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

# 37 India Insight: L&T Wins Contract, Airtel to Boost 5G, Adani Total Gas 20% Profit Rise

# 38 India Insight: HPCL LNG Terminal, Vedanta Demerger Approved, Adani Wilmar Growth

# 39 India Insight: JSW Cement Bid Orient Cement, Dixon New Plant, IndiaMart Weak Subscriber Growth

# 33 India Insight: Paytm Collaborates with Axis, Gland Pharma Approval, Tata Consumer Right Issue

# 34 India Insight: HDFC Raises FD, Adani Green 250 MW Wind Project, EQT Exits RBL

# 35 India Insight: Bajaj Auto Investment, Emami Acquire Man Company, WeWork India New Workspaces

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 Diversified consumer services / Thematic (Sector/Industry)

<ul>
<li>Coal India advancing 119 projects to increase coal production, aiming for 1 billion tonnes by 2025-26.</li>
<li>Adani's $4 billion PVC project resumes, targeting India's PVC demand with 2 million tonnes capacity.</li>
<li>ITC plans Rs 20,000 crore investment, focusing on FMCG, paperboards, packaging, and hotel business demerger.</li>
</ul>


Coal India advancing 119 projects to increase coal production, aiming for 1 billion tonnes by 2025-26.
Adani's $4 billion PVC project resumes, targeting India's PVC demand with 2 million tonnes capacity.
ITC plans Rs 20,000 crore investment, focusing on FMCG, paperboards, packaging, and hotel business demerger.


# 36 India Insight: Coal India Projects, Adani $4 Bn in PVC, ITC INR 20,000 Cr Investment