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/zen-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20721:1" rel="noopener">Zen Technologies (ZEN IN)</a> expands product range to drones, anti-drone systems, and medical simulators, enhancing opportunities beyond government contracts.</li>
<li>Strong order book of Rs 1,401 crore, significant R&amp;D investment, and government support for indigenous defence manufacturing drive growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/zen-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20721:1" rel="noopener">Zen Technologies (ZEN IN)</a> diversified product portfolio and strategic government support position it well for significant growth in the defence and simulation markets.</li>
</ul>



Zen Technologies (ZEN IN) expands product range to drones, anti-drone systems, and medical simulators, enhancing opportunities beyond government contracts.
Strong order book of Rs 1,401 crore, significant R&amp;D investment, and government support for indigenous defence manufacturing drive growth.

Zen Technologies (ZEN IN) diversified product portfolio and strategic government support position it well for significant growth in the defence and simulation markets.


Zen Technologies: Building a Strong Moat in Indian Defence Theme

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.

Thematic (Sector/Industry)

<p>The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.</p>

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36 trillion in annual revenue, with Bharti Infratel and Indus Towers accounting for 40.8% of the total market share. As the need to manage data traffic rises, tenancy ratio of towers is expected to increase from 1.7-1.9 to 2.9 by March 2020. We believe that this form of leasing will contribute significantly to the top line of telecom tower companies in India.

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

India

Zen Technologies Limited manufactures, buys, sells, imports, exports, assembles and maintains computers, electronic gadgets and allied products, in addition to providing consultancy advice and services based on computer software and hardware packages.  Zen also develops, constructs, fabricates and sells training simulators and Allied Products to armed forces, security and police agencies.

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Zen Technologies (ZEN IN)

Zen Technologies: Building a Strong Moat in Indian Defence Theme

Zen Technologies: Leading in niche defense equipment with a strong moat and 4x order book; management targets 100% revenue growth in FY25.

Sudarshan Bhandari

Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers

The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...

Speeda Research

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