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.

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Thematic (Sector/Industry)

<ul>
<li>China’s April 2025 rare earth curbs and API supply gaps have strengthened India’s role in specialty chemicals, pharma ingredients, solar modules, and EV components.</li>
<li>Indian players are winning multi-year contracts as global buyers diversify from China. PLI schemes, rare earth incentives, and DCR rules are adding policy support.</li>
<li>
Waaree Energies, Divi’s Laboratories, and PI Industries offer differentiated exposure, with earnings visibility likely extending toFY28. This note maps the opportunity and its limits.</li>
</ul>


China’s April 2025 rare earth curbs and API supply gaps have strengthened India’s role in specialty chemicals, pharma ingredients, solar modules, and EV components.
Indian players are winning multi-year contracts as global buyers diversify from China. PLI schemes, rare earth incentives, and DCR rules are adding policy support.

Waaree Energies, Divi’s Laboratories, and PI Industries offer differentiated exposure, with earnings visibility likely extending toFY28. This note maps the opportunity and its limits.


China’s Supply Chain Squeeze: Mapping India’s Opportunity Across Four Critical Sectors

India

The company manufactures high-efficiency photovoltaic modules and provides engineering, procurement, and construction services for the solar energy sector. It operates as an independent power producer and maintains advanced manufacturing facilities to support renewable energy adoption and net-zero initiatives.

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Goldi Solar (GOLDISOLAR IN)

China’s Supply Chain Squeeze: Mapping India’s Opportunity Across Four Critical Sectors

China's rare earth curbs boost India's role in specialty chemicals, pharma, solar, and EV components. Indian firms secure contracts with policy...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

China’s Supply Chain Squeeze: Mapping India’s Opportunity Across Four Critical Sectors

​China's rare earth curbs boost India's role in specialty chemicals, pharma, solar, and EV components. Indian firms secure contracts with policy...

Sudarshan Bhandari

China's rare earth curbs boost India's role in specialty chemicals, pharma, solar, and EV components. Indian firms secure contracts with policy...