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

#108 India Insight: Adani Shifts to Cash Flow Growth, Hiranandani Pune JV, Burman Controls Religare

#110 India Insight: Tata Play-Airtel Merger, 5.1% IT Growth in FY25, HCLTech CEO on GenAI

#111 India Insight: Axis Bank, India Solar Push, PAG Sell: $1B+ Deals in Focus

#104 India Insight: RIL Faces Setback, SEBI Rejects Gaekwad's Bid, Amazon Launches

#105 India Insight: Gold Leasing Rates Surge, Tax Cuts Ease Foreign Firms' Burden, Unilever Expands

#106 India Insight: Adani Cement Targets 140 Mtpa by 2028; Vedanta Demerger Gets 83% Nod; SEC Probes

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)

Peru Industrials / Thematic (Sector/Industry)

<ul>
<li>PhonePe, India's largest digital payments player, begins IPO preparations after redomiciling to India in December 2022. With impressive growth and profitability.</li>
<li>Adani Group reassures investors and creditors with strong cash reserves and double-digit EBITDA growth. </li>
<li>Gujarat's Rs 3.70 trillion budget for 2025-26 includes no new taxes. Focus is on infrastructure, green growth, human development, and economic activities, with new projects.</li>
</ul>


PhonePe, India's largest digital payments player, begins IPO preparations after redomiciling to India in December 2022. With impressive growth and profitability.
Adani Group reassures investors and creditors with strong cash reserves and double-digit EBITDA growth. 
Gujarat's Rs 3.70 trillion budget for 2025-26 includes no new taxes. Focus is on infrastructure, green growth, human development, and economic activities, with new projects.


#107 India Insight: PhonePe Plans IPO, Adani Sees Growth, Gujarat Budget Boosts Economy