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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Thematic (Sector/Industry)

<ul>
<li>Sri Lanka revokes a power purchase agreement with Adani Group amidst corruption allegations. While the group denies the accusations, the new government is reevaluating the project.</li>
<li>Reliance Consumer Products acquires SIL Food India, a packaged foods brand, to strengthen its FMCG portfolio and to compete with giants <a href="https://www.smartkarma.com/entities/hindustan-unilever-ltd" target="_blank" data-smartkarma-citation="entities:13828:1" rel="noopener">Hindustan Unilever (HUVR IN)</a>  and <a href="https://www.smartkarma.com/entities/tata-consumer-products" target="_blank" data-smartkarma-citation="entities:258:1" rel="noopener">Tata Consumer Products (TATACONS IN)</a>.</li>
<li>Despite inflation, demand for premium products like groceries, spirits, clothing, and shoes remains strong, especially in cities. </li>
</ul>


Sri Lanka revokes a power purchase agreement with Adani Group amidst corruption allegations. While the group denies the accusations, the new government is reevaluating the project.
Reliance Consumer Products acquires SIL Food India, a packaged foods brand, to strengthen its FMCG portfolio and to compete with giants Hindustan Unilever (HUVR IN)  and Tata Consumer Products (TATACONS IN).
Despite inflation, demand for premium products like groceries, spirits, clothing, and shoes remains strong, especially in cities. 


# India Insight 92: Adani Faces Deal Revocation, Reliance Buys SIL, Premium Products Thrive

<ul>
<li>Pepsico Inc (PEP US)  and Tata Consumer Products (TATACONS IN)  have partnered to launch a fusion snack, combining Kurkure with Ching's Secret Schezwan Chutney.</li>
<li>India aims for $1 trillion in exports by 2030, with $250 billion from the engineering sector, including automobiles and equipment. Infrastructure, energy transition, and innovation are key growth drivers.</li>
<li>India's beauty and personal care industry is heading into a consolidation phase, with M&amp;As on the rise. Nykaa’s successful buyouts and challenges faced by D2C brands are fueling this trend.</li>
</ul>


Pepsico Inc (PEP US)  and Tata Consumer Products (TATACONS IN)  have partnered to launch a fusion snack, combining Kurkure with Ching's Secret Schezwan Chutney.
India aims for $1 trillion in exports by 2030, with $250 billion from the engineering sector, including automobiles and equipment. Infrastructure, energy transition, and innovation are key growth drivers.
India's beauty and personal care industry is heading into a consolidation phase, with M&amp;As on the rise. Nykaa’s successful buyouts and challenges faced by D2C brands are fueling this trend.


#89 India Insight: PepsiCo-Tata Launch, Nykaa Fuels M&As, India Targets $1T Exports

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>Over the last decade, Indian consumer spending has shifted from essentials like food and housing toward services like healthcare and education, reflecting rising incomes and evolving priorities.</li>
<li>Although food and beverages remain the largest spending category, their share decreased from 30.5% to 28.2% in the last decade.</li>
<li>Within the food and beverage category, there is a growing preference for protein-rich foods and packaged foods while spending on staples like bread and cereals has decreased.</li>
</ul>


Over the last decade, Indian consumer spending has shifted from essentials like food and housing toward services like healthcare and education, reflecting rising incomes and evolving priorities.
Although food and beverages remain the largest spending category, their share decreased from 30.5% to 28.2% in the last decade.
Within the food and beverage category, there is a growing preference for protein-rich foods and packaged foods while spending on staples like bread and cereals has decreased.


Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

<ul>
<li>Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.</li>
<li>India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.</li>
<li>The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.</li>
</ul>


Premiumization is reshaping India's consumer market, with rising demand for high-quality products across FMCG, automobiles, electronics, and luxury goods driven by growing affluence and aspirations.
India’s per capita GDP surpassing $2,500 and increasing digitalization have unlocked significant growth in premium categories, positioning India as a global hotspot for aspirational consumption.
The shift from affordability to quality signals immense opportunities in premium segments, making it essential for businesses to innovate while balancing premium and budget-friendly offerings.


