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>The Maha Kumbh Mela boosted <a href="https://www.smartkarma.com/entities/coca-cola-co-the" target="_blank" data-smartkarma-citation="entities:979:1" rel="noopener">Coca Cola Co (KO US)</a>'s India sales, driving double-digit volume growth in Q1, with over 180 million servings consumed.</li>
<li>Amid escalating US-China trade tensions, <a href="https://www.smartkarma.com/entities/apple-inc" target="_blank" data-smartkarma-citation="entities:666:1" rel="noopener">Apple (AAPL US)</a> accelerates its iPhone production in India, opening new factories and preparing for record shipments.</li>
<li>RBI has approved an interim executive committee to manage <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> following CEO Sumant Kathpalia’s exit, with Soumitra Sen and Anil Rao overseeing operations.</li>
</ul>


The Maha Kumbh Mela boosted Coca Cola Co (KO US)'s India sales, driving double-digit volume growth in Q1, with over 180 million servings consumed.
Amid escalating US-China trade tensions, Apple (AAPL US) accelerates its iPhone production in India, opening new factories and preparing for record shipments.
RBI has approved an interim executive committee to manage Indusind Bank (IIB IN) following CEO Sumant Kathpalia’s exit, with Soumitra Sen and Anil Rao overseeing operations.


#139 India Insight: Coke Grows in Q1, Apple Ups India Output, RBI Names New IndusInd Heads

<ul>
<li>Adani Group has exited the captive telecom space by offloading 400 MHz 5G spectrum to Bharti Airtel; this boosts Airtel’s 5G expansion while signaling Adani’s strategic retreat from telecom.</li>
<li>ITC’s Fortune Hotels signed 14 and launched 7 new hotels this year; this rapid expansion strengthens its mid-market hospitality presence and capitalizes on India’s surging domestic travel demand.</li>
<li>India and Saudi Arabia have agreed to jointly construct two oil refineries, this deepens energy ties and supports India’s fuel security amid rising consumption.</li>
</ul>


Adani Group has exited the captive telecom space by offloading 400 MHz 5G spectrum to Bharti Airtel; this boosts Airtel’s 5G expansion while signaling Adani’s strategic retreat from telecom.
ITC’s Fortune Hotels signed 14 and launched 7 new hotels this year; this rapid expansion strengthens its mid-market hospitality presence and capitalizes on India’s surging domestic travel demand.
India and Saudi Arabia have agreed to jointly construct two oil refineries, this deepens energy ties and supports India’s fuel security amid rising consumption.


#141 India Insight: Adani Sells 400 MHz to Artl, ITC Signs 14 Hotels, Saudi-Ind to Build Refineries

<ul>
<li>The IMF has trimmed India’s FY26 growth forecast to 6.2% due to global tariff uncertainty, indicating growing external risks for the Indian economy.</li>
<li>India is targeting a Rs. 1,000 crore rapeseed meal export opportunity to China following regulatory clearance, potentially boosting agri-exports and farmer income.</li>
<li>
<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> has appointed EY for a re-audit after detecting a Rs. 600 crore gap in its microfinance portfolio, raising red flags on governance and risk management.</li>
</ul>


The IMF has trimmed India’s FY26 growth forecast to 6.2% due to global tariff uncertainty, indicating growing external risks for the Indian economy.
India is targeting a Rs. 1,000 crore rapeseed meal export opportunity to China following regulatory clearance, potentially boosting agri-exports and farmer income.

Indusind Bank (IIB IN) has appointed EY for a re-audit after detecting a Rs. 600 crore gap in its microfinance portfolio, raising red flags on governance and risk management.


