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

<ul>
<li>
<a href="https://www.smartkarma.com/entities/salzer-electronics-ltd" target="_blank" data-smartkarma-citation="entities:8103:1" rel="noopener">Salzer Electronics (SZE IN)</a> is aggressively scaling its smart meter business with INR 600–700 crore revenue targeted in FY26, aiming to sell up to 8 lakh units annually.</li>
<li>This diversification into B2B smart metering could double revenues, boost margins, and improve ROCE, transforming Salzer from a niche switchgear player to a full-stack energy solutions provider.</li>
<li>Salzer is no longer a slow-growing industrial supplier: it’s evolving into a high-growth, government-aligned, tech-driven player with strong export and R&amp;D-led optionality.</li>
</ul>



Salzer Electronics (SZE IN) is aggressively scaling its smart meter business with INR 600–700 crore revenue targeted in FY26, aiming to sell up to 8 lakh units annually.
This diversification into B2B smart metering could double revenues, boost margins, and improve ROCE, transforming Salzer from a niche switchgear player to a full-stack energy solutions provider.
Salzer is no longer a slow-growing industrial supplier: it’s evolving into a high-growth, government-aligned, tech-driven player with strong export and R&amp;D-led optionality.


The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results across its diverse operations.</li><li>On the positive side, the company demonstrated strong revenue growth, with 14.3% increase for the quarter compared to the previous year, leading to full-year revenue growth of 12.9%.</li><li>However, challenges in the Aerospace segment tempered overall performance expectations.</li></ul>

General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results across its diverse operations.On the positive side, the company demonstrated strong revenue growth, with 14.3% increase for the quarter compared to the previous year, leading to full-year revenue growth of 12.9%.However, challenges in the Aerospace segment tempered overall performance expectations.

General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our 'Buy' Rating! - Major Drivers

<ul><li>General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and operating profit, while also facing challenges in specific segments.</li><li>Positively, GE Aerospace reported a significant 28% increase in orders, driven by heightened demand.</li><li>Revenues rose by 6%, which, coupled with a 14% uplift in operating profit and a 25% increase in adjusted EPS, highlighted strong operational performance.</li></ul>

General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and operating profit, while also facing challenges in specific segments.Positively, GE Aerospace reported a significant 28% increase in orders, driven by heightened demand.Revenues rose by 6%, which, coupled with a 14% uplift in operating profit and a 25% increase in adjusted EPS, highlighted strong operational performance.

GE Aerospace's Strategic Position in Defense & Propulsion Technologies: Is There Any Kind Of Sustainable Competitive Advantages? - Major Drivers

Triveni Engineering and Industries / Equity Bottom-Up

Triveni Engineering and Industries (TRE IN)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/triveni-engineering-industries" target="_blank" data-smartkarma-citation="entities:5821:1" rel="noopener">Triveni Engineering &amp; Industries (TRE IN)'</a>s acquisition of Sir Shadi Lal Enterprise Limited is expected to add to the bottom line as it is located in the same region.</li>
<li>The resumption of the molasses-based Ethanol plant would benefit as the previous year's company closed operations early due to non-availability of cane.</li>
<li>The demerger of the turbine is expected to be the major value-creation proposition.</li>
</ul>



Triveni Engineering &amp; Industries (TRE IN)'s acquisition of Sir Shadi Lal Enterprise Limited is expected to add to the bottom line as it is located in the same region.
The resumption of the molasses-based Ethanol plant would benefit as the previous year's company closed operations early due to non-availability of cane.
The demerger of the turbine is expected to be the major value-creation proposition.


The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

<ul><li>General Dynamics reported solid financial performance for the third quarter of 2024, with earnings of $3.35 per diluted share on revenue of $11.67 billion and operating earnings of $1.18 billion.</li><li>This reflects a 10.4% revenue increase and an 11.2% rise in net earnings compared to the previous year.</li><li>Specific growth was noted in the Aerospace segment, which saw a 22% increase, and the Marine Systems segment, which improved by 20%.</li></ul>

General Dynamics reported solid financial performance for the third quarter of 2024, with earnings of $3.35 per diluted share on revenue of $11.67 billion and operating earnings of $1.18 billion.This reflects a 10.4% revenue increase and an 11.2% rise in net earnings compared to the previous year.Specific growth was noted in the Aerospace segment, which saw a 22% increase, and the Marine Systems segment, which improved by 20%.

General Dynamics Corporation: Is The Combat Systems' Sustained Growth & Market Expansion Here To Stay? - Major Drivers

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

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General Electric (GE US)

The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Sudarshan Bhandari

General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our 'Buy' Rating! - Major Drivers

General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results...

Baptista Research

GE Aerospace's Strategic Position in Defense & Propulsion Technologies: Is There Any Kind Of Sustainable Competitive Advantages? - Major Drivers

General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and...

Baptista Research

The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...

Sudarshan Bhandari

General Dynamics Corporation: Is The Combat Systems' Sustained Growth & Market Expansion Here To Stay? - Major Drivers

General Dynamics reported solid financial performance for the third quarter of 2024, with earnings of $3.35 per diluted share on revenue of $11.67...

Baptista Research

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52-week Range

Market Cap (USDm)

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The Beat Ideas: Salzer Electronics: Smart Meter Play, A Proxy to India’s Electrification Story

​Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Sudarshan Bhandari

General Dynamics: Aerospace Segment Growth & Margin Expansion Driving Our 'Buy' Rating! - Major Drivers

General Dynamics (GD) has reported its financial performance for the fourth quarter and full year of 2024, showcasing a mixed bag of results...

Baptista Research

GE Aerospace's Strategic Position in Defense & Propulsion Technologies: Is There Any Kind Of Sustainable Competitive Advantages? - Major Drivers

General Electric (GE) Aerospace showcased a robust performance in its Q3 2024 earnings, underscored by substantial growth in orders, revenue, and...

Baptista Research

The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

​Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...

Sudarshan Bhandari

General Dynamics Corporation: Is The Combat Systems' Sustained Growth & Market Expansion Here To Stay? - Major Drivers

General Dynamics reported solid financial performance for the third quarter of 2024, with earnings of $3.35 per diluted share on revenue of $11.67...

Baptista Research

Salzer Electronics is aggressively expanding its smart meter business, targeting significant revenue growth by FY26 and transforming into a full...

Triveni Engineering & Industries' acquisition of Sir Shaadilal is expected to boost profits, along with the resumption of the Ethanol plant and...