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 Take-Rate Reset: How IRDAI's Distribution Draft Repriced Policybazaar and Turtlemint?

RHI Magnesita’s Vesuvius Acquisition: A Global Refractory Consolidation, Impact On Indian Players

United Spirits Governance Issue:  ₹1,238 Crore Write-Off & Pending Cases

Privi Speciality Chemicals: A Differentiated Player in Aroma Chemicals

The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators

Cyient DLM: The Pivot from Board Assembly to Build-To-Spec Engineering

Sterlite Technologies: Project Lakshya Raises The Stakes

Steel Strips Wheels: How Alloy Wheels Are Rewriting Margin Story?

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 Derivatives

<ul>
<li>Novo committed to scale oral Wegovy manufacturing tenfold by 2030, opening potential peptide overflow work for integrated Indian CDMOs such as Divi’s.</li>
<li>Oral semaglutide is far more peptide-intensive per patient than injectable Wegovy, so capacity scale-up raises demand for fragments, building blocks and cost-efficient CDMO supply.</li>
<li>Treat oral Wegovy as optionality only; Lilly tirzepatide remains Divi’s core peptide opportunity, and Divi’s stays our top India Pharma pick.</li>
</ul>


Novo committed to scale oral Wegovy manufacturing tenfold by 2030, opening potential peptide overflow work for integrated Indian CDMOs such as Divi’s.
Oral semaglutide is far more peptide-intensive per patient than injectable Wegovy, so capacity scale-up raises demand for fragments, building blocks and cost-efficient CDMO supply.
Treat oral Wegovy as optionality only; Lilly tirzepatide remains Divi’s core peptide opportunity, and Divi’s stays our top India Pharma pick.


Divi’s Labs: Oral Wegovy Scale-Up, New Optionality

Divi's Laboratories

Divi’s Labs: Oral Wegovy Scale-Up, New Optionality