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

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<a href="https://www.smartkarma.com/entities/srm-contractors-limited" target="_blank" data-smartkarma-citation="entities:45795:1" rel="noopener">SRM Contractors (SRM IN)</a>'s strategic focus on high-margin projects like tunnels and slope stabilization,  positions it to benefit from the government's infrastructure push.</li>
<li>Company has given guidance of INR 900Cr of revenue and 500bps margin improvement in the coming year.</li>
<li>Order book reached a record INR 1,476 crore as of Aug-25,  giving strong revenue visibility for the next two to three years, equivalent to approximately 2.8 times its FY25 revenue.</li>
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SRM Contractors (SRM IN)'s strategic focus on high-margin projects like tunnels and slope stabilization,  positions it to benefit from the government's infrastructure push.
Company has given guidance of INR 900Cr of revenue and 500bps margin improvement in the coming year.
Order book reached a record INR 1,476 crore as of Aug-25,  giving strong revenue visibility for the next two to three years, equivalent to approximately 2.8 times its FY25 revenue.


The Beat Ideas- SRM Contractors: A Niche Play in India's Infrastructure Push

India

SRM Contractors Limited operates as an engineering construction and development company. The Company specializes in the construction of roads and bridges, tunnels, slope stabilization works, and other miscellaneous civil construction activities. SRM Contractors conducts its business in Jammu & Kashmir and Ladakh.

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The Beat Ideas- SRM Contractors: A Niche Play in India's Infrastructure Push

​SRM Contractors poised to capitalize on government infrastructure push with focus on high-margin projects, strong revenue visibility and guidance...

Sudarshan Bhandari

SRM Contractors poised to capitalize on government infrastructure push with focus on high-margin projects, strong revenue visibility and guidance...