Insights by Beat The Street
Read Business, Not Stock Prices. Beat The Street is an insights-led research platform curating insights backed by data and facts, helping investors in making intelligent and informed decisions. Build by two young Chartered Accountants
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- #66
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What they write about
Company research on small and mid-cap Indian businesses, including many ahead of their IPOs. Recurring subjects include industrial and engineering suppliers, power transmission and grid modernisation, electric-vehicle components, defence and semiconductor precision manufacturing, and consumer brands.
- indian markets
- small caps
- ipos
- industrials
- power transmission
- manufacturing
Recent examples: Lloyds Engineering 2.0: From Fabrication to Full Stack Engineering · Why Tata Sons Fight is Far Bigger Than a Boardroom Drama?
Written from Insights by Beat The Street’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
109K on Sep 10, 2026 → 108K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #66 today · #62 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 54 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 13%
- Best rank seen
- #53
- Rank, 30 days
- −4 places
- Followers added
- −697
- Posts
- 2
- Reactions per post
- 14
- Reactions tracked
- 230
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 23, 2026
since tracking began
last 30 days
average, recent posts
across 17 posts
in tracked posts
Most-reacted post we have seen: How a ₹1.17 Lakh Crore Capex is Turning NLC India into a Clean Energy Powerhouse — 23 reactions on Jan 23, 2026.
Recent posts
- Lloyds Engineering 2.0: From Fabrication to Full Stack Engineering
If you looked at Lloyds Engineering Works a few years ago, it was easy to think of it as another heavy fabrication company. That description is now becoming outdated. The group now has exposure to steel and mining equipment , boilers, hydrocarbon process equipment , structural steel, motors, pumps, elevators, EPC, naval systems, drones, radar, underwater systems and specialised technologies such as Eco Pickled Surface . The latest Updates are in very clear order. It starts with the numbers, then comes the businesses that now sit inside the group, the acquisitions, technology partnerships and…
- Why Tata Sons Fight is Far Bigger Than a Boardroom Drama?
Whenever leadership differences surface at Bombay House, corporate commentary routinely defaults to a well-worn template: the standard power struggle between professional management and promoter dominance. Recent differences between Tata Sons Chairman N. Chandrasekaran and the Tata Trusts have been described in the same way. But, this is not an ordinary Promoter v/s CEO tug-of-war. Tata Sons is neither a conventional family-controlled enterprise nor a standard operational conglomerate. It is the main holding company of India’s largest industrial network, it commands standalone assets…
- Roopa Screen IPO: A Niche Textile Printing Consumables Play
Some IPO stories are easy to understand because the product is visible in everyday life. Others sit quietly inside an industrial value chain, serving a specialised need that most consumers never see. Roopa Screen Limited belongs to the second category. The company manufactures Rotary Nickel Screens , a consumable used in rotary screen-printing machines, primarily for textile printing. These screens help transfer designs continuously onto fabric and are used by textile processors across printing applications. Roopa Screen also supplies nickel cathodes and caters to customers in textiles…
- A-One Steels India IPO : The Rs. 4,167 Crore Vertically Integrated Green Steel Business
Steel companies can look complicated at first. There are too many terms such as sponge iron, billets, coils, pipes, furnaces, rolling mills, captive power, ferro alloys. But A-One Steels India becomes easier to understand once analysing it as a chain. The company starts with raw materials, converts them into intermediate steel, and then turns that steel into finished products such as TMT bars, coils and pipes. It also makes industrial inputs such as ferro alloys and met coke. That is what management means when it calls A-One a Vertically Integrated Steel Manufacturer . In FY26, the company…
- Sonaselection India IPO: Why it deserves a Selection in Your Portfolio
How A Textile Processor Is Trying To Build A Speciality Fabric Platform A piece of fabric looks simple. But behind every finished garment lies a complex value chain. A shirt that reaches a retail shelf has gone through multiple stages — yarn preparation, weaving, processing, dyeing, finishing and quality testing. The biggest value addition does not always happen when fabric is woven. It happens when ordinary fabric is transformed into a specialised product with specific characteristics — better softness, improved durability, stretch, water resistance, colour retention or enhanced performance…
- The Next SkyGold: Priority Jewels Powering India’s Fast-Growing Jewellery Segment
When we think about jewellery companies, the first names that come to mind are usually large retail brands with thousands of stores. But behind every jewellery brand is a network of manufacturers who design, create, and supply jewellery that reaches customers. Priority Jewels operates in this less visible but important part of the jewellery value chain. The company is not a jewellery retailer. It is a Custom Design-Led Jewellery Manufacturer that works with leading jewellery brands, corporate houses, regional players, and emerging jewellery companies. Building Jewellery Behind The Brands We…
- Tempsens Instruments IPO: Niche Business of Temperature Sensors
When we think about temperature measurement, we usually imagine a thermometer. But in large industries, measuring temperature is not that simple. A steel furnace operating at thousands of degrees, a refinery process running continuously, a power plant controlling critical equipment, or a pharmaceutical facility maintaining precise conditions all require highly specialised temperature measurement systems. A small error can lead to production losses, safety issues, or equipment damage. This is where Tempsens Instruments comes into the picture . The company operates in a niche but important…
- Dhoot Transmission IPO: Backbone of EV Boom in India
When we think about India’s two-wheeler industry, a few names immediately come to mind. Bajaj. TVS. Ola. Ather. Royal Enfield. These are the brands customers see. They make the bikes and scooters, launch new models and spend heavily on marketing. But a vehicle is built on hundreds of parts supplied by companies most customers will never hear about. One of those companies is Dhoot Transmission . Dhoot is among the top two players in India’s two-wheeler and three-wheeler wiring-harness market. Its combined market share in the segment was around 41% in FY26 . In electric two-wheelers and…
- GV Electricals: Modernizing & Reengineering Power T&D; Critical Service Provider to Data Centers
India’s power sector has made significant progress in reducing Aggregate Technical and Commercial (AT&C) losses—from 21.91% in FY21 to an estimated 12–15% in FY26. The government now aims to bring these losses down to 10% by 2030. Yet, the journey is far from complete. The global average stands at nearly 6–7%, indicating that a considerable portion of electricity generated in India is still lost due to outdated infrastructure, inefficient distribution networks, power theft and billing gaps .This is where companies involved in power distribution improvement, smart metering, network…
- HEG Greentech: Electrode to Electrification
- Millworks Technologies: The Precision Engineer behind Missiles, Drones and Semiconductor
- The Cable Behind the Current: Susan Electricals' India's Next Grid Modernisation Play
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