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

#85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses

#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, Zomato

#87 India Insight: China Export Halt; GTRI Suggests Tariff Cuts; Fintech Funding Drops 33%

#81 India Insight: Jubilant Hits Record Revenue, Tata Sons Shifts Debt Management, Aero India 2025

#82 India Insight: Automobile Sales Surge 9%, Microsoft’s $3Bn Inv in India, FY25 GDP Growth at 6.4%

#83 India Insight: JSW to Acquire MG India, Maruti Unveils EV Vision, Temasek to Invest in Haldiram

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)

Ukraine Industrials / Thematic (Sector/Industry)

<ul>
<li>GMR Group secures Rs. 6,300 crore investment from Abu Dhabi Investment Authority (ADIA) to reduce debt of GMR Enterprises Pvt Ltd. </li>
<li>
<a href="https://www.smartkarma.com/entities/oil-natural-gas-corp-ltd" target="_blank" data-smartkarma-citation="entities:3456:1" rel="noopener">Oil &amp; Natural Gas Corp (ONGC IN)</a>  has partnered with BP to enhance production at the Mumbai High fields, projecting a $10.3 billion revenue increase over the next decade. </li>
<li>Private equity investments in India surged to $15 billion in 2024, a 46% increase, driven by sectors like healthcare, technology, and consumer industries.</li>
</ul>


GMR Group secures Rs. 6,300 crore investment from Abu Dhabi Investment Authority (ADIA) to reduce debt of GMR Enterprises Pvt Ltd. 

Oil &amp; Natural Gas Corp (ONGC IN)  has partnered with BP to enhance production at the Mumbai High fields, projecting a $10.3 billion revenue increase over the next decade. 
Private equity investments in India surged to $15 billion in 2024, a 46% increase, driven by sectors like healthcare, technology, and consumer industries.


#84 India Insight: GMR Secures ₹6,300 Cr Inv, ONGC-BP Partnership, 46% Rise In Indian PE Investments