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

Thematic Report: India’s Hotel Industry~ How Demand-Supply Gap, Under-Penetration Can Fuel Growth

Thematic Report: DIIs Surpass FIIs Holdings in India; A Look at Their Sectoral Bets

Thematic Report : Why Is India's Banking Witnessing a Slowdown in Credit Growth?

Thematic Report: FII Inflows in India Might Not Sustain Due to Geopolitical Risks

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>The NSO's First Forward-Looking Survey on Private Sector Capex Investment Intentions projects a 55.5% increase in private sector Capex for FY25, led by Manufacturing, Information &amp; Communication, and Transportation sectors.</li>
<li>The survey provides insights into India's private sector investment trends, highlighting a strong focus on core business expansion, value addition, and income generation, vital for future growth and economic development.</li>
<li>The outlook for FY25 reflects optimism, especially in the manufacturing sector, signaling sustained economic momentum. However, FY26 shows cautious investment intent, indicating some sectors may face challenges.</li>
</ul>


The NSO's First Forward-Looking Survey on Private Sector Capex Investment Intentions projects a 55.5% increase in private sector Capex for FY25, led by Manufacturing, Information &amp; Communication, and Transportation sectors.
The survey provides insights into India's private sector investment trends, highlighting a strong focus on core business expansion, value addition, and income generation, vital for future growth and economic development.
The outlook for FY25 reflects optimism, especially in the manufacturing sector, signaling sustained economic momentum. However, FY26 shows cautious investment intent, indicating some sectors may face challenges.


Decoding India's Private Capex: NSO's First Survey