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

The Beat Ideas: Dharmaj Crop Guard - From Capex Drag to Operating Leverage Propellant

The Beat Ideas: Styrenix Performance Ltd - Unlocking Synergies with Acquisition of INEOS Thailand

The Beat Ideas: Nuvama Wealth – India’s Affluence Story at the Right Price?

Thematic Report on PSB Consolidation 2.0: UBI-BoI Merger Signals India's Push for Global-Scale Banks

Blackstone Boosts Federal Bank’s Capital: Strengthening CET-1 for Future Growth

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

<ul>
<li>The company is executing an ambitious capital expenditure plan focused on integrating raw material sources and nearly doubling grinding capacity to 41.85 MTPA by CY28.</li>
<li>JSW Cement reported robust Q2 FY26 results, delivering a 64.2% YoY surge in operating EBITDA to INR267.5 crore, underpinned by 14.9% volume growth, cost control, achieving an EBITDA/tonne of INR860.</li>
<li>JSW Cement’s ‘green premium’ strategy and structural cost advantage position it for a potential re-rating.</li>
</ul>


The company is executing an ambitious capital expenditure plan focused on integrating raw material sources and nearly doubling grinding capacity to 41.85 MTPA by CY28.
JSW Cement reported robust Q2 FY26 results, delivering a 64.2% YoY surge in operating EBITDA to INR267.5 crore, underpinned by 14.9% volume growth, cost control, achieving an EBITDA/tonne of INR860.
JSW Cement’s ‘green premium’ strategy and structural cost advantage position it for a potential re-rating.


JSW Cement: The Green Giant’s Blueprint for Aggressive Expansion and Margin Re-Rating

JSW Cement Limited

JSW Cement: The Green Giant’s Blueprint for Aggressive Expansion and Margin Re-Rating