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

JM Financial: An Undervalued Gem Poised for Breakout Growth

Thematic Report : Impact of Rate Cut on Markets

Thematic Report : Packaging Sector Is Back with Bang: What’s Fueling Revival?

Thematic Report- Indian Power at Peak: Value Chain Stocks

Thematic Report : How Indian Markets Performed After Steep Falls

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

Thematic (Sector/Industry)

India Capital markets / Thematic (Sector/Industry)

<ul>
<li>India's IPO boom is bucking the global trend with highest ever IPOs in H12024; thanks to strong inflows and investor confidence.</li>
<li>SEBI's report show flipping trend with 54% of investors have sold their IPO bound stocks within a week of listing.</li>
<li>2024 has been the golden year for all the stakeholders considering better listing gains and returns along with number of opportunities available.</li>
</ul>


India's IPO boom is bucking the global trend with highest ever IPOs in H12024; thanks to strong inflows and investor confidence.
SEBI's report show flipping trend with 54% of investors have sold their IPO bound stocks within a week of listing.
2024 has been the golden year for all the stakeholders considering better listing gains and returns along with number of opportunities available.


S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

Thematic Report: Charting Key Trends of India's IPO Boom