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

Global Oil Crisis: How the Iran-Israel War May Disrupt India’s Energy and Economic Stability?

Iran-Israel Conflict's Impact : India's Rice Exporters Under Pressure

Thematic Report: Tyre Industry ~ What's Next For India’s Struggling Giants?

Thematic Report on Gold Loan Revolution: Formalizing the Sector for a Transparent Future

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

Thematic Report: Indian Paper Sector - At the Bottom, Is It the Right Time?

Thematic Report: Ozempic- Weight Loss Drug Revolution

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 Materials / Thematic (Sector/Industry)

<ul>
<li>India's Wires &amp; Cables sector is doubling by FY29 with a major 80% capex surge in FY26, driven by infrastructure and exports. </li>
<li>Despite robust supply growth, a significant INR 177.3 billion demand-supply gap by FY30 indicates strong absorption. </li>
<li>
<a href="https://www.smartkarma.com/entities/polycab-india-ltd" target="_blank" data-smartkarma-citation="entities:27877:1" rel="noopener">Polycab India (POLYCAB IN)</a> leads with high ROIC and growth, while <a href="https://www.smartkarma.com/entities/havells-india-ltd" target="_blank" data-smartkarma-citation="entities:9158:1" rel="noopener">Havells India (HAVL IN)</a> and <a href="https://www.smartkarma.com/entities/apar-industries-ltd" target="_blank" data-smartkarma-citation="entities:12511:1" rel="noopener">Apar Industries (APR IN)</a> offer strong capex-driven expansion for investors.</li>
</ul>


India's Wires &amp; Cables sector is doubling by FY29 with a major 80% capex surge in FY26, driven by infrastructure and exports. 
Despite robust supply growth, a significant INR 177.3 billion demand-supply gap by FY30 indicates strong absorption. 

Polycab India (POLYCAB IN) leads with high ROIC and growth, while Havells India (HAVL IN) and Apar Industries (APR IN) offer strong capex-driven expansion for investors.


Thematic Report: Wires & Cables Industry~ Exponential Capex Meeting Demand, Key Players to Benefit