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

Thematic Report on Small Finance Banks: The MFI Curse Is Fading & A New Era of Secured Growth Begins

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

Thematic Report on India Diagnostics: The Great Consolidation and the Rise of Organized Chains

The Beat Ideas: Welspun Corp - The Three-Continent Infrastructure Proxy, Rerating Beyond Cyclicality

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

Thematic (Sector/Industry)

India Capital markets / Thematic (Sector/Industry)

<ul>
<li>India’s capex cycle shows broad-based revival signs in FY26, with strong central, state, and CPSE spending and improving corporate and private project pipelines.</li>
<li>Public sector momentum is now converging with rising private announcements, accelerating order books, and an impending power and renewables capex boom.</li>
<li>India’s capex cycle is entering a structurally stronger phase, though uneven demand recovery and global uncertainties remain key constraints.</li>
</ul>


India’s capex cycle shows broad-based revival signs in FY26, with strong central, state, and CPSE spending and improving corporate and private project pipelines.
Public sector momentum is now converging with rising private announcements, accelerating order books, and an impending power and renewables capex boom.
India’s capex cycle is entering a structurally stronger phase, though uneven demand recovery and global uncertainties remain key constraints.


Thematic Report: Capex Revival Signals Strengthening Cycle- Public Momentum, Private Turning Point