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>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 5 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 5 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (7 Aug): Where’s the Discount?

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any and upcoming triggers for these companies.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (31 Jul): Where's the Discount?

Tata Investment Corporation / Equity Bottom-Up

Tata Investment Corporation (TATAINVE IN)

HoldCo Weekly (24 Jul): Where's the Discount?

<ul>
<li>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


HoldCo Weekly (17 Jul): Where's the Discount?

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

<ul>
<li>Kusumgar Ltd., a niche engineered fabrics manufacturer, launched its INR 650 crore IPO, entirely as an Offer for Sale, opening on 8 July 2026.</li>
<li>The company operates in high-entry-barrier technical textiles, driven by material science, qualification cycles, custom fabric engineering and defence-led demand.</li>
<li>At ~45x FY26 earnings, the IPO needs sustained margins, export growth and recovery after FY26 revenue softness.</li>
</ul>


Kusumgar Ltd., a niche engineered fabrics manufacturer, launched its INR 650 crore IPO, entirely as an Offer for Sale, opening on 8 July 2026.
The company operates in high-entry-barrier technical textiles, driven by material science, qualification cycles, custom fabric engineering and defence-led demand.
At ~45x FY26 earnings, the IPO needs sustained margins, export growth and recovery after FY26 revenue softness.


Kusumgar Ltd IPO: A Scarcity-Value Defence Fabrics Play, But Not a Cheap Entry

India

SRF Limited is a multi-business Indian multinational engaging in the manufacture of chemical based industrial intermediates. The Company has a business portfolio that encompasses technical textiles, chemicals, packaging films and engineering plastics.

Price Gauge
52-week Range	0.00 - 0.00
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SRF Ltd (SRF IN)

HoldCo Weekly (7 Aug): Where’s the Discount?

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Sreemant Dudhoria

HoldCo Weekly (31 Jul): Where's the Discount?

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

Sreemant Dudhoria

HoldCo Weekly (24 Jul): Where's the Discount?

This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...

Sreemant Dudhoria

HoldCo Weekly (17 Jul): Where's the Discount?

This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Sreemant Dudhoria

Kusumgar Ltd IPO: A Scarcity-Value Defence Fabrics Play, But Not a Cheap Entry

Niche engineered fabrics manufacturer Kusumgar Ltd. launches INR 650 crore IPO entirely as Offer for Sale, targeting high-entry-barrier technical...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

HoldCo Weekly (7 Aug): Where’s the Discount?

​Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Sreemant Dudhoria

HoldCo Weekly (31 Jul): Where's the Discount?

​Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

Sreemant Dudhoria

HoldCo Weekly (24 Jul): Where's the Discount?

​This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...

Sreemant Dudhoria

HoldCo Weekly (17 Jul): Where's the Discount?

​This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Sreemant Dudhoria

Kusumgar Ltd IPO: A Scarcity-Value Defence Fabrics Play, But Not a Cheap Entry

​Niche engineered fabrics manufacturer Kusumgar Ltd. launches INR 650 crore IPO entirely as Offer for Sale, targeting high-entry-barrier technical...

Sudarshan Bhandari

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for 5 companies with plans to...

Insight on weekly changes in holding company discounts in India, tracking reasons for change and upcoming triggers for companies with plans to add...

This insight analyzes weekly changes in holding company discounts in India, tracking reasons for changes and upcoming triggers for select...

This insight analyzes weekly changes in holding company discounts in India and tracking reasons for fluctuations along with the underlying...

Niche engineered fabrics manufacturer Kusumgar Ltd. launches INR 650 crore IPO entirely as Offer for Sale, targeting high-entry-barrier technical...