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

MobiKwik Q3 FY26: The "Profitability" Pivot Is Real?

LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry

India’s LPG Crisis: Decoding the Supply Shock, Economic Impact, and Strategic Response

Why Iran Is Striking the Gulf to Counter US and Israel?

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)

<ul>
<li>India's Reserve Bank capped daily onshore open foreign exchange positions for banks at $100 million, to be strictly completed by <strong>April 10.</strong>
</li>
<li>This<strong> curbs speculative bets</strong> to halt rupee depreciation and protect reserves, boosting the currency but triggering immediate losses for major banks.</li>
<li>After absorbing the mandated 30 billion dollar unwind, the rupee trajectory will finally revert to macroeconomic fundamentals and global crude oil prices.</li>
</ul>


India's Reserve Bank capped daily onshore open foreign exchange positions for banks at $100 million, to be strictly completed by April 10.

This curbs speculative bets to halt rupee depreciation and protect reserves, boosting the currency but triggering immediate losses for major banks.
After absorbing the mandated 30 billion dollar unwind, the rupee trajectory will finally revert to macroeconomic fundamentals and global crude oil prices.


RBI's 2026 Forex Curb: How the $100M Open Position Limit Squeezes Bank Margins