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

#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment

#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise

#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise

#18 India Insight: Tata Motors Demerger, Kotak Bank Expands, Ather Plans IPO

#17 India Insight: Fintech Dominance, Electronics Boom, Tata Steel Challenge

#16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

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)

Zimbabwe Construction and engineering / Thematic (Sector/Industry)

<ul>
<li>Telcos Bid INR 11,000 Crore in First Day of 5G Spectrum Auction</li>
<li>UltraTech Cement Revises RAKWCT Acquisition from 31.6% to 25% Stake </li>
<li>Bajaj Auto Achieves Over 7 Million Unit Production Capacity in FY24</li>
</ul>


Telcos Bid INR 11,000 Crore in First Day of 5G Spectrum Auction
UltraTech Cement Revises RAKWCT Acquisition from 31.6% to 25% Stake 
Bajaj Auto Achieves Over 7 Million Unit Production Capacity in FY24


#19 India Insight: Telcos Bid for 5G Spectrum, UltraTech Acquisition, Bajaj Auto Expands Capacity