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- Archean Chemical: The Bromine Leader of India

The Beat Ideas: Kama Holdings- A Growing Player at Deep Discount

The Beat Ideas- Ramkrishna Forgings: A Strategic Growth Opportunity

The Beat Ideas: Indiabulls Housing- A New Era in Housing Finance

The Beat Ideas: Action Construction - A Bet on Manufacturing & Infrastructure Theme

The Beat Ideas- Patel Engineering: Turnaround Play?

Thematic: India Elections and Crisis Investing

India Politics: Setback for Modi Heralds Era of Uncertain Coalition Politics

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/aegis-logistics-ltd" target="_blank" data-smartkarma-citation="entities:2478:1" rel="noopener">Aegis Logistics (AGIS IN)</a> is significantly expanding its LPG and liquid logistics infrastructure across India with rising demand.</li>
<li>Currently, Aegis has a 15.5% market share in LPG imports in India which they plan to take to 25% in the next few years.</li>
<li>Surpassed INR 1,000 crores in normalized EBITDA for FY '24, planned capex of 4500 Crores by FY27.</li>
</ul>



Aegis Logistics (AGIS IN) is significantly expanding its LPG and liquid logistics infrastructure across India with rising demand.
Currently, Aegis has a 15.5% market share in LPG imports in India which they plan to take to 25% in the next few years.
Surpassed INR 1,000 crores in normalized EBITDA for FY '24, planned capex of 4500 Crores by FY27.


The Beat Ideas: Aegis Logistics: Fueling India's LPG Market