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

Vedanta: The Aluminium Transformation — Zinc Cash + Silver Power + O&G Optionality

The Beat Ideas: Amanta Healthcare IPO - Navigating Growth in the Sterile Pharma Space.

The Beat Ideas: SJS Enterprises, A Niche Premiumisation Play

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

Thematic Report on Indian Hospitals - Boring but Beautiful?

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

Equity Bottom-Up

<ul>
<li>Vedanta (VEDL) recently emerged as the highest bidder in a fiercely competitive auction to acquire Jaiprakash Associates (JAL), a key player in the Indian infrastructure sector.</li>
<li>With an offer of INR 17,000 crore, Vedanta secured the company’s assets under the National Company Law Tribunal (NCLT) resolution process.</li>
<li>While the deal presents an opportunity for Vedanta to expand its footprint in diverse sectors, several factors raise concerns about the financial sustainability and strategic risks associated with this acquisition.</li>
</ul>


Vedanta (VEDL) recently emerged as the highest bidder in a fiercely competitive auction to acquire Jaiprakash Associates (JAL), a key player in the Indian infrastructure sector.
With an offer of INR 17,000 crore, Vedanta secured the company’s assets under the National Company Law Tribunal (NCLT) resolution process.
While the deal presents an opportunity for Vedanta to expand its footprint in diverse sectors, several factors raise concerns about the financial sustainability and strategic risks associated with this acquisition.


Vedanta’s Risky Diversification into JP Associates;Instead of Debt Reduction

Vedanta Ltd

Vedanta’s Risky Diversification into JP Associates;Instead of Debt Reduction