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: Credit Rating Agencies - Boring but Beautiful

Thematic Report: Tariffs, Global Conflicts and Earnings Effect on the Indian Market

Thematic Report: DIIs Surpass FIIs Holdings in India; A Look at Their Sectoral Bets

Thematic Report: FII Inflows in India Might Not Sustain Due to Geopolitical Risks

Thematic Report- India-UK FTA: A Stitch in Time for the Indian Textile Sector?

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 Pharmaceuticals / Thematic (Sector/Industry)

<ul>
<li>MFN policy aims to align US drug prices with the lowest prices paid by other developed nations, potentially resulting in significant price reductions.</li>
<li>Indian pharma players have limited impact, considering only few companies have notable presence in branded markets</li>
<li>Repercussions for pharma are wider in terms of potential lower R&amp;D spend along with squeezed margins. Though implementation of policy key moniterable</li>
</ul>


MFN policy aims to align US drug prices with the lowest prices paid by other developed nations, potentially resulting in significant price reductions.
Indian pharma players have limited impact, considering only few companies have notable presence in branded markets
Repercussions for pharma are wider in terms of potential lower R&amp;D spend along with squeezed margins. Though implementation of policy key moniterable


Thematic Report: Will the US MFN Policy for Pharma Impact Indian Pharmaceuticals?