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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Thematic (Sector/Industry)

<ul>
<li>India’s 30 trillion Capex cycle is underway, with FY25 corporate Capex surpassing 11 lakh crore. FY26 will see Centre, States, and Corporates align for historic infrastructure investment.</li>
<li>This revival isn’t top-heavy. 157 companies launched $100 million+ projects in FY25 across diverse sectors - indicating India’s most widespread and bottom-up Capex momentum since FY12.</li>
<li>New-Age leaders like Adani Ports, Deepak Fertilizers, and Gokaldas Exports are investing for long-term gains boosting capacity, margins, and global competitiveness across energy, chemicals, defence, textiles, and manufacturing.</li>
</ul>


India’s 30 trillion Capex cycle is underway, with FY25 corporate Capex surpassing 11 lakh crore. FY26 will see Centre, States, and Corporates align for historic infrastructure investment.
This revival isn’t top-heavy. 157 companies launched $100 million+ projects in FY25 across diverse sectors - indicating India’s most widespread and bottom-up Capex momentum since FY12.
New-Age leaders like Adani Ports, Deepak Fertilizers, and Gokaldas Exports are investing for long-term gains boosting capacity, margins, and global competitiveness across energy, chemicals, defence, textiles, and manufacturing.


India’s Capex Supercycle: Capex Blasters – List of Companies Doing Capex

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

<ul>
<li>Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.</li>
<li>There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India</li>
<li>The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes</li>
</ul>


Global and Indian textile markets face shifting supply chains due to geopolitical tensions, driving sourcing diversification towards India.
There's a significant push for innovation in materials, focusing on man-made fibers, sustainable, and technical textiles globally and in India
The Indian textile industry benefits from strong government policy support, including protective tariffs and various incentive schemes


Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The India-UK FTA, signed on May 6, 2025, provides Indian textile exports with zero-duty access to 99% of their products, removing tariffs as high as 12%.</li>
<li>This landmark deal offers a substantial opportunity to increase India’s market share in the $19.7 billion UK apparel market and boosts competitiveness against Bangladesh and China.</li>
<li>With enhanced pricing power, Indian textile companies like <a href="https://www.smartkarma.com/entities/kpr-mill-ltd" target="_blank" data-smartkarma-citation="entities:8970:1" rel="noopener">KPR Mill (KPR IN)</a>, <a href="https://www.smartkarma.com/entities/welspun-india-ltd" target="_blank" data-smartkarma-citation="entities:9284:1" rel="noopener">Welspun India (WLSI IN)</a>, and <a href="https://www.smartkarma.com/entities/s-p-apparels-limited" target="_blank" data-smartkarma-citation="entities:44174:1" rel="noopener">S.P. Apparels (SPAL IN)</a> are well-positioned to scale, increasing their export share.</li>
</ul>


The India-UK FTA, signed on May 6, 2025, provides Indian textile exports with zero-duty access to 99% of their products, removing tariffs as high as 12%.
This landmark deal offers a substantial opportunity to increase India’s market share in the $19.7 billion UK apparel market and boosts competitiveness against Bangladesh and China.
With enhanced pricing power, Indian textile companies like KPR Mill (KPR IN), Welspun India (WLSI IN), and S.P. Apparels (SPAL IN) are well-positioned to scale, increasing their export share.


Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

Partner at Exencial Research, Exencial Research

Viral Kishorchandra Shah

Partner at Exencial Research

Exencial Research

<ul>
<li>India-UK FTA removes a 12% import tariff, giving Indian textile exporters a strong price advantage in the UK market.</li>
<li>Cotton-Rich Indian apparel aligns with UK demand; exports of women’s cotton trousers to the UK rose 30% in 2023.</li>
<li>The FTA is set to boost India’s annual apparel exports to the UK from $4 billion to nearly $6 billion by 2025.</li>
</ul>


India-UK FTA removes a 12% import tariff, giving Indian textile exporters a strong price advantage in the UK market.
Cotton-Rich Indian apparel aligns with UK demand; exports of women’s cotton trousers to the UK rose 30% in 2023.
The FTA is set to boost India’s annual apparel exports to the UK from $4 billion to nearly $6 billion by 2025.


