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

How the ₹23K Cr PLI Scheme Benefits EMS Companies - Dixon, Amber, and Kaynes

Charted Insights: Understanding the Impact of the US Reciprocal Tariff Plan: A Data-Backed Breakdown

Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead

Thematic Report: Cooling India- Indian Air Conditioner (AC) Industry

Chartered Insights: Which Asian Economies Face the Greatest Threat from US Reciprocal Tariffs?

Charted Insights: India’s Inflation Trajectory - What Lies Ahead in FY26?

India’s Power Surge: What Is Fueling the Demand Boom in 2025?

Lab Grown Diamonds: What Indian Players Are Saying?(Part-2)

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)

United states Capital markets / Thematic (Sector/Industry)

<ul>
<li>India's thriving trade relationship with the US has come under scrutiny following the announcement of the Reciprocal Tariff Plan by the US administration.</li>
<li>As the world's largest economy considers levelling tariff imbalances with trade partners, India — despite enjoying a trade surplus — faces only moderate risk. </li>
<li>Here's a detailed look into the numbers, categories, and sectors that matter</li>
</ul>


India's thriving trade relationship with the US has come under scrutiny following the announcement of the Reciprocal Tariff Plan by the US administration.
As the world's largest economy considers levelling tariff imbalances with trade partners, India — despite enjoying a trade surplus — faces only moderate risk. 
Here's a detailed look into the numbers, categories, and sectors that matter


S&P BSE SENSEX Index (SENSEX INDEX EQUITY)

NSE Nifty Next 50 Index (NIFTYJR INDEX EQUITY)

Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports

Capital Markets

Thematic Report : India–US Trade; Assessing the Impact of Reciprocal Tariffs on Indian Exports