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–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

₹22,919 Cr PLI for Components: A Game-Changer Bet to Deepen Electronics Value Chain

Event Driven: ITC Acquiring Aditya Birla Group's Paper Business

Thematic Report: Cooling India- Indian Air Conditioner (AC) Industry

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 Electrical equipment / Thematic (Sector/Industry)

<ul>
<li>India has launched a ₹23,000 crore PLI scheme for electronic components, targeting sub-assemblies, PCBs, and lithium-ion cells to boost local manufacturing and reduce import dependence. </li>
<li>EMS leaders like Dixon, Amber, and Kaynes are accelerating backward integration through JVs, capex, and high-value component manufacturing, unlocking margin expansion and strategic insulation from global supply chain disruptions. I</li>
<li>India's PCB production is just 8% of its ₹236 bn market, where PLI-backed players like Amber and Kaynes could scale rapidly as import substitution gains momentum</li>
</ul>


India has launched a ₹23,000 crore PLI scheme for electronic components, targeting sub-assemblies, PCBs, and lithium-ion cells to boost local manufacturing and reduce import dependence. 
EMS leaders like Dixon, Amber, and Kaynes are accelerating backward integration through JVs, capex, and high-value component manufacturing, unlocking margin expansion and strategic insulation from global supply chain disruptions. I
India's PCB production is just 8% of its ₹236 bn market, where PLI-backed players like Amber and Kaynes could scale rapidly as import substitution gains momentum


How the ₹23K Cr PLI Scheme Benefits EMS Companies - Dixon, Amber, and Kaynes