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

Cipla-Eli Lilly Deal: Strategic Masterstroke or Margin Mirage?

Maruti Suzuki's Resurgence: Winning with SUVs and a Timely Tax Break

NSE India: Not Just an Exchange, but a Strategic Holding Company.

The Beat Ideas: Indian Auto Industry: GST Cuts Power Record Festive Sales Surge

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

Thyrocare Technologies / Equity Bottom-Up

<ul>
<li>Company marks explosive profitability in Q2 FY26 as revenue surged 22%, translating to an 82% EPS growth and strong 34.8% EBITDA margins.</li>
<li>
Volume grew 21% supported by a 20% franchise jump. Radiology margin improved by 800bp, signaling a turnaround.</li>
<li>Company maximizes shareholder reward by declaring a massive 2:1 Bonus Share issuance and a generous Rs. 7 Interim Dividend, underscoring confidence.</li>
</ul>


Company marks explosive profitability in Q2 FY26 as revenue surged 22%, translating to an 82% EPS growth and strong 34.8% EBITDA margins.

Volume grew 21% supported by a 20% franchise jump. Radiology margin improved by 800bp, signaling a turnaround.
Company maximizes shareholder reward by declaring a massive 2:1 Bonus Share issuance and a generous Rs. 7 Interim Dividend, underscoring confidence.


From Turnaround to Triumph: Thyrocare's Strategic Leap into the GLP-1 Megatrend