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INSIGHT PROVIDER
Top Quartile
Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
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Beat the Street
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Location:
India
Joined:
25 March 2024
577
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Raymond Ltd
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20 Dec 2025 10:30
The Beat Ideas: Raymond’s Engineering Rebirth- The Aerospace & Defence Leap?
Raymond's Engineering business sees strong double-digit growth post demerger, positioning the company as specialized manufacturing entities in...
Sudarshan Bhandari
134 Views
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bullish
•
GMR Airports
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19 Dec 2025 16:30
The Beat Ideas on GMR Airports: Soaring to New Heights with Record Traffic and Strong Growth
November 2025 saw record traffic of ~11.1 million passengers, up ~7.4% YoY, with Delhi leading at 7.3 million passengers, signaling growth and...
Sudarshan Bhandari
299 Views
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bullish
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HBL Power Systems
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18 Dec 2025 19:32
The Beat Idea: HBL Engineering- The "Moat" Of Kavach 4.0 and Defense Revolution
HBL Engineering secures first RDSO approval for Kavach 4.0, boosting order book to INR 4,000 crore by December 2025, with revenue guidance of INR...
Sudarshan Bhandari
236 Views
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bullish
•
Sequent Scientific
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17 Dec 2025 23:30
The Beat Ideas: Sequent Scientific Merger - CDMO Optionality with Margin Upside
NCLT approves Sequent-Viyash merger, creating INR 8,000 Cr+ Life Sciences platform with 56:100 swap ratio and management upgrade.
Sudarshan Bhandari
256 Views
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bullish
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Thematic (Sector/Industry)
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17 Dec 2025 22:21
Chartered Insights: Indian Consumption~ A Decadal Story
India's consumption boom driven by rising income and premium spending, supported by demographic trends and policy changes, offers strong...
Sudarshan Bhandari
254 Views
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