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>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/adani-enterprises-ltd" target="_blank" data-smartkarma-citation="entities:245:1" rel="noopener">Adani Enterprises (ADE IN)</a> demerged its stake in its Food FMCG business of <a href="https://www.smartkarma.com/entities/adani-wilmar" target="_blank" data-smartkarma-citation="entities:34763:1" rel="noopener">Adani Wilmar (AWLTD IN)</a> to its shareholder.</li>
<li>The demerger aims to comply with SEBI’s minimum public shareholding requirement, reducing promoter stake and enhancing public stake.</li>
<li>This strategic move positions Adani Wilmar for focused growth, unlocking value for shareholders and reducing promoter selling pressure.</li>
</ul>



Adani Enterprises (ADE IN) demerged its stake in its Food FMCG business of Adani Wilmar (AWLTD IN) to its shareholder.
The demerger aims to comply with SEBI’s minimum public shareholding requirement, reducing promoter stake and enhancing public stake.
This strategic move positions Adani Wilmar for focused growth, unlocking value for shareholders and reducing promoter selling pressure.


Why Adani Enterprises Shareholder Will Receive Share of Adani Wilmar?

<ul>
<li>Tata Motors plans to split into TML Commercial Vehicles and a merged PV, EV, and JLR entity, creating focused companies.</li>
<li>TVS Motor's July sales rose 9%, with EV sales soaring 61%, reflecting strong growth.</li>
<li>Hero FinCorp seeks INR 3,668 crore through an IPO, aiming to boost capital for lending activities.</li>
</ul>


Tata Motors plans to split into TML Commercial Vehicles and a merged PV, EV, and JLR entity, creating focused companies.
TVS Motor's July sales rose 9%, with EV sales soaring 61%, reflecting strong growth.
Hero FinCorp seeks INR 3,668 crore through an IPO, aiming to boost capital for lending activities.


# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

<ul>
<li>Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.</li>
<li>HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.</li>
<li>Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.</li>
</ul>


Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.
HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.
Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.


# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, 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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ola-electric-mobility-pvt-ltd" target="_blank" data-smartkarma-citation="entities:40618:1" rel="noopener">Ola Electric</a> is now looking to raise about US$730m in its India IPO.</li>
<li>Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.</li>
<li>In our previous notes, we looked at the company’s past performance. In this note, we will talk about valuations.</li>
</ul>



Ola Electric is now looking to raise about US$730m in its India IPO.
Ola Electric Mobility is a vertically integrated pure EV player in India with manufacturing capabilities for EVs and EV components, including cells.
In our previous notes, we looked at the company’s past performance. In this note, we will talk about valuations.


India

AWL Agri Business Limited manufactures packaged food products. The Company offer a wide range of edible oil products, including soyabean, palm, sunflower, rice bran, mustard, pulses, refined wheat flour, cottonseed, and blended oil, as well as soaps, detergents, cosmetics, and polymer. AWL Agri Business serves customers worldwide.

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AWL Agri Business (AWL IN)

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

Ola Electric IPO - Thoughts on Valuation

Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...

Sumeet Singh

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Why Adani Enterprises Shareholder Will Receive Share of Adani Wilmar?

​Adani Enterprises demerges stake in Adani Wilmar to comply with SEBI's public shareholding requirement, positioning for growth and unlocking value...

Nimish Maheshwari

# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

​Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

​Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

Ola Electric IPO - Thoughts on Valuation

Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...

Sumeet Singh

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Adani Enterprises demerges stake in Adani Wilmar to comply with SEBI's public shareholding requirement, positioning for growth and unlocking value...

Tata Motors to split for focused operations, TVS Motor's EV sales surge, Hero FinCorp aims to raise capital through IPO.

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...