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

#94 India Insight: Vedanta’s Rs 1T Refinery, Hindustan Zinc Delays Demerger, Zepto Moves HQ

#95 India Insight: IndiaAI to Launch GPU Portal, ITC Hotels Faces ETF Outflows, L&T Secures Deal

96# India Insight: Rashmi Saluja Sues Religare, JSW Energy Revises Capex, Budget 2025 Highlights.

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>Indian media firms, including NDTV, Network18, and the Indian Express, filed a lawsuit against OpenAI, accusing the company of scraping their content to train AI models without proper copyright permission.</li>
<li>
<a href="https://www.smartkarma.com/entities/larsen-toubro-ltd" target="_blank" data-smartkarma-citation="entities:2499:1" rel="noopener">Larsen &amp; Toubro (LT IN)</a>  lost a Rs 70,000 crore tender for building six submarines after its bid was deemed non-compliant by the Defence Ministry.</li>
<li>UBS is in advanced talks with India's 360 One WAM to form a joint venture aimed at expanding its wealth management presence in India, a rapidly growing market for HNI.</li>
</ul>


Indian media firms, including NDTV, Network18, and the Indian Express, filed a lawsuit against OpenAI, accusing the company of scraping their content to train AI models without proper copyright permission.

Larsen &amp; Toubro (LT IN)  lost a Rs 70,000 crore tender for building six submarines after its bid was deemed non-compliant by the Defence Ministry.
UBS is in advanced talks with India's 360 One WAM to form a joint venture aimed at expanding its wealth management presence in India, a rapidly growing market for HNI.


#93 India Insight: Indian Media Sues OpenAI, L&T Loses Submarine Tender, UBS Explores JV in India.