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

Why Does JSW Energy's Battery Foray Go into Deep Trouble?

Thematic Report: Geo-Economic Fragmentation; The Start of a Trade War?

Thematic Report: How Is International Trade Changing in the Coming Decade?

Waaree Energies IPO Update- Forensic Analysis

A Deeper Look into Mamaearth's Inventory Saga: Unpacking the Red Flags and Forensic Insights

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 Energy equipment and services / Thematic (Sector/Industry)

<ul>
<li>Trump's new policy on renewables could have significant implications for Indian renewable players, particularly those who heavily rely on exports to the US market.</li>
<li>The potential rollback of the Inflation Reduction Act and the imposition of trade barriers and tariffs could lead to a decrease in demand for Indian solar modules in the US</li>
<li>Waaree Energies, Adani Enterprises, and Vikram Solar, which have a high concentration of exports in their overall revenue, are likely to be the most affected</li>
</ul>


Trump's new policy on renewables could have significant implications for Indian renewable players, particularly those who heavily rely on exports to the US market.
The potential rollback of the Inflation Reduction Act and the imposition of trade barriers and tariffs could lead to a decrease in demand for Indian solar modules in the US
Waaree Energies, Adani Enterprises, and Vikram Solar, which have a high concentration of exports in their overall revenue, are likely to be the most affected


How Will Trump's Renewed Stance on Renewables Impact Indian Energy Companies?