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>
<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> flagged a Rs 674 crore interest misstatement in its microfinance business, fully reversing the amount in January.</li>
<li>ReNew Energy plans a $2.57 billion hybrid solar-wind project in Andhra Pradesh, adding 2.8 GW to India's clean energy capacity.</li>
<li>India's defence budget may receive Rs 50,000 crore boost after Operation Sindoor, taking total allocation past Rs 7 lakh crore.</li>
</ul>



Indusind Bank (IIB IN) flagged a Rs 674 crore interest misstatement in its microfinance business, fully reversing the amount in January.
ReNew Energy plans a $2.57 billion hybrid solar-wind project in Andhra Pradesh, adding 2.8 GW to India's clean energy capacity.
India's defence budget may receive Rs 50,000 crore boost after Operation Sindoor, taking total allocation past Rs 7 lakh crore.


#149 India Insight: IndusInd Flags ₹674cr Error, ReNew Adds 2.8GW, Defence up ₹50Kcr

<ul>
<li>Donald Trump claims India proposed a zero-tariff trade deal with the US amid ongoing negotiations during tariff suspension.</li>
<li>
<a href="https://www.smartkarma.com/entities/vodafone-idea-ltd" target="_blank" data-smartkarma-citation="entities:15678:1" rel="noopener">Vodafone Idea (IDEA IN)</a> files fresh Supreme Court plea seeking Rs 30,000 crore waiver on AGR dues amid financial and sector concerns.</li>
<li>Aditya Birla Real Estate plans Rs 14,000 crore launches in FY26, entering Mumbai redevelopment amid cautious, location-focused business development strategy.</li>
</ul>


Donald Trump claims India proposed a zero-tariff trade deal with the US amid ongoing negotiations during tariff suspension.

Vodafone Idea (IDEA IN) files fresh Supreme Court plea seeking Rs 30,000 crore waiver on AGR dues amid financial and sector concerns.
Aditya Birla Real Estate plans Rs 14,000 crore launches in FY26, entering Mumbai redevelopment amid cautious, location-focused business development strategy.


#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kaynes-technology-india-ltd" target="_blank" data-smartkarma-citation="entities:36436:1" rel="noopener">Kaynes Technology India (KAYNES IN)</a> Semicon to deliver India's first packaged semiconductor chips by July 2025, supported by a multi-year deal.</li>
<li>
<a href="https://www.smartkarma.com/entities/bank-of-america-corp" target="_blank" data-smartkarma-citation="entities:278:1" rel="noopener">Bank Of America (BAC US)</a> expects RBI to cut the repo rate to 6% in April, with a target of 5.5% by year-end.</li>
<li>
<a href="https://www.smartkarma.com/entities/vadilal-industries-ltd" target="_blank" data-smartkarma-citation="entities:8782:1" rel="noopener">Vadilal Industries (VDI IN)</a> settles promoter dispute, plans leadership restructuring and board reconstitution to improve governance and growth.</li>
</ul>



Kaynes Technology India (KAYNES IN) Semicon to deliver India's first packaged semiconductor chips by July 2025, supported by a multi-year deal.

Bank Of America (BAC US) expects RBI to cut the repo rate to 6% in April, with a target of 5.5% by year-end.

Vadilal Industries (VDI IN) settles promoter dispute, plans leadership restructuring and board reconstitution to improve governance and growth.


#130 India Insight: Textile Aims $100B Exports, Wind Energy Hits 48.5 GW, Data Centers Reach $10B

<ul>
<li>Reliance Jio plans a Rs. 40,000 crore IPO, with pre-IPO placements underway, leveraging AI, satellite internet, and 5G growth.</li>
<li>Eicher Motors posts 7% revenue growth, despite slight dip in Royal Enfield sales, with a strategic foray into electric vehicles.</li>
<li>VI plans aggressive 5G rollout with 15% discounted entry-level plans, targeting 75 cities and aiming to rebuild its subscriber base.</li>
</ul>


Reliance Jio plans a Rs. 40,000 crore IPO, with pre-IPO placements underway, leveraging AI, satellite internet, and 5G growth.
Eicher Motors posts 7% revenue growth, despite slight dip in Royal Enfield sales, with a strategic foray into electric vehicles.
VI plans aggressive 5G rollout with 15% discounted entry-level plans, targeting 75 cities and aiming to rebuild its subscriber base.


