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

# 44 India Insight: CPP & ADB Investment in JBM, Vedanta Dividend, Indian Oil Capacity Expansion

Hindenburg Research Vs SEBI Chief: Allegations and Responses

# 45 India Insight: ONGC, Oil India Price Premium, JSW Steel Acquisition, Adani Green RE Target

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

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

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

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

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 Household and personal products / Thematic (Sector/Industry)

<ul>
<li>Reliance Industries obtained over $7 billion in offshore financing for capital expenditure and debt refinancing.</li>
<li>Adani Enterprises plans a $1 billion share sale via a Qualified Institutional Placement.</li>
<li>Marico resumes operations in Bangladesh after political unrest, diversify market presence.</li>
</ul>


Reliance Industries obtained over $7 billion in offshore financing for capital expenditure and debt refinancing.
Adani Enterprises plans a $1 billion share sale via a Qualified Institutional Placement.
Marico resumes operations in Bangladesh after political unrest, diversify market presence.


# 43 India Insight: Reliance Offshore Financing, Adani QIP, Marico Diversify Market Presence