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/welspun-corp-ltd" target="_blank" data-smartkarma-citation="entities:7824:1" rel="noopener">Welspun Corp (WLCO IN)</a> expanded from just SAW pipe company to DI Pipe, TMT Bars, Building solutions and PVC Pipes as well. </li>
<li>Company is known for reviving bankrupt companies, On the path to revive Sintex and ABG Shipyard.</li>
<li>high growth from US, Saudi and India driving the growth with capex </li>
</ul>



Welspun Corp (WLCO IN) expanded from just SAW pipe company to DI Pipe, TMT Bars, Building solutions and PVC Pipes as well. 
Company is known for reviving bankrupt companies, On the path to revive Sintex and ABG Shipyard.
high growth from US, Saudi and India driving the growth with capex 


The Beat Ideas: Welspun Corp- Growth, Capex, Acquisition & Revival of Bankrupt Companies

Thematic (Sector/Industry)

<ul>
<li>Adani Group's overall Market Cap Surges, Rebounding After Hindenburg Report</li>
<li>Surge in NSE's Cash Market Turnover Led by Individual Investors</li>
<li>
<a href="https://www.smartkarma.com/entities/welspun-corp-ltd" target="_blank" data-smartkarma-citation="entities:7824:1" rel="noopener">Welspun Corp (WLCO IN)</a> 's EPIC Secures Major Contracts with Saudi Aramco</li>
</ul>


Adani Group's overall Market Cap Surges, Rebounding After Hindenburg Report
Surge in NSE's Cash Market Turnover Led by Individual Investors

Welspun Corp (WLCO IN) 's EPIC Secures Major Contracts with Saudi Aramco


#6 India Insights: Adani's Rebound, NSE Turnover Surge, SEBI's Rumor Verification, Welspun & Cummins

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>Promoter buying reflects insider confidence in the company's future, often driven by access to undisclosed positive developments and growth opportunities.</li>
<li>Increased promoter stake may indicate that the market has undervalued the company, potentially presenting an opportunity for investors to buy at a discount.</li>
<li>Consider the broader market environment, company fundamentals, and industry trends alongside promoter buying activity to form a comprehensive investment thesis.</li>
</ul>


Promoter buying reflects insider confidence in the company's future, often driven by access to undisclosed positive developments and growth opportunities.
Increased promoter stake may indicate that the market has undervalued the company, potentially presenting an opportunity for investors to buy at a discount.
Consider the broader market environment, company fundamentals, and industry trends alongside promoter buying activity to form a comprehensive investment thesis.


Contrarian Moves: Promoter Buying During Indian Equity Downturns

India

Welspun Corporation Ltd. is a one-stop service provider offering pipe solutions with a capability to manufacture line pipes, along with specialized coating, double jointing and bending. Welspun supplies pipe to most of the Fortune 100 Oil & Gas companies.

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Welspun Corp (WLCO IN)

The Beat Ideas: Welspun Corp- Growth, Capex, Acquisition & Revival of Bankrupt Companies

Welspun Corp diversifies beyond SAW pipes, revives bankrupt companies like Sintex and ABG Shipyard, with high growth driven by US, Saudi, and India.

Sudarshan Bhandari

#6 India Insights: Adani's Rebound, NSE Turnover Surge, SEBI's Rumor Verification, Welspun & Cummins

Adani Group's market cap rebounds post Hindenburg report, NSE sees surge in cash market turnover driven by individual investors, Welspun Corp...

Sudarshan Bhandari

Contrarian Moves: Promoter Buying During Indian Equity Downturns

There are 100 reasons to sell in the market, but only one reason to buy!! Taking a deep understanding of Promoter Buying in the Indian Landscape in...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Welspun Corp- Growth, Capex, Acquisition & Revival of Bankrupt Companies

​Welspun Corp diversifies beyond SAW pipes, revives bankrupt companies like Sintex and ABG Shipyard, with high growth driven by US, Saudi, and India.

Sudarshan Bhandari

#6 India Insights: Adani's Rebound, NSE Turnover Surge, SEBI's Rumor Verification, Welspun & Cummins

​Adani Group's market cap rebounds post Hindenburg report, NSE sees surge in cash market turnover driven by individual investors, Welspun Corp...

Sudarshan Bhandari

Contrarian Moves: Promoter Buying During Indian Equity Downturns

There are 100 reasons to sell in the market, but only one reason to buy!! Taking a deep understanding of Promoter Buying in the Indian Landscape in...

Nimish Maheshwari

Welspun Corp diversifies beyond SAW pipes, revives bankrupt companies like Sintex and ABG Shipyard, with high growth driven by US, Saudi, and India.

Adani Group's market cap rebounds post Hindenburg report, NSE sees surge in cash market turnover driven by individual investors, Welspun Corp...