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

#88 India Insight: Maharashtra's Innovation City, US Eases Restrictions, Delhivery's Rapid Commerce

#85 India Insight: Adani Wilmar Oversubscribed, HDFC Hits ₹25,000 Cr AUM, GOI To Aid LPG Losses

#84 India Insight: GMR Secures ₹6,300 Cr Inv, ONGC-BP Partnership, 46% Rise In Indian PE Investments

#86 India Insight: Microfinance Grows 7.6%, Nippon AMC Fund Launch, FHRAI Challenges Swiggy, Zomato

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>
<a href="https://www.smartkarma.com/entities/pepsico-inc" target="_blank" data-smartkarma-citation="entities:4967:1" rel="noopener">Pepsico Inc (PEP US)</a>  an Alpha Wave Global are vying for a minority stake in Haldiram, with other investors- <a href="https://www.smartkarma.com/entities/temasek-holdings-pte-ltd" target="_blank" data-smartkarma-citation="entities:28816:1" rel="noopener">Temasek Holdings Pte Ltd (TMSK SP)</a>  and <a href="https://www.smartkarma.com/entities/bain-capital-specialty-finan" target="_blank" data-smartkarma-citation="entities:28761:1" rel="noopener">Bain Capital Specialty Finan (BCSF US)</a> </li>
<li>India plans to support its textile industry in the upcoming budget, with incentives, tariff cuts, and financial support to boost local production. </li>
<li>DPIIT has partnered with <a href="https://www.smartkarma.com/entities/itc-ltd" target="_blank" data-smartkarma-citation="entities:327:1" rel="noopener">ITC Ltd (ITC IN)</a>  to boost India’s startup ecosystem, focusing on technology, innovation, and market opportunities. </li>
</ul>



Pepsico Inc (PEP US)  an Alpha Wave Global are vying for a minority stake in Haldiram, with other investors- Temasek Holdings Pte Ltd (TMSK SP)  and Bain Capital Specialty Finan (BCSF US) 
India plans to support its textile industry in the upcoming budget, with incentives, tariff cuts, and financial support to boost local production. 
DPIIT has partnered with ITC Ltd (ITC IN)  to boost India’s startup ecosystem, focusing on technology, innovation, and market opportunities. 


#87 India Insight: China Export Halt; GTRI Suggests Tariff Cuts; Fintech Funding Drops 33%