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 Gigafactory: 50 GWh Promised, 1.4 GWh Delivered

TCS FY26: The Year the Dollar Revenue Growth Streak Broke

True Cost of Running an AI Data Centre: A Unit Economics Breakdown

India's Nuclear Sector: PFBR Achieved Criticality in Stage-2

The Magnet Wars: China's Rare Earth Chokehold and India's Decade-Long Catch-Up

India's Chemical and Fertilizer Winners from the Middle East Ceasefire

Thematic Report- India: Defence Is No Longer a Choice, It's a Necessity!

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 Energy / Thematic (Sector/Industry)

<ul>
<li>Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.</li>
<li>Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.</li>
<li>Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.</li>
</ul>


Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.
Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.
Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.


Gas Turbines: The Unexpected Infrastructure Play of the AI Era