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

Equity Bottom-Up

Chambal Fertilisers & Chemicals / Equity Bottom-Up

<ul>
<li>CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . </li>
<li>This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions</li>
<li>With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.</li>
</ul>


CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . 
This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions
With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.


The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

India Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

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

Thematic (Sector/Industry)

<ul>
<li>While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.</li>
<li>Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.</li>
<li>As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.</li>
</ul>


While we have been sharing monthly updates on insider buying activity in India,this time,we have taken a detour to publish it mid-month.The reason - steep decline in Indian equity market.
Given this sharp decline in mid and small-cap stocks, there has been a notable increase in insider buying activity in recent weeks.
As there are many companies (34 in total), we have divided this update into two parts for ease of reading. This is part 1 of the update.


Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

<ul>
<li>Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. </li>
<li>Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. </li>
<li>There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.</li>
</ul>


Bangladesh, India's 2nd largest trading partner in Asia is under a political crisis leading to instability and uncertainty. 
Companies impacted by Bangladesh Crisis in India across sectors and across market caps listed below. 
There might be short-term impact, but in long run, there would not be much impact as overall exposure is not that much.


Bangladesh Chaos: Impact on Indian Companies

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jitf-infralogistics-limited" target="_blank" data-smartkarma-citation="entities:43787:1" rel="noopener">JITF Infralogistics (JITFIN IN)</a> sells its railway wagon business to Texmaco Rail And Engineering for Rs 465 crore.</li>
<li>The sale marks a strategic shift towards focusing on water and urban infrastructure segments, leveraging growing market demands and government initiatives.</li>
<li>JITF's strategic sale and focus on infrastructure position it for substantial growth, driven by its robust order book and government support.</li>
</ul>



JITF Infralogistics (JITFIN IN) sells its railway wagon business to Texmaco Rail And Engineering for Rs 465 crore.
The sale marks a strategic shift towards focusing on water and urban infrastructure segments, leveraging growing market demands and government initiatives.
JITF's strategic sale and focus on infrastructure position it for substantial growth, driven by its robust order book and government support.


The Beat Ideas: JITF Infralogistics Limited, A Hidden Smallcap Infra Company of Jindals

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Japanese and Asian equity long/short strategies

Uzabase

Specialising in Japanese and Asian equity long/short strategies with a focus on rigorous, but targeted quantitative analysis to temper evaluations of company strategy, potential and vision. At Uzabase, our team of analysts provides coverage of industry dynamics with a local Asian flavour on Speeda, our financial information platform. Going forward we are aiming to channel our focus toward thematic research on emerging industries and company research.

Texmaco Rail And Engineering / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/19892" target="_blank" data-smartkarma-citation="entities:19892:1">Texmaco Rail And Engineering Ltd (TXMRE IN)</a>, in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has found itself in. FY2017 seems to be no different as orders fell 43.5% to 1,300 wagons from 2,300 in the previous fiscal year. The rolling stock segment accounted for nearly 65% of the company’s topline. Erratic ordering by the Indian Railways and a crowded market have led to underutilisation of capacity across the industry. In order to diversify its…

Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has found itself in. FY2017 seems to be no different as orders fell 43.5% to 1,300 wagons from 2,300 in the previous fiscal year. The rolling stock segment accounted for nearly 65% of the company’s topline. Erratic ordering by the Indian Railways and a crowded market have led to underutilisation of capacity across the industry. In order to diversify its…

India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider

India

Texmaco Rail & Engineering Ltd. operates in the transportation industry. The Company manufactures and produces railway coaches and components for customers throughout India.

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Texmaco Rail And Engineering (TXMRE IN)

The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...

Sudarshan Bhandari

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Bangladesh Chaos: Impact on Indian Companies

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

The Beat Ideas: JITF Infralogistics Limited, A Hidden Smallcap Infra Company of Jindals

JITF Infralogistics sells railway wagon business to Texmaco Rail for Rs 465 crore, pivoting focus towards water and urban infrastructure to...

Sudarshan Bhandari

India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider

Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has...

Mio Kato

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

​CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...

Sudarshan Bhandari

Prices Drop, Eyes Pop: Mid-Month Insider Buying Activity Update – Part 1

​Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Sreemant Dudhoria

Bangladesh Chaos: Impact on Indian Companies

​Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

Sudarshan Bhandari

The Beat Ideas: JITF Infralogistics Limited, A Hidden Smallcap Infra Company of Jindals

​JITF Infralogistics sells railway wagon business to Texmaco Rail for Rs 465 crore, pivoting focus towards water and urban infrastructure to...

Sudarshan Bhandari

India Small Cap Tour: Texmaco Rail & Engineering En Route to Becoming Total Rail Solutions Provider

Texmaco Rail And Engineering Ltd (TXMRE IN), in its FY2016 Annual Report, repeatedly highlighted the conundrum that the Indian wagon industry has...

Mio Kato

CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...

Insider buying activity in Indian mid and small-cap stocks has increased due to steep decline in equity market, prompting a mid-month update.

Political crisis in Bangladesh is causing instability, impacting India's 2nd largest trading partner in Asia. Companies may see short-term...

JITF Infralogistics sells railway wagon business to Texmaco Rail for Rs 465 crore, pivoting focus towards water and urban infrastructure to...