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?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Beyond Fashion: Unraveling Bangladesh's Garment Industry Challenges

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>Debt restructuring in 2021 reduced interest costs and improved profitability, with promoters increasing their stake by 4%.</li>
<li>Revenue and EBITDA have grown significantly, with a revenue CAGR of 35% and EBITDA CAGR of 72% over the past 3 years.</li>
<li>Strong export presence and increasing domestic market share indicate robust growth potential despite global economic fluctuations.</li>
</ul>


Debt restructuring in 2021 reduced interest costs and improved profitability, with promoters increasing their stake by 4%.
Revenue and EBITDA have grown significantly, with a revenue CAGR of 35% and EBITDA CAGR of 72% over the past 3 years.
Strong export presence and increasing domestic market share indicate robust growth potential despite global economic fluctuations.


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