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

Allied Blenders and Distillers: The Transformation Story from Mass Market to Luxury Spirits

Amber Enterprise–Shogini Deal: A Strategic Leap Toward Full-Stack Electronics Manufacturing

The Beat Ideas: Dynamatic Technologies - An Indian Tier-1 Supplier's Flight Path in Global Aerospace

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

Thematic Report: Forging a 300 MT Behemoth as India’s Steel Capex Super-Cycle Accelerates

The Beat Ideas: Wendt India - The Silent Force Behind India’s Precision Manufacturing Revolution

The Beat Ideas: Sunshield Chemicals - Niche Chemistry Leadership Anchored by Promoter Expertise

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>Disa India’s new Tumkur land acquisition marks a major capacity expansion, adding 40% footprint and enabling a new manufacturing unit by FY26.</li>
<li>This expansion strengthens Disa’s ability to meet rising foundry demand, boosts export potential, and aligns with India’s manufacturing upcycle and the global China+1 shift.</li>
<li>The company’s growth visibility improves meaningfully, supported by digital integration and strong balance sheet strengthelevating confidence in sustained 20–25% topline growth.</li>
</ul>


Disa India’s new Tumkur land acquisition marks a major capacity expansion, adding 40% footprint and enabling a new manufacturing unit by FY26.
This expansion strengthens Disa’s ability to meet rising foundry demand, boosts export potential, and aligns with India’s manufacturing upcycle and the global China+1 shift.
The company’s growth visibility improves meaningfully, supported by digital integration and strong balance sheet strengthelevating confidence in sustained 20–25% topline growth.


The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries

Disa India Ltd

The Beat Ideas: DISA India - Engineering the Next Decade of Indian Foundries