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

# 68 India Insight: Nvidia & Reliance Partnership, NMDC Price Raise, GMR INR 6,300 Crore from ADIA

# 69 India Insight: Tata Power in Hydro Project, Ambuja Capacity Expansion, BPCL Reduces Oil Intake

# 70 India Insight: SBI Climate Fund, IOCL Expansion, L&T Contract

# 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

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 telecommunication services / Thematic (Sector/Industry)

<ul>
<li>Naveen Jindal Group to Invest INR 2,160 Crore in Cement Expansion</li>
<li>Bharti Airtel Secures CCI Nod to Raise Stake in Indus Towers</li>
<li>Reliance Infrastructure to Invest INR 10,000 Crore in Defence Manufacturing</li>
</ul>


Naveen Jindal Group to Invest INR 2,160 Crore in Cement Expansion
Bharti Airtel Secures CCI Nod to Raise Stake in Indus Towers
Reliance Infrastructure to Invest INR 10,000 Crore in Defence Manufacturing


Reliance Infrastructure Invit Fund (RELINFRAINV IN)

# 67 India Insight: Reliance Infra in Defence, Bharti Airtel CCI Nod, Naveen Jindal Cement Expansion