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

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

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

#150 India Insight: Adani, Tata Drive Defence & EV Push, Trade Shift May Boost India by 2035.

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

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

#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)

India Industrials / Thematic (Sector/Industry)

<ul>
<li>India surpasses Japan as Asia’s top market in Bank of America survey, driven by strong infrastructure growth and rising consumption.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-motors-ltd" target="_blank" data-smartkarma-citation="entities:216:1" rel="noopener">Tata Motors Ltd (TTMT IN)</a> plans to boost EV sales with new models like Harrier.ev and Sierra.ev, targeting a recovery in FY26.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-steel-ltd" target="_blank" data-smartkarma-citation="entities:20934:1" rel="noopener">Tata Steel Ltd (TATA IN)</a> plans a INR 15,000 crore capex in FY26, with 80% allocated to domestic projects, including decarbonization efforts.</li>
</ul>


India surpasses Japan as Asia’s top market in Bank of America survey, driven by strong infrastructure growth and rising consumption.

Tata Motors Ltd (TTMT IN) plans to boost EV sales with new models like Harrier.ev and Sierra.ev, targeting a recovery in FY26.

Tata Steel Ltd (TATA IN) plans a INR 15,000 crore capex in FY26, with 80% allocated to domestic projects, including decarbonization efforts.


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