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>CPP and ADB are negotiating a $100 million investment in JBM Ecolife.</li>
<li>Vedanta plans to allocate $2 billion for dividends in FY25, supported by strong cash flow.</li>
<li>UltraTech Cement will launch an open offer on September 19 to acquire a 26% stake in India Cements.</li>
</ul>


CPP and ADB are negotiating a $100 million investment in JBM Ecolife.
Vedanta plans to allocate $2 billion for dividends in FY25, supported by strong cash flow.
UltraTech Cement will launch an open offer on September 19 to acquire a 26% stake in India Cements.


# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

<ul>
<li>ONGC plans to increase gas production from 1,527 to 1,675 MMSCM by drilling new wells</li>
<li>Vedanta aims to reduce debt by $3 billion through cash flow, asset sales, and strategic measures</li>
<li>Tata Power will acquire Paradeep Transmission Ltd to build and operate a 765 kV transmission line</li>
</ul>


ONGC plans to increase gas production from 1,527 to 1,675 MMSCM by drilling new wells
Vedanta aims to reduce debt by $3 billion through cash flow, asset sales, and strategic measures
Tata Power will acquire Paradeep Transmission Ltd to build and operate a 765 kV transmission line


# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

<ul>
<li>Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.</li>
<li>HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.</li>
<li>Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.</li>
</ul>


Airtel repurposes 4G spectrum for advanced 5G, launching Standalone and Non-Standalone modes soon.
HPCL aims to start LNG terminal in December, seeking long-term import deals and expansion.
Vedanta's demerger plan approved by creditors, creating six independent entities to manage debt.


# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.</li>
<li>On the IPO front, the coming week  to see two more listing, with both likely to do well.</li>
<li>On the placement front, Japan continued to dominate the ECM flows, with India, Taiwan and Australia joining in.</li>
</ul>


Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
On the IPO front, the coming week  to see two more listing, with both likely to do well.
On the placement front, Japan continued to dominate the ECM flows, with India, Taiwan and Australia joining in.


ECM Weekly (22nd July 2024) - Kokusai, Honda, ASICS, ZIP, Invincible, Hyundai, Premier, Timee, Sanil

<ul>
<li>Vedanta Aluminium Raises USD 250 Mn in Sustainability Linked Loans</li>
<li>Over 7,000 farmer producer organizations joined ONDC, improving market access and sales</li>
<li>Ather Energy Plans to Go Global in the Next 12-15 Months</li>
</ul>


Vedanta Aluminium Raises USD 250 Mn in Sustainability Linked Loans
Over 7,000 farmer producer organizations joined ONDC, improving market access and sales
Ather Energy Plans to Go Global in the Next 12-15 Months


#26 India Insight: Vedanta Fund Raise, Tata Steel Q1, 7,000 FPO Joining ONDC

India

Vedanta Limited mines, produces, and exports base metals. The Company mines and distributes metals such as zinc, iron ore, copper, silver, and aluminium, as well as operates power plants. Vedanta markets its products worldwide.

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Vedanta Ltd (VEDL IN)

# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...

Sudarshan Bhandari

# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

ECM Weekly (22nd July 2024) - Kokusai, Honda, ASICS, ZIP, Invincible, Hyundai, Premier, Timee, Sanil

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

#26 India Insight: Vedanta Fund Raise, Tata Steel Q1, 7,000 FPO Joining ONDC

Vedanta Aluminium secures $250M in sustainable loans, 7,000+ farmer groups join ONDC for better market access, Ather Energy to expand globally in...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

​CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...

Sudarshan Bhandari

# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

​ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Sudarshan Bhandari

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

​Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Sudarshan Bhandari

ECM Weekly (22nd July 2024) - Kokusai, Honda, ASICS, ZIP, Invincible, Hyundai, Premier, Timee, Sanil

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

#26 India Insight: Vedanta Fund Raise, Tata Steel Q1, 7,000 FPO Joining ONDC

​Vedanta Aluminium secures $250M in sustainable loans, 7,000+ farmer groups join ONDC for better market access, Ather Energy to expand globally in...

Sudarshan Bhandari

CPP and ADB to invest $100 million in JBM Ecolife, Vedanta plans $2 billion dividends in FY25, UltraTech Cement to acquire 26% stake in India...

ONGC, Vedanta, and Tata Power are all making strategic moves to increase gas production, reduce debt, and expand their transmission capabilities.

Airtel repurposes 4G spectrum for advanced 5G, HPCL to start LNG terminal in December, Vedanta's demerger plan approved by creditors creating six...

Vedanta Aluminium secures $250M in sustainable loans, 7,000+ farmer groups join ONDC for better market access, Ather Energy to expand globally in...