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

ICICI Prudential Asset Management Company / Equity Bottom-Up

ICICI Prudential Asset Management Company (ICICIAMC IN)

ICICI Prudential Asset Management Company

<ul>
<li>Despite the broad-based weakness in Indian equity market, insider buying in December 2025 was very strong and broad-based esp in Mid/Small cap category.</li>
<li>We highlight 60 large, mid and small cap companies that experienced insider buying during December 2025 with total transaction value of USD 95 million, 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>


Despite the broad-based weakness in Indian equity market, insider buying in December 2025 was very strong and broad-based esp in Mid/Small cap category.
We highlight 60 large, mid and small cap companies that experienced insider buying during December 2025 with total transaction value of USD 95 million, 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 December?

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>
<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>
</ul>



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 is an engineering construction and development company specializing in infrastructure projects across challenging terrains in India, particularly in Jammu & Kashmir and Ladakh. The company's core activities include the construction of roads, bridges, tunnels, and slope stabilization works, operating as an EPC contractor for central and state government agencies. It was founded in 2008 and is headquartered in Jammu, India.

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

SRM Contractors (SRM IN)

Insider Activity: Who Bought Their Own Stock in December?

Robust insider buying activity observed in the last week of December'25. Notable large names are Bajaj Finance, Supreme Industries, Acutaas...

Sreemant Dudhoria

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Insider Activity: Who Bought Their Own Stock in December?

Robust insider buying activity observed in the last week of December'25. Notable large names are Bajaj Finance, Supreme Industries, Acutaas...

Sreemant Dudhoria

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...