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

# 64 India Insights: JSW ReNew Solar Agreement with NTPC, KSK Mahanadi Insolvency, Zomato Xtreme

# 65 India Insight: BlackRock Jio Financial PV, Tata Group 5 Lakh Jobs, Indian Oil Biogas Production

# 66 India Insight: Power Finance & BEML MOU Zee Entertainment Governance Issue, ONGC & BPCL MOU

# 61 India Insight: HDFC Loan Sale over $1bn, Reliance FMCG Expansion, SJVN Generated 8.4 GW

# 62 India Insight: HDFC Bank Plans INR 60K Loan Sale, L&T Order, NHPC INR 2,300 Crore Expansion

# 60 India Insight: Hindalco INR 2,450 Cr Investment, JK Cement & Hindustan Zinc Capacity Expansion

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 Automobiles / Thematic (Sector/Industry)

<ul>
<li>Larsen &amp; Toubro (L&amp;T) plans to generate INR 40,000 crore in pre-sales revenue through aggressive land acquisition and portfolio expansion.</li>
<li>NLC India aims to reach a mining capacity of 1 MTPA for critical minerals by FY30</li>
<li>Reliance's Viacom 18-Disney Merger Approved, Creating India’s Largest Media Empire</li>
</ul>


Larsen &amp; Toubro (L&amp;T) plans to generate INR 40,000 crore in pre-sales revenue through aggressive land acquisition and portfolio expansion.
NLC India aims to reach a mining capacity of 1 MTPA for critical minerals by FY30
Reliance's Viacom 18-Disney Merger Approved, Creating India’s Largest Media Empire


# 63 India Insight: L&T to Raise INR 400 Billion, NLC Targets 1 MTPA Capacity, Tata Motors Start JLR