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

Zen Technologies: Building a Strong Moat in Indian Defence Theme

The Beat Ideas: KDDL- Precision Engineering with Luxury Retail

The Beat Ideas: Welspun Living- Home Textile Giant Weaving Growth

The Beat Ideas: CARE Ratings- India’s Only Homegrown CRA Reclaims Its Edge

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>
<a href="https://www.smartkarma.com/entities/zen-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20721:1" rel="noopener">Zen Technologies (ZEN IN)</a> reported record-high quarterly and annual financial performance in Q4 &amp; FY25, surpassing internal guidance for the year. Strategic acquisitions in naval simulation, drone components&amp; robotics completed.</li>
<li>The strong financials and acquisitions significantly diversify capabilities and market reach, positioning Zen to capitalise on increasing defence spending and evolving warfare needs.</li>
<li>Performance exceeds expectations, reinforcing confidence in Zen's indigenous technology leadership and growth trajectory, despite potential short-term order inflow volatility.</li>
</ul>



Zen Technologies (ZEN IN) reported record-high quarterly and annual financial performance in Q4 &amp; FY25, surpassing internal guidance for the year. Strategic acquisitions in naval simulation, drone components&amp; robotics completed.
The strong financials and acquisitions significantly diversify capabilities and market reach, positioning Zen to capitalise on increasing defence spending and evolving warfare needs.
Performance exceeds expectations, reinforcing confidence in Zen's indigenous technology leadership and growth trajectory, despite potential short-term order inflow volatility.


Zen Technologies Q4 FY25 Update: Record Performance & Strategic Expansion