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.

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Equity Bottom-Up

<ul>
<li>PEL reported a 13.6% YoY revenue increase in Q3 FY25, with a robust order book of Rs. 16,396 crores and significant progress in hydropower, irrigation, and tunneling projects.</li>
<li>Patel Engineering aims for approximately 10% growth this year, For FY26: 10-12% and For FY27, the company anticipates growth exceeding 15%.</li>
<li>Also planning to realize 200Crs of Non-core assets and adding capex of 100-200Crs.</li>
</ul>


PEL reported a 13.6% YoY revenue increase in Q3 FY25, with a robust order book of Rs. 16,396 crores and significant progress in hydropower, irrigation, and tunneling projects.
Patel Engineering aims for approximately 10% growth this year, For FY26: 10-12% and For FY27, the company anticipates growth exceeding 15%.
Also planning to realize 200Crs of Non-core assets and adding capex of 100-200Crs.


Patel Engineering Limited Q3 FY25: Infrastructure Focus and Growth Trajectory

<ul>
<li>
<a href="https://www.smartkarma.com/entities/patel-engineering-ltd" target="_blank" data-smartkarma-citation="entities:14034:1" rel="noopener">Patel Engineering (PEC IN)</a> 's large order book, strategic sectors focus, and successful debt reduction through QIP and restructuring.</li>
<li>Strong financial resilience, projected revenue growth, and robust order pipeline signal promising future prospects.</li>
<li>Poised for growth strong order pipeline and increased government focus on Infrastructure, Hydro Power segment and Irrigation segment.</li>
</ul>



Patel Engineering (PEC IN) 's large order book, strategic sectors focus, and successful debt reduction through QIP and restructuring.
Strong financial resilience, projected revenue growth, and robust order pipeline signal promising future prospects.
Poised for growth strong order pipeline and increased government focus on Infrastructure, Hydro Power segment and Irrigation segment.


The Beat Ideas- Patel Engineering: Turnaround Play?

India

Patel Engineering is a civil construction and infrastructure company primarily engaged in building dams, tunnels, powerhouses, irrigation projects, highways, and real estate. The company offers engineering, procurement, and construction (EPC) services, specializing in complex underground tunneling and hydroelectric projects. It was founded in 1949 and is headquartered in Mumbai, Maharashtra, India.

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Patel Engineering (PEC IN)

Patel Engineering Limited Q3 FY25: Infrastructure Focus and Growth Trajectory

Patel Engineering sees strong revenue growth in Q3 FY25, with plans for continued expansion and asset realization in the coming years.

Sudarshan Bhandari

The Beat Ideas- Patel Engineering: Turnaround Play?

Patel Engineering: A Turnaround Bet in Infra Space! Recently did a QIP to pay off some debt and working capital requirement, Strong Order book of...

Sudarshan Bhandari

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52-week Range

Market Cap (USDm)

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Patel Engineering Limited Q3 FY25: Infrastructure Focus and Growth Trajectory

​Patel Engineering sees strong revenue growth in Q3 FY25, with plans for continued expansion and asset realization in the coming years.

Sudarshan Bhandari

The Beat Ideas- Patel Engineering: Turnaround Play?

​Patel Engineering: A Turnaround Bet in Infra Space! Recently did a QIP to pay off some debt and working capital requirement, Strong Order book of...

Sudarshan Bhandari

Patel Engineering sees strong revenue growth in Q3 FY25, with plans for continued expansion and asset realization in the coming years.

Patel Engineering: A Turnaround Bet in Infra Space! Recently did a QIP to pay off some debt and working capital requirement, Strong Order book of...