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: India’s Hotel Industry~ How Demand-Supply Gap, Under-Penetration Can Fuel Growth

Indian Hotel Industry: A Comparative Analysis of Top Hotel Chains

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

Thematic Report: India Home-Services Market- Digital Disruption in ₹5 Trn TAM Market

Thematic Report: Credit Rating Agencies - Boring but Beautiful

Themes of India: Revival of Indian Steel Industry Cycle In Q4 Feasible?

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)

<ul>
<li>India's top private banks, HDFC, ICICI, and Axis, saw a significant slowdown in credit growth to 11% in Q4 FY25 from 15-20% of expectations, i.e down from 16.5% last year</li>
<li>This moderation is due to softer loan demand, strategic balance sheet adjustments, and HDFC's merger in it’s case.</li>
<li>Despite this, asset quality remains strong, and the banks are focused on building a solid deposit base for future growth.</li>
</ul>


India's top private banks, HDFC, ICICI, and Axis, saw a significant slowdown in credit growth to 11% in Q4 FY25 from 15-20% of expectations, i.e down from 16.5% last year
This moderation is due to softer loan demand, strategic balance sheet adjustments, and HDFC's merger in it’s case.
Despite this, asset quality remains strong, and the banks are focused on building a solid deposit base for future growth.


Thematic Report : Why Is India's Banking Witnessing a Slowdown in Credit Growth?