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-energy-solutions-ltd" target="_blank" data-smartkarma-citation="entities:26712:1" rel="noopener">Adani Energy Solutions (ADANIT IN)</a> plans INR 6,000 crore investment in centralised cooling, launching India’s largest facility at Mundra and expanding aggressively across sectors with CaaS model. </li>
<li>
<a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> appoints Tata to handle iPhone and MacBook repairs in India, reflecting growing confidence and Tata’s expanding role in Apple’s supply chain.</li>
<li>
<a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a> plans Rs 925 crore investment to expand solar capacity to 319 MWp by 2031, aligning with India’s renewable energy goals and sustainable growth.</li>
</ul>



Adani Energy Solutions (ADANIT IN) plans INR 6,000 crore investment in centralised cooling, launching India’s largest facility at Mundra and expanding aggressively across sectors with CaaS model. 

Apple (AAPL US) appoints Tata to handle iPhone and MacBook repairs in India, reflecting growing confidence and Tata’s expanding role in Apple’s supply chain.

Maruti Suzuki India (MSIL IN) plans Rs 925 crore investment to expand solar capacity to 319 MWp by 2031, aligning with India’s renewable energy goals and sustainable growth.


#160 India Insight: Adani Energy ₹6K Cr+ Inv, Tata Apple Repair, Maruti Suzuki Solar Boost

<ul>
<li>India considers raising safeguard duty on steel from 12% to 24% to protect local steelmakers from Chinese imports and trade diversion.</li>
<li>India's wheat and rice production is set to reach record highs in 2025, with wheat at 117.5 million tons.</li>
<li>
<a href="https://www.smartkarma.com/entities/maruti-suzuki-india-ltd" target="_blank" data-smartkarma-citation="entities:733:1" rel="noopener">Maruti Suzuki India (MSIL IN)</a> faces potential production delays due to China's rare earth magnet export curbs, though it’s in talks with the government.</li>
</ul>


India considers raising safeguard duty on steel from 12% to 24% to protect local steelmakers from Chinese imports and trade diversion.
India's wheat and rice production is set to reach record highs in 2025, with wheat at 117.5 million tons.

Maruti Suzuki India (MSIL IN) faces potential production delays due to China's rare earth magnet export curbs, though it’s in talks with the government.


#158 India Insights: India Mulls 24% Steel Duty; Record Grains; Maruti Hit by China Curbs

<ul>
<li>Several Indian sectors have demonstrated a robust recovery in operating margins on a Year-over-Year (YoY) basis as of March 2025 (Q4 FY25)</li>
<li>This broad-based improvement is primarily attributed to a confluence of industry-wide factors, predominantly the easing of input costs driven by moderating inflation.</li>
<li>Sectors like Telecom, Metals, Cement, Consumer Durables, Capital Goods, Automobile, Healthcare, EMS are seeing uptick in margins</li>
</ul>


Several Indian sectors have demonstrated a robust recovery in operating margins on a Year-over-Year (YoY) basis as of March 2025 (Q4 FY25)
This broad-based improvement is primarily attributed to a confluence of industry-wide factors, predominantly the easing of input costs driven by moderating inflation.
Sectors like Telecom, Metals, Cement, Consumer Durables, Capital Goods, Automobile, Healthcare, EMS are seeing uptick in margins


Charted Insights : Sectors Seeing Margin Uptick as Inflation Cools Down in India

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

<ul>
<li>Our selection of Indian Auto companies is based on these characteristics: value, near term growth triggers, margin of safety and management commentary post Q4FY25 Results.</li>
<li>We present our list of stocks in the BUY, SELL(short) and HOLD category in this insight.</li>
<li>We will review our note on these names post their monthly sales volume performance and outlook in medium term.</li>
</ul>


Our selection of Indian Auto companies is based on these characteristics: value, near term growth triggers, margin of safety and management commentary post Q4FY25 Results.
We present our list of stocks in the BUY, SELL(short) and HOLD category in this insight.
We will review our note on these names post their monthly sales volume performance and outlook in medium term.


Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>The RBI’s March 2025 surveys highlight a balanced recovery, with easing inflation expectations, strong rural sentiment, and sector-specific growth prospects across banking, manufacturing, and services.</li>
<li>With moderate credit growth and consumer confidence improving, sectors like agri-finance, retail, and infrastructure are poised for growth, while inflationary pressures and currency depreciation may impact import-dependent companies.</li>
<li>India's economic recovery is steady, with sector-specific positioning crucial. As rural confidence rises and inflation expectations moderate, growth opportunities are more identifiable, especially in rural finance and manufacturing.</li>
</ul>


The RBI’s March 2025 surveys highlight a balanced recovery, with easing inflation expectations, strong rural sentiment, and sector-specific growth prospects across banking, manufacturing, and services.
With moderate credit growth and consumer confidence improving, sectors like agri-finance, retail, and infrastructure are poised for growth, while inflationary pressures and currency depreciation may impact import-dependent companies.
India's economic recovery is steady, with sector-specific positioning crucial. As rural confidence rises and inflation expectations moderate, growth opportunities are more identifiable, especially in rural finance and manufacturing.


India

Maruti Suzuki India Limited manufactures and exports automobiles. Maruti collaborated with Suzuki of Japan to produce affordable cars for the average Indian.

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Maruti Suzuki India (MSIL IN)

#160 India Insight: Adani Energy ₹6K Cr+ Inv, Tata Apple Repair, Maruti Suzuki Solar Boost

Adani Energy Solutions invests INR 6,000 crore in centralised cooling, Apple appoints Tata for repairs in India, Maruti Suzuki expands solar...

Sudarshan Bhandari

#158 India Insights: India Mulls 24% Steel Duty; Record Grains; Maruti Hit by China Curbs

India considers raising safeguard duty on steel to 24% to protect local steelmakers, wheat and rice production to reach record highs by 2025.

Sudarshan Bhandari

Charted Insights : Sectors Seeing Margin Uptick as Inflation Cools Down in India

Indian sectors show strong recovery in operating margins in Q4 FY25 due to lower input costs driven by easing inflation.

Sudarshan Bhandari

Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

Sreemant Dudhoria

RBI Forward-Looking Survey Analysis

RBI surveys show balanced recovery in India, with rural sentiment strong and growth prospects in banking, manufacturing, and services. Sector...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#160 India Insight: Adani Energy ₹6K Cr+ Inv, Tata Apple Repair, Maruti Suzuki Solar Boost

​Adani Energy Solutions invests INR 6,000 crore in centralised cooling, Apple appoints Tata for repairs in India, Maruti Suzuki expands solar...

Sudarshan Bhandari

#158 India Insights: India Mulls 24% Steel Duty; Record Grains; Maruti Hit by China Curbs

​India considers raising safeguard duty on steel to 24% to protect local steelmakers, wheat and rice production to reach record highs by 2025.

Sudarshan Bhandari

Charted Insights : Sectors Seeing Margin Uptick as Inflation Cools Down in India

​Indian sectors show strong recovery in operating margins in Q4 FY25 due to lower input costs driven by easing inflation.

Sudarshan Bhandari

Shortlist Of High Conviction Long and Short Ideas in Indian Auto:Growth Outlook & Valuation-May 2025

​Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

Sreemant Dudhoria

RBI Forward-Looking Survey Analysis

​RBI surveys show balanced recovery in India, with rural sentiment strong and growth prospects in banking, manufacturing, and services. Sector...

Nimish Maheshwari

Adani Energy Solutions invests INR 6,000 crore in centralised cooling, Apple appoints Tata for repairs in India, Maruti Suzuki expands solar...

India considers raising safeguard duty on steel to 24% to protect local steelmakers, wheat and rice production to reach record highs by 2025.

Indian sectors show strong recovery in operating margins in Q4 FY25 due to lower input costs driven by easing inflation.

Highlights Indian Auto companies based on value, growth triggers and management commentary post Q4FY25 results. Stocks categorized as BUY, SELL...

RBI surveys show balanced recovery in India, with rural sentiment strong and growth prospects in banking, manufacturing, and services. Sector...