#78 India Insight: Jio’s ₹40,000 Cr IPO, Eicher Motors' 7% Rev Growth, and VI’s 5G Rollout

<ul>
<li>JSW Steel Reports 5% YoY Production Growth Amid Financial Pressure.</li>
<li>Vodafone Idea to Raise INR 1,980 Crore via Preferential Shares.</li>
<li>Metropolis Healthcare to Acquire Core Diagnostics for INR 247 Crore</li>
</ul>


JSW Steel Reports 5% YoY Production Growth Amid Financial Pressure.
Vodafone Idea to Raise INR 1,980 Crore via Preferential Shares.
Metropolis Healthcare to Acquire Core Diagnostics for INR 247 Crore


# 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core

India

Vodafone Idea Limited, branded as Vi, is an Indian telecommunications company providing pan-India voice and data services across 2G, 3G, 4G, and steadily expanding 5G platforms. It offers mobile telephony, wireless broadband, internet, and a range of digital and enterprise solutions including IoT and cloud services. The company is headquartered in Gandhinagar, India, and was formed on August 31, 2018, through the merger of Vodafone India and Idea Cellular.

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Vodafone Idea (IDEA IN)

#149 India Insight: IndusInd Flags ₹674cr Error, ReNew Adds 2.8GW, Defence up ₹50Kcr

Indusind Bank corrects Rs 674 crore interest misstatement, ReNew Energy to invest $2.57 billion in solar-wind project, India's defence budget may...

Sudarshan Bhandari

#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...

Sudarshan Bhandari

#130 India Insight: Textile Aims $100B Exports, Wind Energy Hits 48.5 GW, Data Centers Reach $10B

Kaynes Technology India to deliver India's first packaged semiconductor chips by July 2025 with multi-year deal; Bank of America expects RBI to...

Sudarshan Bhandari

#78 India Insight: Jio’s ₹40,000 Cr IPO, Eicher Motors' 7% Rev Growth, and VI’s 5G Rollout

Reliance Jio, Eicher Motors, and VI are all making strategic moves in the tech and telecom industry to drive growth and innovation.

Sudarshan Bhandari

# 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core

JSW Steel sees production growth, Vodafone Idea to raise funds through Preferential issue, Metropolis Healthcare acquires Core Diagnostics.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

#149 India Insight: IndusInd Flags ₹674cr Error, ReNew Adds 2.8GW, Defence up ₹50Kcr

​Indusind Bank corrects Rs 674 crore interest misstatement, ReNew Energy to invest $2.57 billion in solar-wind project, India's defence budget may...

Sudarshan Bhandari

#148 India Insight: Trump Claims India Deal, Vi Seeks AGR 30k Cr Waiver, Birla Plans FY26 Launch

​Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...

Sudarshan Bhandari

#130 India Insight: Textile Aims $100B Exports, Wind Energy Hits 48.5 GW, Data Centers Reach $10B

​Kaynes Technology India to deliver India's first packaged semiconductor chips by July 2025 with multi-year deal; Bank of America expects RBI to...

Sudarshan Bhandari

#78 India Insight: Jio’s ₹40,000 Cr IPO, Eicher Motors' 7% Rev Growth, and VI’s 5G Rollout

​Reliance Jio, Eicher Motors, and VI are all making strategic moves in the tech and telecom industry to drive growth and innovation.

Sudarshan Bhandari

# 72 India Insight: VI Preferential Issue, JSW Production Growth, Metropolis Acquisition of Core

​JSW Steel sees production growth, Vodafone Idea to raise funds through Preferential issue, Metropolis Healthcare acquires Core Diagnostics.

Sudarshan Bhandari

Indusind Bank corrects Rs 674 crore interest misstatement, ReNew Energy to invest $2.57 billion in solar-wind project, India's defence budget may...

Trump claims India proposed zero-tariff trade deal, Vodafone Idea seeks Rs 30,000 crore waiver on AGR dues, Aditya Birla Real Estate plans Rs...

Kaynes Technology India to deliver India's first packaged semiconductor chips by July 2025 with multi-year deal; Bank of America expects RBI to...

Reliance Jio, Eicher Motors, and VI are all making strategic moves in the tech and telecom industry to drive growth and innovation.

JSW Steel sees production growth, Vodafone Idea to raise funds through Preferential issue, Metropolis Healthcare acquires Core Diagnostics.