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

Himadri Speciality Chemical Ltd: Q3 & 9M FY25 Performance Analysis

HIL Limited: Q3 & 9M FY25 Earnings Analysis

Archean Chemical Industries Limited Q3 FY25 Analysis

The Beat Ideas: Blue Jet Healthcare- Rising CDMO Player

The Beat Ideas: Natco Pharma, The Cheapest Pharma Stock

The Beat Ideas: Sigachi Industries- High Growth, Revenue Diversification, New Category Launch

The Beat Ideas: Globus Spirits- Maize, Capex, B2C 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/excel-industries-ltd" target="_blank" data-smartkarma-citation="entities:17025:1" rel="noopener">Excel Industries (EXL IN)</a> faced severe financial declines in FY24 but showed early Q2 FY25 improvement through higher export revenues and better margins amid strategic capacity expansion and new partnerships. </li>
<li>Its diversified product portfolio, especially DETC, and proactive R&amp;D investments are key to overcoming volatility, making Excel Industries pivotal in sustaining India’s chemical innovation despite market headwinds.</li>
<li>Investors should note that despite recent downturns, targeted expansion and strategic partnerships could reverse performance trends, revealing potential long-term value if operational challenges are resolved.</li>
</ul>



Excel Industries (EXL IN) faced severe financial declines in FY24 but showed early Q2 FY25 improvement through higher export revenues and better margins amid strategic capacity expansion and new partnerships. 
Its diversified product portfolio, especially DETC, and proactive R&amp;D investments are key to overcoming volatility, making Excel Industries pivotal in sustaining India’s chemical innovation despite market headwinds.
Investors should note that despite recent downturns, targeted expansion and strategic partnerships could reverse performance trends, revealing potential long-term value if operational challenges are resolved.


Excel Industries

The Beat Ideas: Excel Industries Ltd