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

Waaree Energies Ltd. (WEL): Turning Geopolitical Winds into Structural Tailwinds

From Panels to Powerhouses: How Waaree Energies Is Building India’s Solar Backbone

How Waaree Energies(The Moat Builder) Is Wiring Together India's Entire Solar Stack?

Waaree Energies Under US Scrutiny: A Solar Powerhouse Faces Tariff Probe

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 Energy / Thematic (Sector/Industry)

<ul>
<li>What's New: India's ALMM List-II mandate, effective June 1, 2026, shrinks eligible solar module supply from ~172 GW to roughly 30 GW of truly integrated capacity.</li>
<li>Why It Matters : Over 100 assembler-only manufacturers lose access to major government tenders overnight, concentrating demand among a handful of vertically integrated players.</li>
<li>Bottom Line: Waaree Energies with 26 GW of module capacity and a 5.4 GW cell plant ramping in H2 FY26, is structurally positioned to capture largest share of post-ALMM-II demand.</li>
</ul>


What's New: India's ALMM List-II mandate, effective June 1, 2026, shrinks eligible solar module supply from ~172 GW to roughly 30 GW of truly integrated capacity.
Why It Matters : Over 100 assembler-only manufacturers lose access to major government tenders overnight, concentrating demand among a handful of vertically integrated players.
Bottom Line: Waaree Energies with 26 GW of module capacity and a 5.4 GW cell plant ramping in H2 FY26, is structurally positioned to capture largest share of post-ALMM-II demand.


Why Is India's Solar Panel Industry Getting Redefined with Upcoming ALMM Policies ?