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

#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

#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale

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)

Ukraine Industrials / Thematic (Sector/Industry)

<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