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

What Next for Varun Beverages: The Next Leg of Growth Drivers

#1Business Buzz: Countering China's Dominance, Steel Tariff on China, TSMC, ASML, NVIDIA Q1 Results

#2Business Buzz: Chinese Solar, Paytm, Fed Rate Cut, Fine on Citi

Indian Forensic Playbook: Guidelines to Identify and Avoid Storified Stocks

Themes of India: Future of Data Centre in India

How an Indian SME Used Circular Transaction Tactics to Inflate Financial Performance?

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/zen-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20721:1" rel="noopener">Zen Technologies (ZEN IN)</a> expands product range to drones, anti-drone systems, and medical simulators, enhancing opportunities beyond government contracts.</li>
<li>Strong order book of Rs 1,401 crore, significant R&amp;D investment, and government support for indigenous defence manufacturing drive growth.</li>
<li>
<a href="https://www.smartkarma.com/entities/zen-technologies-ltd" target="_blank" data-smartkarma-citation="entities:20721:1" rel="noopener">Zen Technologies (ZEN IN)</a> diversified product portfolio and strategic government support position it well for significant growth in the defence and simulation markets.</li>
</ul>



Zen Technologies (ZEN IN) expands product range to drones, anti-drone systems, and medical simulators, enhancing opportunities beyond government contracts.
Strong order book of Rs 1,401 crore, significant R&amp;D investment, and government support for indigenous defence manufacturing drive growth.

Zen Technologies (ZEN IN) diversified product portfolio and strategic government support position it well for significant growth in the defence and simulation markets.


Zen Technologies: Building a Strong Moat in Indian Defence Theme