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: Indian Paper Sector - At the Bottom, Is It the Right Time?

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

Thematic Report: India’s Steel Industry ~ GOI Initiatives Enough to Stabilize The Structural Stress?

Thematic Report: Wires & Cables Industry~ Exponential Capex Meeting Demand, Key Players to Benefit

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 Consumer staples / Thematic (Sector/Industry)

<ul>
<li>RBI's latest report shows India's consumption growth is increasingly driven by the wealthy, using more credit, while lower-income groups show stress.</li>
<li>This K-shaped recovery raises concerns about inclusive growth, as benefits are concentrated, limiting broad-based economic stability and job creation.</li>
<li>While overall growth may appear strong, the uneven distribution of consumption highlights the need for policies promoting broader financial access for sustainable development.</li>
</ul>


RBI's latest report shows India's consumption growth is increasingly driven by the wealthy, using more credit, while lower-income groups show stress.
This K-shaped recovery raises concerns about inclusive growth, as benefits are concentrated, limiting broad-based economic stability and job creation.
While overall growth may appear strong, the uneven distribution of consumption highlights the need for policies promoting broader financial access for sustainable development.


India's K-Shaped Consumption: A Deep Dive into the RBI's Latest Warnings