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

Birla Opus: Grasim's Game-Changing Play in India's Decorative Paints Market

Decoding OneSource Pharma’s Strategic Amalgamation: A Blueprint for a Global CDMO Powerhouse?

The Beat Ideas: Strides Pharma~ A Growth Play Post OneSource Demerger

Event Driven: Demerger of OneSource: A Multi-Modality CDMO

Post Demerger Outlook: OneSource Specialty Pharma- India’s First Multi-Modality CDMO

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

Onesource Specialty Pharma / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/onesource-specialty-pharma-limited" target="_blank" data-smartkarma-citation="entities:44450:1" rel="noopener">Onesource Specialty Pharma (ONESOURC IN)</a> reported a solid Q1 FY26, with a 12% YoY revenue increase, accelerated capacity expansion, and momentum toward global growth through potential acquisitions.</li>
<li>The proposed acquisition of sterile injectable and carbapenem facilities, coupled with the company's existing biologics platform, positions OneSource to become a formidable, multi-modality CDMO.</li>
<li>This quarter marks a strategic inflection point for OneSource, signaling a confident transition from a focused CDMO to a globally competitive specialty pharma player with an eye on high-value segments.</li>
</ul>



Onesource Specialty Pharma (ONESOURC IN) reported a solid Q1 FY26, with a 12% YoY revenue increase, accelerated capacity expansion, and momentum toward global growth through potential acquisitions.
The proposed acquisition of sterile injectable and carbapenem facilities, coupled with the company's existing biologics platform, positions OneSource to become a formidable, multi-modality CDMO.
This quarter marks a strategic inflection point for OneSource, signaling a confident transition from a focused CDMO to a globally competitive specialty pharma player with an eye on high-value segments.


OneSource Specialty Pharma: Building a Global CDMO Champion from India