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

Forensic: When Reliance Sold Its Profitable Subsidiary Below Its Networth to It's Associate!

Supreme Court Overturned SEBI’s Order Against Reliance in the 2007 RPL Futures Case!

IndusInd Bank: From Accounting Lapse to Governance Crisis, Now Whistleblower Complaint

Why the World's Largest Oil Producer Needed India's Refiner to Fix Its Own Energy Problem?

Reliance Industries: Gaining from Geopolitical Disruptions

Selling the Factory Before It's Built: Reliance's ₹25,000 Crore Green Ammonia Plant

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>For the first time in its history, Reliance Industries devoted <strong>four dedicated slides</strong> in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise.</li>
<li>Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting.</li>
<li>The four-slide nod from RIL management is far more than a vanity metric: it marks<strong> Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. </strong>
</li>
</ul>


For the first time in its history, Reliance Industries devoted four dedicated slides in its FY26 analyst presentation to Jio Studios and the Dhurandhar franchise.
Peers like Dharma, Excel, and Maddock are selling equity stakes to outside investors; Jio Studios is the only major production house moving in the opposite direction, acquiring rather than diluting.
The four-slide nod from RIL management is far more than a vanity metric: it marks Jio Studios' formal emergence as a strategic pillar of India's most complex consumer empire. 



While Bollywood Cashes Out, Reliance Doubles Down on Cinema!