Thematic Report: India- World’s Next Hotspot for Premium Brands

<ul>
<li>Samvardhana Motherson Plans $1 Billion QIP for Debt Reduction or Acquisition.</li>
<li>Tata Consumer Ltd. Products Merges Three Subsidiaries to Streamline Operations </li>
<li>Adani Power to Invest INR 18,000 Crore to Triple Kawai Plant Capacity</li>
</ul>


Samvardhana Motherson Plans $1 Billion QIP for Debt Reduction or Acquisition.
Tata Consumer Ltd. Products Merges Three Subsidiaries to Streamline Operations 
Adani Power to Invest INR 18,000 Crore to Triple Kawai Plant Capacity


# 55 India Insight: Motherson Plans QIP, Tata Consumer Merger, Adani Power Invest INR 18,000 Crore

India

Tata Consumer Products Limited produces food and beverage products. The Company manufactures, sells, and exports tea, coffee, salt, oil, pulses, spices, and food products. Tata Consumer Products serves customers worldwide.

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Tata Consumer Products (TATACONS IN)

# India Insight 92: Adani Faces Deal Revocation, Reliance Buys SIL, Premium Products Thrive

Sri Lanka cancels Adani Group agreement over corruption claims, Reliance strengthens FMCG portfolio, urban demand for premium products remains...

Sudarshan Bhandari

#89 India Insight: PepsiCo-Tata Launch, Nykaa Fuels M&As, India Targets $1T Exports

PepsiCo and Tata team up for new snack, India targets $1 trillion exports by 2030, beauty industry in consolidation phase with M&As on the rise.

Sudarshan Bhandari

Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

Nimish Maheshwari

Thematic Report: India- World’s Next Hotspot for Premium Brands

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

# 55 India Insight: Motherson Plans QIP, Tata Consumer Merger, Adani Power Invest INR 18,000 Crore

Major Indian companies like Samvardhana Motherson, Tata Consumer Ltd., and Adani Power are making strategic moves to reduce debt, streamline...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# India Insight 92: Adani Faces Deal Revocation, Reliance Buys SIL, Premium Products Thrive

​Sri Lanka cancels Adani Group agreement over corruption claims, Reliance strengthens FMCG portfolio, urban demand for premium products remains...

Sudarshan Bhandari

#89 India Insight: PepsiCo-Tata Launch, Nykaa Fuels M&As, India Targets $1T Exports

​PepsiCo and Tata team up for new snack, India targets $1 trillion exports by 2030, beauty industry in consolidation phase with M&As on the rise.

Sudarshan Bhandari

Thematic Report: Is India Shifting from Essentials to Experiences in Consumer Spending?

​Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

Nimish Maheshwari

Thematic Report: India- World’s Next Hotspot for Premium Brands

​India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Nimish Maheshwari

# 55 India Insight: Motherson Plans QIP, Tata Consumer Merger, Adani Power Invest INR 18,000 Crore

​Major Indian companies like Samvardhana Motherson, Tata Consumer Ltd., and Adani Power are making strategic moves to reduce debt, streamline...

Sudarshan Bhandari

Sri Lanka cancels Adani Group agreement over corruption claims, Reliance strengthens FMCG portfolio, urban demand for premium products remains...

PepsiCo and Tata team up for new snack, India targets $1 trillion exports by 2030, beauty industry in consolidation phase with M&As on the rise.

Indian consumer spending has shifted towards services like healthcare and education, reflecting rising incomes and evolving priorities, with a...

India's rising affluence and aspirations are driving demand for high-quality products across various sectors, making the country a global hotspot...

Major Indian companies like Samvardhana Motherson, Tata Consumer Ltd., and Adani Power are making strategic moves to reduce debt, streamline...