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

Precot Limited: A Niche Technical Textile Player

Analyzing the Triggers Behind Global Stock Market Sell-Off in Jul-24

Themes of India: Future of Data Centre in India

Shipping Corporation of India Land & Assets Ltd.: Demerger and a Value Bet

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/ghcl-textiles-ltd" target="_blank" data-smartkarma-citation="entities:41303:1" rel="noopener">GHCL Textiles (GHCLTEXT IN)</a>  Aiming 25-30% revenue growth along with 15-20% average margins significantly increase the profitability of the company.</li>
<li>Entering into value-added products like Functional fabrics and setting up their own manufacturing plant for fabric.</li>
<li>Management Guidance on yarn prices, capex and debt profile of the company.</li>
</ul>



GHCL Textiles (GHCLTEXT IN)  Aiming 25-30% revenue growth along with 15-20% average margins significantly increase the profitability of the company.
Entering into value-added products like Functional fabrics and setting up their own manufacturing plant for fabric.
Management Guidance on yarn prices, capex and debt profile of the company.


GHCL Textiles

GHCL Textile Q4 FY24 Update