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

#146 India Insight: Welspun Eyes 5% in Pipes; Inflation Dips; Tariff Cuts May Aid IT, Pharma.

#147 India Insight: India Tops Asia in BofA Survey, Tata Firms Plan EV, INR 15k Cr Steel Investments

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

#142 India Insight: Tariff Dodging, Avaada’s IPO Push, and CNG Hikes Reshape Asia’s Trade, Energy

#143 India Insight: DoT Clears Starlink, NSE Eyes Power Trade, IndusInd Staff Under Probe

#144 India Insight: IndusInd Execs in Insider Trade Row, Dabur Eyes M&A, Paytm's Founder Banned

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)

Kazakhstan Financials / Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pvr-inox-limited" target="_blank" data-smartkarma-citation="entities:10144:1" rel="noopener">Pvr Inox (PVRINOX IN)</a> reports wider Q4 loss due to weak film releases, urban spending slowdown, and decline in audience turnout.</li>
<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> faces scrutiny over derivative accounting discrepancy, with auditors questioning if it should be classified as fraud.</li>
<li>Shares of China+1 stocks, including <a href="https://www.smartkarma.com/entities/dixon-technologies-india-ltd" target="_blank" data-smartkarma-citation="entities:25486:1" rel="noopener">Dixon Technologies India Ltd (DIXON IN)</a> , Welspun, and <a href="https://www.smartkarma.com/entities/srf-ltd" target="_blank" data-smartkarma-citation="entities:3601:1" rel="noopener">SRF Ltd (SRF IN)</a> , dip after US-China trade deal reduces tariff uncertainty.</li>
</ul>



Pvr Inox (PVRINOX IN) reports wider Q4 loss due to weak film releases, urban spending slowdown, and decline in audience turnout.

Indusind Bank (IIB IN) faces scrutiny over derivative accounting discrepancy, with auditors questioning if it should be classified as fraud.
Shares of China+1 stocks, including Dixon Technologies India Ltd (DIXON IN) , Welspun, and SRF Ltd (SRF IN) , dip after US-China trade deal reduces tariff uncertainty.


#145 India Insight: PVR Inox Posts Wider Q4 Loss, IndusInd Faces Audit Scrutiny, China+1 Stocks Dip