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

#101 India Insight: Hyundai Added to MSCI Index, Adani Green Removed, Vedanta Explores Zambia Funds

#102 India Insight: India’s Inflation Dips, HPCL-NTPC LNG Deal, SEBI Cracks Down on Brokers

#103 India Insight: India Adapts to US Sanctions, Unilever Invests in Beauty, BAT to Divest

#99 India Insight: OpenAI's Deep Research, Lenskart Plans $1Bn IPO, Zomato Rebrands

#98 India Insight: Trump Delays Tariffs, India Eases FEMA Rules, New Tax Code from April

#97 India Insight: HUDCO Drops 11%?, India-Russia RuPay-MIR Talks, Ajay Seth Calls for Infra Boost.

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)

Ukraine Industrials / Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/itc-ltd" target="_blank" data-smartkarma-citation="entities:327:1" rel="noopener">ITC Ltd (ITC IN)</a>  revenue growth was driven by its diversified businesses, but profitability was hit by high raw material costs.</li>
<li>India is shifting its capital expenditure focus from FY25-30 towards energy infrastructure, including power generation and grid integration. </li>
<li>China plans to reduce subsidies for renewable energy projects after surpassing its 2030 solar and wind power targets early.</li>
</ul>



ITC Ltd (ITC IN)  revenue growth was driven by its diversified businesses, but profitability was hit by high raw material costs.
India is shifting its capital expenditure focus from FY25-30 towards energy infrastructure, including power generation and grid integration. 
China plans to reduce subsidies for renewable energy projects after surpassing its 2030 solar and wind power targets early.


#100 India Insight: ITC's Revenue Grows, India Shifts Focus, China Cuts Renewable Subsidies