India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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)

<ul>
<li>FM Nirmala Sitharaman prepares to unveil the Union Budget for the fiscal year 2024-25 on July 23rd.</li>
<li>Movement of Sensex and Nifty around the Budget day and post that.</li>
<li>What sectors performed best and worst during the last 10 budget days?</li>
</ul>


FM Nirmala Sitharaman prepares to unveil the Union Budget for the fiscal year 2024-25 on July 23rd.
Movement of Sensex and Nifty around the Budget day and post that.
What sectors performed best and worst during the last 10 budget days?


Mapping Indian Market Performance Around Past 10 Budgets

<ul>
<li>Tata Power's INR 20,000-crore investment in renewables to boosts clean energy</li>
<li>Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position</li>
<li>India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components</li>
</ul>


Tata Power's INR 20,000-crore investment in renewables to boosts clean energy
Zee Entertainment's $239 million FCCBs plan: Raises funds to bolster financial position
India to approve INR 70,000-crore warship order: Advanced warships with Indigenous components


# 31 India Insight: Tata Power Investment, Zee Fund Raise, India Defence Indigenous Components

Equity Bottom-Up

Cantabil Retail India Ltd designs, manufactures, brands and retails apparel.

<ul>
<li>Overall, Cantabil Retail is a well-managed company with a solid track record and a clear growth strategy. </li>
<li>With a focus on expanding into new markets, maintaining high profitability, and strong promoter and FII confidence, Cantabil is poised for continued success in the Indian retail sector. </li>
<li>Investors looking for a promising investment opportunity in the apparel industry should consider Cantabil Retail for its strong financial performance and growth potential.</li>
</ul>


Overall, Cantabil Retail is a well-managed company with a solid track record and a clear growth strategy. 
With a focus on expanding into new markets, maintaining high profitability, and strong promoter and FII confidence, Cantabil is poised for continued success in the Indian retail sector. 
Investors looking for a promising investment opportunity in the apparel industry should consider Cantabil Retail for its strong financial performance and growth potential.


The Beat Ideas: What Makes Cantabil Retail an Interesting Bet on the Apparel Market?

<ul>
<li>Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry</li>
<li>Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme</li>
<li>Temasek to Invest $10 Billion in India Over Next Three Years</li>
</ul>


Government Implements Uniform 5% Tax for Aircraft and Engine Parts to Boost Domestic MRO Industry
Telangana Government Announces INR 35,000 Crore Farm Loan Waiver Scheme
Temasek to Invest $10 Billion in India Over Next Three Years


#30 India Insight: Temasek Investment in India, Farm Loan Waiver Scheme, HUL Sale of Pureit

<ul>
<li>Vodafone Idea requests Rs.24,747 crore bank guarantee waiver for spectrum payments from DoT</li>
<li>Brookfield invests $550 million in Tamil Nadu's Leap Green Energy for renewable growth</li>
<li>Adani Ports commits $1.2 billion to Vizhinjam, Kerala's future container transshipment hub</li>
</ul>


Vodafone Idea requests Rs.24,747 crore bank guarantee waiver for spectrum payments from DoT
Brookfield invests $550 million in Tamil Nadu's Leap Green Energy for renewable growth
Adani Ports commits $1.2 billion to Vizhinjam, Kerala's future container transshipment hub


#29 India Insight: VI Bank Guarantee, Adani Ports Commits $1.2 Bn, Brookfield Investment

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