#140 India Insight: IMF Trims FY26 Growth to 6.2%, Rapeseed Opportunity, IndusInd Audits MFI Gap

<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

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Macroeconomics

<ul>
<li>Headline CPI inflation stayed near 3.6%YoY for the second consecutive month in Aug'24, and core inflation remained benign at 3.4%YoY. A 25bp rate cut remains certain at the Oct'24 MPC.</li>
<li>Although Sep-Oct'24 inflation is likely to average 5%YoY (because of base effects), the strong monsoon should deliver a bountiful kharif harvest, bringing headline inflation back down to 4%YoY in Jan-Mar'25. </li>
<li>We expect the policy rate to decline by 25bp at each of the next four MPC meetings, to 5.5% by Apr'25. Rate sensitive sectors like banks, property, auto-companies will benefit. </li>
</ul>


Headline CPI inflation stayed near 3.6%YoY for the second consecutive month in Aug'24, and core inflation remained benign at 3.4%YoY. A 25bp rate cut remains certain at the Oct'24 MPC.
Although Sep-Oct'24 inflation is likely to average 5%YoY (because of base effects), the strong monsoon should deliver a bountiful kharif harvest, bringing headline inflation back down to 4%YoY in Jan-Mar'25. 
We expect the policy rate to decline by 25bp at each of the next four MPC meetings, to 5.5% by Apr'25. Rate sensitive sectors like banks, property, auto-companies will benefit. 


India: CPI Inflation Below Target for 2nd Month Signals Rapid Rate Cuts Ahead

India

IndusInd Bank Limited is a Mumbai-based Indian new generation bank established in 1994. The Bank provides a range of banking and financial services including  wholesale banking, credit monitoring, risk management, tele-banking, investment banking and commercial lending. IndusInd Bank operates branches throughout India as well as an office in Dubai and London.

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Indusind Bank (IIB IN)

#139 India Insight: Coke Grows in Q1, Apple Ups India Output, RBI Names New IndusInd Heads

Maha Kumbh Mela boosts Coca Cola sales in India, Apple accelerates iPhone production in India, RBI approves interim committee for Indusind Bank...

Sudarshan Bhandari

#141 India Insight: Adani Sells 400 MHz to Artl, ITC Signs 14 Hotels, Saudi-Ind to Build Refineries

Adani Group exits telecom, ITC's Fortune Hotels expands rapidly, India and Saudi Arabia to build oil refineries, boosting energy ties.

Sudarshan Bhandari

#140 India Insight: IMF Trims FY26 Growth to 6.2%, Rapeseed Opportunity, IndusInd Audits MFI Gap

IMF lowers India's growth forecast to 6.2% due to global tariff uncertainty, while India eyes rapeseed meal export opportunity to China and...

Sudarshan Bhandari

#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

India: CPI Inflation Below Target for 2nd Month Signals Rapid Rate Cuts Ahead

With headline and core inflation at 3.6% and 3.4%YoY respectively, a rate cut is certain in Oct'24. Bountiful harvest to keep inflation benign,...

Prasenjit K. Basu

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#139 India Insight: Coke Grows in Q1, Apple Ups India Output, RBI Names New IndusInd Heads

​Maha Kumbh Mela boosts Coca Cola sales in India, Apple accelerates iPhone production in India, RBI approves interim committee for Indusind Bank...

Sudarshan Bhandari

#141 India Insight: Adani Sells 400 MHz to Artl, ITC Signs 14 Hotels, Saudi-Ind to Build Refineries

​Adani Group exits telecom, ITC's Fortune Hotels expands rapidly, India and Saudi Arabia to build oil refineries, boosting energy ties.

Sudarshan Bhandari

#140 India Insight: IMF Trims FY26 Growth to 6.2%, Rapeseed Opportunity, IndusInd Audits MFI Gap

​IMF lowers India's growth forecast to 6.2% due to global tariff uncertainty, while India eyes rapeseed meal export opportunity to China and...

Sudarshan Bhandari

#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

India: CPI Inflation Below Target for 2nd Month Signals Rapid Rate Cuts Ahead

​With headline and core inflation at 3.6% and 3.4%YoY respectively, a rate cut is certain in Oct'24. Bountiful harvest to keep inflation benign,...

Prasenjit K. Basu

Maha Kumbh Mela boosts Coca Cola sales in India, Apple accelerates iPhone production in India, RBI approves interim committee for Indusind Bank...

Adani Group exits telecom, ITC's Fortune Hotels expands rapidly, India and Saudi Arabia to build oil refineries, boosting energy ties.

IMF lowers India's growth forecast to 6.2% due to global tariff uncertainty, while India eyes rapeseed meal export opportunity to China and...

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

With headline and core inflation at 3.6% and 3.4%YoY respectively, a rate cut is certain in Oct'24. Bountiful harvest to keep inflation benign,...