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Pranav Bhavsar

Pranav Bhavsar
Consumer Analyst / Channel Surveillance Specialist
Trudence Capital Advisors

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India Consumer Discretionary & Consumer Staples Equity Bottom-Up
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bearishVoltas Ltd
01 Apr 2025 12:30

India Air Conditioners | Who's Chilling How

​Indian air conditioner manufacturers are facing price increases, competition, and cost inflation, but dealers are optimistic about accelerated...

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bullishEicher Motors
14 Mar 2025 14:05

Eicher Motors (EIM IN) | Why Exports Are on Fire

​Eicher Motors' Royal Enfield excels in exports with strategic global expansion in the middleweight motorcycle segment, leveraging Thailand as a...

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bearishZepto
27 Feb 2025 16:30

Postcard from Bengaluru | Quick Commerce On-The-Ground

​Quick Commerce has huge market potential but faces challenges with delivery speed and profitability, as competition and pricing pressure limit...

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20 Feb 2025 16:20

Kalyan Jewellers (KALYANKJ IN) | FOCO Model Warrants Attention

​In this Insight, we analyze Kalyan Jewellers' FOCO model and raise doubts about the store expansion narrative and franchisee involvement.

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17 Feb 2025 14:52

India Rural Incomes | The Tide Has Yet to Turn

​Agricultural income trends face challenges from declining land and rising costs, but tractor OEMs remain optimistic about growth due to positive...

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