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

<ul>
<li>Company recently demerged from <a href="https://www.smartkarma.com/entities/ghcl-ltd" target="_blank" data-smartkarma-citation="entities:12239:1" rel="noopener">Ghcl Ltd (GHCL IN)</a> and guiding for 30% revenue growth and double margins from here onwards with cotton prices being stable.</li>
<li>A Debt Free Textile company available at 0.56x Price to Book with growth plan in progress and adding Value added products in its portfolio.</li>
<li>Due to Forced selling from DII, FII company remained undervalued, now with changing margin profile, the Company will be available at a cheap valuation compared to peers.</li>
</ul>


Company recently demerged from Ghcl Ltd (GHCL IN) and guiding for 30% revenue growth and double margins from here onwards with cotton prices being stable.
A Debt Free Textile company available at 0.56x Price to Book with growth plan in progress and adding Value added products in its portfolio.
Due to Forced selling from DII, FII company remained undervalued, now with changing margin profile, the Company will be available at a cheap valuation compared to peers.


GHCL Textile: The Undervalued & Turnaround Play

Thematic (Sector/Industry)

<ul>
<li>Bangladesh, India's <strong>2nd largest trading partner</strong> 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>Cotton consumption in the 2023-24 season is estimated at 307 lakh bales, making it one of the highest in the past decade.</li>
<li>Government is considering extending the PLI scheme to all garments, including cotton ones.</li>
<li>Minister Singh also emphasized the need for a comprehensive roadmap to elevate India’s textile market from $165 billion to $350 billion.</li>
</ul>


Cotton consumption in the 2023-24 season is estimated at 307 lakh bales, making it one of the highest in the past decade.
Government is considering extending the PLI scheme to all garments, including cotton ones.
Minister Singh also emphasized the need for a comprehensive roadmap to elevate India’s textile market from $165 billion to $350 billion.


What Is Cooking in Indian Textile Sector?

India

Nitin Spinners Ltd. manufactures yarns and knitted fabrics. The Company produces yarns for terrycloth towels, denims, furnishing fabrics, carpets and industrial fabrics, and knitted fabrics for the apparel industry.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Nitin Spinners (NSPL IN)

GHCL Textile: The Undervalued & Turnaround Play

Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

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

What Is Cooking in Indian Textile Sector?

Post Bangladesh Crisis- The World is looking India as Bangladesh+1 for Readymade Garments! Companies beneficial which has integrated Plant: KPR...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

GHCL Textile: The Undervalued & Turnaround Play

​Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

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

What Is Cooking in Indian Textile Sector?

Post Bangladesh Crisis- The World is looking India as Bangladesh+1 for Readymade Garments! Companies beneficial which has integrated Plant: KPR...

Nimish Maheshwari

Recently demerged textile company expecting 30% revenue growth and 2x margins, offering value opportunity for long term investors.

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