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

Is Vedanta Running a Ponzi Scheme? Deep Dive into Findings of Shortseller Report

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

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

The Adani Factor: Creating India's Biggest PVC Capacity

Impact of Rate Cut on Indian Banking Sector: NIMs & Earnings to Contract Further Amid Slowdown

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)

Macau Household products / Thematic (Sector/Industry)

<ul>
<li>Since 2021, coffee prices have surged up to 300%, driven by supply disruptions in major producers like Brazil and Vietnam. Recent price corrections provides relief still volatility remains high. </li>
<li>The price fluctuations directly affect Indian coffee processors, with increased working capital requirements and lower PAT margin. Stabilizing prices can improve profitability and working capital cycles. </li>
<li>
FMCG giants like Nestle and Tata Consumer Products faced margin pressures due to volatile coffee prices. While recent declines provide relief, continued price uncertainty requires adaptive strategies for cost management.</li>
</ul>


Since 2021, coffee prices have surged up to 300%, driven by supply disruptions in major producers like Brazil and Vietnam. Recent price corrections provides relief still volatility remains high. 
The price fluctuations directly affect Indian coffee processors, with increased working capital requirements and lower PAT margin. Stabilizing prices can improve profitability and working capital cycles. 

FMCG giants like Nestle and Tata Consumer Products faced margin pressures due to volatile coffee prices. While recent declines provide relief, continued price uncertainty requires adaptive strategies for cost management.


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