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>Reliance Industries obtained over $7 billion in offshore financing for capital expenditure and debt refinancing.</li>
<li>Adani Enterprises plans a $1 billion share sale via a Qualified Institutional Placement.</li>
<li>Marico resumes operations in Bangladesh after political unrest, diversify market presence.</li>
</ul>


Reliance Industries obtained over $7 billion in offshore financing for capital expenditure and debt refinancing.
Adani Enterprises plans a $1 billion share sale via a Qualified Institutional Placement.
Marico resumes operations in Bangladesh after political unrest, diversify market presence.


# 43 India Insight: Reliance Offshore Financing, Adani QIP, Marico Diversify Market Presence

<ul>
<li>Bangladesh, India's 2nd largest trading partner 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

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>Sheikh Hasina resigned, leading to chaos in Bangladesh and the formation of an interim government in Bangladesh.</li>
<li>Political instability could disrupt India-Bangladesh trade, delay the FTA, and intensify regional strategic concerns, including China's growing influence.</li>
<li>Indian companies will also be impacted by this geopolitical issue, as India exports 35% of its cotton to Bangladesh and imports ready-made garments from the same country.</li>
</ul>


Sheikh Hasina resigned, leading to chaos in Bangladesh and the formation of an interim government in Bangladesh.
Political instability could disrupt India-Bangladesh trade, delay the FTA, and intensify regional strategic concerns, including China's growing influence.
Indian companies will also be impacted by this geopolitical issue, as India exports 35% of its cotton to Bangladesh and imports ready-made garments from the same country.


The Bangladesh Crisis: What Does It Mean for India?

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth.</li><li>At an aggregate level, we expect revenue/EBITDA/net income growth of 5.6/6.3/6.7% respectively in 1QFY25.</li><li>Our ground checks suggest that the demand environment for FMCG products has started gradually improving because of (1) improving volume growth trends in rural areas on the back of a favourable base and the reducing impact of inflation</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth.At an aggregate level, we expect revenue/EBITDA/net income growth of 5.6/6.3/6.7% respectively in 1QFY25.Our ground checks suggest that the demand environment for FMCG products has started gradually improving because of (1) improving volume growth trends in rural areas on the back of a favourable base and the reducing impact of inflationContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory

<ul><li>Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen in Q3FY24</li><li>While urban markets continue to outgrow rural markets, price rollbacks on softening commodity inflation have aided the narrowing of the gap</li><li>Nonetheless, we expect a gradual recovery in CY2024, led by (1) moderating inflation, (2) government spending, (3) a positive outlook for rabi crop harvest, (4) conducive consumer pricing across categories, and (5) expectation of normal monsoon</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen in Q3FY24While urban markets continue to outgrow rural markets, price rollbacks on softening commodity inflation have aided the narrowing of the gapNonetheless, we expect a gradual recovery in CY2024, led by (1) moderating inflation, (2) government spending, (3) a positive outlook for rabi crop harvest, (4) conducive consumer pricing across categories, and (5) expectation of normal monsoonContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FMCG, Alco Bev & QSR (Q4FY24 Results Preview): Challenging demand environment

India

Marico is an Indian multinational consumer goods company specializing in beauty, wellness, and personal care products. It offers brands in categories such as hair care, skin care, edible oils, health foods, male grooming, and fabric care, including iconic brands like Parachute, Saffola, Set Wet, and Livon. Marico is headquartered in Mumbai, India, and was founded on April 2, 1990.

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Marico (MRCO IN)

# 43 India Insight: Reliance Offshore Financing, Adani QIP, Marico Diversify Market Presence

Reliance Industries secures $7B offshore financing, Adani Enterprises plans $1B share sale, Marico resumes operations in Bangladesh.

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

The Bangladesh Crisis: What Does It Mean for India?

Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...

Nimish Maheshwari

FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory

We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...

HDFC Securities

FMCG, Alco Bev & QSR (Q4FY24 Results Preview): Challenging demand environment

Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen...

HDFC Securities

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 43 India Insight: Reliance Offshore Financing, Adani QIP, Marico Diversify Market Presence

​Reliance Industries secures $7B offshore financing, Adani Enterprises plans $1B share sale, Marico resumes operations in Bangladesh.

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

The Bangladesh Crisis: What Does It Mean for India?

​Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...

Nimish Maheshwari

FMCG, QSR & Alco Bev (Q1FY25 Results Preview): On an improving trajectory

We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...

HDFC Securities

FMCG, Alco Bev & QSR (Q4FY24 Results Preview): Challenging demand environment

Demand environment continues to remain challenging: FMCG demand sentiment has stayed consistent during the quarter, largely mirroring trends seen...

HDFC Securities

Reliance Industries secures $7B offshore financing, Adani Enterprises plans $1B share sale, Marico resumes operations in Bangladesh.

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

Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...