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

SML Mahindra: Mahindra Sold Its Truck Divison at Just INR 525Crs

Wendt India: A Precision Grinding Solution Provider Making Turnaround

Sona Comster 2.0: Not an Usual Auto Ancillary Company

NRB Bearing: Entering into High Barrier Electric Vehicle & Aerospace Business

JSW Infrastructure: ₹16,500 Crore Capex to Drive the Next Earnings Cycle

Oracle Financial Services Software Q1 FY27: A Record Quarter Built on One Deal—Do Not Annualise It!

India’s Battery-Chemicals Buildout: The Proxy Trade of BESS Gigafactories

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 Derivatives

Motilal Oswal Financial Services / Equity Derivatives

Motilal Oswal Financial Services (MOFS IN)

<ul>
<li>The treasury book reached ₹10,482 crore in Q1 FY27, while recurring revenue rose to 66% of operating revenue.</li>
<li>Retained earnings are doing three jobs: compounding, supporting borrowings and funding higher-capital-growth adjacencies.</li>
<li>MOFSL should be assessed as an operating franchise plus a capital-allocation platform, not as a conventional brokerage alone.</li>
</ul>


The treasury book reached ₹10,482 crore in Q1 FY27, while recurring revenue rose to 66% of operating revenue.
Retained earnings are doing three jobs: compounding, supporting borrowings and funding higher-capital-growth adjacencies.
MOFSL should be assessed as an operating franchise plus a capital-allocation platform, not as a conventional brokerage alone.


Motilal Oswal Treasury: India's Berkshire Hathaway