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

Tech Mahindra Q2 Result: Stabilizing Core, Positioning for AI-Led Growth

The Beat Ideas: Elecon Engineering - Defence-Grade Precision, Global-Scale Ambition

Thematic Report: Indian Air Conditioner Industry: The Summer That Tested India’s Cooling Story

The Beat Ideas: Aegis Vopak Terminals - Leveraging the Partnership to Dominate India's Tank Storage

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>Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.</li>
<li>This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.</li>
<li>TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.</li>
</ul>


Tata Consultancy Services has announced a bold USD 6–7 billion investment to build a 1 GW sovereign AI data center network across India, its most capital-intensive project to date.
This move shifts TCS from labor-based IT services to AI-driven infrastructure, aligning it with global compute leaders and advancing India’s AI and data-sovereignty goals.
TCS’s initiative could reshape India’s digital backbone, driving investment across allied sectors and marking a long-term re-rating opportunity for Indian tech toward infrastructure-led growth.


TCS’s $7 Billion Bet: Building India’s AI Backbone

Tata Consultancy Svcs

TCS’s $7 Billion Bet: Building India’s AI Backbone