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

#164 India Insights: TCS-Salling AI Deal, Hindustan Zinc 12k Cr Capex, Falcon Jets by 2028

#162 India Insights: Tata Chips Push, NSDL IPO, Jio BlackRock Gets SEBI Nod, New CEO Named

#163 India Insight: Steel Tax To Cut Imports By 50%, ADD on Chemicals, BAT to Exit ITC Hotel's Stake

Thematic Report: Ozempic- Weight Loss Drug Revolution

Thematic Report on Gold Loan Revolution: Formalizing the Sector for a Transparent Future

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 ranks third globally in power generation growth, with 83% of investment in clean energy and strong foreign interest driven by supportive government policies.</li>
<li>McKinsey projects India could unlock USD 2 trillion across 18 high-growth sectors by 2030, potentially contributing 30 percent to incremental GDP by 2040.</li>
<li>
<a href="https://www.smartkarma.com/entities/tata-consumer-products" target="_blank" data-smartkarma-citation="entities:258:1" rel="noopener">Tata Consumer Products (TATACONS IN)</a> is embedding AI across operations to drive speed, precision, and hyper personalised engagement, signaling a bold digital pivot to redefine its FMCG growth trajectory.</li>
</ul>


India ranks third globally in power generation growth, with 83% of investment in clean energy and strong foreign interest driven by supportive government policies.
McKinsey projects India could unlock USD 2 trillion across 18 high-growth sectors by 2030, potentially contributing 30 percent to incremental GDP by 2040.

Tata Consumer Products (TATACONS IN) is embedding AI across operations to drive speed, precision, and hyper personalised engagement, signaling a bold digital pivot to redefine its FMCG growth trajectory.


#165 India Insights: India’s Clean Power Surge, $2T Growth Outlook, Tata Consumer Bets on AI