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

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

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

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

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 Capital markets / Thematic (Sector/Industry)

<ul>
<li>Maharashtra CM Devendra Fadnavis announces plans to set up an Innovation City, similar to Gujarat's GIFT City, to boost the state's leadership in AI and start-ups.</li>
<li>U.S. has removed three Indian entities: IGCAR, BARC, and Indian Rare Earths from its restrictive list, advancing energy cooperation, joint research, and strengthening bilateral ties, particularly in nuclear, energy sectors.</li>
<li>Delhivery launches Rapid Commerce, a sub-2-hour delivery service in Bengaluru for D2C brands. The service aims to enhance customer satisfaction, with plans for expansion to other major cities across India.</li>
</ul>


Maharashtra CM Devendra Fadnavis announces plans to set up an Innovation City, similar to Gujarat's GIFT City, to boost the state's leadership in AI and start-ups.
U.S. has removed three Indian entities: IGCAR, BARC, and Indian Rare Earths from its restrictive list, advancing energy cooperation, joint research, and strengthening bilateral ties, particularly in nuclear, energy sectors.
Delhivery launches Rapid Commerce, a sub-2-hour delivery service in Bengaluru for D2C brands. The service aims to enhance customer satisfaction, with plans for expansion to other major cities across India.


S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

#88 India Insight: Maharashtra's Innovation City, US Eases Restrictions, Delhivery's Rapid Commerce