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

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

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

Thematic Report : FY25 Earnings Report: Sector Leaders and What’s Shaping FY26

The Beat Ideas: Piccadily Agro Industries Ltd - Indri Dominating Global Whiskey Market

The Beat Ideas: Jubilant Ingrevia-Specialty Formula for Margin Expansion

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

The Beat Ideas: Welspun Living- Home Textile Giant Weaving Growth

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

Chambal Fertilisers & Chemicals / Equity Bottom-Up

Chambal Fertilisers & Chemicals (CHMB IN)

<ul>
<li>CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . </li>
<li>This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions</li>
<li>With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.</li>
</ul>


CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . 
This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions
With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.


The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse