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: Styrenix Performance Ltd - Unlocking Synergies with Acquisition of INEOS Thailand

The Beat Ideas- SRM Contractors: A Niche Play in India's Infrastructure Push

Charted Insights: Can Artificial Intelligence Be the Decisive Lever for Viksit Bharat?

The Beat Ideas: Enviro Infra Engineers Ltd - High-Margin Growth Story in Water Infra

Thematic Report: PEER ANALYSIS of India's Wealth Management Giants

The Beat Ideas: Amanta Healthcare IPO - Navigating Growth in the Sterile Pharma Space.

Thematic Report- Unlocking India's Semiconductor Ambition: From Catch-Up to Catalyst

Thematic Report: GST Rate Cuts; A Consumption-Led Boost for India Inc

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>Indegene is shifting from transactional work to large-scale, transformative "Tectonic" deals, securing over US$1 million from two paid pilots in Q1 FY26.</li>
<li>This pivot moves the company up the value chain, creating a durable competitive moat and positioning it as a strategic partner, not just a vendor.</li>
<li>
Indegene's strong balance sheet and focused M&amp;A strategy will likely accelerate this high-value growth, cementing its role as a key player in pharma's digital future.</li>
</ul>


Indegene is shifting from transactional work to large-scale, transformative "Tectonic" deals, securing over US$1 million from two paid pilots in Q1 FY26.
This pivot moves the company up the value chain, creating a durable competitive moat and positioning it as a strategic partner, not just a vendor.

Indegene's strong balance sheet and focused M&amp;A strategy will likely accelerate this high-value growth, cementing its role as a key player in pharma's digital future.


The Beat Ideas: Indegene Ltd- The Quiet Tech Player Powering Big Pharma