Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

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

Equity Bottom-Up

<ul>
<li>In <a href="https://www.smartkarma.com/entities/sambhv-steel-tubes-limited" target="_blank" data-smartkarma-citation="entities:45317:1" rel="noopener">Sambhv Steel Tubes (SAMBHV IN)</a>, the anchor investor lock-in expiry ends brought expected selling pressure, testing the stock's resilience and investor conviction in its fundamentals.</li>
<li>The company posted record Q1 revenue and profit, driven by strong volumes and margin expansion from its strategic value-added product focus.</li>
<li>Management guides for sustained 12-13% EBITDA margins, backed by aggressive brownfield and greenfield expansions to capture future market demand.</li>
</ul>


In Sambhv Steel Tubes (SAMBHV IN), the anchor investor lock-in expiry ends brought expected selling pressure, testing the stock's resilience and investor conviction in its fundamentals.
The company posted record Q1 revenue and profit, driven by strong volumes and margin expansion from its strategic value-added product focus.
Management guides for sustained 12-13% EBITDA margins, backed by aggressive brownfield and greenfield expansions to capture future market demand.


Sambhv Steel: Anchor Lock-In Opens, Bet on Capacity Expansion, Debt Reduction & Value Addition

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Sambhv’s single-location, fully backward-integrated facility - from sponge iron to pipes—ensures strong cost control and superior EBITDA per ton, outpacing peers reliant on outsourced raw materials and power.</li>
<li>Capacity ramp-up from 2.5L MT to 4.5L MT in FY25, new stainless-steel lines, and Kesda’s greenfield project set the stage for multi-year growth visibility and operating leverage.</li>
<li>With ₹390 crore from IPO proceeds going toward debt repayment, Sambhv strengthens financial flexibility, improves credit metrics, and positions itself well for capex execution and margin retention.</li>
</ul>


Sambhv’s single-location, fully backward-integrated facility - from sponge iron to pipes—ensures strong cost control and superior EBITDA per ton, outpacing peers reliant on outsourced raw materials and power.
Capacity ramp-up from 2.5L MT to 4.5L MT in FY25, new stainless-steel lines, and Kesda’s greenfield project set the stage for multi-year growth visibility and operating leverage.
With ₹390 crore from IPO proceeds going toward debt repayment, Sambhv strengthens financial flexibility, improves credit metrics, and positions itself well for capex execution and margin retention.


Sambhv Steel Tubes: Backward Integration, Rising Margins,Capacity-Led Growth Steel Pipe Player

India

Sambhv Steel Tubes Limited manufactures steel pipes and structural tubes. The Company provides electric resistance welding black pipes and tubes, blooms and slabs, hot rolled coils, galvanized iron pipes, and door frames. Sambhv Steel Tubes serves customers in India.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Sambhv Steel Tubes (SAMBHV IN)

Sambhv Steel: Anchor Lock-In Opens, Bet on Capacity Expansion, Debt Reduction & Value Addition

Anchor investor lock-in expiry at Sambhv Steel Tubes tests stock resilience and investor conviction, despite record Q1 performance and aggressive...

Nimish Maheshwari

Sambhv Steel Tubes: Backward Integration, Rising Margins,Capacity-Led Growth Steel Pipe Player

Sambhv's integrated facility and capacity expansion drive cost control, growth visibility, and financial strength, positioning it for sustained...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sambhv Steel: Anchor Lock-In Opens, Bet on Capacity Expansion, Debt Reduction & Value Addition

​Anchor investor lock-in expiry at Sambhv Steel Tubes tests stock resilience and investor conviction, despite record Q1 performance and aggressive...

Nimish Maheshwari

Sambhv Steel Tubes: Backward Integration, Rising Margins,Capacity-Led Growth Steel Pipe Player

​Sambhv's integrated facility and capacity expansion drive cost control, growth visibility, and financial strength, positioning it for sustained...

Sudarshan Bhandari

Anchor investor lock-in expiry at Sambhv Steel Tubes tests stock resilience and investor conviction, despite record Q1 performance and aggressive...

Sambhv's integrated facility and capacity expansion drive cost control, growth visibility, and financial strength, positioning it for sustained...