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Sudarshan Bhandari

Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
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Equity Bottom-Up • Thematic (Sector/Industry)
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bullish•Sequent Scientific
•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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bullish•Aequs Ltd
•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.

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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...

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•12 Dec 2025 20:15

Thematic Report On India’s Valuation Reset: How Markets Are Repricing Growth Heading Into 2026

​Nifty-500 valuations ease by 13% with midcaps hit hardest, market shift towards earnings-driven rally in FY26 favoring Private Banks and Technology.

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