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>Polyplex is the integrated packaging player with global manufacturing facilities catering global customers and wide industries with its wide product portfolios</li>
<li>Polyplex saw a 70% jump in exports while there has been a significant jump in product prices and spreads</li>
<li>Significant investment by an FMCG veteran into another packaging player at the bottom of the cycle further strengthens the thesis.</li>
</ul>


Polyplex is the integrated packaging player with global manufacturing facilities catering global customers and wide industries with its wide product portfolios
Polyplex saw a 70% jump in exports while there has been a significant jump in product prices and spreads
Significant investment by an FMCG veteran into another packaging player at the bottom of the cycle further strengthens the thesis.


The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle

India

Polyplex is a global manufacturer of differentiated plastic film substrates, specializing in Biaxially Oriented Polyethylene Terephthalate (BOPET) films, BOPP, CPP, and Blown PP/PE films. The company's products serve the flexible packaging, electrical, and industrial sectors, with integrated downstream capabilities like metallizing and coating. Polyplex was founded in 1984 and is headquartered in Noida, India.

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Polyplex (PPC IN)

The Beat Ideas: What Makes Polyplex a Comfortable Bet at the Bottom of Packaging Material Cycle

The Beat Ideas: Polyplex Corporation being an integrated packaging player is the right bet on the packaging sector revival where players are seeing...

Sudarshan Bhandari

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