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

Swara Baby Products IPO: India's Largest Diaper Contract Manufacturer

MosChip Technologies: Building India’s Semiconductor Design Engine

RateGain Travel Technologies: The $1 Billion Ambition by One of the Largest SaaS Providers

Thematic Report- Indian IT: AI Is Rewriting the Business Model

Thematic Report- India EMS: Record Order Books, Fractured Quarters

Thematic Report- India Auto: The Great Capex Reset

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>On June 24, 2026, India has allowed four China-origin power equipment companies with existing Indian manufacturing units to bid for government and PSU power tenders for two years.</li>
<li>The exemption comes when India’s grid capex cycle is accelerating, driven by renewable evacuation, peak power demand, HVDC corridors and distribution upgrades.</li>
<li>Near-Term competition may rise in transformers, reactors, GIS, circuit breakers and insulators, but wider vendor access can reduce project delays and support grid execution.</li>
</ul>


On June 24, 2026, India has allowed four China-origin power equipment companies with existing Indian manufacturing units to bid for government and PSU power tenders for two years.
The exemption comes when India’s grid capex cycle is accelerating, driven by renewable evacuation, peak power demand, HVDC corridors and distribution upgrades.
Near-Term competition may rise in transformers, reactors, GIS, circuit breakers and insulators, but wider vendor access can reduce project delays and support grid execution.


Transformers and Rectifiers (India) (TARIL IN)

CG Power and Industrial Solutions (CGPOWER IN)

India's Chinese Equipment Reset: A Turning Point for India's Power T&D Industry