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

Thematic (Sector/Industry)

<ul>
<li>Tata Group partners with <a href="https://www.smartkarma.com/entities/tesla-inc" target="_blank" data-smartkarma-citation="entities:20279:1" rel="noopener">Tesla (TSLA US)</a> to supply critical EV components, positioning India as a key player in Tesla’s expansion.</li>
<li>India crosses 1 billion tonnes of coal production in FY25, driven by PSUs, private players, and 500,000 workers.</li>
<li>
<a href="https://www.smartkarma.com/entities/hindalco-industries-ltd" target="_blank" data-smartkarma-citation="entities:18490:1" rel="noopener">Hindalco Industries (HNDL IN)</a> announces a Rs. 45,000 crore investment plan to expand in copper, aluminium, and specialty alumina sectors.</li>
</ul>


Tata Group partners with Tesla (TSLA US) to supply critical EV components, positioning India as a key player in Tesla’s expansion.
India crosses 1 billion tonnes of coal production in FY25, driven by PSUs, private players, and 500,000 workers.

Hindalco Industries (HNDL IN) announces a Rs. 45,000 crore investment plan to expand in copper, aluminium, and specialty alumina sectors.


#125 India Insight: Tata Partners with Tesla, India Hits 1B Coal Tonnes, Hindalco to Invest ₹45K Cr

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The NDA's landslide victory in Maharashtra has ushered in a period of political stability, boosting market sentiment and investor confidence. This will increase government spending on infrastructure &amp; rural development.</li>
<li>Analysts predict a modest recovery in corporate earnings in the second half of the fiscal year, potentially triggering a "mini risk-on rally". </li>
<li>While women-centric welfare schemes contributed to the NDA's success, concerns arise regarding their potential strain on state finances. </li>
</ul>


The NDA's landslide victory in Maharashtra has ushered in a period of political stability, boosting market sentiment and investor confidence. This will increase government spending on infrastructure &amp; rural development.
Analysts predict a modest recovery in corporate earnings in the second half of the fiscal year, potentially triggering a "mini risk-on rally". 
While women-centric welfare schemes contributed to the NDA's success, concerns arise regarding their potential strain on state finances. 


Maharashtra Elections Inject Optimism into Indian Markets

<ul>
<li>Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects</li>
<li>JK Cement Plans INR 30 Billion Capacity Expansion by FY26</li>
<li>Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output</li>
</ul>


Hindalco to Invest INR 2,450 Crore in Gujarat Copper and E-Waste Projects
JK Cement Plans INR 30 Billion Capacity Expansion by FY26
Hindustan Zinc Unveils $2.5 Billion Expansion Plan to Double Output


# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

<ul>
<li>Hindalco's $10 Billion Expansion to Drive Aluminium and Copper Growth.</li>
<li>BC Jindal Group to Invest $2.5 Billion in India’s Renewable Energy Sector by 2029.</li>
<li>Cement Firms Plan Rs 1.5-Trillion Investment to Meet Growing Demand.</li>
</ul>


Hindalco's $10 Billion Expansion to Drive Aluminium and Copper Growth.
BC Jindal Group to Invest $2.5 Billion in India’s Renewable Energy Sector by 2029.
Cement Firms Plan Rs 1.5-Trillion Investment to Meet Growing Demand.


# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

<ul>
<li>Supreme Court ruled that States can levy cesses on mining activities, distinguishing it from Union's authority over royalty.</li>
<li>Retrospective tax collection from 2005 could impose 1.5-2 lakh crore on the mining sector, heavily impacting co. like <a href="https://www.smartkarma.com/entities/tata-steel-ltd" target="_blank" data-smartkarma-citation="entities:20934:1" rel="noopener">Tata Steel Ltd (TATA IN)</a> and <a href="https://www.smartkarma.com/entities/coal-india-ltd" target="_blank" data-smartkarma-citation="entities:9117:1" rel="noopener">Coal India Ltd (COAL IN)</a>.</li>
<li>The ruling may exacerbate financial pressures on the mining industry, especially in high-tax states like Odisha and Jharkhand.</li>
</ul>


Supreme Court ruled that States can levy cesses on mining activities, distinguishing it from Union's authority over royalty.
Retrospective tax collection from 2005 could impose 1.5-2 lakh crore on the mining sector, heavily impacting co. like Tata Steel Ltd (TATA IN) and Coal India Ltd (COAL IN).
The ruling may exacerbate financial pressures on the mining industry, especially in high-tax states like Odisha and Jharkhand.


60-Year Mining Tax Battle: Supreme Court’s Final Word

India

Hindalco Industries Limited is an Indian aluminium and copper manufacturing company, and a subsidiary of the Aditya Birla Group. It is a major producer of primary aluminium, flat-rolled products, extrusions, and foils, and also manufactures copper cathodes and continuous cast copper rods. The company is headquartered in Mumbai, Maharashtra, India, and was founded in 1958.

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Hindalco Industries (HNDL IN)

#125 India Insight: Tata Partners with Tesla, India Hits 1B Coal Tonnes, Hindalco to Invest ₹45K Cr

Tata Group partners with Tesla to supply EV components, India's coal production hits 1 billion tonnes, Hindalco Industries invests Rs. 45,000...

Sudarshan Bhandari

Maharashtra Elections Inject Optimism into Indian Markets

NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Nimish Maheshwari

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.

Sudarshan Bhandari

60-Year Mining Tax Battle: Supreme Court’s Final Word

Supreme Court ruling allows States to levy cess on mining, potentially imposing hefty retrospective taxes on sector, impacting companies like Tata...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#125 India Insight: Tata Partners with Tesla, India Hits 1B Coal Tonnes, Hindalco to Invest ₹45K Cr

​Tata Group partners with Tesla to supply EV components, India's coal production hits 1 billion tonnes, Hindalco Industries invests Rs. 45,000...

Sudarshan Bhandari

Maharashtra Elections Inject Optimism into Indian Markets

​NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Nimish Maheshwari

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

​Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Sudarshan Bhandari

# 49 India Insight: Hindalco $ 10 Bn Expansion, BC Jindal RE, Cement Firms Plans

​Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.

Sudarshan Bhandari

60-Year Mining Tax Battle: Supreme Court’s Final Word

​Supreme Court ruling allows States to levy cess on mining, potentially imposing hefty retrospective taxes on sector, impacting companies like Tata...

Nimish Maheshwari

Tata Group partners with Tesla to supply EV components, India's coal production hits 1 billion tonnes, Hindalco Industries invests Rs. 45,000...

NDA's victory in Maharashtra boosts market sentiment, predicts recovery in corporate earnings, but raises concerns about strain on state finances...

Major Indian companies Hindalco, JK Cement, and Hindustan Zinc announce significant investments and expansion plans to boost production and...

Major investments in the aluminium, copper, renewable energy, and cement sectors are set to drive growth and meet increasing demand in India.

Supreme Court ruling allows States to levy cess on mining, potentially imposing hefty retrospective taxes on sector, impacting companies like Tata...