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: Dhampur Bio Organics Ltd.- Ethanol, Value Added Products & Deleveraging

The Beat Ideas: Tanfac Limited- Capex, 2x Capacity

The Beat Ideas: GMR Power & Urban Infra Limited- The Surprising Star in GMR Group’s Portfolio

The Beat Ideas: Aarti Industries Ltd.- Capex, Growth, Value Addition!

The Beat Ideas: Websolar Energy- From Bad Past to Turnaround

The Beat Ideas: EID Parry's Strategic Transformation- Cane to Consumer

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

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>In Q4FY24, <a href="https://www.smartkarma.com/entities/globus-spirits-ltd" target="_blank" data-smartkarma-citation="entities:15728:1" rel="noopener">Globus Spirits (GBSL IN)</a> changed its raw material from rice to maize to improve the margin and stability in margins.</li>
<li>
<a href="https://www.smartkarma.com/entities/globus-spirits-ltd" target="_blank" data-smartkarma-citation="entities:15728:1" rel="noopener">Globus Spirits (GBSL IN)</a> increased its capacity in Q4 recently 120KLPD, 60 each in Jharkhand and West Bengal.</li>
<li>Recently, the government also removed the ban on using FCI grain and sugarcane for Ethanol production.</li>
</ul>


In Q4FY24, Globus Spirits (GBSL IN) changed its raw material from rice to maize to improve the margin and stability in margins.

Globus Spirits (GBSL IN) increased its capacity in Q4 recently 120KLPD, 60 each in Jharkhand and West Bengal.
Recently, the government also removed the ban on using FCI grain and sugarcane for Ethanol production.


The Beat Ideas: Globus Spirits- Maize, Capex, B2C Play