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>
<a href="https://www.smartkarma.com/entities/adani-wilmar" target="_blank" data-smartkarma-citation="entities:34763:1" rel="noopener">Adani Wilmar (AWLTD IN)</a>  OFS was oversubscribed by 111.19%, prompting the company to allocate an additional 1.96 lakh shares. This sale is part of <a href="https://www.smartkarma.com/entities/adani-enterprises-ltd" target="_blank" data-smartkarma-citation="entities:245:1" rel="noopener">Adani Enterprises (ADE IN)</a> exit strategy.</li>
<li>HDFC Securities has surpassed Rs.25,000 crore in mutual fund assets under management (AUM), driven by strong growth in SIPs, which contribute over 40% of its AUM, well above industry averages</li>
<li>GOI is likely to provide Rs. 35,000 crore in subsidies to <a href="https://www.smartkarma.com/entities/indian-oil-corp-ltd" target="_blank" data-smartkarma-citation="entities:7781:1" rel="noopener">Indian Oil Corp (IOCL IN)</a> , <a href="https://www.smartkarma.com/entities/bharat-petroleum-corp-ltd" target="_blank" data-smartkarma-citation="entities:10222:1" rel="noopener">Bharat Petroleum Corp (BPCL IN)</a> and <a href="https://www.smartkarma.com/entities/hindustan-petroleum-corp" target="_blank" data-smartkarma-citation="entities:19342:1" rel="noopener">Hindustan Petroleum (HPCL IN)</a> to compensate for LPG sales losses. </li>
</ul>



Adani Wilmar (AWLTD IN)  OFS was oversubscribed by 111.19%, prompting the company to allocate an additional 1.96 lakh shares. This sale is part of Adani Enterprises (ADE IN) exit strategy.
HDFC Securities has surpassed Rs.25,000 crore in mutual fund assets under management (AUM), driven by strong growth in SIPs, which contribute over 40% of its AUM, well above industry averages
GOI is likely to provide Rs. 35,000 crore in subsidies to Indian Oil Corp (IOCL IN) , Bharat Petroleum Corp (BPCL IN) and Hindustan Petroleum (HPCL IN) to compensate for LPG sales losses. 


#85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/deep-industries-ltd" target="_blank" data-smartkarma-citation="entities:14923:1" rel="noopener">Deep Industries (DEEPI IN)</a> targeting 800 Cr worth of revenue by FY26, with 35% CAGR in next 2 years.</li>
<li>India is opening more oil &amp; gas wells, needs services of company like Deep who can provide one stop shop for all Oil &amp; Gas Needs.</li>
<li>Key Triggers- Prabha Barge(60% Operating Margins) and Dolphin Offshore(for diversifying into offshore services) will further margin accretive.</li>
</ul>



Deep Industries (DEEPI IN) targeting 800 Cr worth of revenue by FY26, with 35% CAGR in next 2 years.
India is opening more oil &amp; gas wells, needs services of company like Deep who can provide one stop shop for all Oil &amp; Gas Needs.
Key Triggers- Prabha Barge(60% Operating Margins) and Dolphin Offshore(for diversifying into offshore services) will further margin accretive.


The Beat Ideas: Deep Industries- A Hidden Oil & Gas Proxy

<ul>
<li>L&amp;T Secures ‘Ultra Mega’ Contract for Thermal Power Plants with NTPC</li>
<li>Indian Oil Corporation Refinery Expansions to Conclude by December 2025</li>
<li>SBI Ventures Plans to raise INR 2,000 Crore Climate Fund</li>
</ul>


L&amp;T Secures ‘Ultra Mega’ Contract for Thermal Power Plants with NTPC
Indian Oil Corporation Refinery Expansions to Conclude by December 2025
SBI Ventures Plans to raise INR 2,000 Crore Climate Fund


# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

<ul>
<li>BlackRock and Jio Financial Discuss Private Credit Venture in India</li>
<li>Tata Group to Create 5,00,000 Jobs in next Five Years</li>
<li>Indian Oil and Ever Enviro Partner for Compressed Biogas Production</li>
</ul>


BlackRock and Jio Financial Discuss Private Credit Venture in India
Tata Group to Create 5,00,000 Jobs in next Five Years
Indian Oil and Ever Enviro Partner for Compressed Biogas Production


# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

<ul><li>Rubber Board new and replanting subsidy program starts rolling  </li><li>RRII, IOCL sign MoU to boost research in process oils  </li><li>Rubber Board stalls Kerala Govt move to shut Central Nursery </li></ul>

Rubber Board new and replanting subsidy program starts rolling  RRII, IOCL sign MoU to boost research in process oils  Rubber Board stalls Kerala Govt move to shut Central Nursery 

Better Days For Indian Farmers As Chips Fall Into Place

India

Indian Oil Corporation Limited explores for and refines crude oil, in addition to manufacturing petroleum & petroleum products. The Company's products include lubricating oils, liquid petroleum gas, aviation turbine fuels, greases, wax, bitumen and asphalt. Indian Oil Corporation has retail outlets throughout India. The greatest majority shareholding in the Company is held by Indian Government.

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Indian Oil Corp (IOCL IN)

#85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses

Adani Wilmar's OFS oversubscribed by 111.19%, HDFC Securities hits Rs.25,000 crore AUM in mutual funds, GOI to provide Rs.35,000 crore subsidies...

Sudarshan Bhandari

The Beat Ideas: Deep Industries- A Hidden Oil & Gas Proxy

Deep Industries aims for 800 Cr revenue by FY26 with 35% CAGR, benefiting from India's increasing oil & gas well openings and offering...

Sudarshan Bhandari

# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

Sudarshan Bhandari

# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...

Sudarshan Bhandari

Better Days For Indian Farmers As Chips Fall Into Place

The sun shines for Indian rubber farmers, especially those belonging to the traditional state of Kerala, in Q3 and Q4 of FY 2024-25. This is on...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses

​Adani Wilmar's OFS oversubscribed by 111.19%, HDFC Securities hits Rs.25,000 crore AUM in mutual funds, GOI to provide Rs.35,000 crore subsidies...

Sudarshan Bhandari

The Beat Ideas: Deep Industries- A Hidden Oil & Gas Proxy

​Deep Industries aims for 800 Cr revenue by FY26 with 35% CAGR, benefiting from India's increasing oil & gas well openings and offering...

Sudarshan Bhandari

# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

​Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

Sudarshan Bhandari

# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

​Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...

Sudarshan Bhandari

Better Days For Indian Farmers As Chips Fall Into Place

The sun shines for Indian rubber farmers, especially those belonging to the traditional state of Kerala, in Q3 and Q4 of FY 2024-25. This is on...

Helixtap

Adani Wilmar's OFS oversubscribed by 111.19%, HDFC Securities hits Rs.25,000 crore AUM in mutual funds, GOI to provide Rs.35,000 crore subsidies...

Deep Industries aims for 800 Cr revenue by FY26 with 35% CAGR, benefiting from India's increasing oil & gas well openings and offering...

Major Indian companies like L&T, Indian Oil Corporation, and SBI Ventures are making significant moves in the energy and climate sectors with new...

Major Indian companies like BlackRock, Jio Financial, Tata Group, and Indian Oil are making significant moves in the private credit, job creation,...