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: Is Canara Bank’s Compounder Thesis Intact Amid NIM Compression?

The Beat Ideas: Kaynes Technology’s Valuation Reset- An Investment Opportunity

Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle

The Beat Ideas: Ambuja Cements From Consolidation to Cost Leadership - Unpacking the 155 MTPA Plan

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>Meesho successfully went  public with a Fresh Issue of up to INR4,250 crore. Notably, nearly 44% of the fresh capital is earmarked specifically for deepening its technology and AI moat.</li>
<li>Unlike traditional search-led e-commerce, Meesho is proving the viability of a "discovery-led" model powered by an immense data engine (5.9 billion daily data points), integrating a high-growth content commerce business. </li>
<li>Meesho presents a compelling play on consumption. IPO is not just for funding growth, but for funding AI infrastructure required to defend its "Everyday Low Price" moat against deep-pocketed competitors.</li>
</ul>


Meesho successfully went  public with a Fresh Issue of up to INR4,250 crore. Notably, nearly 44% of the fresh capital is earmarked specifically for deepening its technology and AI moat.
Unlike traditional search-led e-commerce, Meesho is proving the viability of a "discovery-led" model powered by an immense data engine (5.9 billion daily data points), integrating a high-growth content commerce business. 
Meesho presents a compelling play on consumption. IPO is not just for funding growth, but for funding AI infrastructure required to defend its "Everyday Low Price" moat against deep-pocketed competitors.


The Beat Ideas: Meesho Ltd- Deciphering India’s Value-E-Commerce Giant