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>JTEKT India outpaced industry growth in FY25 with CVJ commercialization and a 100% system supplier role for Maruti’s upcoming EV. </li>
<li>
Strong OEM stickiness and global hub positioning provide revenue visibility, but heavy capex and margin compression weigh on near-term returns. </li>
<li>Growth remains structurally intact, but the story shifts to a transition phase, earnings quality and capital efficiency will stay constrained until FY27.</li>
</ul>


JTEKT India outpaced industry growth in FY25 with CVJ commercialization and a 100% system supplier role for Maruti’s upcoming EV. 

Strong OEM stickiness and global hub positioning provide revenue visibility, but heavy capex and margin compression weigh on near-term returns. 
Growth remains structurally intact, but the story shifts to a transition phase, earnings quality and capital efficiency will stay constrained until FY27.


Business Breakdown: JTEKT India - Can Maruti EV Accelerate a Structural Rerating?

India

Rane Madras Ltd. manufactures automobile parts.  The Company produces steering and suspension, engine, brake, clutch, seat belt, and die casting products.

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Rane Madras Ltd (RML IN)

Business Breakdown: JTEKT India - Can Maruti EV Accelerate a Structural Rerating?

JTEKT India surpasses industry growth in FY25 with CVJ commercialization and 100% system supplier role for Maruti's upcoming EV.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Business Breakdown: JTEKT India - Can Maruti EV Accelerate a Structural Rerating?

​JTEKT India surpasses industry growth in FY25 with CVJ commercialization and 100% system supplier role for Maruti's upcoming EV.

Sudarshan Bhandari

JTEKT India surpasses industry growth in FY25 with CVJ commercialization and 100% system supplier role for Maruti's upcoming EV.