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

Archean Chemical Industries Q4 & FY25 Update: Strong Volume Growth & Strategic Expansions

The Beat Ideas- Archean Chemical: The Bromine Leader of India

The Beat Ideas: Diffusion Ltd: A Deep Dive into a Diversified Industrial Play

The Beat Ideas: Sigachi Industries- High Growth, Revenue Diversification, New Category Launch

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

Equity Bottom-Up

Archean Chemical Industries / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/archean-chemical-industries" target="_blank" data-smartkarma-citation="entities:36520:1" rel="noopener">Archean Chemical Industries (ACI IN)</a>’s Q3 FY25 standalone total income reached INR 2,547 million, with EBITDA at INR 963 million (38% margin) and export markets contributing approximately 76% of revenue.</li>
<li>Strong export performance and stable margins underscore resilience amid global market challenges, while strategic investments in new battery technologies promise future growth and diversification.</li>
<li>The company aims to produce 20,000-25,000 tons of Bromine in FY'26 and expecting double digit growth in FY26.</li>
</ul>



Archean Chemical Industries (ACI IN)’s Q3 FY25 standalone total income reached INR 2,547 million, with EBITDA at INR 963 million (38% margin) and export markets contributing approximately 76% of revenue.
Strong export performance and stable margins underscore resilience amid global market challenges, while strategic investments in new battery technologies promise future growth and diversification.
The company aims to produce 20,000-25,000 tons of Bromine in FY'26 and expecting double digit growth in FY26.


Archean Chemical Industries Limited Q3 FY25 Analysis