India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India-focused Independent Equity Research Analyst

Experienced (7 years +) in Sector-Specific Deep Dives and Comprehensive Company Research.

With a sharp focus on the Indian market, I specialize in providing in-depth analysis and insights to investors. Whether it's dissecting various sectors to identify emerging trends or conducting thorough fundamental research on individual companies, I'm dedicated to uncovering valuable opportunities and delivering actionable intelligence.

Passionate about navigating the nuances of the Indian equity landscape, I thrive on deciphering complex market dynamics and distilling them into clear, concise insights. 

While covering a sector or company-specific research, I cover the following :
1. Brief about company/sector
2.  Overall Industry landscape - History, Present and Future trends
3. Thesis and Anti-Thesis
4. Valuations
5. Financial & Forensic Analysis
6. Management Review
7. Key Monitorable Events
8. Guidance and Future Way Ahead

India Equity Analyst - Fundamental & Thematic

#116 India Insight: US Crude Exports to India Rise, Zomato Faces Probe, Reliance Cuts Jobs Pre-IPO

#117 India Insight: SpiceJet Faces Insolvency Heat, PepsiCo Eyes India Growth, Roshni Nadar Rises

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

#113 India Insight: Reliance Fights $2.81B Demand, Haldiram’s Deal Stalls, SEBI Hits BSE Volumes.

#112 India Insight: Mahindra Expands Sustainably, Ola Electric Struggles, India’s Q3 GDP Grows 6.2%

#111 India Insight: Axis Bank, India Solar Push, PAG Sell: $1B+ Deals in Focus

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)

India Capital markets / Thematic (Sector/Industry)

<ul>
<li>Adani Group plans to raise $12.5B over five years to fund $57.16B capex, focusing on power, utilities, and green energy.</li>
<li>Paint sector demand sees mild recovery as competition intensifies, with Asian Paints countering Birla Opus' expansion through aggressive dealer incentives.</li>
<li>RBI orders large NBFCs to halt new credit lines and renewals, citing concerns over disguised borrower stress and repayment transparency.</li>
</ul>


Adani Group plans to raise $12.5B over five years to fund $57.16B capex, focusing on power, utilities, and green energy.
Paint sector demand sees mild recovery as competition intensifies, with Asian Paints countering Birla Opus' expansion through aggressive dealer incentives.
RBI orders large NBFCs to halt new credit lines and renewals, citing concerns over disguised borrower stress and repayment transparency.


#114 India Insight: Adani Plans $12.5B Raise, Paint Demand Recovers, RBI Curbs NBFC Credit Lines.