Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Pranav Bhavsar & the team at India Independent Insight (Iii), provide research on consumer companies operating or have exposure to in India. The research methodology focuses on carrying out on-the-ground channel surveillance/checks that include supplier/distributor/customer interactions, access to industry experts, and bespoke primary data sources that aid in providing unique insights and counter consensus ideas.  

Leveraging the team's forensic analysis along with channel surveillance, the team at Iii also aids investors in early identification of changing consumer trends, identification and quantification of accounting/governance risks, and the associated impact on the business model of the company.

Pranav has over 15 years of experience in the Indian equity market, and has worked with some of the global activists, long only and PE funds for their India projects. Prior roles also include building and leading an institutional sell-side desk. In his free time, Pranav is a traveler, biker, and a young Indian contributing to the country’s social and economic development.

Consumer Analyst / Channel Surveillance Specialist

Avenue Supermarts (DMART) - QIP, Possible OFS, and Index Impact

Avenue Supermarts IPO - Nawab of Dalal Street Has Never Closed a Store

DMart (Avenue Supermarts) IPO: High-Quality Business Priced at a Deserved Premium !!

ASA Capital Management

ASA Capital Management is a boutique Research and Investment Advisory firm focusing on primary research in India. ASA provides bespoke research services to Institutional Clients with a focus on due diligence backed with primary research, Field Trips & Channel Checks.

Equity Bottom-Up

<p>In this insight, we present our takeaways from attending <a href="https://www.smartkarma.com/entities/dmart" target="_blank" data-smartkarma-citation="entities:23656:1" rel="noopener">Avenue Supermarts (DMART IN)</a> 's virtual AGM. </p>
<p>There is little doubt on the quality of <a href="https://www.smartkarma.com/entities/dmart" target="_blank" data-smartkarma-citation="entities:23656:1" rel="noopener">Avenue Supermarts (DMART IN)</a>, the promoter's pedigree helps it command rich valuations and is likely to remain so, however, investors will be better off waiting for an attractive entry point. At current levels, there is little room for disappointment, especially considering the path DMART has chosen, i.e. sticking to its core of traditional brick and mortar retail in spite of the changing competitive dynamics in Indian Grocery Retail. </p>

In this insight, we present our takeaways from attending Avenue Supermarts (DMART IN) 's virtual AGM. 
There is little doubt on the quality of Avenue Supermarts (DMART IN), the promoter's pedigree helps it command rich valuations and is likely to remain so, however, investors will be better off waiting for an attractive entry point. At current levels, there is little room for disappointment, especially considering the path DMART has chosen, i.e. sticking to its core of traditional brick and mortar retail in spite of the changing competitive dynamics in Indian Grocery Retail. 

AGM Diaries | Avenue Supermarts - The Lone Warrior

Avenue Supermarts Ltd

AGM Diaries | Avenue Supermarts - The Lone Warrior