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

Thematic (Sector/Industry)

<ul>
<li>Adani Defence partners with Sparton to manufacture indigenous sonobuoys, enhancing India's anti-submarine warfare capabilities under 'Aatmanirbhar Bharat.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> is enhancing its EV lineup with new models and product upgrades, aiming to mainstream electric vehicles in India.</li>
<li>India may benefit from global trade protectionism, with reshoring and energy security boosting manufacturing growth and GDP by 2035.</li>
</ul>


Adani Defence partners with Sparton to manufacture indigenous sonobuoys, enhancing India's anti-submarine warfare capabilities under 'Aatmanirbhar Bharat.

Tata Motors Ltd (TTMT IN) is enhancing its EV lineup with new models and product upgrades, aiming to mainstream electric vehicles in India.
India may benefit from global trade protectionism, with reshoring and energy security boosting manufacturing growth and GDP by 2035.


#150 India Insight: Adani, Tata Drive Defence & EV Push, Trade Shift May Boost India by 2035.

<ul>
<li>India surpasses Japan as Asia’s top market in Bank of America survey, driven by strong infrastructure growth and rising consumption.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> plans to boost EV sales with new models like Harrier.ev and Sierra.ev, targeting a recovery in FY26.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-steel-ltd" target="_blank" data-smartkarma-citation="entities:20934:1" rel="noopener">Tata Steel Ltd (TATA IN)</a> plans a INR 15,000 crore capex in FY26, with 80% allocated to domestic projects, including decarbonization efforts.</li>
</ul>


India surpasses Japan as Asia’s top market in Bank of America survey, driven by strong infrastructure growth and rising consumption.

Tata Motors Ltd (TTMT IN) plans to boost EV sales with new models like Harrier.ev and Sierra.ev, targeting a recovery in FY26.

Tata Steel Ltd (TATA IN) plans a INR 15,000 crore capex in FY26, with 80% allocated to domestic projects, including decarbonization efforts.


#147 India Insight: India Tops Asia in BofA Survey, Tata Firms Plan EV, INR 15k Cr Steel Investments

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

<ul>
<li>India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.</li>
<li>Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.</li>
<li>Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.</li>
</ul>


India-UK FTA negotiations officially concluded May 6, 2025, securing tariff-free UK market access for many Indian goods.
Eliminating UK duties boosts Indian textile competitiveness significantly and improves mobility for service professionals, driving trade growth.
Increases optimism for Indian textile, IT, and export-focused stocks as the FTA unlocks substantial new opportunities.


India-UK FTA: Early Thoughts on Trade and Opportunity

<ul>
<li>Trump’s reciprocal tariff plan imposes a 27% duty on Indian goods, sparing pharma and IT but impacting autos, textiles, chemicals, and solar exports.</li>
<li>Despite steep headline tariffs, India’s top export sectors, IT services and pharma, remain unaffected, preserving key revenue streams and softening near-term macroeconomic impact.</li>
<li>Investors will likely rotate into resilient sectors like pharma and IT while avoiding margin-sensitive names in textiles, chemicals, and auto ancillaries vulnerable to export-led earnings volatility.</li>
</ul>


Trump’s reciprocal tariff plan imposes a 27% duty on Indian goods, sparing pharma and IT but impacting autos, textiles, chemicals, and solar exports.
Despite steep headline tariffs, India’s top export sectors, IT services and pharma, remain unaffected, preserving key revenue streams and softening near-term macroeconomic impact.
Investors will likely rotate into resilient sectors like pharma and IT while avoiding margin-sensitive names in textiles, chemicals, and auto ancillaries vulnerable to export-led earnings volatility.


Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

<ul>
<li>Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s</li>
<li>Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.</li>
<li>
<a href="https://www.smartkarma.com/entities/escorts-kubota-ltd" target="_blank" data-smartkarma-citation="entities:6773:1" rel="noopener">Escorts Kubota Limited (ESCORTS IN)</a> with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. </li>
</ul>


Automobile industry is expected to witness a mixed performance in FY25 Volume growth, with robust growth in tractors, moderate increases in 2W’s and PV’s, and a slight decline in CV’s
Favorable farmer sentiment driving tractor demand and substantial export opportunities for 2W’s are key growth triggers anticipated.

Escorts Kubota Limited (ESCORTS IN) with a revenue share of 80% from tractor business, foresees significant growth driven by a robust domestic market and double-digit growth in their export business. 


Automobile Industry FY25: Expectations for Different Verticals

India

Tata Motors Passenger Vehicles Limited is an Indian multinational automobile manufacturer that designs, manufactures, and sells a diverse portfolio of passenger cars and utility vehicles, including electric variants. The company is a key player in India's electric vehicle market and also owns the British car manufacturer Jaguar Land Rover. It is headquartered in Mumbai, India, and was founded in 1945 as Tata Motors Limited, with the passenger vehicles business later carved out as a dedicated subsidiary.

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Tata Motors Passenger Vehicles (TMPV IN)

#150 India Insight: Adani, Tata Drive Defence & EV Push, Trade Shift May Boost India by 2035.

Adani Defence partners with Sparton to manufacture sonobuoys, Tata Motors enhancing EV lineup, India may benefit from global trade protectionism.

Sudarshan Bhandari

#147 India Insight: India Tops Asia in BofA Survey, Tata Firms Plan EV, INR 15k Cr Steel Investments

India emerges as top market in Bank of America survey, Tata Motors and Tata Steel focus on boosting EV sales and domestic projects for recovery in...

Sudarshan Bhandari

India-UK FTA: Early Thoughts on Trade and Opportunity

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

Nimish Maheshwari

Automobile Industry FY25: Expectations for Different Verticals

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#150 India Insight: Adani, Tata Drive Defence & EV Push, Trade Shift May Boost India by 2035.

​Adani Defence partners with Sparton to manufacture sonobuoys, Tata Motors enhancing EV lineup, India may benefit from global trade protectionism.

Sudarshan Bhandari

#147 India Insight: India Tops Asia in BofA Survey, Tata Firms Plan EV, INR 15k Cr Steel Investments

​India emerges as top market in Bank of America survey, Tata Motors and Tata Steel focus on boosting EV sales and domestic projects for recovery in...

Sudarshan Bhandari

India-UK FTA: Early Thoughts on Trade and Opportunity

​India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Nimish Maheshwari

Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

​Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

Nimish Maheshwari

Automobile Industry FY25: Expectations for Different Verticals

​Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...

Nimish Maheshwari

Adani Defence partners with Sparton to manufacture sonobuoys, Tata Motors enhancing EV lineup, India may benefit from global trade protectionism.

India emerges as top market in Bank of America survey, Tata Motors and Tata Steel focus on boosting EV sales and domestic projects for recovery in...

India and UK finalize FTA, granting tariff-free access for Indian goods, boosting textile and service sectors, and sparking optimism for export...

Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift...

Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...