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.

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Equity Bottom-Up

<ul>
<li>Disa India’s new Tumkur land acquisition marks a major capacity expansion, adding 40% footprint and enabling a new manufacturing unit by FY26.</li>
<li>This expansion strengthens Disa’s ability to meet rising foundry demand, boosts export potential, and aligns with India’s manufacturing upcycle and the global China+1 shift.</li>
<li>The company’s growth visibility improves meaningfully, supported by digital integration and strong balance sheet strengthelevating confidence in sustained 20–25% topline growth.</li>
</ul>


Disa India’s new Tumkur land acquisition marks a major capacity expansion, adding 40% footprint and enabling a new manufacturing unit by FY26.
This expansion strengthens Disa’s ability to meet rising foundry demand, boosts export potential, and aligns with India’s manufacturing upcycle and the global China+1 shift.
The company’s growth visibility improves meaningfully, supported by digital integration and strong balance sheet strengthelevating confidence in sustained 20–25% topline growth.


The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries

India

DISA India Ltd. manufactures and distributes foundry equipment. The Company has sales offices and manufacturing plants located throughout India.

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Disa India Ltd (BMD IN)

The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries

Disa India's Tumkur land acquisition boosts capacity by 40%, enhances export potential, and aligns with global manufacturing trends, paving the...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries

​Disa India's Tumkur land acquisition boosts capacity by 40%, enhances export potential, and aligns with global manufacturing trends, paving the...

Sudarshan Bhandari

Disa India's Tumkur land acquisition boosts capacity by 40%, enhances export potential, and aligns with global manufacturing trends, paving the...