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>December is typically a seasonally weak month for two-wheeler companies in the domestic market due to the impact of the upcoming year change and the period following peak festive demand.</li>
<li>Domestic sales volume declined for Hero and Bajaj, while TVS recorded flat sales. Eicher was an exception, reporting strong growth.</li>
<li>All the companies witnessed a steady growth in export volumes.</li>
</ul>


December is typically a seasonally weak month for two-wheeler companies in the domestic market due to the impact of the upcoming year change and the period following peak festive demand.
Domestic sales volume declined for Hero and Bajaj, while TVS recorded flat sales. Eicher was an exception, reporting strong growth.
All the companies witnessed a steady growth in export volumes.


Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

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>
<a href="https://www.smartkarma.com/entities/cochin-shipyard-ltd" target="_blank" data-smartkarma-citation="entities:24261:1" rel="noopener">Cochin Shipyard Ltd (COCHIN IN)</a>  has secured a Rs. 450 crore order to build tugboats for <a href="https://www.smartkarma.com/entities/adani-ports-special-economic-zone-ltd" target="_blank" data-smartkarma-citation="entities:246:1" rel="noopener">Adani Ports &amp; Special Economic Zone (ADSEZ IN)</a> , signalling growth in India's shipbuilding industry.</li>
<li>
<a href="https://www.smartkarma.com/entities/dixon-technologies-india-ltd" target="_blank" data-smartkarma-citation="entities:25486:1" rel="noopener">Dixon Technologies India Ltd (DIXON IN)</a>  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.</li>
<li>
<a href="https://www.smartkarma.com/entities/va-tech-wabag-ltd" target="_blank" data-smartkarma-citation="entities:9096:1" rel="noopener">VA Tech Wabag (VATW IN)</a>  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.</li>
</ul>



Cochin Shipyard Ltd (COCHIN IN)  has secured a Rs. 450 crore order to build tugboats for Adani Ports &amp; Special Economic Zone (ADSEZ IN) , signalling growth in India's shipbuilding industry.

Dixon Technologies India Ltd (DIXON IN)  is expanding beyond electronics manufacturing by entering the refrigerator market through a partnership with Cellecor Gadgets.

VA Tech Wabag (VATW IN)  is making waves with a Rs. 700 crore wastewater treatment project in Zambia, highlighting its commitment to sustainable solutions and expansion across the African market.


#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

<ul>
<li>Japanese Investors Begin Pulling Out from India Midcap Funds, Yet Overall Inflows Stay Positive</li>
<li>Vedanta Prepares Rs 30,000-Crore War Chest for Deleveraging and Growth</li>
<li>Jio Financial Services Gains Approval to Raise Foreign Investment Cap to 49%</li>
</ul>


Japanese Investors Begin Pulling Out from India Midcap Funds, Yet Overall Inflows Stay Positive
Vedanta Prepares Rs 30,000-Crore War Chest for Deleveraging and Growth
Jio Financial Services Gains Approval to Raise Foreign Investment Cap to 49%


# 50 India Insight: Vedanta Deleveraging Strategy, JIO Foreign Investment, Hero Motors Files IPO

<ul>
<li>Cabinet Approves INR 33,700 Crore Infrastructure Project, including rail, and new airport</li>
<li>Adani Power in Negotiations to Acquire Reliance Power's 600-MW Thermal Plant</li>
<li>Hero MotoCorp Faces INR 17 Crore Tax Notice from Delhi GST Authorities</li>
</ul>


Cabinet Approves INR 33,700 Crore Infrastructure Project, including rail, and new airport
Adani Power in Negotiations to Acquire Reliance Power's 600-MW Thermal Plant
Hero MotoCorp Faces INR 17 Crore Tax Notice from Delhi GST Authorities


# 48 India Insight: Cabinet INR 33,700 Project, Adani Power Acquire Reliance Power, Hero Tax Notice

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

India

Hero MotoCorp Ltd. designs, manufactures and distributes motorcycles. The Company's products also include motorcycle parts and accessories.

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Hero Motocorp (HMCL IN)

Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Sreemant Dudhoria

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

# 50 India Insight: Vedanta Deleveraging Strategy, JIO Foreign Investment, Hero Motors Files IPO

Japanese investors are pulling out of midcap funds, but inflows are still positive. Vedanta seeks Rs 30,000 crore for growth, and Jio Financial...

Sudarshan Bhandari

# 48 India Insight: Cabinet INR 33,700 Project, Adani Power Acquire Reliance Power, Hero Tax Notice

Indian government approves major infrastructure project, Adani Power eyes acquisition, Hero MotoCorp hit with tax notice.

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Monthly Sales Overview of Indian Listed Two-Wheeler Companies (December 2024)

​December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Sreemant Dudhoria

#76 India Insight: Cochin’s ₹450 Cr Tug Order, Dixon's Refrigerator Play, Wabag's African Expansion

​Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Sudarshan Bhandari

# 50 India Insight: Vedanta Deleveraging Strategy, JIO Foreign Investment, Hero Motors Files IPO

Japanese investors are pulling out of midcap funds, but inflows are still positive. Vedanta seeks Rs 30,000 crore for growth, and Jio Financial...

Sudarshan Bhandari

# 48 India Insight: Cabinet INR 33,700 Project, Adani Power Acquire Reliance Power, Hero Tax Notice

​Indian government approves major infrastructure project, Adani Power eyes acquisition, Hero MotoCorp hit with tax notice.

Sudarshan Bhandari

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

December saw mixed results for two-wheeler companies in the domestic market, with Eicher being the exception with strong growth. Export volumes...

Cochin secures Rs. 450 cr order to build tugboats for Adani Ports. Dixon Technologies expands into refrigerator market. VA Tech Wabag undertakes...

Indian government approves major infrastructure project, Adani Power eyes acquisition, Hero MotoCorp hit with tax notice.

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...