Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

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

Equity Bottom-Up

<ul>
<li>March 2026 insider activity was very strong with 60+ companies reporting insider accumulation spanning large caps and mid/small caps.</li>
<li>We present the key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
<li>Also mentioned in this insight are the names which are available significantly below the insider buying price.</li>
</ul>


March 2026 insider activity was very strong with 60+ companies reporting insider accumulation spanning large caps and mid/small caps.
We present the key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.
Also mentioned in this insight are the names which are available significantly below the insider buying price.


Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – March 2026

<ul>
<li>February 2026 insider activity was very strong with 50+ companies reporting insider accumulation spanning large caps and midcaps.</li>
<li>We present the key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
<li>Also mentioned in this insight are the names which are available significantly below the insider buying price.</li>
</ul>


February 2026 insider activity was very strong with 50+ companies reporting insider accumulation spanning large caps and midcaps.
We present the key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.
Also mentioned in this insight are the names which are available significantly below the insider buying price.


Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

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

Event-Driven

Cheniere Energy Partners LP / Event-Driven

<ul>
<li>Iranian drone strikes on 2-3 March fully halted QatarEnergy LNG output and Ras Tanura operations.</li>
<li>The event removes ~20% of global LNG and ~33% of Gulf LPG exports overnight, triggering Brent +13%, TTF +50% and JKM +39% spikes with multi-week volatility.</li>
<li>This will disrupt India's 50% LPG sourcing and also impact the crude oil inventory.</li>
</ul>


Iranian drone strikes on 2-3 March fully halted QatarEnergy LNG output and Ras Tanura operations.
The event removes ~20% of global LNG and ~33% of Gulf LPG exports overnight, triggering Brent +13%, TTF +50% and JKM +39% spikes with multi-week volatility.
This will disrupt India's 50% LPG sourcing and also impact the crude oil inventory.


Iran Attack: Qatar LNG Halt,Global & Indian Implication

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Sunshield Chemicals is expanding its capacity to capitalise on its unique position as the sole Indian manufacturer of key niche chemicals like THEIC and a rare global producer of HQEE.</li>
<li>The capex and product focus underscore a strategic shift towards higher-margin, low-competition specialty segments, which is vital for sustained earnings growth and margin protection against raw material volatility.</li>
<li>A look at the company’s product portfolio and execution on capacity expansion reveals a potentially de-risked growth trajectory, meriting attention from investors seeking exposure to high-entry-barrier specialty chemical plays.</li>
</ul>


Sunshield Chemicals is expanding its capacity to capitalise on its unique position as the sole Indian manufacturer of key niche chemicals like THEIC and a rare global producer of HQEE.
The capex and product focus underscore a strategic shift towards higher-margin, low-competition specialty segments, which is vital for sustained earnings growth and margin protection against raw material volatility.
A look at the company’s product portfolio and execution on capacity expansion reveals a potentially de-risked growth trajectory, meriting attention from investors seeking exposure to high-entry-barrier specialty chemical plays.


The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise

<ul>
<li>Post its recent IPO, Aegis Vopak has rapidly expanded its LPG capacity and is strategically de-leveraging to fund its massive, long-term 'GATI' (Gateway Access to India) expansion pipeline.</li>
<li>As India's largest third-party tank storage operator, the company is a critical, high-barrier-to-entry infrastructure play, directly capitalizing on the country's surging energy, chemical, and industrial import dependence.</li>
<li>The strategic joint venture and execution focus on high-margin, sticky, and growing segments like LPG and specialty chemicals position the company for sustainable, asset-backed growth.</li>
</ul>


Post its recent IPO, Aegis Vopak has rapidly expanded its LPG capacity and is strategically de-leveraging to fund its massive, long-term 'GATI' (Gateway Access to India) expansion pipeline.
As India's largest third-party tank storage operator, the company is a critical, high-barrier-to-entry infrastructure play, directly capitalizing on the country's surging energy, chemical, and industrial import dependence.
The strategic joint venture and execution focus on high-margin, sticky, and growing segments like LPG and specialty chemicals position the company for sustainable, asset-backed growth.


The Beat Ideas: Aegis Vopak Terminals - Leveraging the Partnership to Dominate India's Tank Storage

India

Aegis Logistics Limited distributes liquefied petroleum gas and provides logistics and terminalling services in the oil, gas  and chemicals sectors. The Company also manufactures and distributes oleochemicals and kerosene oil and provides chemical storage facilities.

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Aegis Logistics (AGIS IN)

Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – March 2026

There was strong insider buying activity even during the last week of March 2026. Notable names include GMR Airports, Info Edge, Jindal Stainless,...

Sreemant Dudhoria

Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026

February 2026 saw strong insider accumulation in 50+ companies across large caps and midcaps, with key sectors and company names highlighted for...

Sreemant Dudhoria

Iran Attack: Qatar LNG Halt,Global & Indian Implication

Iranian drone strikes on QatarEnergy and Ras Tanura operations caused a significant disruption in global LNG and LPG exports, leading to price...

Nimish Maheshwari

The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise

Sunshield Chemicals is expanding capacity to capitalize on its unique position as the sole Indian manufacturer of niche chemicals, focusing on...

Sudarshan Bhandari

The Beat Ideas: Aegis Vopak Terminals - Leveraging the Partnership to Dominate India's Tank Storage

Aegis Vopak rapidly expands LPG capacity post IPO, strategically de-leveraging for long-term 'GATI' expansion in India, positioning as critical...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – March 2026

There was strong insider buying activity even during the last week of March 2026. Notable names include GMR Airports, Info Edge, Jindal Stainless,...

Sreemant Dudhoria

Insider Activity: Who Is Buying Their Own Stock During the Market Correction? – February 2026

​February 2026 saw strong insider accumulation in 50+ companies across large caps and midcaps, with key sectors and company names highlighted for...

Sreemant Dudhoria

Iran Attack: Qatar LNG Halt,Global & Indian Implication

​Iranian drone strikes on QatarEnergy and Ras Tanura operations caused a significant disruption in global LNG and LPG exports, leading to price...

Nimish Maheshwari

The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise

​Sunshield Chemicals is expanding capacity to capitalize on its unique position as the sole Indian manufacturer of niche chemicals, focusing on...

Sudarshan Bhandari

The Beat Ideas: Aegis Vopak Terminals - Leveraging the Partnership to Dominate India's Tank Storage

​Aegis Vopak rapidly expands LPG capacity post IPO, strategically de-leveraging for long-term 'GATI' expansion in India, positioning as critical...

Nimish Maheshwari

February 2026 saw strong insider accumulation in 50+ companies across large caps and midcaps, with key sectors and company names highlighted for...

Iranian drone strikes on QatarEnergy and Ras Tanura operations caused a significant disruption in global LNG and LPG exports, leading to price...

Sunshield Chemicals is expanding capacity to capitalize on its unique position as the sole Indian manufacturer of niche chemicals, focusing on...

Aegis Vopak rapidly expands LPG capacity post IPO, strategically de-leveraging for long-term 'GATI' expansion in India, positioning as critical...