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 Great Wall of Cameras: The Policy Tailwind Powering Aditya Infotech/ CP Plus

India Cuts Fuel Excise Duties: OMC Lifeline, Fiscal Casualty

India's Guided Growth Playbook: 20 Companies Telling You Exactly Where They're Going

KG-D6 Dispute: Reliance-BP Face Massive $30 Billion KG-D6 Underproduction Claim

Why the World's Largest Oil Producer Needed India's Refiner to Fix Its Own Energy Problem?

Reliance Industries: Gaining from Geopolitical Disruptions

ONGC's Highest Ever CapEx & Multi-Billion Dollar Deep-Water Pivot

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>
<a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RELIANCE IN)</a> signed a binding 15-year, $3 billion green ammonia supply agreement with <a href="https://www.smartkarma.com/entities/samsung-c-t-corp-old" target="_blank" data-smartkarma-citation="entities:480:1" rel="noopener">Samsung C&amp;T Corp/Old (000830 KS)</a>, commencing H2FY2029, one of the largest such offtake contracts globally.</li>
<li>The deal de-risks Reliance's entire new energy capital expenditure program, converts guaranteed revenue into bankable project finance, and positions India's western ports as an Asian green fuel hub.</li>
<li>Reliance's 3Mn Ton target by 2032 would represent 60% of India's national green hydrogen goal, reproducing Jio playbook of <strong>owning every layer of the stack before rivals even break ground. </strong>
</li>
</ul>



Reliance Industries (RELIANCE IN) signed a binding 15-year, $3 billion green ammonia supply agreement with Samsung C&amp;T Corp/Old (000830 KS), commencing H2FY2029, one of the largest such offtake contracts globally.
The deal de-risks Reliance's entire new energy capital expenditure program, converts guaranteed revenue into bankable project finance, and positions India's western ports as an Asian green fuel hub.
Reliance's 3Mn Ton target by 2032 would represent 60% of India's national green hydrogen goal, reproducing Jio playbook of owning every layer of the stack before rivals even break ground. 



Selling the Factory Before It's Built: Reliance's ₹25,000 Crore Green Ammonia Plant