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Sudarshan Bhandari

Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
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bullishRaymond Ltd
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...

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bullishGMR Airports
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...

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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...

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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.

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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...

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