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

#129 India Insight: GOI’s 23k Cr PLI for EMS, NSE 2 Yrs IPO Delay?, Indian Defence Soars

#130 India Insight: Textile Aims $100B Exports, Wind Energy Hits 48.5 GW, Data Centers Reach $10B

#131 India Insight: ITC’s 3.5k Paper Unit Acquisition, GOI 4% AMP Gas Hike, HAL’s Huge Defence Win

#126 India Insight: India Plans US Tariff Cuts to Protect $66B, Meesho IPO, Temasek's Haldiram Stake

#127 India Insight: Rupee Hits 3-Month High, Groww Eyes $6.5B Valuation, India Cuts Import Duties

#125 India Insight: Tata Partners with Tesla, India Hits 1B Coal Tonnes, Hindalco to Invest ₹45K Cr

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)

Kazakhstan Industrials / Thematic (Sector/Industry)

<ul>
<li>The textile industry targets $100 billion exports by 2030, seeking policy support for growth and cost competitiveness.</li>
<li>India’s wind energy capacity reaches 48.5 GW, with 2,702 MW added in FY25, signaling steady growth and new opportunities.</li>
<li>India’s data centre industry grows to $10 billion, driven by rising internet penetration and AI demand, with Mumbai and Chennai leading.</li>
</ul>


The textile industry targets $100 billion exports by 2030, seeking policy support for growth and cost competitiveness.
India’s wind energy capacity reaches 48.5 GW, with 2,702 MW added in FY25, signaling steady growth and new opportunities.
India’s data centre industry grows to $10 billion, driven by rising internet penetration and AI demand, with Mumbai and Chennai leading.


#128 India Insight: Textile $100B Exports by 2030, Wind Energy Hits 48.5 GW, Data Centers Reach $10B