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

Equity Bottom-Up

<ul>
<li>Record Q1 sales and order inflow, 93% export mix in new orders, and FY27 revenue guidance raised to INR 2,600 crore.</li>
<li>Order inflow exceeded quarterly revenue and the backlog rose to INR 2,207 crore, supporting visibility beyond the current year.</li>
<li>The key debate is shifting from demand availability to execution, capacity additions, working-capital funding and valuation discipline.</li>
</ul>


Record Q1 sales and order inflow, 93% export mix in new orders, and FY27 revenue guidance raised to INR 2,600 crore.
Order inflow exceeded quarterly revenue and the backlog rose to INR 2,207 crore, supporting visibility beyond the current year.
The key debate is shifting from demand availability to execution, capacity additions, working-capital funding and valuation discipline.


TD Power Systems: From Capacity Constraints to the Next Growth Phase

Thematic (Sector/Industry)

<ul>
<li>With Nifty 50 earnings growth barely 3% YoY in CY25, companies that voluntarily offer specific, multi-metric guidance signal not just confidence, but accountability. </li>
<li>Management-Backed targets are a meaningful filter in a market where execution risk dominates.</li>
<li>Twenty Indian mid and small-cap companies have issued explicit quantitative growth guidance for FY26–FY27, spanning revenue, EBITDA, and AUM metrics across sectors from specialty chemicals to power systems to CRDMO.</li>
</ul>


With Nifty 50 earnings growth barely 3% YoY in CY25, companies that voluntarily offer specific, multi-metric guidance signal not just confidence, but accountability. 
Management-Backed targets are a meaningful filter in a market where execution risk dominates.
Twenty Indian mid and small-cap companies have issued explicit quantitative growth guidance for FY26–FY27, spanning revenue, EBITDA, and AUM metrics across sectors from specialty chemicals to power systems to CRDMO.


India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

India

TD Power Systems Ltd was founded in 1999. The Company's line of business includes manufacturing motors and generators.

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Td Power Systems (TDPS IN)

TD Power Systems: From Capacity Constraints to the Next Growth Phase

Company sees strong growth with record sales and orders, focusing on execution, capacity, funding, and valuation discipline for future success.

Sudarshan Bhandari

India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

TD Power Systems: From Capacity Constraints to the Next Growth Phase

​Company sees strong growth with record sales and orders, focusing on execution, capacity, funding, and valuation discipline for future success.

Sudarshan Bhandari

India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

​These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.

Sudarshan Bhandari

Company sees strong growth with record sales and orders, focusing on execution, capacity, funding, and valuation discipline for future success.

These are 20 Indian Companies offering specific, multi-metric guidance signal confidence and accountability in a market dominated by execution risk.