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

Esds Software Solution / Equity Bottom-Up

<ul>
<li>ESDS Software Solution is launching a fresh issue IPO of approximately INR 720 crore with a price band of INR 408–429 per share.</li>
<li>The company is positioned at the intersection of cloud computing, managed services, AI infrastructure and data centres, sectors benefiting from enterprise digitisation.</li>
<li>Investors need to evaluate ESDS not only as a data centre operator but as a technology platform combining infrastructure and software-led services.</li>
</ul>


ESDS Software Solution is launching a fresh issue IPO of approximately INR 720 crore with a price band of INR 408–429 per share.
The company is positioned at the intersection of cloud computing, managed services, AI infrastructure and data centres, sectors benefiting from enterprise digitisation.
Investors need to evaluate ESDS not only as a data centre operator but as a technology platform combining infrastructure and software-led services.


ESDS Software IPO: India's First Data Centre Company Going Public

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Forensic Accounting

Esds Software Solution / Forensic Accounting

<ul>
<li>In this insight, we briefly study forensics of <a href="https://www.smartkarma.com/entities/esds-software-solution-ltd" target="_blank" data-smartkarma-citation="entities:43957:1" rel="noopener">Esds Software Solution (1603279D IN)</a> , currently unlisted, had tried to float an IPO back in 2021 but it was later withdrawn.</li>
<li>The company offers managed cloud service and end to end multi-cloud requirements provider. Revenue growth has been moderate while margin erosion has been a concerning issue for the company.</li>
<li>Key forensic takeaways include nature of contingent liabilities, inability to generate cash and liquidity woes, quality of receivables, etc. </li>
</ul>


In this insight, we briefly study forensics of Esds Software Solution (1603279D IN) , currently unlisted, had tried to float an IPO back in 2021 but it was later withdrawn.
The company offers managed cloud service and end to end multi-cloud requirements provider. Revenue growth has been moderate while margin erosion has been a concerning issue for the company.
Key forensic takeaways include nature of contingent liabilities, inability to generate cash and liquidity woes, quality of receivables, etc. 


ESDS Software Solution- Forensic Analysis

India

Esds Software Solution Limited provides cloud solutions. The Company offers enlight cloud hosting, database management, digital baking, application support, and security services. Esds Software Solution serves customers worldwide.

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Esds Software Solution (1603279D IN)

ESDS Software IPO: India's First Data Centre Company Going Public

ESDS is moving beyond data centres into sovereign cloud and AI infrastructure, creating a high-growth opportunity as India’s digitisation, data...

Sudarshan Bhandari

ESDS Software Solution- Forensic Analysis

Insight into the forensics of ESDS reveals concerns over revenue growth, margin erosion, contingent liabilities, cash generation, and receivables...

Nitin Mangal

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

ESDS Software IPO: India's First Data Centre Company Going Public

ESDS is moving beyond data centres into sovereign cloud and AI infrastructure, creating a high-growth opportunity as India’s digitisation, data...

Sudarshan Bhandari

ESDS Software Solution- Forensic Analysis

​Insight into the forensics of ESDS reveals concerns over revenue growth, margin erosion, contingent liabilities, cash generation, and receivables...

Nitin Mangal

Insight into the forensics of ESDS reveals concerns over revenue growth, margin erosion, contingent liabilities, cash generation, and receivables...