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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
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Equity Bottom-Up
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Recent
bullish
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Sahajanand Medical Technologies
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12 Oct 2026 22:01
Sahajanand Medical Technologies IPO: Global Stent Franchise, Emerging Structural Heart Opportunity
Sahajanand Medical Technologies’ profits surged 175% in FY26, but rising debt and modest returns raise questions. Can its global medical-device...
Sudarshan Bhandari
53 Views
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bullish
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HD Fire Protect
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12 Oct 2026 13:43
HD Fire Protect IPO: A High-Margin Export Franchise
HD Fire protect IPO: A Specialised, niche and India's 2nd Largest Fire Protect Equipment manufacturer with moat of certification and Product...
Sudarshan Bhandari
67 Views
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bullish
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Tonbo Imaging
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11 Oct 2026 17:20
Tonbo Imaging IPO: A Full-Stack Global Defence Electronics Platform
From Night Vision to AI-enabled Defence Platforms: Tonbo combines proprietary technology, 28,000+ systems deployed globally and a ₹314 crore order...
Sudarshan Bhandari
85 Views
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bullish
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Anupam Rasayan
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07 Oct 2026 08:30
Anupam Rasayan: The Vertical Integration Playbook
How Anupam Rasayan is using upstream security, overseas manufacturing and downstream pharma integration to build a larger platform, while trying to...
Sudarshan Bhandari
97 Views
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bullish
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Samvardhana Motherson International
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05 Oct 2026 11:30
Samvardhana Motherson: Building a Broader Aerospace and Defence Systems!
From machining parts to building a broader aerospace-and-defence systems stack, Samvardhana Motherson is applying its auto-industry playbook to a...
Sudarshan Bhandari
88 Views
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