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

Event Driven: ITC Acquiring Aditya Birla Group's Paper Business

Event Driven- SKF India Demerger: The Automotive & Industrial Split

The Paytm Saga: A Tale of Non-Compliance and Controversy

Event Driven: India Glycol, A Demerger Catalyst, Capacity Expansion

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/one-97-communications-limited-paytm" target="_blank" data-smartkarma-citation="entities:26149:1" rel="noopener">Paytm (PAYTM IN)</a> is pivoting post-regulatory setbacks with board overhaul, license reapplications, and focus on high-margin verticals like lending and merchant services.</li>
<li>Triggers like MDR revival, PPBL embargo removal, and PA license approval could significantly lift monetization, improve take rates, and stabilize investor sentiment.</li>
<li>While competition is stiff, structural improvements and cost controls position Paytm for a profitable rebound, making it a potential re-rating candidate in FY26.</li>
</ul>



Paytm (PAYTM IN) is pivoting post-regulatory setbacks with board overhaul, license reapplications, and focus on high-margin verticals like lending and merchant services.
Triggers like MDR revival, PPBL embargo removal, and PA license approval could significantly lift monetization, improve take rates, and stabilize investor sentiment.
While competition is stiff, structural improvements and cost controls position Paytm for a profitable rebound, making it a potential re-rating candidate in FY26.


Paytm

Paytm 2.0: Growth Triggers Loading…