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: Cooling India- Indian Air Conditioner (AC) Industry

Thematic Report: Credit Rating Agencies - Boring but Beautiful

Thematic Report: All You Need to Know About Fluorination Industry in India

Thematic Report: Indian Paper Industry- Low Margin, China Dumping, Capex

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)

United states Energy equipment and services / Thematic (Sector/Industry)

<ul>
<li>The imposition of reciprocal anti-dumping (AD) and countervailing duties (CVD) on solar imports to the United States, particularly targeting four major Asian exporters-Cambodia, Malaysia, Thailand, Vietnam-presents an opportunity for India</li>
<li>Though India lacks competitive pricing and optional capacity to meet the demand, </li>
<li>Waaree Energies emerges as a potential winner, considering its facilities in India and the US and a strong order book.</li>
</ul>


The imposition of reciprocal anti-dumping (AD) and countervailing duties (CVD) on solar imports to the United States, particularly targeting four major Asian exporters-Cambodia, Malaysia, Thailand, Vietnam-presents an opportunity for India
Though India lacks competitive pricing and optional capacity to meet the demand, 
Waaree Energies emerges as a potential winner, considering its facilities in India and the US and a strong order book.


Thematic Report: Opportunity for India; US Anti-Dumping Duty on Solar Imports