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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
575
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302.8k
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221
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
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
140 Views
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bullish
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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
250 Views
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bullish
•
Thematic (Sector/Industry)
•
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
240 Views
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bullish
•
Aequs Ltd
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17 Dec 2025 19:37
Aequs Limited: From Aerospace Component Leader to Diversified Precision Platform
​Aerospace company in Indian SEZ serves global OEMs with strong growth in Aerospace segment and recovering revenue momentum despite net losses.
Sudarshan Bhandari
323 Views
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bullish
•
Milky Mist Dairy Food Ltd
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17 Dec 2025 16:00
Milky Mist IPO: A Bet on New Age & Value Added Dairy Products
​Milky Mist plans IPO to reduce debt, expand capacity, and support growth in value-added dairy segments, positioning for sustained growth in...
Sudarshan Bhandari
312 Views
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