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>
<a href="https://www.smartkarma.com/entities/quess-corp-ltd" target="_blank" data-smartkarma-citation="entities:26937:1" rel="noopener">Quess Corp Ltd (QUESS IN)</a>'s restructuring into three entities aims for targeted growth, disciplined capital allocation, and international expansion in emerging sectors.</li>
<li>India and the US are negotiating an interim trade deal by June 25, aiming for tariff exemptions and increased trade.</li>
<li>
<a href="https://www.smartkarma.com/entities/vst-tillers-tractors-ltd" target="_blank" data-smartkarma-citation="entities:20060:1" rel="noopener">VST Tillers Tractors (VSTT IN)</a> to launch fully electric power tiller and weeder, expanding into the electric farm machinery sector.</li>
</ul>



Quess Corp Ltd (QUESS IN)'s restructuring into three entities aims for targeted growth, disciplined capital allocation, and international expansion in emerging sectors.
India and the US are negotiating an interim trade deal by June 25, aiming for tariff exemptions and increased trade.

VST Tillers Tractors (VSTT IN) to launch fully electric power tiller and weeder, expanding into the electric farm machinery sector.


#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

Equity Bottom-Up

<p>We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor space and other farm machinery segment. Going forward, we build in sales, PAT CAGR of 14.4%, 8.5%, respectively. We retain BUY rating on the stock valuing it at Rs 2475, 20x P/E FY23 EPS (earlier TP Rs 2275). Capital efficient...</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor space and other farm machinery segment. Going forward, we build in sales, PAT CAGR of 14.4%, 8.5%, respectively. We retain BUY rating on the stock valuing it at Rs 2475, 20x P/E FY23 EPS (earlier TP Rs 2275). Capital efficient...Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

VST Tillers Tractors: Stable Performance, on Well Charted Growth Path

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

<p>Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture sector is affected by any incentive from the government such as farm loan waivers, infrastructure creation, or other initiatives taken for increasing income of small and marginal farmers.</p>
<p>Farm loan waivers not only impact the banks and financial institutions but also have a major influence on the revenue of various agricultural related industries. One such impact can be seen in the sales of tractors. It has been historically seen that whenever there is an announcement of incentivizing the income of farmers like the farm loan waiver, there has been an uptick in the demand of tractors.</p>

Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture sector is affected by any incentive from the government such as farm loan waivers, infrastructure creation, or other initiatives taken for increasing income of small and marginal farmers.
Farm loan waivers not only impact the banks and financial institutions but also have a major influence on the revenue of various agricultural related industries. One such impact can be seen in the sales of tractors. It has been historically seen that whenever there is an announcement of incentivizing the income of farmers like the farm loan waiver, there has been an uptick in the demand of tractors.

Farm Loan Waiver: Tractors an Anonymous Beneficiary

India

VST Tillers tractors Limited deals in petroleum products and automotive marketing and after sales service.  The Company also manufactures and promotes products for Mitsubishi Group, Japan.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

VST Tillers Tractors (VSTT IN)

#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.

Sudarshan Bhandari

VST Tillers Tractors: Stable Performance, on Well Charted Growth Path

We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor...

ICICI Securities Limited

VST Tillers Tractors: Stable Performance, on Well Charted Growth Path

We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor...

ICICI Securities Limited

Farm Loan Waiver: Tractors an Anonymous Beneficiary

Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...

Nitin Mangal

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

​Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.

Sudarshan Bhandari

VST Tillers Tractors: Stable Performance, on Well Charted Growth Path

We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor...

ICICI Securities Limited

VST Tillers Tractors: Stable Performance, on Well Charted Growth Path

We remain positive on VST given its market leadership in power tiller segment domestically as well as penchant to grow in the higher hp tractor...

ICICI Securities Limited

Farm Loan Waiver: Tractors an Anonymous Beneficiary

Farm loan waivers have been a key driver in the pre-election polls as well as 2019 Lok Sabha polls. Apart from monsoons, the overall agriculture...

Nitin Mangal

Quess Corp Ltd restructures for growth, India-US trade deal negotiations ongoing, VST Tillers Tractors to launch electric farm machinery.