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

Thematic Report: Forging a 300 MT Behemoth as India’s Steel Capex Super-Cycle Accelerates

The Beat Ideas: Vadilal Industries - Will Professional Management Improve Operational Excellence?

The Beat Ideas: Northern Arc Capital - A Niche Player in a Crowded Field?

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>PVR Inox is piloting a full-service "dine-in" cinema concept in Bengaluru, while management confirms a major strategic shift towards an asset-light (FOCO) model for new screen expansion.</li>
<li>The dine-in is a defensive move to protect premium Spend Per Head (SPH) against OTT, while the asset-light pivot is move to fix the balance sheet and scale in Tier-2/3.</li>
<li>The company is re-engineering its business to be less dependent on its own capital, but its profitability remains entirely dependent on the one thing it cannot control: the content pipeline.</li>
</ul>


PVR Inox is piloting a full-service "dine-in" cinema concept in Bengaluru, while management confirms a major strategic shift towards an asset-light (FOCO) model for new screen expansion.
The dine-in is a defensive move to protect premium Spend Per Head (SPH) against OTT, while the asset-light pivot is move to fix the balance sheet and scale in Tier-2/3.
The company is re-engineering its business to be less dependent on its own capital, but its profitability remains entirely dependent on the one thing it cannot control: the content pipeline.


PVR’s Two-Front War: Defending Premium SPH While Chasing Asset-Light Scale

Pvr Inox

PVR’s Two-Front War: Defending Premium SPH While Chasing Asset-Light Scale