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

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

#23 India Insight: Tata Hitachi Market Share, Patanjali Acquires Non-Food Business, ITC Exports

HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability & Profit Strength

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

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

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

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 Financial services / Thematic (Sector/Industry)

<ul>
<li>GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date</li>
<li>Tata Steel UK pursues legal action against Unite union over planned July 8 strike</li>
<li>IREDA could unlock Rs. 22-lakh crore debt market for renewables energy</li>
</ul>


GAIL's Rs. 12,940-crore Urja Ganga gas pipeline delayed to March 2025 completion date
Tata Steel UK pursues legal action against Unite union over planned July 8 strike
IREDA could unlock Rs. 22-lakh crore debt market for renewables energy


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