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

Amber Enterprise–Shogini Deal: A Strategic Leap Toward Full-Stack Electronics Manufacturing

The Beat Ideas: Shriram Finance - Steering Steady Through Change, Poised for the Next Growth Wave

The Beat Ideas: Piccadily Agro Industries Ltd - Indri Dominating Global Whiskey Market

The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries

Thematic Report: Forging a 300 MT Behemoth as India’s Steel Capex Super-Cycle Accelerates

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 Consumer discretionary distribution and retail / Thematic (Sector/Industry)

Allied Blenders & Distillers (9844250Z IN)

<ul>
<li>Allied Blenders &amp; Distillers is transitioning from a mass-market to a premium-led portfolio, with strong brands like Officer’s Choice, ICONiQ White, and Sterling Reserve driving growth.</li>
<li>This transformation aligns ABD with India's growing premium alcohol market, driven by shifting consumer preferences, premiumisation trends, and increased disposable income, positioning the company for future growth.</li>
<li>ABD’s strategic focus on premiumisation, combined with robust capex plans, positions it to capitalize on evolving market dynamics, though regulatory risks and competition remain key challenges.</li>
</ul>


Allied Blenders &amp; Distillers is transitioning from a mass-market to a premium-led portfolio, with strong brands like Officer’s Choice, ICONiQ White, and Sterling Reserve driving growth.
This transformation aligns ABD with India's growing premium alcohol market, driven by shifting consumer preferences, premiumisation trends, and increased disposable income, positioning the company for future growth.
ABD’s strategic focus on premiumisation, combined with robust capex plans, positions it to capitalize on evolving market dynamics, though regulatory risks and competition remain key challenges.


Allied Blenders and Distillers: The Transformation Story from Mass Market to Luxury Spirits