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

The Beat Ideas- Adani Energy Solution: Riding the Electricity Wave

The Beat Ideas: KCP Limited- Cement Business Undervaluation

The Beat Ideas: Synergy Green~Riding the Windmill Capex Theme

The Beat Ideas: Globus Spirits- Maize, Capex, B2C Play

The Beat Ideas: EID Parry's Strategic Transformation- Cane to Consumer

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

Krishca Strapping Solutions / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/krishca-strapping-solutions-limited" target="_blank" data-smartkarma-citation="entities:44290:1" rel="noopener">Krishca Strapping Solutions (KRISHCA IN)</a> is India's first "Lead-Free" and eco-friendly production line for the heat treatment of steel strapping.</li>
<li>The company is aggressively pursuing growth, aiming for a 25% revenue increase in the current financial year and EBITDA margin is anticipated to stay between 15% and 20%</li>
<li>The company is investing in a new special steel production plant in Chennai and launching subsidiaries in the UAE and Singapore to tap into new markets</li>
</ul>



Krishca Strapping Solutions (KRISHCA IN) is India's first "Lead-Free" and eco-friendly production line for the heat treatment of steel strapping.
The company is aggressively pursuing growth, aiming for a 25% revenue increase in the current financial year and EBITDA margin is anticipated to stay between 15% and 20%
The company is investing in a new special steel production plant in Chennai and launching subsidiaries in the UAE and Singapore to tap into new markets


Can Krishca Strapping Solutions Maintain Momentum Amidst Steel Price Volatility?