India-UK Free Trade Agreement: A New Era for India's Textile Industry

<ul>
<li>The Indian textile industry is poised for robust growth due to  confluence of factors, including the "China+1" strategy, instability in competing markets like Bangladesh and Vietnam, and supportive government initiatives.</li>
<li>This has led to India gaining market share in key export destinations, particularly in apparel exports to the US and the UK.</li>
<li>Furthermore, Indian textile companies anticipate improved demand and margins, driven by factors like the end of the global inventory destocking cycle and the stabilization of cotton and yarn prices.</li>
</ul>


The Indian textile industry is poised for robust growth due to  confluence of factors, including the "China+1" strategy, instability in competing markets like Bangladesh and Vietnam, and supportive government initiatives.
This has led to India gaining market share in key export destinations, particularly in apparel exports to the US and the UK.
Furthermore, Indian textile companies anticipate improved demand and margins, driven by factors like the end of the global inventory destocking cycle and the stabilization of cotton and yarn prices.


Indian Textile Sector: Is It the End of Global Inventory Destocking?

India

Gokaldas Exports Limited is a prominent Indian apparel manufacturer specializing in the design, manufacture, and sale of a diverse range of garments, including outerwear, activewear, fashion wear, bottom wear, casualwear, and sportswear for men, women, and children. The company serves a global clientele of prestigious fashion brands and retailers across more than 50 countries. Gokaldas Exports was founded in 1979 and is headquartered in Bengaluru, Karnataka, India.

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Gokaldas Exports (GEXP IN)

India’s Capex Supercycle: Capex Blasters – List of Companies Doing Capex

India's historic Capex cycle underway with diverse sectors and bottom-up momentum, led by companies like Adani Ports and Deepak Fertilizers for...

Sudarshan Bhandari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria

Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

Nimish Maheshwari

India-UK Free Trade Agreement: A New Era for India's Textile Industry

India-UK FTA eliminates import tariff, boosting Indian textile exports to UK and increasing annual apparel exports to nearly $6 billion by 2025.

Viral Kishorchandra Shah

Indian Textile Sector: Is It the End of Global Inventory Destocking?

Indian textile industry set for strong growth with China+1 strategy, instability in competing markets, and government support leading to market...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India’s Capex Supercycle: Capex Blasters – List of Companies Doing Capex

​India's historic Capex cycle underway with diverse sectors and bottom-up momentum, led by companies like Adani Ports and Deepak Fertilizers for...

Sudarshan Bhandari

Global and Indian Textile Industry-Shifting Supply Chains,Innovation in Materials,and Policy Support

​Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

Sreemant Dudhoria

Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

​The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

Nimish Maheshwari

India-UK Free Trade Agreement: A New Era for India's Textile Industry

​India-UK FTA eliminates import tariff, boosting Indian textile exports to UK and increasing annual apparel exports to nearly $6 billion by 2025.

Viral Kishorchandra Shah

Indian Textile Sector: Is It the End of Global Inventory Destocking?

​Indian textile industry set for strong growth with China+1 strategy, instability in competing markets, and government support leading to market...

Sudarshan Bhandari

India's historic Capex cycle underway with diverse sectors and bottom-up momentum, led by companies like Adani Ports and Deepak Fertilizers for...

Geopolitical tensions drive sourcing diversification to India in the textile market, with a focus on innovation in sustainable and technical...

The India-UK FTA boosts Indian textile exports with zero-duty access, increasing market share and competitiveness against Bangladesh and China.

India-UK FTA eliminates import tariff, boosting Indian textile exports to UK and increasing annual apparel exports to nearly $6 billion by 2025.

Indian textile industry set for strong growth with China+1 strategy, instability in competing markets, and government support leading to market...