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’s Capex Supercycle: Capex Blasters – List of Companies Doing Capex

India: More Rate Cuts Likely as Inflation Edges to the Bottom of RBI's Target Range

India: Continuing Disinflation Highlights RBI's Renewed (Mild) Policy Error

Thematic Report: Wires & Cables Industry~ Exponential Capex Meeting Demand, Key Players to Benefit

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

Thematic Report: India’s Steel Industry ~ GOI Initiatives Enough to Stabilize The Structural Stress?

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)

<ul>
<li>India’s <strong>June CPI inflation fell to 2.1%</strong>, well below forecasts, driven by easing food prices and stable core inflation components.</li>
<li>Real interest rates have widened, creating clear space for RBI to ease policy, though upside risks may delay immediate action.</li>
<li>A gradual rate cut cycle appears likely in H2 FY26, contingent on sustained disinflation, global cues, and stable core pressures.</li>
</ul>


India’s June CPI inflation fell to 2.1%, well below forecasts, driven by easing food prices and stable core inflation components.
Real interest rates have widened, creating clear space for RBI to ease policy, though upside risks may delay immediate action.
A gradual rate cut cycle appears likely in H2 FY26, contingent on sustained disinflation, global cues, and stable core pressures.


Cooling Inflation Opens the Door: Is RBI Ready to Cut Rates Further?