Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Several companies across industries have commissioned capacity expansions. These completions reflect management's strong demand outlook and are often precursors to improved financial performance and long-term value creation.</li>
<li>The completion of strategic Capex enhances revenue streams and EBITDA margins, positioning companies for sustainable growth, improved financial performance, and greater investor confidence amid evolving market demands.</li>
<li>Tracking newly completed capacities helps identify companies entering growth mode. As utilization improves and integration lowers costs, earnings visibility strengthens, supporting upgraded forecasts and potential valuation upside.</li>
</ul>


Several companies across industries have commissioned capacity expansions. These completions reflect management's strong demand outlook and are often precursors to improved financial performance and long-term value creation.
The completion of strategic Capex enhances revenue streams and EBITDA margins, positioning companies for sustainable growth, improved financial performance, and greater investor confidence amid evolving market demands.
Tracking newly completed capacities helps identify companies entering growth mode. As utilization improves and integration lowers costs, earnings visibility strengthens, supporting upgraded forecasts and potential valuation upside.


Capex Monetization: Revenue Impact, Margin Expansion Across Companies

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Aarti Drugs Limited is a key player in the pharmaceutical industry, particularly in manufacturing Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, and Specialty Chemicals.</li><li>With an extensive range of over 50 compounds covering various therapeutic categories, it stands as a market leader in APIs.</li><li>The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Limited is a key player in the pharmaceutical industry, particularly in manufacturing Active Pharmaceutical Ingredients (APIs), Pharma Intermediates, and Specialty Chemicals.With an extensive range of over 50 compounds covering various therapeutic categories, it stands as a market leader in APIs.The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Aarti Drugs Ltd - 21 MAY 2024

<ul><li>Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.</li><li>Gross margins improved by 282bps sequentially due to a better product mix and a decline in input costs.</li><li>Additionally, EBITDA margins improved by 227bps sequentially, driven by operating leverage from enhanced capacity utilization. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.Gross margins improved by 282bps sequentially due to a better product mix and a decline in input costs.Additionally, EBITDA margins improved by 227bps sequentially, driven by operating leverage from enhanced capacity utilization. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - API Prices Bottomed Out

<ul><li>Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.</li><li>The report contains carefully handpicked companies that are well-placed to benefit from this year’s Interim Budget.</li><li>NEW YEAR PICKS 2024: In Dec’23, we released the report – NEW YEAR PICKS 2024: New Year, New Horizons, which contains deeplyresearched 9 stocks that are best-placed to deliver excellent performance in 2024. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.The report contains carefully handpicked companies that are well-placed to benefit from this year’s Interim Budget.NEW YEAR PICKS 2024: In Dec’23, we released the report – NEW YEAR PICKS 2024: New Year, New Horizons, which contains deeplyresearched 9 stocks that are best-placed to deliver excellent performance in 2024. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Research Scorecard Report for Jan 2024

<ul><li>Aarti Drugs’ reported Q3FY24 results stood below our expectations, led by continued reduction in API prices across key therepies and elevated key solvent prices.</li><li>It reported revenue of Rs 606 Cr, down 8.7%/5.6% YoY/QoQ due to a fall in exports and domestic revnue by 28.5% and 4.5% YoY respectively.</li><li>The said de-growth was led by the API segment which de-grew by 13% YoY. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs’ reported Q3FY24 results stood below our expectations, led by continued reduction in API prices across key therepies and elevated key solvent prices.It reported revenue of Rs 606 Cr, down 8.7%/5.6% YoY/QoQ due to a fall in exports and domestic revnue by 28.5% and 4.5% YoY respectively.The said de-growth was led by the API segment which de-grew by 13% YoY. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Aarti Drugs Ltd - Continued Reduction in APIs Prices

India

Aarti Drugs Limited is a pharmaceutical company which manufactures bulk drugs and specialty chemicals. The Company's products include vitamins and sedatives, as well as anti-inflammatory, anti-asthma, anti-arthritis, anti-fungal,  anti-diabetic, anti-osteoporosis, anti-cholinergic and anti-depressant drugs.  The company sells its products in India and elsewhere throughout the world.

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Aarti Drugs Ltd (ARTD IN)

Capex Monetization: Revenue Impact, Margin Expansion Across Companies

Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...

Nimish Maheshwari

Pick of the Week: Aarti Drugs Ltd - 21 MAY 2024

The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence.

Axis Direct

Aarti Drugs Ltd - API Prices Bottomed Out

Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.

Axis Direct

Axis Research Scorecard Report for Jan 2024

Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.

Axis Direct

Aarti Drugs Ltd - Continued Reduction in APIs Prices

Aarti Drugs’ reported Q3FY24 results stood below our expectations, led by continued reduction in API prices across key therepies and elevated key...

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Capex Monetization: Revenue Impact, Margin Expansion Across Companies

​Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...

Nimish Maheshwari

Pick of the Week: Aarti Drugs Ltd - 21 MAY 2024

The company's strong focus on exports, with 39% of revenue coming from overseas markets, indicates a robust global presence.

Axis Direct

Aarti Drugs Ltd - API Prices Bottomed Out

Aarti Drugs reported Q4FY24 results that exceeded our expectations. Revenue, EBITDA, and PAT grew by 2.3%, 22.3%, and 34.4% QoQ, respectively.

Axis Direct

Axis Research Scorecard Report for Jan 2024

Post Budget Analysis and Stock Ideas: It gives us immense joy to announce our Post Budget Analysis and Stock Ideas for 2024-25.

Axis Direct

Aarti Drugs Ltd - Continued Reduction in APIs Prices

Aarti Drugs’ reported Q3FY24 results stood below our expectations, led by continued reduction in API prices across key therepies and elevated key...

Axis Direct

Companies are expanding capacity to meet strong demand, improve financial performance, and create long-term value, positioning them for...