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

Action Construction Equipment / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/action-construction-equipment" target="_blank" data-smartkarma-citation="entities:17379:1" rel="noopener">Action Construction Equipment (ACCE IN)</a> achieved record revenue and profits in FY25 and Q4, demonstrating strong execution and margin expansion.  </li>
<li>Secured single largest order from Ministry of Defence, boosting future defense contribution and supporting Make in India.</li>
<li>Management is cautiously optimistic for FY26 due to temporary factors like BS5 price impact, but confident in medium to long-term growth prospects.</li>
</ul>



Action Construction Equipment (ACCE IN) achieved record revenue and profits in FY25 and Q4, demonstrating strong execution and margin expansion.  
Secured single largest order from Ministry of Defence, boosting future defense contribution and supporting Make in India.
Management is cautiously optimistic for FY26 due to temporary factors like BS5 price impact, but confident in medium to long-term growth prospects.


Action Construction Equipment: Record Performance, Defence Opportunity, Agri Turnaround

<ul>
<li>
<a href="https://www.smartkarma.com/entities/action-construction-equipment" target="_blank" data-smartkarma-citation="entities:17379:1" rel="noopener">Action Construction Equipment (ACCE IN)</a>’s Q3/9M-FY25 performance shows strong revenue growth (up 16.6% in Q3, 15.2% over nine months), improved EBITDA margins, and robust unit sales in key equipment segments.</li>
<li>Improved product mix and a focus on high-value equipment drive operational efficiency, boosting profitability amid increasing infrastructure and capital expenditure trends.</li>
<li>In the next 2 years, company will increase the proportion of exports that will drive the revenue growth.</li>
</ul>



Action Construction Equipment (ACCE IN)’s Q3/9M-FY25 performance shows strong revenue growth (up 16.6% in Q3, 15.2% over nine months), improved EBITDA margins, and robust unit sales in key equipment segments.
Improved product mix and a focus on high-value equipment drive operational efficiency, boosting profitability amid increasing infrastructure and capital expenditure trends.
In the next 2 years, company will increase the proportion of exports that will drive the revenue growth.


Action Construction Equipment Limited: Q3 FY25 Update

Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria,CFA

Equity Analyst - Fundamental & Thematic

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

<ul>
<li>In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.</li>
<li>Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.</li>
<li>This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.</li>
</ul>


In this insight, we detail about insider buying activity in Indian Equities for the month of August 2025.
Driven by pressure of increased tariffs, Indian equity market have been underperforming. But as seen in past during such times promoter buying activity increases.
This insight details about companies with notable insider buying (large and small caps), sectors which witnessed buying and stocks which trade above and below the insider purchase price.


Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Ajax Engineering Limited / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ajax-engineering-limited" target="_blank" data-smartkarma-citation="entities:44026:1" rel="noopener">Ajax Engineering Limited (0896529D IN)</a> raised around US$145m in its India IPO.</li>
<li>Ajax Engineering Limited (AEL) is one of the leading concrete equipment manufacturers with a comprehensive range of concrete equipment, services and solutions across the concrete application value chain.</li>
<li>We have looked at the company’s past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics.</li>
</ul>



Ajax Engineering Limited (0896529D IN) raised around US$145m in its India IPO.
Ajax Engineering Limited (AEL) is one of the leading concrete equipment manufacturers with a comprehensive range of concrete equipment, services and solutions across the concrete application value chain.
We have looked at the company’s past performance and valuations in our previous notes. In this note, we will talk about the trading dynamics.


Ajax Engineering IPO Trading - Decent Insti Coverage but Subdued Retail Demand

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ajax-engineering-limited" target="_blank" data-smartkarma-citation="entities:44026:1" rel="noopener">Ajax Engineering Limited (0896529D IN)</a> is looking to raise about US$145m in its upcoming India IPO.</li>
<li>Ajax Engineering Limited (AEL) is one of the leading concrete equipment manufacturers with a comprehensive range of concrete equipment, services and solutions across the concrete application value chain.</li>
<li>In this note, we take a quick look at the company’s past performance and the IPO valuations.</li>
</ul>



Ajax Engineering Limited (0896529D IN) is looking to raise about US$145m in its upcoming India IPO.
Ajax Engineering Limited (AEL) is one of the leading concrete equipment manufacturers with a comprehensive range of concrete equipment, services and solutions across the concrete application value chain.
In this note, we take a quick look at the company’s past performance and the IPO valuations.


Ajax Engineering IPO - Robust Growth Driven by a Comprehensive Dealer Network

India

Action Construction Equipment Ltd. manufactures cranes.  The Company produces hydraulic mobile cranes, mobile tower cranes, and other construction equipment.

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Action Construction Equipment (ACCE IN)

Action Construction Equipment: Record Performance, Defence Opportunity, Agri Turnaround

Action Construction Equipment achieves record revenue and profits, secures major defense order, and remains cautiously optimistic for FY26.

Sudarshan Bhandari

Action Construction Equipment Limited: Q3 FY25 Update

Action Construction Equipment shows strong revenue growth, improved margins, and robust unit sales in key segments, driven by operational...

Sudarshan Bhandari

Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

Update : Promoter of Tourism Finance Corporation of India (Aditya Kumar Halwasiya) further bought 3.25 lakh shares from open market on the last...

Sreemant Dudhoria,CFA

Ajax Engineering IPO Trading - Decent Insti Coverage but Subdued Retail Demand

Ajax Engineering Limited raised around US$145m in its India IPO. In this note, we will talk about the demand and trading dynamics.

Akshat Shah

Ajax Engineering IPO - Robust Growth Driven by a Comprehensive Dealer Network

Ajax Engineering Limited is looking to raise about US$145m in its upcoming India IPO. In this note, we take a quick look at the company’s past...

Akshat Shah

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Action Construction Equipment: Record Performance, Defence Opportunity, Agri Turnaround

​Action Construction Equipment achieves record revenue and profits, secures major defense order, and remains cautiously optimistic for FY26.

Sudarshan Bhandari

Action Construction Equipment Limited: Q3 FY25 Update

​Action Construction Equipment shows strong revenue growth, improved margins, and robust unit sales in key segments, driven by operational...

Sudarshan Bhandari

Increased Tariffs -> Decline in Indian Equity Market -> Increased Promoter Activity in August 2025

Update : Promoter of Tourism Finance Corporation of India (Aditya Kumar Halwasiya) further bought 3.25 lakh shares from open market on the last...

Sreemant Dudhoria,CFA

Ajax Engineering IPO Trading - Decent Insti Coverage but Subdued Retail Demand

Ajax Engineering Limited raised around US$145m in its India IPO. In this note, we will talk about the demand and trading dynamics.

Akshat Shah

Ajax Engineering IPO - Robust Growth Driven by a Comprehensive Dealer Network

Ajax Engineering Limited is looking to raise about US$145m in its upcoming India IPO. In this note, we take a quick look at the company’s past...

Akshat Shah

Action Construction Equipment achieves record revenue and profits, secures major defense order, and remains cautiously optimistic for FY26.

Action Construction Equipment shows strong revenue growth, improved margins, and robust unit sales in key segments, driven by operational...