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

SBIN: Record Breaking Profits and the Reviving Corporate Credit Cycle

The Beat Ideas- Groww: A Game-Changer in India’s Digital Broking Space

SBI 2030: Growing the Balance Sheet to 25% of India's GDP

Ather Energy Cost Reset: Reducing Aluminium Dependency to Drive Profitability

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

<ul>
<li>SBI Funds Management filed its DRHP with SEBI on 19 March 2026 targeting a September 2026 listing.</li>
<li>While NSE in which SBI and SBI Caps hold a combined 7.56%, is preparing to file its DRHP by Jun-26 after receiving SEBI's NOC in January.</li>
<li>With 30% discount to the NSE stake and other subsidiary valuation, still SBI has potential for 18% upside based on SoTP valuation.</li>
</ul>


SBI Funds Management filed its DRHP with SEBI on 19 March 2026 targeting a September 2026 listing.
While NSE in which SBI and SBI Caps hold a combined 7.56%, is preparing to file its DRHP by Jun-26 after receiving SEBI's NOC in January.
With 30% discount to the NSE stake and other subsidiary valuation, still SBI has potential for 18% upside based on SoTP valuation.


Nippon Life India Asset Management (NAM IN)

Life Insurance Corporation of India (LICI IN)

ICICI Prudential Asset Management Company (ICICIAMC IN)

ICICI Prudential Asset Management Company

SBI's Hidden Balance Sheet:Two Events That Could Re-Rate India's Biggest Bank

State Bank of India

SBI's Hidden Balance Sheet:Two Events That Could Re-Rate India's Biggest Bank