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

#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

#100 India Insight: ITC's Revenue Grows, India Shifts Focus, China Cuts Renewable Subsidies

#95 India Insight: IndiaAI to Launch GPU Portal, ITC Hotels Faces ETF Outflows, L&T Secures Deal

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

#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)

Macau Industrials / Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/housing-and-urban-development-corporation-limited" target="_blank" data-smartkarma-citation="entities:24013:1" rel="noopener">Housing and Urban Development Corporation Limited (HUDCO IN)</a>  stock dropped 11% after the government slashed funding for PMAY-Urban in the 2025 Union Budget. </li>
<li>India and Russia are in discussions to integrate RuPay and MIR payment systems for mutual transactions. This move comes amid Western sanctions on Russia, aiming to ease transaction challenges visitors.</li>
<li>Ajay Seth, Secretary of DEA, emphasizes the need for India to invest 7-8% of GDP annually in infrastructure. He urges the private sector to contribute more, particularly through public-private partnerships.</li>
</ul>



Housing and Urban Development Corporation Limited (HUDCO IN)  stock dropped 11% after the government slashed funding for PMAY-Urban in the 2025 Union Budget. 
India and Russia are in discussions to integrate RuPay and MIR payment systems for mutual transactions. This move comes amid Western sanctions on Russia, aiming to ease transaction challenges visitors.
Ajay Seth, Secretary of DEA, emphasizes the need for India to invest 7-8% of GDP annually in infrastructure. He urges the private sector to contribute more, particularly through public-private partnerships.


Housing and Urban Development Corporation Limited (HUDCO IN)

Housing and Urban Development Corporation Limited

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