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

Why Borosil Renewables' Exit from GMB Is a Clear Win for the Company?

Thematic Report on the Coffee Price Rollercoaster: Implications for India’s FMCG & Processing Sector

Is Vedanta Running a Ponzi Scheme? Deep Dive into Findings of Shortseller Report

The Beat Ideas: Borosil Renewables- 50% Capacity Expansion

The Beat Ideas: Park Hotels: Serving Long-Term Value

The Beat Ideas: Welspun Living- Home Textile Giant Weaving Growth

The Beat Ideas: KDDL- Precision Engineering with Luxury Retail

The Beat Ideas: CARE Ratings- India’s Only Homegrown CRA Reclaims Its Edge

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

<ul>
<li>Definitive anti-dumping duty (ADD) imposed on solar glass imports from China and Vietnam until December 2029; Standalone Indian operations showed significant improvement in Q4 and FY25.  </li>
<li>The ADD provides a stable pricing environment and growth catalyst for domestic solar glass manufacturing. Improved domestic performance underscores resilience despite international market volatility.  </li>
<li>Reinforces a positive outlook for the Indian business due to favorable regulatory support and robust demand. However, the German subsidiary's performance remains a key monitorable.</li>
</ul>


Definitive anti-dumping duty (ADD) imposed on solar glass imports from China and Vietnam until December 2029; Standalone Indian operations showed significant improvement in Q4 and FY25.  
The ADD provides a stable pricing environment and growth catalyst for domestic solar glass manufacturing. Improved domestic performance underscores resilience despite international market volatility.  
Reinforces a positive outlook for the Indian business due to favorable regulatory support and robust demand. However, the German subsidiary's performance remains a key monitorable.


Borosil Renewables Q4 FY25 Update: Domestic Strength Shines Amidst Overseas Challenges