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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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Thematic (Sector/Industry)
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Recent
bullish
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DAM Capital
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20 Dec 2024 11:30
DAM Capital IPO Review: India's Fastest-Growing Merchant Bank
DAM Capital emerges as the fastest growing merchant banker in last 3 years, boasting high growth and margins compared to peers, with a strong...
Sudarshan Bhandari
381 Views
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bullish
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KCP Ltd
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19 Dec 2024 20:44
The Beat Ideas: KCP Limited- Cement Business Undervaluation
KCP Ltd is undervalued due to underperformance, but could see a boost in valuation if it sells its cement business. Sugar sector performing well.
Sudarshan Bhandari
258 Views
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bullish
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Thematic (Sector/Industry)
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19 Dec 2024 11:30
India's Grid Transformation: A ₹9 Lakh Crore Opportunity for T&D EPC Firms
India's NEP 2022-2032 boosts growth opportunities for EPC firms in Transmission & Distribution with a projected Rs. 9 Lakh Crore capital expenditure.
Sudarshan Bhandari
195 Views
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bullish
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Kauntam Papers
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18 Dec 2024 11:30
The Beat Ideas: Kuantum Papers' Strategic Expansion and Product Innovation
Kauntam Papers is expanding production capacity by 50% with a Rs. 735Cr investment, maintaining healthy EBITDA margins and implementing Industry...
Sudarshan Bhandari
220 Views
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bullish
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Bajaj Finance Ltd
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18 Dec 2024 11:30
FINAI: Decoding Bajaj Finance's AI-Powered Strategy for Financial Dominance
Bajaj Finance is transforming into a "FINAI" company, using AI to drive growth by acquiring new customers, expanding into new markets, and...
Sudarshan Bhandari
444 Views
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