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Rishabh Beli    


Mumbai, India

As an Equity Analyst, I specialize in unearthing hidden opportunities in both equity and unlisted markets. Trusted by prestigious family offices managing portfolios exceeding 100 Cr in value, I offer strategic guidance and keen insights, uncovering lucrative prospects often overlooked by others in the field.

Contributor since: 2023

Articles: 11

Likes: 3

Comments: 0

Followers: 2

Following: 0

Articles

Rishabh Beli

Mumbai, India

Ayodhya Economic Boom : A New Dawn in India's Spiritual and Cultural Tourism

As Ayodhya gears up for an influx of tourists and pilgrims, the ripple effects will be felt across various sectors of the economy. Investors and businesses alike should keep a keen eye on the developments in this sacred city, as the sectors and stocks mentioned here are set to benefit from Ayodhya\'s emergence as a major player in India\'s tourism and spiritual landscape.

Rishabh Beli

Mumbai, India

Mumbai Trans Harbour Link: Bridging the Gap in India's Infrastructure

In recent years, India has witnessed an unprecedented infrastructure boom, marked by ambitious projects like the Mumbai Trans Harbour Link (MTHL). This surge in infrastructure development is not just reshaping the physical landscape of the country, but also catalyzing significant economic growth. In this context, the MTHL serves as a microcosm of this broader trend.

Rishabh Beli

Mumbai, India

Roto Pumps Ltd: Propelling Progress Through Innovative Pumping Solutions

Roto Pumps Ltd, a pioneer in Progressive Cavity Pumps since 1968, has evolved into a global force with products exported to 50+ countries. Its diverse portfolio spans Progressive Cavity Pumps, Twin Screw Pumps, Gear Pumps, and more, catering to industries like wastewater, oil & gas, and renewables. Manufacturing excellence in Noida, a commitment to R&D, and strategic clientele including Reliance and Cadbury underscore its reliability. FY23 showcased robust financials with 31.2% CAGR profit growth. Opportunities lie in wastewater treatment, oil & gas, and renewable energy. With projects in oil & gas and solar pumping systems, Roto Pumps eyes an ambitious future as a top-five global pump manufacturer by 2030.

Rishabh Beli

Mumbai, India

Archean Chemical Industries Ltd: Navigating the Seas of Specialty Chemicals – A Special Commodity Business Perspective

Archean Chemical Industries Limited (ACIL) excels in marine chemical production, specializing in Bromine, Industrial Salt, and Sulphate of Potash. Positioned in Gujarat, India, ACIL leverages strategic advantages such as brine reserves access and logistical efficiency. With expertise in Bromine chemistry, ACIL is a low-cost global producer, fostering long-term customer relationships. The company\'s forward integration into Bromine derivatives, including Flame Retardants, Clear Brine Fluids, and PTA Synthesis Catalysts, signifies a significant expansion. ACIL navigates China\'s role as a consumer, not a competitor, capitalizing on its Bromine demand. Positioned for sustained growth, ACIL\'s commitment to innovation and sustainability solidifies its leadership in the global chemical industry.

Rishabh Beli

Mumbai, India

Transformers & Rectifiers India Ltd: Powering Tomorrow's Progress

Transformers & Rectifiers India Ltd (TRIL), established in 1994, has become a key player in India\'s transformer industry, blending innovation, engineering precision, and quality commitment. With cutting-edge facilities in Changodar and Odhav, TRIL showcases manufacturing prowess and comprehensive testing infrastructure. The diverse product portfolio includes power, distribution, rectifier, furnace, and specialty transformers, indicating adaptability to various power needs. TRIL also contributes to switch gears and instrument transformers, offering vital components for efficient power systems. The company\'s dedication to customization, advanced testing, and adherence to global standards positions it as a reliable and innovative transformer solutions provider, crucial for India\'s evolving power infrastructure.

Rishabh Beli

Mumbai, India

Unlocking Wealth and Tax Savings: A Comprehensive Guide to Equity Linked Savings Schemes (ELSS)

The Equity Linked Savings Scheme (ELSS) has become a preferred choice for investors in Section 80C instruments, offering tax savings and potential high returns from equity investments. This guide explores ELSS features, benefits, and its role in wealth creation and tax planning. ELSS, with a mandatory 3-year lock-in period, provides a strategic advantage for fund managers, promoting long-term investment discipline. Key features include tax benefits under Section 80C, no investment limit, and a risk profile similar to equities. Factors for ELSS selection encompass AUM, performance ranking, ratio analysis, total expense ratio, and the fund manager\'s performance. Taxation changes post-2018 impact dividends and long-term capital gains. Investment strategies include SIP vs. lump sum, and fund options range from growth to dividend. Evaluative criteria cover fund ratios, performance consistency, fund ratings from independent agencies, and the conclusion emphasizes informed decision-making for successful ELSS investments.

Rishabh Beli

Mumbai, India

MagSon Retail & Distribution: Gourmet Markets, Expansion Plans, and Financial Dynamics in India's Food Retail Sector

MagSon Retail & Distribution, founded in 2018, specializes in gourmet, frozen, and specialty foods in India. Pioneering frozen food retail in 2009, it now operates 26 stores, an e-commerce platform, and its brand RF Gourmet. Despite a vegetarian market, strategic meat department additions boosted sales. MagSon expanded during the pandemic, with top-performing stores in Ahmedabad and Surat. Planning 25 new stores by 2026, targeting a turnover of Rs. 120 crores, it faces competition from both organized and online retailers. IPO funds support working capital, new stores, and backward integration. Financially, revenue rose from INR 32.4 crores in FY2020 to INR 62.2 crores in FY2023, with declining RoCE and debt/equity ratio. Investors must monitor MagSon\'s ability to navigate premium competition and expansion risks.

Rishabh Beli

Mumbai, India

The Art and Science of Investing: Navigating the Complex Landscape of Banking Stocks

This blog talks about intricacies of investing in banking stocks, emphasizing the strategic blend of art and science. It dissects the core revenue stream of lending, using the transformative journey of Public Sector Undertaking (PSU) banks as a case study. The shift toward sustainable lending practices acts as an elixir, propelling PSU banks to remarkable growth. The broader lesson advocates for sustainable growth as a guiding principle, urging investors to discerningly evaluate lending practices while considering the nuanced impact of monetary policies. The blog concludes by highlighting the necessity of a multifaceted approach in the dynamic world of banking stock investments.

Rishabh Beli

Mumbai, India

Decoding Inflation in India

Here we examines inflation in India, detailing causes like weather affecting food prices and fuel cost fluctuations. It discusses impacts on consumers, businesses, and investors, emphasizing the roles of monetary and fiscal policies in controlling inflation for sustainable economic development.

Rishabh Beli

Mumbai, India

Revving Up the Race: The Evolution of India's Premium Motorcycle Segment

Royal Enfield, dominating India\'s over 250cc motorcycle market, faces new competition from Bajaj Auto and Hero MotoCorp. The blog highlights challenges for established players, growth in the 250-350cc segment, and predicts increased competition, pricing pressures, and a reshaped premium motorcycle landscape. The future signals excitement and innovation in this evolving market.

Rishabh Beli

Mumbai, India

Decoding the Dynamics: Election & Share Market

Analyzing the stock market\'s relationship with elections, the detailed overview explores historical trends, economic forecasts, and sector performance, advising long-term investment and patience during market shifts. The guidance emphasizes fundamental research and strategic decisions for investors amid political fluctuations, offering actionable insights for navigating market volatility.