviewThe S&P BSE Sensex and CNX NIFTY rose 2.1% and 3.4% respectively from 14 Feb-14March 2017. The market witnessed a steady rise...

Das Capital Management and Advisors

Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"

At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...

Speeda Research

Ganesha Ecosphere is targeting a 10-12% market share in recycled PET market by 2029, expanding into FMCG packaging with rPET granules to align...

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...