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: Kama Holdings- A Growing Player at Deep Discount

The Beat Ideas- Ramkrishna Forgings: A Strategic Growth Opportunity

The Beat Ideas- Latent View Analytics: Harnessing Data & Analytics

The Beat Ideas: Bharat Wire Ropes- The Turnaround and Transformation

The Beat Ideas- Patel Engineering: Turnaround Play?

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

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

Archean Chemical Industries / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/archean-chemical-industries" target="_blank" data-smartkarma-citation="entities:36520:1" rel="noopener">Archean Chemical Industries (ACI IN)</a> is largest producer of Bromine and largest exporter of Bromine from India.</li>
<li>The company is doing brownfield and greenfield capex in Bromine derivatives which are Margin accretive.</li>
<li>
<a href="https://www.smartkarma.com/entities/archean-chemical-industries" target="_blank" data-smartkarma-citation="entities:36520:1" rel="noopener">Archean Chemical Industries (ACI IN)</a>  is confident about 30% volume growth in FY25.</li>
</ul>



Archean Chemical Industries (ACI IN) is largest producer of Bromine and largest exporter of Bromine from India.
The company is doing brownfield and greenfield capex in Bromine derivatives which are Margin accretive.

Archean Chemical Industries (ACI IN)  is confident about 30% volume growth in FY25.


The Beat Ideas- Archean Chemical: The Bromine Leader of India