Thematic (Sector/Industry)

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Asset allocation and country/region investment strategy

Cross Asset Strategy

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

Deep-dive assessments of company accounting irregularities

Forensic Accounting

Environment, Social and Governance research

Analysis of new equity issuance (IPOs, Placements)

Equity Capital Markets

India

Mahindra & Mahindra Ltd. manufactures automobiles, farm equipment and automotive components. The Company's automobile products include light, medium and heavy commercial vehicles, jeep type vehicles and passenger cars. Mahindra & Mahindra also manufactures agricultural tractors, agricultural implements, internal combustion engines, industrial petrol engines, spare parts and machine tools.

Bajaj Auto Limited manufactures and distributes motorized two-wheeled and three-wheeled scooters, motorcycles and mopeds.

TVS Motor Company Limited manufactures motorcycles, mopeds, and scooters. The Company provides spark ignition operated outboard motors, combustion spark ignition engines, critical engines, and transmission parts. TVS Motor Company serves customers in India.

Maruti Suzuki India Limited manufactures and exports automobiles. Maruti collaborated with Suzuki of Japan to produce affordable cars for the average Indian.

Eicher Motors Ltd. manufactures light commercial vehicles which are sold domestically and are also exported to other countries. Eicher Motors also manufactures two-wheelers and automotive gears.

GNA Axles Ltd. manufactures automotive parts. The Company offers rear axle shafts, spindles, and splined Shafts for light and commercial vehicles. GNA Axles markets its products worldwide.

Tata Motors Limited manufactures cars and commercial automotive vehicles. The Company designs, manufactures, and sells heavy, medium, and small commercial vehicles including trucks, tankers, vans, buses, ambulances and minibuses. Tata also manufactures small cars and sports utility vehicles.

Hero MotoCorp Ltd. designs, manufactures and distributes motorcycles. The Company's products also include motorcycle parts and accessories.

Sarla Performance Fibers Limited manufactures and exports worldwide.  The Company produces sewing thread, half/hose socks, knitwear, woven labels, window lace, raschel &  levers, lace, hosiery yarns, medical textiles, narrow fabrics, woven fabrics, industrial yarns and hand knitted fabrics.

OLA Electric Mobility Limited manufactures electric vehicles. The Company focuses on designing, engineering, and manufacturing of electric scooters and bikes, as well as components like battery packs, motors, and vehicle frames. OLA Electric Mobility serves customers worldwide.

Consumer Discretionary

Industrials

Financials

Health Care

Information Technology

Utilities

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Sreemant Dudhoria is a CFA Charterholder with 15 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies where promoters buy their own shares. Previously, he has worked with Unifi Capital and Infosys Technologies Limited.

Sreemant Dudhoria
India Equity Analyst - Fundamental & Thematic
• Sree Capital

Summary

Areas of Expertise

Work Experience:

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