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: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

Shilpa Medicare: Strong FY25, FDF and Biologics, Focus on Asset Monetisation

Sambhv Steel Tubes: Backward Integration, Rising Margins,Capacity-Led Growth Steel Pipe Player

The Beat Ideas: Samhi Hotels, A Strategic Play on India's Premium Hotels

The Beat Ideas: Vinati Organics- A Niche Giant in Specialty Chemicals

The Beat Ideas: CARE Ratings- India’s Only Homegrown CRA Reclaims Its Edge

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>FDC Limited is a pioneer in India's pharmaceutical landscape, especially in Oral Rehydration Salts (ORS) and specialized formulations.</li>
<li>The company's flagship brand, Electral, continues to be a major revenue contributor, despite margin pressures from regulatory price caps.</li>
<li>FDC's strategic capex in ophthalmic, ear, and nasal drops business, coupled with its domestic and international presence, positions it strongly for sustained growth.</li>
</ul>


FDC Limited is a pioneer in India's pharmaceutical landscape, especially in Oral Rehydration Salts (ORS) and specialized formulations.
The company's flagship brand, Electral, continues to be a major revenue contributor, despite margin pressures from regulatory price caps.
FDC's strategic capex in ophthalmic, ear, and nasal drops business, coupled with its domestic and international presence, positions it strongly for sustained growth.


Seasonal Play: FDC Ltd- Electral’s Summer Surge and Expanding into Growing Categories

Fdc Ltd

Seasonal Play: FDC Ltd- Electral’s Summer Surge and Expanding into Growing Categories