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>Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.</li>
<li>Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.</li>
<li>Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.</li>
</ul>


Global gas turbine orders more than doubled in 2025 to 100.3 GW across 846 units, the highest in two decades, driven by AI data center load growth, coal retirement cycles.
Three OEMs control over 75% of supply. Backlogs now stretch to 2030, delivery lead times exceed 5-7 years in some frame sizes.
Alternatives like SMRs and long-duration storage remain structurally years away. Understanding who controls the turbine supply chain, and at what price, is the defining energy question of this decade.


Gas Turbines: The Unexpected Infrastructure Play of the AI Era

Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

Despite what appeared to be a “fire sale” stock price, in our comment last month on General Electric we remained cautious. This was predicated both on our crowd-sourced sentiment readings towards the stock and because of the imminent announcement by CEO John Flannery of a new restructuring plan. Last week, during the much awaited investor day, the plan, including a drastic dividend cut, was finally unveiled. The important selloff that followed may be in part the effect of investors owning GE…

Despite what appeared to be a “fire sale” stock price, in our comment last month on General Electric we remained cautious. This was predicated both on our crowd-sourced sentiment readings towards the stock and because of the imminent announcement by CEO John Flannery of a new restructuring plan. Last week, during the much awaited investor day, the plan, including a drastic dividend cut, was finally unveiled. The important selloff that followed may be in part the effect of investors owning GE…

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

Event-Driven

Fast Facts<ul><li>Significant merger investigations lasted an average of 9.9 months in 2016, a new DAMITT record.</li><li>The 33 significant investigations in 2016 were the second most in the past six years, but down from the record of 37 significant investigations set in 2015.</li><li>The six complaints filed in 2016 to enjoin transactions were the second most in the past six years, just below the 2015 record of seven complaints.</li><li>Merger cases filed in 2016 suggest that merger litigation takes about eight months—more than three months longer than litigated cases filed in 2015 and more than four months longer than litigated cases filed in 2011.</li><li>Transaction agreements resulting in significant antirust merger investigations resolved in 2016 allotted 15.7 months for antitrust review, up 10% from 2015.</li></ul>

Fast FactsSignificant merger investigations lasted an average of 9.9 months in 2016, a new DAMITT record.The 33 significant investigations in 2016 were the second most in the past six years, but down from the record of 37 significant investigations set in 2015.The six complaints filed in 2016 to enjoin transactions were the second most in the past six years, just below the 2015 record of seven complaints.Merger cases filed in 2016 suggest that merger litigation takes about eight months—more than three months longer than litigated cases filed in 2015 and more than four months longer than litigated cases filed in 2011.Transaction agreements resulting in significant antirust merger investigations resolved in 2016 allotted 15.7 months for antitrust review, up 10% from 2015.

DAMITT 2016 Year in Review: Significant Antitrust Merger Investigations Longer Than Ever

M&A Reporting, CTFN

Jonathan Spitzer

M&A Reporting

CTFN

Bringing the marketplace leading coverage of mergers, events, and major corporate actions, CTFN has a team of seasoned reporters from Los Angeles to London, publishing news that advances stories that matter to event-driven investors and deal professionals.

Baker Hughes remains in play after its failed merger with Halliburton, and General Electric and The Carlyle Group are two potential acquirers of the No. 3 oil field services company, three industry experts told CTFN.

Baker Hughes remains in play after its failed merger with Halliburton, and General Electric and The Carlyle Group are two potential acquirers of the No. 3 oil field services company, three industry experts told CTFN.

Tempered Hopes that Baker Hughes May Attract Suitors

Fast Facts<ul><li>Significant merger investigations lasted 9.5 months on average over the 12 months ending Q1 2016, about 20% longer than observed over the prior 12 months.</li><li>There were 33 significant merger investigations during the 12-month period ending Q1 2016, compared to 32 during the prior 12-month period.</li><li>Increased use of upfront buyers may be partially responsible for the increase in duration. In 2015, consents requiring upfront buyers took 2.1 months longer than consents requiring post-order buyers.</li></ul>

Fast FactsSignificant merger investigations lasted 9.5 months on average over the 12 months ending Q1 2016, about 20% longer than observed over the prior 12 months.There were 33 significant merger investigations during the 12-month period ending Q1 2016, compared to 32 during the prior 12-month period.Increased use of upfront buyers may be partially responsible for the increase in duration. In 2015, consents requiring upfront buyers took 2.1 months longer than consents requiring post-order buyers.

Is Use of Upfront Buyers Causing Longer Merger Investigations? Q1 2016 Update Confirms 2015 Trends

United States

Baker Hughes Company provides oilfield products and services. The Company engages in surface logging, drilling, pipeline operations, petroleum engineering, and fertilizer solutions, as well as offers gas turbines, valves, actuators, pumps, flow meters, generators, and motors. Baker Hughes serves oil and gas industries worldwide.

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Baker Hughes (BHGE US)

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...

Sudarshan Bhandari

General Electric, Almost Good to Go

Despite what appeared to be a “fire sale” stock price, in our comment last month on General Electric we remained cautious. This was predicated both...

Amareos

DAMITT 2016 Year in Review: Significant Antitrust Merger Investigations Longer Than Ever

Fast Facts Significant merger investigations lasted an average of 9.9 months in 2016, a new DAMITT record. The 33 significant investigations in...

Dechert LLP

Tempered Hopes that Baker Hughes May Attract Suitors

Baker Hughes remains in play after its failed merger with Halliburton, and General Electric and The Carlyle Group are two potential acquirers of...

CTFN

Is Use of Upfront Buyers Causing Longer Merger Investigations? Q1 2016 Update Confirms 2015 Trends

Fast Facts Significant merger investigations lasted 9.5 months on average over the 12 months ending Q1 2016, about 20% longer than observed over...

Dechert LLP

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Gas Turbines: The Unexpected Infrastructure Play of the AI Era

​Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...

Sudarshan Bhandari

General Electric, Almost Good to Go

Despite what appeared to be a “fire sale” stock price, in our comment last month on General Electric we remained cautious. This was predicated both...

Amareos

DAMITT 2016 Year in Review: Significant Antitrust Merger Investigations Longer Than Ever

Fast Facts Significant merger investigations lasted an average of 9.9 months in 2016, a new DAMITT record. The 33 significant investigations in...

Dechert LLP

Tempered Hopes that Baker Hughes May Attract Suitors

Baker Hughes remains in play after its failed merger with Halliburton, and General Electric and The Carlyle Group are two potential acquirers of...

CTFN

Is Use of Upfront Buyers Causing Longer Merger Investigations? Q1 2016 Update Confirms 2015 Trends

Fast Facts Significant merger investigations lasted 9.5 months on average over the 12 months ending Q1 2016, about 20% longer than observed over...

Dechert LLP

Global gas turbine orders surged in 2025 to 100.3 GW, driven by AI data center growth and coal retirements. Three OEMs dominate supply, with...