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>Scoda Tubes is doubling seamless capacity and scaling welded capacity to 20,068 MTPA and 13,150 MTPA by FY27, with trial runs from H2 FY26.</li>
<li>This expansion positions Scoda to grow 2.5–3x industry pace, capture global demand, and strengthen its competitive edge against larger peers.</li>
<li>Scoda's integrated operations and strong export growth improve long-term visibility, making Scoda a potential re-rating candidate. </li>
</ul>


Scoda Tubes is doubling seamless capacity and scaling welded capacity to 20,068 MTPA and 13,150 MTPA by FY27, with trial runs from H2 FY26.
This expansion positions Scoda to grow 2.5–3x industry pace, capture global demand, and strengthen its competitive edge against larger peers.
Scoda's integrated operations and strong export growth improve long-term visibility, making Scoda a potential re-rating candidate. 


The Beat Ideas: Scoda Tubes - Ready to Double Capacity, But Can It Deliver?

India

Suraj Limited manufactures stainless steel seamless and welded pipes, tubes and U tubes. The Company sells its products in India and abroad.

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Suraj Ltd (SURAJ IN)

The Beat Ideas: Scoda Tubes - Ready to Double Capacity, But Can It Deliver?

Scoda Tubes is ramping up seamless and welded capacity to capture global demand, positioning itself for significant growth and potential re-rating.

Sudarshan Bhandari

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Scoda Tubes - Ready to Double Capacity, But Can It Deliver?

​Scoda Tubes is ramping up seamless and welded capacity to capture global demand, positioning itself for significant growth and potential re-rating.

Sudarshan Bhandari

Scoda Tubes is ramping up seamless and welded capacity to capture global demand, positioning itself for significant growth and potential re-rating.