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

Equity Bottom-Up

Enviro Infra Engineers / Equity Bottom-Up

<ul>
<li>EIEL is strategically expanding into high-margin Zero Liquid Discharge (ZLD) projects and the renewable energy sector, diversifying its business beyond its traditional water and wastewater treatment core.</li>
<li>This strategic shift is crucial as it addresses critical national challenges like water scarcity and sustainable energy, aligning the company with major government initiatives and creating new, high-growth revenue streams.</li>
<li>By entering these technically complex and margin-accretive segments, the company is changing its business model to a diversified infrastructure player with enhanced long-term growth and profitability potential.</li>
</ul>


EIEL is strategically expanding into high-margin Zero Liquid Discharge (ZLD) projects and the renewable energy sector, diversifying its business beyond its traditional water and wastewater treatment core.
This strategic shift is crucial as it addresses critical national challenges like water scarcity and sustainable energy, aligning the company with major government initiatives and creating new, high-growth revenue streams.
By entering these technically complex and margin-accretive segments, the company is changing its business model to a diversified infrastructure player with enhanced long-term growth and profitability potential.


The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The company is in the business of designing, construction, operation and maintenance of water and wastewater treatment plants and supply schemes with all related services.</li>
<li>It has an order book worth Rs. 1906+ cr. as of June 30, 2024 and 750Cr+ of operation &amp; maintenance order book in their hand.</li>
<li>Company has in-house capability to build and design water plants which enhance the margins of the company vs its peers. </li>
</ul>


The company is in the business of designing, construction, operation and maintenance of water and wastewater treatment plants and supply schemes with all related services.
It has an order book worth Rs. 1906+ cr. as of June 30, 2024 and 750Cr+ of operation &amp; maintenance order book in their hand.
Company has in-house capability to build and design water plants which enhance the margins of the company vs its peers. 


Enviro Infra Engineers Limited IPO Analysis

India

Ion Exchange (India) Ltd manufactures and distributes water treatment equipment and products, which are used for a variety of treatment and conservation applications.  The Group's products include water treatment chemicals, exchange resins, ultra filtration and nano-filtration membranes. Ion also supplies bottled water, eco-friendly horticulture and total water management services.

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Ion Exchange (India) (ION IN)

The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

Sudarshan Bhandari

Enviro Infra Engineers Limited IPO Analysis

A company specializing in water and wastewater treatment plants has a strong order book and in-house design capabilities, boosting margins...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

​EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

Sudarshan Bhandari

Enviro Infra Engineers Limited IPO Analysis

​A company specializing in water and wastewater treatment plants has a strong order book and in-house design capabilities, boosting margins...

Nimish Maheshwari

EIEL strategically expands into high-margin ZLD projects and renewable energy sector, diversifying beyond water treatment to address national...

A company specializing in water and wastewater treatment plants has a strong order book and in-house design capabilities, boosting margins...