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

Triveni Engineering & Industries: Mega Restructuring & Stellar Performance

Park Hotels Limited : Record Performance Fuels Ambitious Expansion

Kilburn Engineering: Record Performance and Robust Growth Outlook

Business Breakdown: Associated Alcohols- The Spirit of Bold Expansion

The Beat Ideas: CARE Ratings- India’s Only Homegrown CRA Reclaims Its Edge

The Beat Ideas: Allied Blenders & Distillers- Liquor Premiumization Play

The Beat Ideas: Danish Power Limited – Riding the Green Energy Wave

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>Piccadily Agro has rapidly scaled Indri and Camikara into global alcobev brands, with presence in 28 countries and 24 duty-free outlets, supported by INR 500 crore capex expansion.</li>
<li>This shift marks a decisive pivot from commodity sugar to premium brand-led revenue, improving margins and reducing seasonality and policy risk in its core business model.</li>
<li>PAIL is an emerging alcobev player with global aspirations and a premium product pipeline that could rerate valuations meaningfully.</li>
</ul>


Piccadily Agro has rapidly scaled Indri and Camikara into global alcobev brands, with presence in 28 countries and 24 duty-free outlets, supported by INR 500 crore capex expansion.
This shift marks a decisive pivot from commodity sugar to premium brand-led revenue, improving margins and reducing seasonality and policy risk in its core business model.
PAIL is an emerging alcobev player with global aspirations and a premium product pipeline that could rerate valuations meaningfully.


The Beat Ideas: Piccadily Agro Industries Ltd - Indri Dominating Global Whiskey Market