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

Smartworks Coworking Spaces Ltd. IPO - Should You Sign the Lease?

BSE Derivative Volumes Hit by Jane Street Ban, Volatility Slump: EPS Cuts & Near-Term Downgrade

Anthem BioSciences IPO Analysis ~ The Fastest-Growing Indian CRDMO

Thematic Report : Why China Won’t Derail India’s Steel Growth Plans?

Sambhv Steel Tubes: Backward Integration, Rising Margins,Capacity-Led Growth Steel Pipe Player

Thematic Report on the Coffee Price Rollercoaster: Implications for India’s FMCG & Processing Sector

The Adani Factor: Creating India's Biggest PVC Capacity

Why Borosil Renewables' Exit from GMB Is a Clear Win for the Company?

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 Financial services / Thematic (Sector/Industry)

<ul>
<li>In FY25, India Inc. showed strong resilience despite global challenges, with a sharp earnings rebound in Q4 offsetting earlier softness. </li>
<li>A standout trend was the clear earnings outperformance of mid- and small-cap (SMID) companies, which led in 15 out of 19 sectors. </li>
<li>Sectors like consumer durables, capital goods, and chemicals led SMID gains, and their momentum is expected to sustain in FY26 amid steady capex and demand.</li>
</ul>


In FY25, India Inc. showed strong resilience despite global challenges, with a sharp earnings rebound in Q4 offsetting earlier softness. 
A standout trend was the clear earnings outperformance of mid- and small-cap (SMID) companies, which led in 15 out of 19 sectors. 
Sectors like consumer durables, capital goods, and chemicals led SMID gains, and their momentum is expected to sustain in FY26 amid steady capex and demand.


NSE Nifty Bank Index (NSEBANK INDEX EQUITY)

S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

NSE Nifty Energy Index (NSENRG INDEX EQUITY)

NSE Nifty Financial Services I (NSEFIN INDEX EQUITY)

NSE Nifty FMCG Index (NSEFMCG INDEX EQUITY)

NSE Nifty Pharma Index (NSEPHRM INDEX EQUITY)

NSE Nifty PSU Bank Index (NSEPSBK INDEX EQUITY)

Nifty Infrastructure Index (NSEINFR INDEX)

Nifty Service Sector Index (NSESRV INDEX)

Thematic Report : FY25 Earnings Report: Sector Leaders and What’s Shaping FY26