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: Allied Blenders & Distillers- Liquor Premiumization Play

The Beat Ideas: BCL Industries, An Ethanol Play

The Beat Ideas: Frontier Springs, A Proxy Play to Capitalizing on Indian Railway Capex Boom

The Beat Ideas- Adani Energy Solution: Riding the Electricity Wave

The Beat Ideas: EFC(I) Limited - The Indian Wework!

The Beat Ideas: Synergy Green~Riding the Windmill Capex Theme

The Beat Ideas: Triveni Engineering & Industries Ltd -Ethanol, Water, Demerger Play

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/apcotex-industries-ltd" target="_blank" data-smartkarma-citation="entities:13310:1" rel="noopener">Apcotex Industries (APCO IN) </a> promoted by Ex-Asian Paints MD Mr. Atul Choksey, is a leading manufacturer of synthetic rubber and latex in India. </li>
<li>Despite achieving record sales volume in H1 FY25, Apcotex experienced a decline in EBITDA margins due to RM pricing and Chinese competition.</li>
<li>
<a href="https://www.smartkarma.com/entities/apcotex-industries-ltd" target="_blank" data-smartkarma-citation="entities:13310:1" rel="noopener">Apcotex Industries (APCO IN)</a>  is at its worst possible margins and applied for anti-dumping duty for its product.</li>
</ul>



Apcotex Industries (APCO IN)  promoted by Ex-Asian Paints MD Mr. Atul Choksey, is a leading manufacturer of synthetic rubber and latex in India. 
Despite achieving record sales volume in H1 FY25, Apcotex experienced a decline in EBITDA margins due to RM pricing and Chinese competition.

Apcotex Industries (APCO IN)  is at its worst possible margins and applied for anti-dumping duty for its product.


The Beat Ideas: Apcotex Industries Ltd, Beaten Down Value Pick