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

#141 India Insight: China Reviews U.S. Tariff Offer, Oyo Delays IPO to 2026, JSW Faces Setback

#142 India Insight: Tariff Dodging, Avaada’s IPO Push, and CNG Hikes Reshape Asia’s Trade, Energy

#143 India Insight: DoT Clears Starlink, NSE Eyes Power Trade, IndusInd Staff Under Probe

#135 India Insights: Boeing Blocked by China, India-US Trade Pact Phase 1, IHCL's 120% Rev Upside?

#136 India Insight: India-US Bilateral Ties, Waaree Secures Local Supply Chain, FDI Magnet Emerges

#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale

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 Industrials / Thematic (Sector/Industry)

<ul>
<li>The IMF has trimmed India’s FY26 growth forecast to 6.2% due to global tariff uncertainty, indicating growing external risks for the Indian economy.</li>
<li>India is targeting a Rs. 1,000 crore rapeseed meal export opportunity to China following regulatory clearance, potentially boosting agri-exports and farmer income.</li>
<li>
<a href="https://www.smartkarma.com/entities/indusind-bank-ltd" target="_blank" data-smartkarma-citation="entities:1558:1" rel="noopener">Indusind Bank (IIB IN)</a> has appointed EY for a re-audit after detecting a Rs. 600 crore gap in its microfinance portfolio, raising red flags on governance and risk management.</li>
</ul>


The IMF has trimmed India’s FY26 growth forecast to 6.2% due to global tariff uncertainty, indicating growing external risks for the Indian economy.
India is targeting a Rs. 1,000 crore rapeseed meal export opportunity to China following regulatory clearance, potentially boosting agri-exports and farmer income.

Indusind Bank (IIB IN) has appointed EY for a re-audit after detecting a Rs. 600 crore gap in its microfinance portfolio, raising red flags on governance and risk management.


Motilal Oswal Financial Services (MOFS IN)

#140 インドの洞察：IMFが26年度成長率を6.2%に引き下げ、菜種産業の好機、産業・工業団体がMFIギャップを監査