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

Ola Electric 2.0: From Scooters to Cells and Rare-Earth-Free Motors

Business Breakdown: Akums Drugs - Market Leader with Global Ambitions

The Beat Ideas: Nalco's ₹30,000 Crore Expansion

The Beat Ideas: Edelweiss 2.0 - Unlocking Value Through Deleveraging and Strategic Listings

The Beat Ideas: Vishnu Chemicals - Expanding Beyond Chromium, Building Specialty Strength

The Beat Ideas: Capri Global Capital: Small-Ticket Loans, Big-Ticket Growth

Thematic Report on What’s Different About the Chemical Recovery This Time?

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>Management reiterated a plan to double revenues in 3–4 years, anchored on premiumisation, global expansion, and synergies from the Walter Pack acquisition. 
</li>
<li>Decorative aesthetics is gaining relevance as OEMs push differentiation via design, while exports de-risk domestic cyclicality.</li>
<li>The growth vision is credible, but execution in integrating Walter Pack, sustaining &gt;25% EBITDA margins, and scaling exports to ~15% of sales will determine delivery.</li>
</ul>


Management reiterated a plan to double revenues in 3–4 years, anchored on premiumisation, global expansion, and synergies from the Walter Pack acquisition. 

Decorative aesthetics is gaining relevance as OEMs push differentiation via design, while exports de-risk domestic cyclicality.
The growth vision is credible, but execution in integrating Walter Pack, sustaining &gt;25% EBITDA margins, and scaling exports to ~15% of sales will determine delivery.


The Beat Ideas: SJS Enterprises, A Niche Premiumisation Play

SJS Enterprises Ltd

The Beat Ideas: SJS Enterprises, A Niche Premiumisation Play