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

Thematic (Sector/Industry)

<ul>
<li>Government Hikes Windfall Tax on Crude Oil to Rs.6,000 per Tonne from Rs.3,250</li>
<li>Larsen &amp; Turbo Secures Significant Offshore Order worth Rs. 2,500 crores from ONGC</li>
<li>Mahindra &amp; Mahindra Total volume Rise 11% YoY to 69,397 Units in June 2024</li>
</ul>


Government Hikes Windfall Tax on Crude Oil to Rs.6,000 per Tonne from Rs.3,250
Larsen &amp; Turbo Secures Significant Offshore Order worth Rs. 2,500 crores from ONGC
Mahindra &amp; Mahindra Total volume Rise 11% YoY to 69,397 Units in June 2024


#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise

Equity Bottom-Up

Ratnaveer Precision Engineering / Equity Bottom-Up

Ratnaveer Precision Engineering Limited manufactures steel products. The Company produces stainless steel washers, solar mounting hooks, finishing sheets, and tubes and pipes. Ratnaveer Precision Engineering serves customers in India.

Ratnaveer Precision Engineering (0670481D IN)

<ul>
<li>23,000 MT Capacity expansion would double the current capacity to 49,000 MT  </li>
<li>INR 65 crores of Fund Raise would help increase the bottom line</li>
<li>Backward integration of waste converted into raw material, ensuring economies of scale</li>
</ul>


23,000 MT Capacity expansion would double the current capacity to 49,000 MT  
INR 65 crores of Fund Raise would help increase the bottom line
Backward integration of waste converted into raw material, ensuring economies of scale


The Beat Ideas- Ratnaveer Precision Engineering: Fueled with Capacity Expansion

<ul>
<li>GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date</li>
<li>Tata Steel UK pursues legal action against Unite union over planned July 8 strike</li>
<li>IREDA could unlock Rs. 22-lakh crore debt market for renewables energy</li>
</ul>


GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date
Tata Steel UK pursues legal action against Unite union over planned July 8 strike
IREDA could unlock Rs. 22-lakh crore debt market for renewables energy


#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

Precot Limited operates as a textile company. The Company produces cotton yarns, sewing threads, fabrics, polyester sewing thread, cosmetic make up removal pads, and clothing products. Precot Meridian serves customers in India.

<ul>
<li>Niche Player in Cotton yarn spinning and Technical Textile with decadal experience.</li>
<li>Expansion in Technical Textile during FY24 will significantly improve the margin profile and revenue for the company.</li>
<li>Peer Comparison and assessment at multiple metrics to assess the suitability of investment.</li>
</ul>


Niche Player in Cotton yarn spinning and Technical Textile with decadal experience.
Expansion in Technical Textile during FY24 will significantly improve the margin profile and revenue for the company.
Peer Comparison and assessment at multiple metrics to assess the suitability of investment.


Precot Limited: A Niche Technical Textile Player

Latent View Analytics Ltd / Equity Bottom-Up

Latent View Analytics Limited operates as a digital analytics firm. The Company provides a 360-degree view of the digital consumer data and analytics, enabling companies to predict new revenue streams, anticipate product trends and popularity, improve customer retention rates, and optimize investment decisions. Latent View Analytics serves customers worldwide.

<ul>
<li>Client-Driven innovation fosters R&amp;D via proactive, marketable solutions and an SDE framework for excellence</li>
<li>In-Depth understanding of sectors and data-driven innovation drives strategic growth</li>
<li>Comprehensive data analytics solutions from start to finish for business success</li>
</ul>


Client-Driven innovation fosters R&amp;D via proactive, marketable solutions and an SDE framework for excellence
In-Depth understanding of sectors and data-driven innovation drives strategic growth
Comprehensive data analytics solutions from start to finish for business success


The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics

India-focused Independent Equity Research Analyst

Experienced (7 years +) in Sector-Specific Deep Dives and Comprehensive Company Research.

With a sharp focus on the Indian market, I specialize in providing in-depth analysis and insights to investors. Whether it's dissecting various sectors to identify emerging trends or conducting thorough fundamental research on individual companies, I'm dedicated to uncovering valuable opportunities and delivering actionable intelligence.

Passionate about navigating the nuances of the Indian equity landscape, I thrive on deciphering complex market dynamics and distilling them into clear, concise insights. 

While covering a sector or company-specific research, I cover the following :
1. Brief about company/sector
2.  Overall Industry landscape - History, Present and Future trends
3. Thesis and Anti-Thesis
4. Valuations
5. Financial & Forensic Analysis
6. Management Review
7. Key Monitorable Events
8. Guidance and Future Way Ahead