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Sudarshan Bhandari

Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
Beat the Street

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bullishNLC India
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...

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bullishDodla Dairy
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...

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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...

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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...

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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...

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