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

Thematic Report: Indian Air Conditioner Industry: The Summer That Tested India’s Cooling Story

The Beat Ideas: Northern Arc Capital - A Niche Player in a Crowded Field?

The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise

The Beat Ideas: Nuvama Wealth – India’s Affluence Story at the Right Price?

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 Energy / Thematic (Sector/Industry)

<ul>
<li>SEBI issued an interim order barring eight individuals and impounding INR173.14 crore in alleged illegal gains from insider trading in IEX shares, involving a high-ranking CERC official leaking confidential information.</li>
<li>This unprecedented case highlights a critical vulnerability: the leakage of UPSI from a regulatory body, undermining market integrity and posing a new, significant risk for companies dependent on government policy.</li>
<li>The decisive action by SEBI sends a powerful deterrence signal, but investors must now factor in regulatory governance risk as a core valuation parameter, especially for monopolistic or policy-sensitive entities.</li>
</ul>


SEBI issued an interim order barring eight individuals and impounding INR173.14 crore in alleged illegal gains from insider trading in IEX shares, involving a high-ranking CERC official leaking confidential information.
This unprecedented case highlights a critical vulnerability: the leakage of UPSI from a regulatory body, undermining market integrity and posing a new, significant risk for companies dependent on government policy.
The decisive action by SEBI sends a powerful deterrence signal, but investors must now factor in regulatory governance risk as a core valuation parameter, especially for monopolistic or policy-sensitive entities.


₹173 Crore Insider Windfall: SEBI Cracks Down on Nexus Between CERC and IEX Traders.