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

The Beat Ideas: Prakash Industries Limited, A Mining Catalyst

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

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

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

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/anupam-rasayan-india-limited" target="_blank" data-smartkarma-citation="entities:44050:1" rel="noopener">Anupam Rasayan India (ANURAS IN)</a> bought 25% stake in the company from Aditya Birla group in 2022 for their backward integration.</li>
<li>Company invested Rs 102 crore to double its AHF capacity.</li>
<li>The financials and Balance Sheet of the company is strong to sustain the margins as well as satisfy the growing demand of Fluorochemicals.</li>
</ul>



Anupam Rasayan India (ANURAS IN) bought 25% stake in the company from Aditya Birla group in 2022 for their backward integration.
Company invested Rs 102 crore to double its AHF capacity.
The financials and Balance Sheet of the company is strong to sustain the margins as well as satisfy the growing demand of Fluorochemicals.


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

Tanfac Industries

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