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>Ashok Hinduja assures support for <a href="https://www.smartkarma.com/entities/indusind-bank-ltd" target="_blank" data-smartkarma-citation="entities:1558:1" rel="noopener">Indusind Bank (IIB IN)</a> after a steep stock fall from derivative losses, citing strong financials.</li>
<li>Adani’s Vizhinjam Port secures green clearance for expansion, positioning India to reclaim transshipment volumes lost to foreign ports.</li>
<li>India’s cotton imports may double as domestic output lags demand, forcing a shift in trade dynamics and impacting global prices.</li>
</ul>


Ashok Hinduja assures support for Indusind Bank (IIB IN) after a steep stock fall from derivative losses, citing strong financials.
Adani’s Vizhinjam Port secures green clearance for expansion, positioning India to reclaim transshipment volumes lost to foreign ports.
India’s cotton imports may double as domestic output lags demand, forcing a shift in trade dynamics and impacting global prices.


#118 India Insight: Promoter Backs IndusInd, Adani’s Vizhinjam Port Gets Nod, Cotton Imports Surge

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and style indices.</li><li>The start of 2025 has been one of the toughest in recent times on account of the underperformance of the domestic market vis-à-vis other emerging and developed markets.</li><li>Led by volatility, the broader market adopted a more cautious approach during the month. Mid and Small Caps declined by 11% and 13%, respectively, while Nity-50 declined by 6% MoM. </li></ul>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.

Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and style indices.The start of 2025 has been one of the toughest in recent times on account of the underperformance of the domestic market vis-à-vis other emerging and developed markets.Led by volatility, the broader market adopted a more cautious approach during the month. Mid and Small Caps declined by 11% and 13%, respectively, while Nity-50 declined by 6% MoM. 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.

Axis Top Picks for the month of March 2025

<ul><li>Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating the benchmark by a wide margin of 3.8%.</li><li>The previous four months were highly volatile for the market, and a notable mixed performance was seen across sectors, market caps, and style indices.</li><li>The Axis Top Picks basket declined by 6.5% in the last three months, led by volatility, while the Nifty 50 was down by 3.4% during the same period. </li></ul>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.

Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating the benchmark by a wide margin of 3.8%.The previous four months were highly volatile for the market, and a notable mixed performance was seen across sectors, market caps, and style indices.The Axis Top Picks basket declined by 6.5% in the last three months, led by volatility, while the Nifty 50 was down by 3.4% during the same period. 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.

Axis Top Picks for the month of February 2025

<ul>
<li>GAIL and BPCL have partnered with Chhattisgarh Biofuel Development Authority to establish compressed biogas plants in six cities, utilizing urban waste for clean energy production, promoting sustainability, and creating jobs.</li>
<li>India’s 2025-26 budget is expected to allocate Rs 30,000 crore to new and renewable energy, with PM Surya Ghar scheme aiming for 50 lakh rooftop solar installations by 2026.</li>
<li>Airtel and Bajaj Finance have partnered to create a digital financial services platform. Initially, Airtel will offer Bajaj Finance’s products via its Airtel Thanks App, expanding to nationwide stores later.</li>
</ul>


GAIL and BPCL have partnered with Chhattisgarh Biofuel Development Authority to establish compressed biogas plants in six cities, utilizing urban waste for clean energy production, promoting sustainability, and creating jobs.
India’s 2025-26 budget is expected to allocate Rs 30,000 crore to new and renewable energy, with PM Surya Ghar scheme aiming for 50 lakh rooftop solar installations by 2026.
Airtel and Bajaj Finance have partnered to create a digital financial services platform. Initially, Airtel will offer Bajaj Finance’s products via its Airtel Thanks App, expanding to nationwide stores later.


#91 India Insight: GAIL, BPCL Biogas Plants; Airtel, Bajaj Launch ; ₹30k Cr for Renewable Energy

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

HDFC securities is the best online trading platform for stocks, IPOs, mutual fund in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>For our analysis, we have considered current NSE500 stocks as our universe. Further, shareholding pattern trends have been observed for last one year period (Q2FY24 to Q2FY25).</li><li>Shareholding changes of various market participant categories have been tracked namely Promoters, FIIs, DIIs and public.</li><li>Observing trends in the reorganization of ownership structure has been the key focus area of this analysis</li></ul>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.

For our analysis, we have considered current NSE500 stocks as our universe. Further, shareholding pattern trends have been observed for last one year period (Q2FY24 to Q2FY25).Shareholding changes of various market participant categories have been tracked namely Promoters, FIIs, DIIs and public.Observing trends in the reorganization of ownership structure has been the key focus area of this analysisContent 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.

India

Bharti Airtel Limited, a part of Bharti Enterprises, provides telecommunications services throughout India. The Company provides GSM Mobile Services, broadband, fixed line telephone services, long distance services (international & national) and enterprise services.

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

Bharti Airtel (BHARTI IN)

#118 India Insight: Promoter Backs IndusInd, Adani’s Vizhinjam Port Gets Nod, Cotton Imports Surge

Hinduja offers support to Indusind Bank amid stock fall, Adani's Vizhinjam Port gets green light for expansion, India's cotton imports set to...

Sudarshan Bhandari

Axis Top Picks for the month of March 2025

Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and...

Axis Direct

Axis Top Picks for the month of February 2025

Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating...

Axis Direct

#91 India Insight: GAIL, BPCL Biogas Plants; Airtel, Bajaj Launch ; ₹30k Cr for Renewable Energy

GAIL and BPCL partner with Chhattisgarh for biogas plants, India's budget to allocate Rs 30,000 crore for renewable energy, Airtel and Bajaj...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#118 India Insight: Promoter Backs IndusInd, Adani’s Vizhinjam Port Gets Nod, Cotton Imports Surge

​Hinduja offers support to Indusind Bank amid stock fall, Adani's Vizhinjam Port gets green light for expansion, India's cotton imports set to...

Sudarshan Bhandari

Axis Top Picks for the month of March 2025

Axis Top pick basket declined by 9% in Feb’25 in a highly volatile month that witnessed rather mixed performance across the sector, market cap and...

Axis Direct

Axis Top Picks for the month of February 2025

Axis Top Picks Basket delivered excellent returns of 12% in the last year against an 8.2% return posted by Nifty 50 over the same period, beating...

Axis Direct

#91 India Insight: GAIL, BPCL Biogas Plants; Airtel, Bajaj Launch ; ₹30k Cr for Renewable Energy

​GAIL and BPCL partner with Chhattisgarh for biogas plants, India's budget to allocate Rs 30,000 crore for renewable energy, Airtel and Bajaj...

Sudarshan Bhandari

Share Holding Tracker (Q2FY25)

For our analysis, we have considered current NSE500 stocks as our universe. Further, shareholding pattern trends have been observed for last one...

HDFC Securities

Hinduja offers support to Indusind Bank amid stock fall, Adani's Vizhinjam Port gets green light for expansion, India's cotton imports set to...

GAIL and BPCL partner with Chhattisgarh for biogas plants, India's budget to allocate Rs 30,000 crore for renewable energy, Airtel and Bajaj...