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

The Beat Ideas: Deep Industries- A Hidden Oil & Gas Proxy

The Beat Ideas: Vishnu Chemicals- Niche Business with High Growth Levers

The Beat Ideas: Arvind Smartspaces- Growing Real Estate Co with Asset Light Model

The Beat Ideas: SPML Infra Limited- A Water Infra Turnaround Candidate

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>Implementation of SEBI's new F&amp;O circular to remove weekly option contracts, is expected to significantly impact BSE's market share in derivatives. </li>
<li>The new F&amp;O circular is anticipated to considerably affect BSE's topline and bottom line. Management believes the initiatives will ultimately enhance market efficiency and benefit investors. </li>
<li>With removal of weekly contracts, it is expected that volumes will increase in existing contracts, which will benefit more to BSE vs NSE. </li>
</ul>


Implementation of SEBI's new F&amp;O circular to remove weekly option contracts, is expected to significantly impact BSE's market share in derivatives. 
The new F&amp;O circular is anticipated to considerably affect BSE's topline and bottom line. Management believes the initiatives will ultimately enhance market efficiency and benefit investors. 
With removal of weekly contracts, it is expected that volumes will increase in existing contracts, which will benefit more to BSE vs NSE. 


Riding the Derivatives Wave: Can BSE Seize the Opportunity Presented by SEBI's Circular?

Bombay Stock Exchange

Riding the Derivatives Wave: Can BSE Seize the Opportunity Presented by SEBI's Circular?