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/quess-corp-ltd" target="_blank" data-smartkarma-citation="entities:26937:1" rel="noopener">Quess Corp Ltd (QUESS IN)</a>'s restructuring into three entities aims for targeted growth, disciplined capital allocation, and international expansion in emerging sectors.</li>
<li>India and the US are negotiating an interim trade deal by June 25, aiming for tariff exemptions and increased trade.</li>
<li>
<a href="https://www.smartkarma.com/entities/vst-tillers-tractors-ltd" target="_blank" data-smartkarma-citation="entities:20060:1" rel="noopener">VST Tillers Tractors (VSTT IN)</a> to launch fully electric power tiller and weeder, expanding into the electric farm machinery sector.</li>
</ul>



Quess Corp Ltd (QUESS IN)'s restructuring into three entities aims for targeted growth, disciplined capital allocation, and international expansion in emerging sectors.
India and the US are negotiating an interim trade deal by June 25, aiming for tariff exemptions and increased trade.

VST Tillers Tractors (VSTT IN) to launch fully electric power tiller and weeder, expanding into the electric farm machinery sector.


#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>DLF: DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched Dahilas</li><li>Collections improved significantly, led by robust bookings, to INR 33.2bn (+50.6%/+6.5% YoY/QoQ)</li><li>Moreover, it is heading towards the launch of the Mumbai project, along with Privana North in Q1FY26, following its next uber luxury project DLF 5 at the end of this fiscal, which should further improve margins</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

DLF: DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched DahilasCollections improved significantly, led by robust bookings, to INR 33.2bn (+50.6%/+6.5% YoY/QoQ)Moreover, it is heading towards the launch of the Mumbai project, along with Privana North in Q1FY26, following its next uber luxury project DLF 5 at the end of this fiscal, which should further improve marginsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HSIE Results Daily: DLF, Torrent Pharma, Dixon Technologies, Zydus Lifesciences...

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.


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

Equity Bottom-Up

<ul>
<li>38 companies featured insider acquisitions in August 2026. Aggregate transaction value was approximately INR 2 billion — a material step up from July 2026's INR 270 million.</li>
<li>We highlight large and small cap companies that experienced significant insider buying during August 2026, as reported on the stock exchanges.</li>
<li>We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.</li>
</ul>


38 companies featured insider acquisitions in August 2026. Aggregate transaction value was approximately INR 2 billion — a material step up from July 2026's INR 270 million.
We highlight large and small cap companies that experienced significant insider buying during August 2026, as reported on the stock exchanges.
We also present key sectors which saw insider buying during the month along with names which have moved significantly above the insider buying price.


Insider Activity: Who Bought Their Own Stock in August 2026 ?

<ul>
<li>While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.</li>
<li>Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.</li>
<li>As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.</li>
</ul>


While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.
Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.
As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

India

Quess Corp is a global leader in staffing and workforce solutions, providing technology-driven workforce models and managed outsourcing services. The company offers solutions in workforce management, operating asset management, global technology solutions, and product-led businesses. Quess Corp was founded in 2007 and is headquartered in Bengaluru, India.

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Quess Corp (QUESS IN)

#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.

Sudarshan Bhandari

HSIE Results Daily: DLF, Torrent Pharma, Dixon Technologies, Zydus Lifesciences...

DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched...

HDFC Securities

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

Insider Activity: Who Bought Their Own Stock in August 2026 ?

September 2026 is witnessing an increase in insider buying transactions before the earnings season starts next month. Few notable names coming up...

Sreemant Dudhoria

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

​Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.

Sudarshan Bhandari

HSIE Results Daily: DLF, Torrent Pharma, Dixon Technologies, Zydus Lifesciences...

DLF reported a stable quarter with pre-sales of INR 20.3bn (+39.1%/-83.2% YoY/QoQ), largely on the back of sustenance sales from recently-launched...

HDFC Securities

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

Insider Activity: Who Bought Their Own Stock in August 2026 ?

September 2026 is witnessing an increase in insider buying transactions before the earnings season starts next month. Few notable names coming up...

Sreemant Dudhoria

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

​Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.

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

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.