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

#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech

#156 India Insight: India's Exports to Hit $1T in FY26, EV Production Setback, HDB Financial's IPO

#157 India Insights: Adani Scrutiny, Record Defence Growth & RBI Rate Cut Buzz Shape Headlines

#151 India Insight: Defence Exports up 34x, Seafood at $7.2B, Coal India Plans 2 IPOs

#152 India Insight: Smartphones Exports Tops Oil & Diamond, $10B On Tankers, 7 IPOs Approved

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

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 Financials / Thematic (Sector/Industry)

<ul>
<li>SEBI investigates <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>'s delayed disclosures on derivatives accounting lapses, insider trading violations, and potential violations of LODR regulations.</li>
<li>
<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> Sunil Vachani discusses India's progress in electronics manufacturing, aiming for global leadership but requiring time and patience.</li>
<li>NSE is close to receiving Sebi’s approval for its IPO, with ongoing discussions on disclosures or an out-of-court settlement.</li>
</ul>


SEBI investigates Indusind Bank (IIB IN)'s delayed disclosures on derivatives accounting lapses, insider trading violations, and potential violations of LODR regulations.

Dixon Technologies India Ltd (DIXON IN) Sunil Vachani discusses India's progress in electronics manufacturing, aiming for global leadership but requiring time and patience.
NSE is close to receiving Sebi’s approval for its IPO, with ongoing discussions on disclosures or an out-of-court settlement.


#153 India Insight: SEBI Probes IndusInd Bank, DIXON Chief on Electronics, NSE IPO Nears Nod.