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

India AI Impact Summit 2026: From "Back-Office" To "Sovereign AI Factory"

Dredging: Niche Business in India’s Marine Opportunity

Anthropic's Claude Code: Overnight Disruption to IBM's Legacy

The Beat Ideas: Fedfina- Unlocking Value with High-Velocity Gold Assets

Unlocking Value: SEBI's New Special Call Auction Mechanism Explained

SEBI Proposes Sweeping Changes to SME IPO Framework

The Beat Ideas: NLC India-A 1.17 Lakh Crores Capex, Renewable Focus

Zydus Lifesciences: The PBC Catalyst, From Generics Volume to Specialty Value

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 Financials / Thematic (Sector/Industry)

Nippon Life India Asset Management (NAM IN)

<ul>
<li>SEBI’s February 2026 consultation paper proposes transitioning ETF base price calculations from  T-2 to  T-1 NAV reference and introducing dynamic price bands alongside a pre-open session for commodity ETFs.</li>
<li>The current 48-hour lag creates severe pricing dislocations during high volatility-notably seen in recent precious metals rallies leading to "mispricing traps" where ETF secondary market prices decouple from intrinsic values.</li>
<li>This reform signals a shift toward institutional-grade market efficiency, reducing operational risks and protecting global investors from the hidden costs of outdated price bands and manual corporate action adjustments.</li>
</ul>


SEBI’s February 2026 consultation paper proposes transitioning ETF base price calculations from  T-2 to  T-1 NAV reference and introducing dynamic price bands alongside a pre-open session for commodity ETFs.
The current 48-hour lag creates severe pricing dislocations during high volatility-notably seen in recent precious metals rallies leading to "mispricing traps" where ETF secondary market prices decouple from intrinsic values.
This reform signals a shift toward institutional-grade market efficiency, reducing operational risks and protecting global investors from the hidden costs of outdated price bands and manual corporate action adjustments.


ICICI Prudential Asset Management Company (ICICIAMC IN)

ICICI Prudential Asset Management Company

Closing the Gap: SEBI’s Structural Overhaul of ETF Pricing Dislocation