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INSIGHT PROVIDER
Top Quartile
Sudarshan Bhandari
India Equity Analyst - Fundamental & Thematic
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Beat the Street
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Location:
India
Joined:
25 March 2024
574
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300.8k
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221
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Sequent Scientific
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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.
Sudarshan Bhandari
65 Views
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bullish
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Thematic (Sector/Industry)
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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...
Sudarshan Bhandari
74 Views
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bullish
•
Aequs Ltd
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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.
Sudarshan Bhandari
130 Views
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bullish
•
Milky Mist Dairy Food Ltd
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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...
Sudarshan Bhandari
114 Views
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bullish
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Thematic (Sector/Industry)
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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.
Sudarshan Bhandari
396 Views
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