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

Thematic (Sector/Industry)

<ul>
<li>Promoters of multiple large-cap Indian firms made significant insider purchases in March 2025.</li>
<li>Sectors with notable activity include financials, real estate, and specialty chemicals.</li>
<li>Many of these stocks have already rallied post-purchase, with gains reaching up to 30%.</li>
</ul>


Promoters of multiple large-cap Indian firms made significant insider purchases in March 2025.
Sectors with notable activity include financials, real estate, and specialty chemicals.
Many of these stocks have already rallied post-purchase, with gains reaching up to 30%.


Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

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

<ul>
<li>CPP and ADB are negotiating a $100 million investment in JBM Ecolife.</li>
<li>Vedanta plans to allocate $2 billion for dividends in FY25, supported by strong cash flow.</li>
<li>UltraTech Cement will launch an open offer on September 19 to acquire a 26% stake in India Cements.</li>
</ul>


CPP and ADB are negotiating a $100 million investment in JBM Ecolife.
Vedanta plans to allocate $2 billion for dividends in FY25, supported by strong cash flow.
UltraTech Cement will launch an open offer on September 19 to acquire a 26% stake in India Cements.


# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

EURO STOXX 50 Price EUR / Technical Analysis

Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE). Still, we continue to see some reason for caution as various market dynamics have deteriorated, leading us to a more neutral outlook in the near-term.

Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and EAFE). Still, we continue to see some reason for caution as various market dynamics have deteriorated, leading us to a more neutral outlook in the near-term.

India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the regions are having rain deficit of 20% or more. This is not good news for efforts on inflation control and also has serious implications for several stocks which are exposed to rural demand. In addition, the overall GDP growth rate may also get impacted if there is less output in agriculture. The more surprising part is that there has not been enough media coverage on the issue in the country for the ongoing season.

The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the regions are having rain deficit of 20% or more. This is not good news for efforts on inflation control and also has serious implications for several stocks which are exposed to rural demand. In addition, the overall GDP growth rate may also get impacted if there is less output in agriculture. The more surprising part is that there has not been enough media coverage on the issue in the country for the ongoing season.

India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think <a href="https://www.smartkarma.com/entities/2391" target="_blank" data-smartkarma-citation="entities:2391:1">Hero Motocorp Ltd (HMCL IN)</a>, <a href="https://www.smartkarma.com/entities/242" target="_blank" data-smartkarma-citation="entities:242:1">Dabur India Ltd (DABUR IN)</a> and <a href="https://www.smartkarma.com/entities/12089" target="_blank" data-smartkarma-citation="entities:12089:1">Dhanuka Agritech Ltd (DAGRI IN)</a> are among more interesting names.

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There are several options to play this but if we apply filters like recent stock performance, market positioning and relative contribution of rural and its importance as a stock driver, we think Hero Motocorp Ltd (HMCL IN), Dabur India Ltd (DABUR IN) and Dhanuka Agritech Ltd (DAGRI IN) are among more interesting names.

India: Three Stocks to Play the Rural Theme

India

Godrej Agrovet is a diversified Indian agribusiness company focused on enhancing farm productivity through innovative products and services across the agricultural value chain. The company operates in animal feed, crop protection, oil palm, dairy, and poultry and processed foods. It was incorporated in 1991 and is headquartered in Mumbai, India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Godrej Agrovet (GOAGRO IN)

Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

Promoters increased stakes in key large-cap Indian stocks in March'25, signaling strong conviction. Focus on financials, real estate, and chemicals...

Sreemant Dudhoria

# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...

Sudarshan Bhandari

Major Breakout For EURO STOXX 50

Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and...

Vermilion Research

India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News

The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...

Pankaj Sharma

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Insider Buying Trends in Indian Equities (Market Cap > USD 1 Billion) – March 2025

Promoters increased stakes in key large-cap Indian stocks in March'25, signaling strong conviction. Focus on financials, real estate, and chemicals...

Sreemant Dudhoria

# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

​CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...

Sudarshan Bhandari

Major Breakout For EURO STOXX 50

Our intermediate-term outlook remains constructive with major support levels holding on the broad global indexes (MSCI ACWI, ACWI ex-US, EM, and...

Vermilion Research

India: The Devil Is in the Detail, Rainfall Deficit Has Become Serious Bad News

The monsoon season is about to end in India soon and there is a rainfall deficit of 10% in the country apart from the fact that 1/3rd of the...

Pankaj Sharma

India: Three Stocks to Play the Rural Theme

Rural is likely to be an interesting investment theme in Indian markets because of expectations that the Govt will focus more on agriculture. There...

Pankaj Sharma

CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...