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: Amara Raja Energy & Mobility Ltd: Assessing Growth Across Emerging Segments

Amara Raja Energy & Mobility: Revenue Growth Offset by Margin Pressures, Strategic Capex Continues..

Jindal Steel Ltd (JINDALSTEL IN): Margin Resilience Amid Volume Softness; Capex-Fueled Growth Intact

The Beat Ideas: InterGlobe Aviation- Growth Via Fleet Expansion and International Ambitions

The Beat Ideas: Gujarat Flurochemicals 2.0: From Fluoropolymer Powerhouse to Battery Technology

The Beat Ideas: Narayana Hrudayalaya Ltd (NHL) ~ Driving Growth from India to Cayman Islands

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 Derivatives

<ul>
<li>The company is in the final stages of commissioning its INR 31,000 crore capex plan, accompanied by strong promoter buying in recent months</li>
<li>The new capacity is expected to improve margins through deeper backward integration while also expanding its value-added product mix.</li>
<li>With secured fuel, captive power, and value-added downstream capacity, it is poised to emerge as an infrastructure powerhouse. A steel price recovery would further amplify gains.</li>
</ul>


The company is in the final stages of commissioning its INR 31,000 crore capex plan, accompanied by strong promoter buying in recent months
The new capacity is expected to improve margins through deeper backward integration while also expanding its value-added product mix.
With secured fuel, captive power, and value-added downstream capacity, it is poised to emerge as an infrastructure powerhouse. A steel price recovery would further amplify gains.


The Beat Ideas: Jindal Steel & Power, A 31000Cr Mega Capex Plan