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

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

#134 India Insight: Tata Sons Taps TCS Div, Delhivery’s ₹5k Cr Ecom Bet, Adani’s Assam Push

#135 India Insights: Boeing Blocked by China, India-US Trade Pact Phase 1, IHCL's 120% Rev Upside?

#136 India Insight: India-US Bilateral Ties, Waaree Secures Local Supply Chain, FDI Magnet Emerges

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)

Argentina Industrials / Thematic (Sector/Industry)

<ul>
<li>As US-China tariffs surge, Indian exporters, particularly in hand tools, electronics, and home appliances, gain a unique opportunity to fulfill US orders, bolstering Indian manufacturing and export growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a> acquisition push for Haier India strengthens its electronics sector presence, signaling a strategic move to compete with market leaders and diversify its consumer portfolio amid geopolitical tensions.</li>
<li>
<a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a>  rapid expansion of dark stores aims to enhance delivery speeds, reinforcing its position in India’s quick commerce sector with sub-30-minute delivery times and no hidden fee.</li>
</ul>


As US-China tariffs surge, Indian exporters, particularly in hand tools, electronics, and home appliances, gain a unique opportunity to fulfill US orders, bolstering Indian manufacturing and export growth.

Reliance Industries (RIL IN) acquisition push for Haier India strengthens its electronics sector presence, signaling a strategic move to compete with market leaders and diversify its consumer portfolio amid geopolitical tensions.

Reliance Industries (RIL IN)  rapid expansion of dark stores aims to enhance delivery speeds, reinforcing its position in India’s quick commerce sector with sub-30-minute delivery times and no hidden fee.


#137 India Insight: India’s Export Edge, Reliance’s Haier Play, and 2.4x Surge in Quick Orders