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INSIGHT PROVIDER
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Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
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Beat the Street
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India
Joined:
25 March 2024
564
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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NLC India
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02 Dec 2025 22:30
The Beat Ideas: NLC India-A 1.17 Lakh Crores Capex, Renewable Focus
NLCIL plans Rs. 1.17 lakh crore capex, aims for 42% PAT growth by FY28E, balancing thermal power with 10 GW renewable energy by FY30 for...
Sudarshan Bhandari
206 Views
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bullish
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Dodla Dairy
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01 Dec 2025 22:32
The Beat Ideas: Dodla Dairy: A Story of Value Added Products & Premiumisation
Dodla is poised for growth with new plant, premium products, strong Africa operations, and self-funded model leading to a structurally compounding...
Sudarshan Bhandari
195 Views
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bullish
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Zydus Lifesciences Ltd
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01 Dec 2025 22:26
Zydus Lifesciences: The PBC Catalyst, From Generics Volume to Specialty Value
Zydus shifts focus from US generics to high-margin revenue through specialty pipeline, chronic Indian business, and MedTech, with Saroglitazar...
Sudarshan Bhandari
213 Views
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bullish
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Waterways Leisure Tourism
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27 Nov 2025 12:49
Cordelia Cruises IPO: A Game-Changer in India's Growing Cruise Market
India's Cordelia Cruises going public with Rs. 7.27 billion IPO to triple fleet by 2028, capitalizing on under-penetrated Indian cruise market...
Sudarshan Bhandari
336 Views
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bullish
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Thematic (Sector/Industry)
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27 Nov 2025 12:30
India Life Insurance Sector: Post-GST Rebound, Margin Expansion, and Structural Tailwinds
Indian life insurance sector bounces back in October 2025 after Q2 slowdown, driven by GST exemption and shift to higher-margin products, despite...
Sudarshan Bhandari
182 Views
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