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>India’s paper imports hit a record 2.05 million tonnes in FY25, doubling over four years due to FTAs and zero-duty access for low-cost producers.</li>
<li>Domestic mills are shutting down as predatory imports undermine a sector vital to rural jobs, sustainability, and national development goals like Clean India and education. </li>
<li>With policy momentum building post-PAPEXPO 2025 and past success of anti-dumping duties, trade protection for paper now appears not just likely but urgent.</li>
</ul>


India’s paper imports hit a record 2.05 million tonnes in FY25, doubling over four years due to FTAs and zero-duty access for low-cost producers.
Domestic mills are shutting down as predatory imports undermine a sector vital to rural jobs, sustainability, and national development goals like Clean India and education. 
With policy momentum building post-PAPEXPO 2025 and past success of anti-dumping duties, trade protection for paper now appears not just likely but urgent.


India’s Paper Industry Under Siege: Why Urgent Anti-Dumping Action Is Critical to Save Jobs.

APAC IPOs & Placements, Aequitas Research

Akshat Shah

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

Schloss Bangalore Ltd / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/schloss-bangalore-ltd" target="_blank" data-smartkarma-citation="entities:43983:1" rel="noopener">Schloss Bangalore Ltd (SCHBL IN)</a> is looking to raise about US$409m in its India IPO. The deal has been downsized from an earlier size of around US$600m.</li>
<li>It is a luxury hospitality company which owns, operates, manages and develops luxury hotels and resorts under ‘The Leela’ brand, through direct ownership and hotel management agreements with third-party owners.</li>
<li>We have looked at the company’s past performance in our previous notes. In this note, we talk about the RHP updates.</li>
</ul>



Schloss Bangalore Ltd (SCHBL IN) is looking to raise about US$409m in its India IPO. The deal has been downsized from an earlier size of around US$600m.
It is a luxury hospitality company which owns, operates, manages and develops luxury hotels and resorts under ‘The Leela’ brand, through direct ownership and hotel management agreements with third-party owners.
We have looked at the company’s past performance in our previous notes. In this note, we talk about the RHP updates.


Schloss Bangalore IPO - Growth Has Softened; Corporate Structure Reorganised

Value investor- India mid & small caps

Bhaskar Chakraborty

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables, cosmetics, toys etc. and (2) Dadar Kabutarkhana- wholesalers of home improvement products like tiles, sanitary ware, faucets, modular kitchen equipment, glass partitions etc. We posed as buyers to assess the level of compliance of these outlets with GST after the first cycle of on-line filing under the new tax regime.Crawford Market- Among ~10…

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables, cosmetics, toys etc. and (2) Dadar Kabutarkhana- wholesalers of home improvement products like tiles, sanitary ware, faucets, modular kitchen equipment, glass partitions etc. We posed as buyers to assess the level of compliance of these outlets with GST after the first cycle of on-line filing under the new tax regime.Crawford Market- Among ~10…

India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai

<ul><li>Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure</li><li>Paints- Demand still weak, price hikes delayed but margins likely to sustain in FY18</li><li>Home improvement- Pent up demand helps but pricing and margins under pressure</li><li>Footwear- Intense competition leads to muted volume growth, no price hikes to pass on input cost increase</li></ul>

Durables- Mostly pent up demand fulfillment and channel filling, margins under pressurePaints- Demand still weak, price hikes delayed but margins likely to sustain in FY18Home improvement- Pent up demand helps but pricing and margins under pressureFootwear- Intense competition leads to muted volume growth, no price hikes to pass on input cost increase

India Consumer Discretionary: Key Takeaways from 4QFY17 Performance

India

Orient Paper & Industries Limited manufactures paper, paperboards, cement and electric fans. The Company owns several forest plantations where it cultivates bamboo, hardwood and other forms of timber, which are used as raw materials for the Company's products.

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Orient Paper & Industries (OPI IN)

India’s Paper Industry Under Siege: Why Urgent Anti-Dumping Action Is Critical to Save Jobs.

India's record paper imports threaten domestic mills, rural jobs, and national development goals, prompting urgent need for trade protection.

Sudarshan Bhandari

Schloss Bangalore IPO - Growth Has Softened; Corporate Structure Reorganised

Schloss Bangalore Limited (SBL) is looking to raise about US$409m in its India IPO. The deal has been downsized from an earlier size of around...

Akshat Shah

India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...

Bhaskar Chakraborty

India Consumer Discretionary: Key Takeaways from 4QFY17 Performance

Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...

Bhaskar Chakraborty

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

India’s Paper Industry Under Siege: Why Urgent Anti-Dumping Action Is Critical to Save Jobs.

​India's record paper imports threaten domestic mills, rural jobs, and national development goals, prompting urgent need for trade protection.

Sudarshan Bhandari

Schloss Bangalore IPO - Growth Has Softened; Corporate Structure Reorganised

Schloss Bangalore Limited (SBL) is looking to raise about US$409m in its India IPO. The deal has been downsized from an earlier size of around...

Akshat Shah

India GST Roll Out- On the Ground Update from Wholesale Markets in Mumbai

We visited two large wholesale markets in Mumbai- (1) Crawford market- wholesalers in textiles, electrical equipment, food, fruits and vegetables,...

Bhaskar Chakraborty

India Consumer Discretionary: Key Takeaways from 4QFY17 Performance

Durables- Mostly pent up demand fulfillment and channel filling, margins under pressure Paints- Demand still weak, price hikes delayed but margins...

Bhaskar Chakraborty

India's record paper imports threaten domestic mills, rural jobs, and national development goals, prompting urgent need for trade protection.