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

#97 India Insight: HUDCO Drops 11%?, India-Russia RuPay-MIR Talks, Ajay Seth Calls for Infra Boost.

#98 India Insight: Trump Delays Tariffs, India Eases FEMA Rules, New Tax Code from April

#99 India Insight: OpenAI's Deep Research, Lenskart Plans $1Bn IPO, Zomato Rebrands

#93 India Insight: Indian Media Sues OpenAI, L&T Loses Submarine Tender, UBS Explores JV in India.

# India Insight 92: Adani Faces Deal Revocation, Reliance Buys SIL, Premium Products Thrive

#94 India Insight: Vedanta’s Rs 1T Refinery, Hindustan Zinc Delays Demerger, Zepto Moves HQ

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>Rashmi Saluja, CEO and Chairperson of <a href="https://www.smartkarma.com/entities/religare-enterprises-ltd" target="_blank" data-smartkarma-citation="entities:14799:1" rel="noopener">Religare Enterprises (RELG IN)</a> , sues the company to prevent a potential takeover by the Burman family. (promoter family of <a href="https://www.smartkarma.com/entities/dabur-india-ltd" target="_blank" data-smartkarma-citation="entities:242:1" rel="noopener">Dabur India Ltd (DABUR IN)</a>)</li>
<li>
<a href="https://www.smartkarma.com/entities/jsw-energy-ltd" target="_blank" data-smartkarma-citation="entities:14949:1" rel="noopener">JSW Energy Ltd (JSW IN)</a>  revises its FY25 capex target to Rs 10,000 crore, down from Rs 15,000 crore, shifting focus to acquisitions due to sectoral constraints.</li>
<li>The Union Budget 2025 allocates Rs. 6.81 lakh crore to defence, with Rs. 4.88 lakh crore for revenue and Rs. 1.92 lakh crore for capital expenditure.</li>
</ul>


Rashmi Saluja, CEO and Chairperson of Religare Enterprises (RELG IN) , sues the company to prevent a potential takeover by the Burman family. (promoter family of Dabur India Ltd (DABUR IN))

JSW Energy Ltd (JSW IN)  revises its FY25 capex target to Rs 10,000 crore, down from Rs 15,000 crore, shifting focus to acquisitions due to sectoral constraints.
The Union Budget 2025 allocates Rs. 6.81 lakh crore to defence, with Rs. 4.88 lakh crore for revenue and Rs. 1.92 lakh crore for capital expenditure.


96# India Insight: Rashmi Saluja Sues Religare, JSW Energy Revises Capex, Budget 2025 Highlights.