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.

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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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<ul>
<li>Syrma SGS Technology is acquiring a 60% stake in Elcome Integrated Systems, with a path to 100% via performance-linked earn-outs, alongside Elcome's simultaneous acquisition of Navicom Technology.</li>
<li>This strategic move marks Syrma SGS’s <strong>formal entry into the high-barrier</strong>, <strong>long-cycle Indian defence</strong> electronics market, offering diversification from its core EMS business and aligning with India's "Aatmanirbhar Bharat" initiative.</li>
<li>The accretive nature, revenue visibility of over INR 400 crore, and design-led capabilities gained position Syrma SGS for a structural re-rating.</li>
</ul>


Syrma SGS Technology is acquiring a 60% stake in Elcome Integrated Systems, with a path to 100% via performance-linked earn-outs, alongside Elcome's simultaneous acquisition of Navicom Technology.
This strategic move marks Syrma SGS’s formal entry into the high-barrier, long-cycle Indian defence electronics market, offering diversification from its core EMS business and aligning with India's "Aatmanirbhar Bharat" initiative.
The accretive nature, revenue visibility of over INR 400 crore, and design-led capabilities gained position Syrma SGS for a structural re-rating.


Syrma SGS's Strategic Foray into Defence Electronics: Elcome and Navicom Acquisitions

India

Syrma SGS Technology Limited manufactures electronic products. The Company offers DC motors, disk drives, fiber optic assemblies, magnetics, memory modules, power supplies and adapters, RFID tags, and a wide range of specialized components. Syrma SGS Technology serves customers worldwide.

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Syrma SGS Technology (SYRMA IN)

Syrma SGS's Strategic Foray into Defence Electronics: Elcome and Navicom Acquisitions

Syrma SGS Technology acquires majority stake in Elcome Integrated Systems, entering Indian defense electronics market, aligning with "Aatmanirbhar...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Syrma SGS's Strategic Foray into Defence Electronics: Elcome and Navicom Acquisitions

​Syrma SGS Technology acquires majority stake in Elcome Integrated Systems, entering Indian defense electronics market, aligning with "Aatmanirbhar...

Sudarshan Bhandari

Syrma SGS Technology acquires majority stake in Elcome Integrated Systems, entering Indian defense electronics market, aligning with "Aatmanirbhar...