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

#7 India Insights: Weaker Modi Mandate, Plunging PSUs, Tata Steel Credit Profile, Reliance, Airtel

#8 India Insight: Novelis IPO Postponed, TMFL Merger, Angle One Client Growth, NSE World Record

#9 India Insight: Goldman Sachs on India Election, Zee& SpiceJet Fundraise, ITC Demerger

Indian Companies Are Betting on Booming Capital Markets with Unplanned Fund Raisings

Thematic Report: Indian Markets at All Time; Should You Invest Now?

#4 India Insight: India Gets S&P Upgrade, Adani Green Ambition Creates Doubt, Jio App Launch

The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure Theme

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)

India Capital markets / Thematic (Sector/Industry)

<ul>
<li>JSW launches coated steel product to substitute imports which has market of INR 2200 crore</li>
<li>Adani may tie up with Japan for renewable energy post-meeting between officials</li>
<li>FII short position highest before election results; India Q4 GDP beat analyst estimates</li>
</ul>


JSW launches coated steel product to substitute imports which has market of INR 2200 crore
Adani may tie up with Japan for renewable energy post-meeting between officials
FII short position highest before election results; India Q4 GDP beat analyst estimates


S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

#5 India Insights: JSW Steel New Product, Adani-Japan May Tie Up, FII Shorts, India GDP