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

# 40 India Insight: Tata Motors Demerger, TVS Motor Rise, Hero FinCorp Files DRHP

# 40 India Insight: ONGC Gas Production, Vedanta Debt Reduction, Tata Power Acquisition

# 42 India Insight: Tata Motors New EV, Airtel Postpones Right Issue, SBI Wealth Management

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

# 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

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)

Paraguay Building products / Thematic (Sector/Industry)

<ul>
<li>JSW Cement bids for CK Birla’s stake in Orient Cement, reflecting ongoing industry consolidation.</li>
<li>Dixon plans new Chennai plant for laptop production, expanding IT manufacturing capabilities.</li>
<li>IndiaMART shares fall after weak subscriber growth, despite strong profit and revenue increase.</li>
</ul>


JSW Cement bids for CK Birla’s stake in Orient Cement, reflecting ongoing industry consolidation.
Dixon plans new Chennai plant for laptop production, expanding IT manufacturing capabilities.
IndiaMART shares fall after weak subscriber growth, despite strong profit and revenue increase.


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